Projects

Streamlining Operations: Ensuring Consistency to Drive Efficiency

3 Months

Industry: Financial Services

Client Background: Financial brokerage providing investment advice to high net worth clients

Project Objectives:

  • Replace existing manual processes with well-defined processes
  • Migration of data from excel
  • Inclusion of advanced validation rules to ensure process compliance
  • Replacement of existing management reporting process

Technologies Used:

  • Power Apps
  • SharePoint
  • Power Bi
  • Power Automate

Approach:

Detailed understanding of existing manual processes resulted in a well-defined Dataverse data model, surfaced to users via a Model-driven Power App. Enforcement of processes governed by Business Process Flows, combined with advanced JavaScript validation to ensure compliance. Power Automate was used to deliver reminders and notifications to internal team members to drive behaviour. Management reporting deliver via a combination of Azure Function-based imports and Power BI

Key Benefits:

  • Significantly simplified process management, introducing operational efficiency
  • Management oversight enhanced and supported by the system
  • Monthly reporting time-saving efficiency of up to 5 days