About the client
The client is an American asset management organization and a wholly owned subsidiary of a global financial planning firm. Serving non-profit institutions such as universities, the firm operates within a regulated environment that demands strong data governance, auditability, and process transparency.
As vendor relationships and operational complexity increased, the client required a more structured and secure way to manage vendor data and approval workflows.
Client challenges
Vendor-related workflows were distributed across multiple external systems and manual processes, making data management complex and inefficient. Fragmented data sources resulted in inconsistent insights, while the lack of standardized approval mechanisms created operational delays and governance gaps. Without structured notifications and role-based approvals, maintaining compliance and transparency across teams became increasingly difficult.
These limitations slowed operations, increased the risk of errors, and made compliance oversight more difficult. To support growing vendor operations, the organization required a centralized, automated vendor management platform.
Solution
LevelShift implemented a model-driven Power Apps solution, supported by Power Automate and Dataverse, to standardize vendor management and approval workflows.
- Built a model-driven Power App to streamline vendor onboarding and management
- Migrated legacy vendor data to Microsoft Dataverse for secure, standardized storage
- Enabled structured data classification to improve reporting and usability
- Automated multi-level approval workflows using Power Automate to meet compliance requirements
- Integrated SharePoint for structured document management and notifications
- Configured role-based access and approval visibility to ensure data security and accountability
- This approach replaced fragmented processes with a governed, auditable system that scales with business growth.
Benefits
- Automation minimized repetitive tasks and simplified data classification and tracking.
- Standardized storage in Dataverse improved data quality and reliability across systems.
- Multi-level workflows increased approval efficiency by 40%while maintaining compliance.
- Structured document handling reduced documentation turnaround time by 60%.
- Role-based access and controlled approvals strengthened governance and audit readiness.