Transforming Data and Digitizing Solutions with PowerApps

10 July 2023

The Client

The Client is a leading financial firm specializing in alternative investments.

The Need

In the rapidly evolving landscape of alternate investments, our client, faced challenges with their existing data setup and digital transformation process. They sought to overcome limitations associated with storing data in SharePoint lists, improve integrations and reporting, and ensure scalability. Recognizing the potential of Microsoft’s Power Platform, they turned to Star Knowledge for a comprehensive solution.

Challenge

The organization faced difficulties with their reliance on SharePoint lists, which created obstacles in customizations, integrations, and providing a personalized user experience. To overcome these challenges, they aimed to transition to Microsoft Dataverse, taking advantage of its powerful capabilities and ensuring a scalable data structure.

Moreover, they sought to optimize storage space by migrating older data files to an Azure cold storage container to comply with regulations. Additionally, the integration of third-party system APIs and efficient data ingestion into tables were vital requirements.

Solution

Star Knowledge embarked on a thorough assessment of the existing setup, evaluating its readiness for transformation. Our experts recommended a complete rearchitecture, leveraging the power of Dataverse. This involved remodeling the data tables and designing custom views through Model Driven Applications.

Furthermore, data flows were implemented to seamlessly integrate third-party systems’ APIs and facilitate data synchronization. To enhance reporting and analytics, PowerBI reporting services were integrated within the PowerApps Portal.

Benefits

With meticulous attention to detail, Star Knowledge designed approximately 20 model-driven and 4 Canvas applications. Role-based access controls were implemented to ensure data integrity and protection, with security configurations tailored to user roles. The resulting solution offered the following benefits:

Seamless and Scalable Data Architecture: The migration to the Power Platform environment provided a robust foundation for ‘s data infrastructure, ensuring a scalable solution that could adapt to future growth.

Archival Solution for Compliance: By transferring older data files to an Azure cold storage container, achieved compliance objectives while optimizing storage resources in a cost-effective manner.

Integration of Third-Party APIs: Through data flows, Star Knowledge successfully integrated multiple third-party system APIs, facilitating efficient data capture within Dataverse.

Effective Security Setup: Role-based access controls and tailored security configurations bolstered data protection, ensuring confidentiality and compliance with regulatory standards.

Enhanced Reporting and Analytics: The integration of PowerBI reporting services within the PowerApps Portal enabled  to generate comprehensive reports, gaining valuable insights and facilitating data-driven decision-making.

Technology Used

• Microsoft Dataverse
• Azure
• Power BI
• Power Apps

Take your alternate investment strategies to new heights with Star Knowledge’s expertise in data transformation and digital solutions. Experience the power of a seamless and scalable data architecture on the Microsoft Power Platform, optimized with the capabilities of Dataverse, data flows, and PowerBI reporting services. Unlock the potential of your data, integrate third-party APIs, and gain valuable insights for informed decision-making. Contact us today and embark on your digital transformation journey. Let us be your trusted partner in maximizing the efficiency and growth of your alternate investment endeavors.