Streamlining Operations · Monthly Reporting Engine
Replacing manual, Excel-driven processes at a high-net-worth brokerage with a structured, compliant platform - and cutting monthly reporting from days to hours.
The problem
A regulated business run from spreadsheets
A financial brokerage providing investment advice to high-net-worth clients needed to replace manual, Excel-driven processes with a structured, compliant system - and rebuild a monthly reporting cycle that was quietly consuming a week of team time every period.
What we solved
Four pain points, one platform
A real data model
A well-defined Dataverse data model, surfaced through a Model-driven Power App, replaces the Excel sheets the team used to run on.
Compliance enforced by default
Business Process Flows combined with advanced JavaScript validation keep every record on the rails - no silent shortcuts.
Reminders and notifications
Power Automate handles the chasing the team used to do by hand, so nothing falls through the cracks.
A monthly reporting engine
Azure Function-based imports feed Power BI, replacing days of manual stitching with dashboards leadership can trust.
Results
What changed for the business
- 01
Around 5 days saved every month on reporting.
- 02
Compliant process management by default.
- 03
Live management oversight via Power BI.
Behind the build
How it was built
A well-defined Dataverse data model surfaced via a Model-driven Power App sits at the centre, with Business Process Flows and advanced JavaScript validation enforcing process compliance. Power Automate delivers reminders and notifications, and management reporting is driven by Azure Function-based imports feeding Power BI.
Ready to transform your business?
Let's discuss how we can deliver similar results for you.