A comprehensive Microsoft Power Platform solution that streamlines user access management for Sales & Marketing (S&M) teams in APeC and China regi## π Docum## π Process Transformation
User Profiling App Documentation.pdf- Complete technical documentation with screenshotsdocs/ARCHITECTURE.md- Comprehensive system architecture and technical designdocs/TECHNICAL_SPECIFICATIONS.md- Detailed technical specifications matching actual implementationdocs/DEPLOYMENT_GUIDE.md- Comprehensive deployment and implementation guide
docs/BUSINESS_CASE.md- Business case, ROI analysis, and strategic justificationProfiling2.3.pptx- Business presentation overview and process walkthrough
docs/IMAGE_EXTRACTION_GUIDE.md- Guide for extracting and managing screenshotsimages/- Application screenshots and visual documentationOld Version/- Previous iterations and backup files for references (Current State)** The traditional process involves several pain points:
- Manual Form Filling: Users complete complex forms without guidance
- Helix Ticket Creation: Manual ticket creation with limited visibility
- Knowledge Gaps: Users lack understanding of:
- Available applications and their functions
- ST data segregation perimeters
- Appropriate approver hierarchies
- Multiple Iterations: Imprecise requests lead to back-and-forth communications
- Prolonged Response Times: Manual processing causes significant delays
The new streamlined process provides:
- Self-Service Portal: Intuitive interface with guided workflows
- Intelligent Suggestions: System recommends appropriate applications and profiles
- Clear Visibility: Built-in approver matrix and process transparency
- Automated Routing: Smart workflow management reduces manual intervention
- Real-Time Tracking: Users can monitor request progress in real-time
- 50-60% Reduction in processing time
- 70% Fewer Iterations due to precise initial requests
- Enhanced User Experience through self-service capabilities
- Improved Compliance with standardized approval processes
- Better Analytics for organizational insightsTechnical Documentation**
User Profiling App Documentation.pdf- Complete technical documentation with screenshotsdocs/ARCHITECTURE.md- System architecture diagram and technical detailsdocs/DEPLOYMENT_GUIDE.md- Comprehensive deployment and implementation guide
docs/BUSINESS_CASE.md- Business case, ROI analysis, and strategic justificationProfiling2.3.pptx- Business presentation overview and process walkthroughdocs/IMAGE_EXTRACTION_GUIDE.md- Guide for extracting and managing screenshots
Old Version/- Previous iterations and backup files for reference
The application architecture supports various customization options:
- Multi-Geography Support: Extend beyond APeC/China to other regions
- Localization: Support for multiple languages and regional requirements
- Currency/Business Rules: Adapt to regional business practices
- Department Expansion: Add support for other departments beyond S&M
- Role-Based Customization: Tailor workflows for different organizational roles
- Integration Extensions: Connect with additional enterprise systems
- Advanced Analytics: Enhanced Power BI dashboards and predictive analytics
- Mobile Optimization: Enhanced mobile experience and offline capabilities
- API Extensions: Additional integrations with third-party systemsnterface](images/main-interface.png) S&M User Profiling application main interface
This application addresses critical challenges in STMicroelectronics' user access management process by providing a streamlined, self-service portal for Sales & Marketing users in APeC and China regions. Built using Microsoft Power Platform, it eliminates the complexity of manual form filling and ticket creation through Helix.
- Complex Manual Process: Users previously had to create tickets via Helix without clear guidance
- Knowledge Gap: New users lacked understanding of available applications, functions, and data segregation
- Inefficient Approvals: Multiple iterations due to imprecise requests led to prolonged response times
- Poor User Experience: Existing process was cumbersome and time-consuming
- Self-Service Portal: Users can easily request access with guided workflows
- Clear Application Mapping: Shows available applications, functions, and approval matrices
- Streamlined Approvals: Automated routing to appropriate approvers
- Enhanced Efficiency: Reduced iterations and faster response times
- User-Friendly Interface: Intuitive design for both new and existing users
System architecture showing integrated components and data flow
- Guided Application Discovery: Clear visibility into available applications and their functions
- Data Segregation Guidance: Understanding of ST data segregation perimeters
- Approver Matrix Visibility: Know exactly who will approve specific requests
- Intelligent Profiling: System suggests appropriate profiles based on role/region
- Access Expansion: Request additional application access seamlessly
- Access Revocation: Remove granted access when no longer needed
- Profile Management: Update and modify existing access profiles
- Automated Workflow Integration: Direct integration with Helix ticketing system
- Multi-Region Support: Specialized for APeC and China S&M operations
- Real-time Status Tracking: Monitor request progress through approval pipeline
- Power BI Analytics: Access to usage reports and analytics dashboards
User interface showing populated organizational data for China GEO teams
The system follows a multi-layer architecture integrating Power Platform components:
- Power Apps Application (
ProfilingApp_PowerApps.msapp)- S&M User Profiling interface for APeC/CHINA region
- Team/Organization selection with dropdown menus
- Grant/Revoke request functionality
- Profile-based access management
Grant/Revoke selection interface with team checkboxes
- Power Automate Workflows (
ProfilingApp_PowerAutomate_*.zip)- Automated approval routing processes
- Helix team integration workflows
- Email notification systems
- Request status tracking
Complete automated workflow from request to Helix team processing
- User Profile Portal
- Dedicated portal for viewing profile details
- Application status tracking
- Current segregation management
- License manager functionality
User Portal showing profile details and application status
- Data Sources (Excel Files)
User_Details.xlsx- Personal user information and contact detailsUser_Org.xlsx- Organizational structure (Teams, Sales Units, Customer Groups)User_Profile.xlsx- Profile-specific access permissions and applications
The application manages organizational data for STMicroelectronics China operations:
- China GEO - Main geographical organization
- Sales Units: J1-CHINA AUTOMOTIVE, J2-CHINA INDUSTRIAL, J3-CHINA PE1, J4-CHINA PE2, J5-CHINA GEOGRAPHIC
- Customer Groups: CHINA AUTOMOTIVE, CHINA INDUSTRIAL, CHINA PE1, CHINA PE2, CHINA GEOGRAPHIC
- Geography: (CHILD) organizational level
- Org Codes: CU0147, CU0150, CU0153, CU561, CU0564
- Marketing Profile: Includes SO read, SO Workflow (Approver/Reader), Corporate BI& Analytics
- Customer Service Representative: Order entry, blocking/unblocking capabilities, EMS management
- Custom Profiles: Based on specific business requirements
- Microsoft Power Platform environment
- Power Apps license
- Power Automate license
- Power BI Pro license (for dashboard)
- Excel Online or SharePoint for data sources
-
Import Power Apps Application
- Download
ProfilingApp_PowerApps.msapp - Import into your Power Apps environment
- Configure data connections
- Download
-
Deploy Power Automate Flows
- Extract and import workflows from
ProfilingApp_PowerAutomate_*.zip - Configure connections and permissions
- Extract and import workflows from
-
Setup Power BI Dashboard
- Open
PROFILING APP PBI.pbixin Power BI Desktop - Configure data source connections
- Publish to Power BI Service
- Open
-
Configure Data Sources
- Upload Excel files to SharePoint or OneDrive
- Update data connections in Power Apps and Power BI
Users start with the main S&M User Profiling interface
- Select Team/Organization (mandatory field)
- Choose Sales Unit from dropdown
- Select Customer Group
- System populates related organizational data
Users select Grant or Revoke and choose specific teams/profiles
- Choose between GRANT or REVOKE request
- Select specific teams using checkboxes
- Choose appropriate profile (Marketing, Customer Service Representative, etc.)
- View associated applications and permissions
Confirmation message after successful request submission
- Review selections and add optional remarks
- Click SUBMIT to send request
- Receive confirmation popup
- Request enters automated approval workflow
Integrated guide for accessing Power BI reports and dashboards
- Use "Request Power BI Access" button for analytics access
- Follow provided instructions for different access scenarios
- Access User Profile Portal for detailed information
The application integrates with Helix team for complete request processing:
- User Submission - Request submitted through Power Apps interface
- Power Automate Processing - Automated workflow triggers
- Approval Routing - Request routed to appropriate approvers
- Helix Team Integration - Approved requests sent to Helix team
- Implementation - Helix team implements the requested changes
- Notification - Users receive status updates throughout the process
- User profile validation and processing
- Email notification systems
- Approval workflow management
- Helix team integration APIs
- Status tracking and reporting
User Profiling App Documentation.pdf- Complete technical documentation with screenshotsProfiling2.3.pptx- Presentation overview and system walkthroughdocs/ARCHITECTURE.md- System architecture diagram and technical detailsdocs/IMAGE_EXTRACTION_GUIDE.md- Guide for extracting and managing screenshotsOld Version/- Previous iterations and backup files
The application can be customized for different organizations:
- Regional Adaptations: Modify for different geographical regions
- Organizational Structure: Adapt team/org hierarchies
- Profile Types: Add custom profiles based on business needs
- Approval Workflows: Customize approval routing logic
- Integration Points: Connect with different backend systems (beyond Helix)
The Power BI integration provides comprehensive insights:
- User Access Patterns: Track profile usage and access requests
- Organizational Distribution: Visualize team and geography-based metrics
- Request Analytics: Monitor grant/revoke request trends
- Approval Metrics: Track approval times and bottlenecks
- Helix Integration Status: Monitor backend processing efficiency
- Fork the repository
- Create a feature branch
- Make your changes
- Test the modifications
- Submit a pull request
This project is licensed under the MIT License - see the LICENSE file for details.
For support and questions:
- Review the documentation in
User Profiling App Documentation.pdf - Check the presentation materials in
Profiling2.3.pptx - Create an issue in this repository
- Current Version: Latest iteration with all components
- Previous Versions: Available in
Old Version/folder
Note: This solution requires appropriate Microsoft Power Platform licenses and permissions to deploy and use effectively.