Statement of Work Project: SharePoint Workflow and Forms Modernisation Client: Ashley & Martin ________________________________________ Project Overview Ashley & Martin is seeking an experienced Microsoft Power Platform / SharePoint developer to modernise an internal workflow system currently running on SharePoint Server (on-premises). The primary goal is to rebuild a Disputes Management workflow that currently relies on legacy InfoPath forms and SharePoint workflows, replacing it with a modern solution using Power Apps, Power Automate, and SharePoint Online. A secondary workflow (Referrals) may also be included as part of this engagement depending on scope and approach. The goal is to create a clean, maintainable solution that improves usability, automation, and reporting. ________________________________________ Primary Scope – Disputes Management System The current disputes process is implemented using InfoPath forms stored in a SharePoint document library, with workflow automation based on status changes. This solution needs to be rebuilt using modern Microsoft tools. The new system should include: • A Power Apps form interface for submitting and managing disputes • SharePoint lists to store dispute records and related data • Role-based views and editing depending on workflow stage • Workflow automation using Power Automate • Email notifications throughout the dispute lifecycle • Executive approval or rejection step • Finance processing stage where required • Ability for staff to communicate updates within a dispute • Export / reporting functionality (e.g. Excel export) The system should support a structured workflow such as: 1. Dispute submission by clinic staff 2. Internal review by operations team 3. Executive approval or rejection 4. Finance processing (if required) 5. Completion and notification to relevant stakeholders ________________________________________ Secondary Scope – Referrals Workflow (Optional) Ashley & Martin also maintains a referrals tracking process currently based on a SharePoint list. If included in the engagement, the solution should: • Process inbound emails from a shared mailbox generated by website form submissions • Automatically create referral records in SharePoint • Send notifications when referral status changes • Support migration of existing referral data This component is secondary to the disputes solution and may be included depending on project scope and proposal. ________________________________________ Technical Requirements Applicants should have strong experience with: • Power Apps (SharePoint-based forms) • Power Automate • SharePoint Online • SharePoint Server / on-prem environments • Migration or modernisation of InfoPath solutions • Microsoft 365 permissions and service accounts Experience rebuilding legacy SharePoint workflow systems using the Power Platform is highly desirable. ________________________________________ Deliverables The successful contractor will deliver: • Disputes management system built using Power Apps and SharePoint • Supporting SharePoint lists and data structures • Workflow automation using Power Automate • Email notifications and approval workflows • Export and reporting capability • Deployment into the production environment Optional deliverable: • Referrals workflow automation if included in scope. ________________________________________ Proposal Requirements Please include the following in your proposal: • Relevant experience with Power Apps and SharePoint workflow solutions • Examples of similar systems you have implemented • Your estimated timeline and level of effort • Any recommended improvements or alternative approaches To confirm that you have reviewed this brief, please begin your proposal with the phrase: “Power Platform Disputes Workflow” Additionally, briefly answer the following question: What approach would you take to replace an InfoPath form with a Power Apps solution while maintaining workflow logic and role-based access? Proposals that do not include this will not be considered.