Procurement Workflow Optimization
At the request of my supervisor in LP&L’s Engineering Department, I designed and built a customized Purchase Order Process Tracker to streamline and centralize the company’s procurement workflow. My boss expressed that there was no organized way to track a purchase from request through delivery, so we sat down and walked through the full process together — from initial material requests to PO creation and final delivery. I took detailed notes, followed up throughout development, and refined the tool to incorporate critical nuances, such as handling multiple quotes stemming from a single requisition.
Developed For
Electrical Inventory & Contracts Coordinator
Lubbock Power & Light
Date
April - May 2025
Role
Administrative Supply Chain Intern
The result was a dynamic Excel-based tool powered by VBA macros, organized into four clearly defined stages: Requisitions, Quotes, Purchase Orders, and Historical Records. Every stage is connected, auditable, and automated for ease of use and time savings.
Key features included:
Automated Record Movement: Click-to-advance functions move requests through each stage, carrying over metadata like dates, IDs, and requestor information.
Dynamic Dashboard: A real-time summary view highlights items by stage, shows average processing durations, and includes toggles for detailed vendor or PO line analysis.
Line Item Tracker: Users can double-click on any PO, Quote, or Requisition to preview or enter item-level data through custom forms.
Undo Functions & Audit Log: Each movement is time-stamped and recorded for traceability, with undo macros to reverse the most recent batch if needed.
Project Deliverables
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A fully functional Excel-based PO Process Tracker with macros, formulas, and interactive features.
While the full file isn’t publicly available for privacy reasons, you can still explore the tool through the Video Walkthrough below.
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A step-by-step “How To” document for onboarding and everyday use.
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A video walkthrough highlighting the system’s structure and key capabilities.
Final Reflections
This project not only strengthened my skills in process design, Excel/VBA automation, and cross-functional communication, but also contributed directly to LP&L’s long-term initiative to transition inventory management to a centralized warehouse by 2027.