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23 June 2019

Internal processes automation – Fund management company

Content and Process Automation

Automatisation processus interne gestion de fonds

Company Description

The client is an independent Geneva-based fund management company with an office in London, who have specialized in credit investing since they were founded in 1976. The fund managers have a combined experience of over 40 years in credit analysis and, as a result, have cultivated a loyal client base of institutions, banks, brokers and finance companies, as well as managing assets for GAM since 1985. With investor interest in credit increasing, many newer market participants are simply focused on chasing higher yields, which can cause market inefficiencies. This makes credit a particularly rich hunting ground for established players with seasoned expertise.

Business Challenges

​In the finance world every minute spent is crucial. Atlanticomnium wanted to automate at best their internal business process to be able to fully focus on their primary work field. ​ ​They wanted a solution yet simple and easy to use but also very dynamic so that whenever their approval process changed, the system automatically adapted.

Our Solution

​We proposed a project in 3 phases:

  • Customer needs analysis.
  • Creation of PowerApps forms to represent each business process.
  • Creation of Microsoft Flow workflows to automate the validation of each business process.

We delivered a total of 10 PowerApps form coupled with Microsoft Flow to automate their business process from Expenses to Employee Evaluation or Declaring Incidents.

Duration

The project lasted 5 months.

Profiles

  • 1 Office 365 Consultant

Methodologies

We carried out this project on the basis of the Agile methodology.

  • PowerAppsFlow
  • SharePoint Online
  • Azure AD
  • Azure Logic Apps

Contract Types

We were involved in a Time and Material project.

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