Project Objectives:

• Replace existing Microsoft Access and Excel systems with a centralised application
• Enable cross-team collaboration
• Client Self-Service through an integrated portal and WhatsApp
• Managed high-volume of clients communication via email and WhatsApp
• Invoice templace generation

Technologies Used:

• WhatsApp
• SendGrid
• Power Apps
• Power Bi
• Power Automate
• Sharepoint
• Bubble.io

Approach:

We deployed a centralised Model-driven Power App application to allow users access to a full suite of productivity tools from a single entry point. Well-defined Business Process Flows were implemented to guide users through a compliant Tax submission journey.The applications was integrated with SharePoint for document storage and leveraged Power Automate to deliver communication automations through WhatsApp and SendGrid integrations. All management-level reporting was delivered through Power BI. End-users were provided with access to their data via a bubble.io custom Portal

Key Benefits:

• Significant time savings through auto-communication
• Reduction in bad debt through invoice automations
• Reduced human error
• Increased client satisafaction
• Improved client perception
• Improved employee to client ratio