Letters of Contestation Automation Workflow
The starting point was a fragmented operational sequence in which information could arrive through different channels, be interpreted manually and then be copied into reporting, correspondence and follow-up activities. The project treats the contestation letter not as a single document, but as the final output of a wider process involving data quality, classification, ownership, approvals and communication traceability.
The workflow was designed around structured intake, a common signal taxonomy and a controlled hand-off between front-office and back-office users. Microsoft Forms and Excel provide a consistent entry layer; Power Automate coordinates routing and document preparation; SharePoint supports evidence and version control; Word templates and Outlook translate the structured record into an operational communication. Power BI then turns process outputs into a view of volumes, categories, status and bottlenecks.
The intended result is a faster and more auditable process in which each case can be followed from initial signal to final communication. Beyond reducing repetitive work, the project establishes a reusable operating model: common data, clear responsibilities and a measurable workflow that can be improved over time rather than managed through isolated files and inboxes.