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Create a “mini” information management strategy for this scenario

Your company is a medium-sized professional services firm. It has approximately 150 employees, who are arranged in 5 departments of approximately equal size. Each department has a department head to whom the employees in that department report. The department heads report to the CEO (Chief Executive Officer).

You are designing and implementing a workflow process to review expense claims made by employees in your company.

When an employee wishes to make an expenses claim, they must create an expense report that lists the nature of the expense (i.e., what it was for), and the dollar value of the expense. Each employee (with the exception of the CEO) has a supervisor who is responsible for approving their expenses. The CEO’s expense claims will be approved by the Chief Accountant.

When an expense claim is lodged, both the person making the claim, and the approver will receive a notification that there is a claim ready for approval. The approver will have to verify that the claim meets the relevant policies, including that the expense was incurred for a valid business reason.

If the expense claim is approved, it must be forwarded to the Accounts payable clerk who will arrange re-imbursement for the employee making the claim and notify the employee that the re-imbursement has been transferred to the employee’s bank account.

If the expense claim is not approved, then the employee making the claim and their supervisor must be informed that the claim has not been approved.

Create a SharePoint site that will allow users at each of the levels specified above to log in and perform their tasks in the process.

Beceriler: Muhasebe, İş Analizi, Microsoft Visio, Rapor Yazma, Sharepoint

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( 1 değerlendirme ) Singapore, Singapore

Proje NO: #18995805

Bu iş için 28 freelancer ortalamada $174 teklif veriyor

topacademics

Your company is a medium-sized professional services firm. It has approximately 150 employees, who are arranged in 5 departments of approximately equal size. Each department has a department head to w... Read More

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writerforum91

Hey, I have read all your details and I can help you with your project. I've been in this field for last twelve years and have already done this type of project for different clients and achieve so many milestones. I' Daha Fazla

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alicejax

Hi, I can help you in completing the task. I have completed hundreds of similar tasks. I have been doing this work for more than 6 years. Please message me so we can discuss further details. Regards: Alice Jax

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daisyjonesuk

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kaindo2017

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ashutoshawasthi

Hello, Greetings !!! I have worked on multiple Sharepoint customization projects that you are asking for and I am confident, I can achieve the results that you are asking for and I can complete your project on ti Daha Fazla

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bdrudra

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Shuchi144

Hello Hiring Prospects, Thanks for providing me an opportunity to bid on this project. As I have seen your requirement specification regarding Create a “mini” information management strategy for this scenario, I Daha Fazla

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jdtech2214

Hello There, I have more than 8 years of experience in SharePoint/Office 365 Development and Administration. I can definitely help you to create a SharePoint site with all listed functionalities for approval. Please Daha Fazla

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HarleyJohnson

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erdikudu

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peternjoroge37

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AmarnathDonepudi

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pkaranja595

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whizwithwords

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dannyIs

it's very much achievable with not much effort required. Please let me know if you are looking for a plan or design to implement or the actual implementation. Also which SharePoint version are you using ? We can discus Daha Fazla

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zahid629

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usamafca71

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wilvieanora1

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