20 July 2023 In today's fast-paced digital era, businesses of all sizes are looking to streamline processes and increase efficiency. When it comes to automating business processes, two popular Microsoft solutions often come to mind: Power Automate and Logic Apps. These powerful tools enable businesses to...
10 July 2023 The Client The Client is a leading US-based Insurance Advisory and Planning firm. The Need The Client sought an automated and digitized solution to manage their death claim processing unit. The firm heavily relied on paper filing systems, resulting in tedious processes and compliance inconsistencies. Additionally,...
10 July 2023 The Client The Client is a leading Investment Management Firm based in India. The Need The Client faced challenges in managing and tracking their internal operational processes. These processes were primarily manual, leading to inefficiencies and delays. Sought to streamline their operations by digitizing and automating...
10 July 2023 The Client The Client is a Leading financial services firm specializing in family wealth management. The Need The Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating, tracking, and reporting on wealth management plans. The complexity of paperwork made it challenging to...
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...
10 July 2023 The Client The client is a reputable wealth management firm offering comprehensive investment solutions. The Need The Client was facing the challenge of managing multiple cloud licensing systems while utilizing Google Workspace and Microsoft 365 Business for their operations. Seeking to consolidate their setup and take...
10 June 2023 The Client The Client is a prominent financial portfolio management firm based in South Asia. The Need The client had been managing several custom portfolios within their SharePoint environment and with an increasing number of customers and documentation, the client was looking at a more inclusive...
10 July 2023 The Client The Client is a leading Financial Consulting and Tax Planning Company in the U.S The Need Sought to streamline their tax filing and financial consulting processes by developing a user-friendly portal. This portal needed to facilitate efficient access management for both internal and external...
03 July 2023 In today's rapidly changing and data-centric business environment, financial planning and analysis have become indispensable for organizations to make well-informed decisions and maintain a competitive edge. Fortunately, with the advancements in technology, businesses now have access to sophisticated tools that streamline the financial...
03 July 2023 In today's digital age, data security and privacy are of utmost importance. When developing and deploying PowerApps, ensuring proper permission management is crucial to protect sensitive information and maintain a secure environment. Whether you're a business professional, IT administrator, or developer, understanding the...