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Home IconHomeOur CasesProject Management Optimizing

Project Management Optimizing

Dynamics 365Dynamics 365
Power BI - Microsoft Power Platform ecosystemPower BI
UDS Systems - Microsoft Azure ServicesModel-Driven App
Power Apps - Microsoft Power Platform ecosystemPower Apps
Microsoft Power Pages - Power Platform ecosystemPower Platform

Geography

the USA

Industry

Accounting

Size

2000+ employees

Implementation

2023 till now

A Short Reference about the Project Team

Accounting Client Portal - Client's request

The project team consisted of high-quality experts in Dynamics 365, Power Platform, Azure, Power BI, and AI. They have successfully completed numerous projects, providing clients with unique solutions for their businesses.

Client’s Request

development of a comprehensive Student Recruitment Portal and CRM system - client's request

An American advisory and public accounting firm asked UDS to help them develop a comprehensive solution tailored to the specific processes of their industry. The aim was to:

  • Automate jobs, staffing, task management, and status tracking
  • Integrate with plenty of third-party platforms and the ERP system for Tax processing, Document management and Approvals gathering

Briefing

briefing before developing Web Application for Healthcare

Thus, the project team decided to focus on the digital transformation of the client's workflow and operations management through the implementation of a centralized platform built around structured workflows, integrated client management, and automated task execution.

Preparation

We created a step-by-step plan:
  1. Highlight the business processes that need to be digitized or improved
  2. Define the core entities and relationships between projects, clients, and teams
  3. Map the existing processes related to project management, task handling, client communication, and reporting
  4. Document the desired workflows, including stage transitions, approvals, and documentation flows
  5. Identify all the user types (e.g., internal teams, clients, managers) and define their roles and responsibilities
  6. Determine the access requirements at various levels (task, document, data) for security and clarity
  7. Plan the solution's architecture
  8. Fulfill the actual development
  9. Outline the training plan for further role-based onboarding

Realization

A customized solution was built using Power Apps, Model-driven App and Microsoft Power Platform technologies from scratch (no Dynamics 365 modules in use). As a result of its implementation, we received the following results:

Jobs as the core entity

  • Jobs represent projects as the central business object and contain forms that hold all the necessary information.
  • Projects can be interlinked as related jobs.

Time and process tracking

  • We provided the client with end-to-end tracking of hours and process status.
  • We also provided the client with clear stage management for documentation and project milestones.

Clients and documentation

  • A unified client database was created.
  • Client-side task lists and forms were created for information input, approvals, and document submission.

User and role management

  • We arranged full project team onboarding with role-based access.
  • We arranged a staff registry with centralized resource assignment and staffing per project.
  • Fine-grained control over task, document, and data-level access was provided.

Task and workflow management

  • The client received the ability to create and assign tasks for internal teams and clients.
  • We developed specialized workflows for declaration submission, encompassing documentation preparation, distribution, and confirmation of delivery.
  • We increased productivity and workload tracking.
  • We adjusted our approval processes to include integrated employee signature collection.

Integrations

  • ERP integration for planning, budgeting, and billing to automate key financial and operational workflows.
    The system was designed as a centralized hub with integrations to seven external systems, enabling users to perform all necessary operations within a single interface without switching between different platforms.

Notifications and reminders

  • We implemented smart reminders and task alerts.
  • We provided a system-wide overview of all active requests.
  • We automated the notifications via Emails and Teams Bot

Analytics and reporting

  • We built dynamic dashboards, including personal and team views.
  • We used embedded Power BI reports for in-depth reporting and performance analysis.

Therefore, the solution enabled structured workflow tracking, streamlined workflows, and robust data management. The key functional areas included task and process management, user and role access control, client interaction, system automation, and advanced analytics.

Visualization

Tax Integration Portal

What the Customer Received

Summary

As a result, the project delivered a centralized, end-to-end platform to streamline the client's project operations, built around "Jobs". A unified client database was implemented, enabling seamless client interaction through tailored task lists, data input forms, approvals, and document submissions.

The solution also introduced robust task and workflow management, including automated declaration submission processes and an integrated employee and clients’ signatures. Full user and team onboarding was achieved with role-based access controls, a centralized staff registry, and fine-grained permission management. The system was integrated directly with the client’s ERP, automating planning, budgeting, and billing workflows. Smart notifications and task reminders were added to enhance responsiveness. Dynamic dashboards and Power BI reports provided real-time visibility into project performance, resource allocation, and operational insights.

Overall, the platform significantly improved efficiency, collaboration, and scalability across the client’s operations.