An end-to-end intake, routing, and knowledge system for a 1,200-person internal user base, built on Microsoft's Power Platform — real, shipped work at BNY, recreated here with fictional data since the actual system is confidential.
Danita Walton — Senior Specialist, Business Technology Liaison, BNY Wealth Service Delivery.
Surveyed roughly 1,200 internal users to scope real pain points before writing a single requirement.
Legacy Microsoft Access data into a modernized, governed SharePoint Lists structure.
A Power App interface for search, filter, assignment, and status updates.
Power Automate flows for routing and notifications, then release-night validation on the shipped solution.
The mockups below are fully interactive — click into tickets, filter the queue, and trace the flow. Open the interactive version in its own tab →
This case study recreates the interface, data structure, and automation logic of a system Danita designed and built at BNY. It is a portfolio demonstration only — BNY's actual application, SharePoint site, Power Automate flows, and all real user and client data are confidential and are not represented here. Every ticket, name, and record shown is fictional sample data.