Customer story
A leading UK financial services enterprise, spanning wealth management, insurance, and advisory divisions with 6,000+ employees, was running on disconnected systems and manual, email-based approvals for reporting and data handling. We modernized their operations on Microsoft Power Platform — custom Power Apps, automated Power Automate workflows, and live Power BI dashboards, all connected to Microsoft 365 tools like Teams and SharePoint — to replace the manual work with governed, real-time automation.
Engagement facts
Client
Leading financial services enterprise
Industry
Financial Services
Region
United Kingdom
Service
Power Apps development, Power Automate workflow automation, Power BI reporting & analytics, data integration
Stack
Power Apps
Power Automate
Power BI
Microsoft Teams
SharePoint
Data Integration
employees across wealth management, insurance, and advisory divisions
reduction in manual workload across key business processes
faster approval cycles
Real-time
reporting and dashboards for faster decision-making
The client
A leading UK financial services enterprise, 6,000+ employees strong
The client is a leading financial services enterprise based in the United Kingdom, with over 6,000 employees across its wealth management, insurance, and advisory divisions. The organization partnered with Star Knowledge to modernize its internal operations using Microsoft Power Platform.
The need
One platform to replace disconnected systems and manual processes
The organization relied on multiple disconnected systems and manual processes for approvals, reporting, and data handling. It wanted to improve efficiency, reduce manual workload, and gain real-time visibility into its operations — through a scalable automation platform that could integrate seamlessly with its existing Microsoft 365 tools.
The challenge
Manual approvals, data silos, and compliance risk at enterprise scale
As operations scaled, the organization faced a heavy reliance on manual approval processes across departments, delays in financial reporting and decision-making, a lack of real-time visibility into operational and financial data, data silos across multiple systems and business units, high dependency on email-based workflows, an increased risk of human error in data entry and processing, and difficulty maintaining audit trails for compliance.
“Star Knowledge helped us transform manual processes into intelligent workflows. The visibility and efficiency we've gained have made a measurable impact on our operations.”
SK
Attribution to be confirmed with the client
The solution
Custom Power Apps, automated workflows, and live Power BI dashboards
Star Knowledge deployed a team of Power Platform specialists, business analysts, and data engineers experienced in financial services workflows and compliance-driven environments. After a detailed process discovery and workflow assessment, we designed a Power Platform adoption roadmap, set up governance frameworks, and defined role-based access and data security policies. We then developed custom Power Apps to replace manual and spreadsheet-based processes, automated approval workflows with Power Automate, integrated multiple data sources into one unified system, and built interactive Power BI dashboards for real-time reporting — all connected to Microsoft 365 tools like Teams and SharePoint. Before full deployment, we added data validation and error-handling, established audit trails for compliance, and ran user acceptance testing and a phased rollout to minimize disruption.
Team allocation & expertise
Deployed a team of Power Platform specialists, business analysts, and data engineers experienced in financial services and compliance-driven environments.
Process discovery & adoption roadmap
Ran a process discovery and workflow assessment, identified high-impact automation opportunities, and designed a Power Platform adoption roadmap with governance frameworks and role-based access and data security policies.
Custom Power Apps & automated workflows
Developed custom Power Apps to replace manual and spreadsheet-based processes, and automated approval workflows using Power Automate to cut delays and manual intervention.
Unified data & Power BI dashboards
Integrated multiple data sources into a single system and built interactive Power BI dashboards for real-time reporting, connected to Microsoft 365 tools like Teams and SharePoint.
Risk mitigation & controlled rollout
Added data validation and error-handling, established audit trails for compliance, and ran user acceptance testing with a phased rollout to minimize operational disruption.
Benefits
What changed for the client
Faster, leaner operations
Reduced manual workload by 52% and accelerated approval cycles by 60% across key business processes.
Real-time visibility, no more silos
Enabled real-time reporting and dashboards for faster decision-making, having eliminated data silos by integrating systems.
Higher data accuracy
Improved data accuracy and reduced human errors across finance and operations teams.
Stronger compliance, higher productivity
Strengthened compliance through automated audit trails, and increased productivity across finance and operations teams.
Technology
What we used
See how our Power Platform team scopes an enterprise automation build.
Your platform
Looking to automate your business processes with Power Platform?
Star Knowledge delivers scalable, secure, and intelligent automation solutions for enterprise organizations — talk to our Power Platform experts today.
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