Case Study: Streamlining Compliance with Power Platform

A financial services team facing compliance challenges engaged us to transform their internal workflows to be both auditable and productive.

A CRM platform built on the Microsoft Power Platform was enhanced to consolidate internal processes such as compliance checks, client onboarding, document management, and reporting.

Transforming Workflows with Power Apps and Power Automate

Key workflow tasks were automated using Power Automate, while Power Apps reduced repetitive manual work that couldn’t be fully automated. Integration with Microsoft 365 tools like SharePoint and OneNote brought documents and notes into a single, cohesive system, maximising existing investments and simplifying day-to-day work. Embedded Power BI dashboards provided real-time insights, giving teams visibility into operational performance and supporting faster, more informed decisions.

Results: Efficient Compliance and Empowered Teams

The result: compliance obligations are met more efficiently, errors are reduced, and internal teams are empowered to innovate further.

Learn more about this transformation, explore the complete case study here

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