At TTAS, every financial request whether it was purchasing office supplies, payroll or claiming expense reimbursements had to pass through the finance department in person, with paper forms and physical approvals. At first, this seems manageable but as transactions increase, the reliance on paper starts turning into data errors and delay time between the request and approval process.

Within internal communication structure, TTAS has multi-approval steps, each assigned to designated personnel. Therefore, we began with an in-depth business analysis to understand their existing business flows. Based on research findings, we simplified system’s user roles into two types: (1) applicant, who submit financial request forms, and (2) approver, who review and either approve or reject them. Notably, a user can function as both an applicant and an approver depending on their request. Dashboard visibility was customized to ensure each user sees only what is relevant to their requests and responsibilities.