Building upon existing Azure and Microsoft 365 environments, Dynamics 365 was deployed to maximise efficiencies and unify data sources. Dynamics was supported by Power Platform in the form of custom-built Power Apps Portals and Power Automate to connect middle and back office teams with third party lawyers. Adobe Sign e-sign integration with third party tools created workflows that automated end-to-end legal processes, met regulatory requirements, all finished off with Power BI insights and reporting.
The Fund had already begun data standardization and naming conventions work before engaging with Telefónica Tech, using Excel spreadsheets. The next phase of transformation involved building a centralised system for recording work items. Microsoft Dynamics achieved this by connecting and unifying these existing data sets.
The new solution used bespoke Power Automate logics to automate and standardise key daily processes like case management, in-house and external lawyer communications, next step actions and controls, as well as making costs and time progress of activity visible through Power BI.