Manufacturing / Power Platform

Month-End Close Management Platform for a Multi-Division Manufacturer

A multi-division manufacturer ran its monthly financial close on a patchwork of spreadsheets, email threads, and Teams messages, leaving finance leadership without a reliable view of where the close actually stood. BabyBots delivered a Power Platform close-management solution that put every recurring task, owner, deadline, and piece of supporting evidence in one place, with automated reminders, approvals, and audit-ready reporting. Finance leaders gained real-time visibility into close progress and a repeatable, defensible process across every division.

Strategic Impact

Our Approach

A Standardized, Repeatable Close Calendar

We modeled the entire month-end close as a structured set of recurring activities, each with a clear owner, reviewer, and deadline. That replaced the ad hoc checklist scattered across spreadsheets and inboxes with a single close calendar that regenerates cleanly every period.

Automated Reminders and Escalations

The platform tracks every task against its due date, nudges owners before work slips, and escalates overdue items to the right reviewer automatically. Chasing status by email became the exception rather than the daily routine.

Evidence Capture Built Into the Workflow

Supporting documentation is attached to each activity as it is completed, so evidence is collected in context instead of assembled after the fact. The close is audit-ready the moment it finishes, not weeks later.

Structured Review and Approval

Each activity moves through defined review and sign-off steps, giving reviewers and approvers a clear queue and a complete record of who approved what and when. Accountability is built into the process rather than reconstructed from memory.

Executive Visibility Through Dashboards

Leadership dashboards show close progress, overdue activities, and approval status across every division in real time. Finance executives can see exactly where the close stands without asking anyone for an update.

BabyBots Impact Assessment

The Impact

The close shifted from a status-chasing exercise to a managed, transparent process. Finance leadership gained a live view of progress and accountability across divisions, administrative effort fell as reminders and evidence collection were automated, and a complete audit package could be produced on demand rather than reassembled under deadline.

The engagement opened with a structured discovery session with finance stakeholders to walk the existing close end to end — every recurring task, handoff, and control point across divisions. That working session surfaced where the close actually stalled and defined the task model, ownership, and approval structure the platform was built around.

A centralized month-end close application built on the Power Platform
An auto-recurring close calendar with defined owners, reviewers, and deadlines
Automated reminder and escalation workflows
In-context evidence capture for each close activity
Structured review and approval workflows with a full sign-off audit trail
Executive dashboards for close progress and status across divisions
Automated audit-package generation

Project Journey

Project Timeline

Week 1

Month-End Close Platform — Discovery & Close Mapping (Week 1)

Ran working sessions with finance stakeholders to map the existing close end to end — every recurring task, handoff, and control point across divisions — and defined the task model, ownership, and approval structure the platform would be built around.

Week 2

Month-End Close Platform — Solution Design (Week 2)

Designed the data model, recurring close-calendar logic, evidence structure, and review/approval flows, then confirmed the target close cockpit with finance leadership before build.

Weeks 3–4

Month-End Close Platform — Build & Automation (Weeks 3–4)

Built the close-management application on the Power Platform: the auto-recurring task engine, automated reminders and escalations, in-context evidence capture, and structured approval workflows.

Week 5

Month-End Close Platform — Dashboards & Audit Packaging (Week 5)

Delivered executive dashboards showing close progress, overdue activities, and approval status across divisions, plus automated generation of the period audit package.

Week 6

Month-End Close Platform — UAT & Handover (Week 6)

Validated the platform against a live close cycle with finance users, refined based on their feedback, and handed over with documentation and administrator enablement.

Manufacturing / Power Platform

A Governed Month-End Close for a Multi-Division Manufacturer

Leadership dashboards show close progress, overdue activities, and approval status across every division in real time. Finance executives can see exactly where the close stands without asking anyone for an update.