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Accounting Client Portal. Customized Solution for Accounting and Advisory Company - UDS Case Study

UDS Case Study

Accounting Client Portal. Customized Solution for Accounting and Advisory Company

Geography

Industry

Size

Implementation

Accounting Client Portal - Client's request

The client, a prominent Accounting &amp; Advisory firm with a global reach, sought to streamline their business processes by implementing a customer portal. The objective was to enhance their proposal and referral management, facilitate seamless invoicing, improve customer communication, and optimize document management. The proposed solution aims to achieve these goals and enable the company to operate more efficiently.

Client’s Request 

preparation to the D365 portal implementation

After assessing the client's request, the team identified the main tasks for the implementation of the project:
<ul>
<li>Develop a tailored Portal for different user roles, which allows one to create and manage referrals/proposals, send invoices, and manage documents.</li>
<li>Create user-friendly Portal submission capabilities and notifications through email. </li>
<li>Streamline analytic processes by embedding Power BI reports to the Portal for end-users. </li>
<li>Create handy searching functionality for the data by tagging Portal records.</li>
<li>Build advanced communication capabilities.</li>
</ul>

Preparation

Moreover, the Portal featured chat functionality for accessible communication and document sharing. The Portal also had a guided business flow. This flow assisted users in creating and submitting proposals. It also collected required data and auto-populated records.

realisation of portal for audit company - real case study

The solution involved the development of a tailored Portal for different user roles, which enabled creating and managing referrals/proposals, invoices, and documents. Business processes were streamlined through seamless Dynamics 365 integration with Power BI reports, dashboards and Office 365 Apps like SharePoint, OneDrive, Word, and Excel. Users could easily register and log in using Active Directory B2C, and the Portal was also integrated with popular social media platforms for additional functionalities.
Advanced communication capabilities, user-friendly submission features, and email notifications were incorporated to enhance user experience. The Portal also included convenient data searching functionality through tagging Portal records, allowing for targeted searches based on filters like country, region, city, phone number, and tags.

Realization

Informative dashboards - Accounting Client Portal based on D365

Informative dashboards

Proposal Creation Page - Accounting Client Portal based on D365

Proposal creation page

Bulk Import - Accounting Client Portal based on D365

Bulk import  

Advanced Searching Functionality - Accounting Client Portal based on D365

Advanced searching functionality

Cross Data Tagging Functionality - Accounting Client Portal based on D365

Cross-data tagging functionality

Automated, guided processes for proposals and referrals - Accounting Client Portal based on D365

Automated, guided processes for proposals and referrals

Referral creation page - Accounting Client Portal based on D365

Referral creation page

Visualization

how Client Portal can help your operations efficiency - real case study

What The Customer Received 

The customer received a comprehensive Dynamics 365 Portal that increased efficiency by automating business processes for referrals/proposals, invoices, and document management. The portal also facilitated enhanced communication through chat functionality and email notifications. Additionally, the portal improved the user experience with user-friendly features and easy navigation and integrated tools and data through its integration with various Office 365 Apps and Social Engagement. These features resulted in increased efficiency and improved customer satisfaction for the client.