IT Financial Risk Assessment Application

Model-Driven App

Power Pages

Power Automate

Geography

USA

Industry

Finance

Size

100+ employees

Implementation

2023

Client’s Request

client request - IT Financial Risk Assessment - real case study

A US-based tax consulting and audit services company reached out to us for assistance. They needed to assess their client's IT setup as part of their audit process. It involved understanding the client's information systems related to financial reporting, including IT controls, application controls, and systems linked to financial statement disclosures. Consequently, the company formulated queries about the client's IT infrastructure, essential financial software, and control mechanisms.

Preparation

After carefully analyzing the client's requests, we decided to implement the requested functionality using Power Pages for the company client's questionnaire, Dynamics 365 as a CRM solution for internal usage and analytics, and Power Automate as the selected solution for business process automation.

The client already used Microsoft services for communication, document storage, and more. Therefore, opting for another Microsoft solution was a logical decision. On our side, a team of qualified professionals, including a Project Manager, a Solution Architect, a Technical Consultant, a UX/UI Designer, and Developers, was involved in this project. We outlined a comprehensive project plan, and it was estimated to be completed within three months.

The project's initial phase included the following components: Power Apps (Model-Driven App), Power Pages, and Power Automate.