Solutions · Automation
Digital Forms & Workflow Framework
Designed governed form and automation patterns for complex placement, compliance, approval and notification workflows.
- Organisation
- University of Notre Dame Australia
- My role
- Workflow architecture, business rules analysis and governance design
- Technology
- Power Automate · Digital forms · Sonia Online · Microsoft 365 · UAT
The challenge
Business-critical forms contained branching rules, approvals, notifications and record movements that were difficult to manage consistently as one-off solutions.
Existing environment
Placement and compliance processes operating across Sonia Online and Microsoft 365, with multiple owners, release environments and change dependencies.
Requirements
- Translate business rules into reliable workflows
- Coordinate approvals and notifications
- Protect record quality
- Support user acceptance testing
- Create maintainable change-control practices
Solution architecture
Design decisions
Form logic was separated from communication and downstream processing so changes could be tested safely.
Business rules were made explicit before automation was designed.
Reusable notification and approval patterns reduced inconsistency across related forms.
UAT, ownership and change control were treated as part of the solution architecture.
Experience design
Users complete guided forms and receive timely, consistent updates while operational teams retain oversight of approvals, exceptions and system records.
Implementation
The framework combines form design, workflow mapping, notification and approval logic, test scenarios, release controls and operational governance.
Outcome
Related automation work gained a clearer and more maintainable structure for delivering complex forms without losing accountability or control.
What I learned
A workflow is only dependable when its business rules, exception paths, ownership and release process are designed alongside the automation.