Project Background
To support the organization’s rapid customer growth, a solution was needed to streamline the process of obtaining wire approvals. I created a semi-automated SharePoint log to obtain approvals, boost transparency, and add security to the wire process.
My Role
In this project, I was the owner and developer of the intake form, log, and automations. This cross-departmental spanned the entire organization, including Risk, Operations, Branch, and Lending teams. The large breadth of this project fostered collaboration around process modernization.
Problem & Discovery
After the successful launch of a SharePoint log for Loan Operations, the Wire Department approached me to explore a similar solution within SharePoint. Their primary goals: streamline approvals and reduce email dependency. At the time, all communication and approvals were done via email, and the Wire Department was manually verifying authority limits when approvals were sent in.
Solution & Approach
After a few initial meetings with key individuals, I began designing an intake form, workflow, and log to capture all information related to the wire request. Within these meetings I documented the current process and desired outcome to identify areas I could enhance their process to create efficiencies. Using Microsoft Forms, SharePoint, and PowerAutomate, I designed a system that achieved:
- Standardized intake for all wire requests
- Automated routing based on approval authority
- Real-time status updates to requestors
- A full audit trail for compliance and fraud monitoring
- System resiliency during staffing reduction
To support adoption, I developed several resources, such as job aids and training recordings, and personally trained 500+ individuals across departments.
Outcomes & Impact
This system gained rapid adoption across departments and was even adopted by C-Suite executives, who praised its clarity, ease of use, and thoughtful automation. The implementation reduced manual communications and authority verifications while maintaining SLA performance—even after the Wire Department lost two team members. It also improved user satisfaction and inspired other lines of business to request similar tools, cementing the project’s role as a model for process modernization.
Lessons Learned
This project reinforced the value of user-centered thinking. By understanding the nuanced needs of each line of business, I was able to design a scalable solution that improved clarity, security, and satisfaction across the organization.
Victoria Shew 