A financial services company wanted to analyze the Power Platform for onboarding asset management firms and automating their checklist process, which they were managing through email and Sharepoint. Imperium delivered a model-driven app with an automated business process flow and assignment to different stakeholders based on the onboarding stage. The POC gave them improved process efficiency and helped them see the immediate value of rapid digital transformation for their business.

A large asset management firm needed to prioritize customer service cases. They were unsatisfied with their queue management using shared email inboxes and wanted to reduce human resource burden and enable transparency and ownership within their case management team. With our Dynamics 365 Customer Service POC, the customer was able to assign support cases to different team members to bring accountability and efficiency to their customer service process.