About the client
The client is an American asset management organization and a wholly owned subsidiary of a global financial planning firm. In addition to managing funds for non-profit institutions, the organization oversees agricultural assets, including row crop operations that involve multiple tenant farmers and geographically distributed farms.
To scale operations while maintaining governance and transparency, the client sought a modern, tenant-facing digital platform to manage farm data, workflows, and reporting.
Client challenges
Farm and tenant data was managed through disorganized, siloed systems and manual workflows, limiting operational visibility and slowing decision-making. The lack of structured collaboration with tenant farmers delayed data collection and approvals, while fragmented records increased administrative overhead and data security risks. Without a centralized system of record, audit readiness and governance were difficult to maintain.
These challenges slowed operational execution and limited the client’s ability to scale agricultural asset management efficiently. To scale agricultural asset management efficiently, the organization required a secure, tenant-facing digital platform.
Solution
LevelShift designed and deployed a tenant-facing, model-driven farm automation platform using Microsoft Power Apps, purpose-built for row crop management.
- Built a model-driven Power App to digitize tenant onboarding, rent workflows, and crop-specific data using farm-defined taxonomies
- Leveraged Dataverse for centralized, secure data storage and dynamic tenant dashboards
- Established governance protocols to ensure data ownership, consistency, and scalability
- Integrated Power Automate to streamline tenant communications and trigger real-time data updates
- Enabled structured workflows for data submission, review, and approvals
- Delivered role-based visibility for internal teams and tenant users
This solution replaced fragmented, manual processes with a governed, scalable digital platform.
Benefits
- Automated tenant and farm workflows increased overall process automation by 60%.
- Centralized farm data enabled better planning, monitoring, and compliance.
- Structured data capture minimized errors and administrative overhead.
- Digitized onboarding and workflows reduced operational rollout time by 25%.
- Governance-first design ensures the platform supports future expansion and audit requirements.