Project Objectives:

• Integration of legacy systems to enhance user-effeciency
• Migration of existing on-premise functionality to the cloud
• Enablement of 'work from anywhere' for users
• Improve management visibility on underlying business metrics

Technologies Used:

• Power Apps
• Sharepoint
• Power Bi
• Power Automate

Approach:

Configure a Model-driven Power App to consolidate and surface key business data to users. Expose relevant functionality via a simplified mobile Canvas App interface. Leverage Power Automate and the Outlook integration to send out critical notifications to clients and to unearth critical user “Next Actions”. Integrate legacy system data into Dataverse using KingswaySoft and direct API integration. Leverage Custom Pages to build functionality to facilitate enhanced user data interrogation

Key Benefits:

• Integration of legacy systems enabling seamless data access
• Workforce mobility unlocked through mobile application
• Uncovering management insights through Power Bi
• Improved client experiencethrough auto-communications
• Improved employee to client portfolio ratio