Optimizing Business Processes with a Custom Microsoft Power Platform Solution

RedCloud partnered with an enterprise technology company to modernize and automate its global payment terms submission process. The solution streamlined submissions across 200+ payment terms, accommodated local labor laws, improved auditability, and saved hundreds of labor hours annually.

Client Situation

The client faced significant challenges with its annual payment terms process:

• Manual tracking of thousands of sellers’ payment terms across 100+ global subsidiaries created inefficiencies and risk.

• A single person managed the entire process using Excel, leading to high labor costs and limited visibility.

• Lack of auditability increased the company’s exposure to legal and financial risk.

RedCloud was engaged to create a secure, efficient, and scalable digital solution.

Our Approach

RedCloud applied a structured, multi-phase approach leveraging the Microsoft Power Platform:

1. Requirements Gathering: Collaborated with key stakeholders to understand technical, business, and compliance needs across global subsidiaries.

2. Power Platform Solution Development: Built a custom application to automate submissions, track exception requests, and streamline approvals.

3. Audit & Compliance: Implemented comprehensive audit and change history logs for every request and email, ensuring traceability and secure record-keeping.

4. User Adoption & Support: Designed the platform for ease of use and scalability across geographies, enabling global subsidiaries to adopt the new system quickly.

Impact

The Power Platform solution delivered significant benefits:

• Increased Efficiency: Eliminated hundreds of hours of manual labor, reducing the time required to manage payment terms annually.

• Enhanced Accuracy & Security: Automated tracking and logging minimized human error and ensured compliance with legal and financial standards.

• Improved Transparency: Audit logs and secure databases allowed leadership to monitor submissions and exceptions in real time.

• Scalability & Flexibility: The system supports global expansion and can accommodate future changes in regulations or business needs.

By centralizing, automating, and securing payment terms submissions, RedCloud enabled the client to focus on strategic operations rather than repetitive administrative tasks.

Looking to automate and optimize complex business processes across your organization?

Contact RedCloud’s Digital Solutions team today to learn how we can help streamline operations, reduce risk, and unlock efficiency with customized Power Platform solutions.