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Web Application for Payroll Audit

Power Apps - Microsoft Power Platform ecosystemPower Apps
UDS Systems - Microsoft Azure ServicesModel-Driven App
Power BI - Microsoft Power Platform ecosystemPower BI
Power Automate - Microsoft Power Platform ecosystemPower Automate
Web Application for Payroll Audit (Power Apps, Model-Driven App, Power BI, Power Automate) - UDS Systems Case Study

Geography

The USA

Industry

Finance

Size

60 employees

Implementation

2023

Client’s Request

Clients Request (flexible, customizable, and user-friendly Compliance Tracking System)

An American company specializing in consulting, tax, and audit services contacted us with a request. They used the Compliance Tracking System (CTS), a web-based program that tracks the progress of clients' payroll audits. Although the platform gave auditors, managers, and other team members full access to the database and allowed them to report on the engagement process, the company found it necessary to be more flexible, customizable, and user-friendly. The start of a project with UDS Systems became a part of their technical modernization initiative intended to remove technological barriers in development.

Briefing

Web Application for Payroll Audit - essential briefing

Following an extensive analysis of the project and going into the client's business operations, our team of business analysts identified the following areas to be improved to facilitate auditors' daily routines:

  • User Management 
  • Request Management  
  • Job Management 
  • Trust Management   
  • Reporting and Dashboard
  • Appointments Scheduling 
  • Employer Management    

Preparation

Preparation for Web Application Development for Payroll Audit Company

The client has already used Microsoft software for their internal communication (MS Teams), communication with clients (MS Outlook), and document storage and collaboration (MS SharePoint). So, implementing Power Apps as their new CTS system was a perfect solution with possible future integration of the existing set of tools. A team of experts, including a Project Manager, a Solution Architect, Technical Consultant, UX/UI Designer, Migration Specialist, and Developers, outlined a detailed project plan and estimated it to be completed in three months.

The following components were included in the initial phase of the project:

  • Custom Web Resource for Scheduling (built on React)
  • Power Apps (Model-Driven App) 
  • SSIS tool for data migration from legacy system to Power Apps
  • Power Automate 
  • Power BI  

Power Apps was meant to become the ultimate business application and a master database, combining payroll audit tracking, internal and external reporting, and appointment scheduling.