About the client
The client is a global professional services firm providing audit and assurance, information technology advisory, analytics advisory, tax, corporate finance, capital markets advisory, family business consulting, internal audit, risk consulting, and sustainability services.
Operating across multiple service lines and geographies, the organization required a modern, secure, and scalable digital platform to support enterprise planning, approvals, and data-driven decision-making.
Client challenges
The client’s existing Power Portal–based application had reached its functional and usability limits, restricting their ability to build flexible dashboards and planning tools. Limited UI customization, constrained filtering capabilities, and the absence of advanced visualizations such as Gantt charts reduced the effectiveness of enterprise planning. Inadequate security controls led to unauthorized access and ungoverned data filtering, creating governance and compliance risks. Manual approval processes further slowed execution and reduced transparency across teams.
These limitations constrained productivity, weakened governance, and reduced confidence in enterprise planning data. To support enterprise-wide planning and decision-making, the firm needed a secure, scalable, and modern digital platform.
Solution
LevelShift modernized the client’s platform by migrating and extending their Power Platform architecture with enhanced security, automation, and visualization capabilities.
- Migrated the existing Power Portal solution to Power Pages with a modern, responsive UI
- Designed interactive dashboards and planning modules with enhanced navigation and accessibility
- Implemented granular user security at LOR category and data-filtering levels
- Automated approval workflows using Power Automate with real-time status updates
- Built a comprehensive Gantt chart visualization for monthly and yearly planning horizons
- Enabled export-ready reporting for operational and executive consumption
This transformation delivered a governed, insight-driven planning platform that scales across business units.
Benefits
- Granular access controls improved data protection by 60% and reduced unauthorized access.
- Real-time dashboards and planning views accelerated decision cycles by 50%.
- Workflow automation improved production efficiency by 40%.
- Gantt-based visualization enabled better project tracking and execution control.
- Enhanced UI, navigation, and accessibility significantly improved platform adoption.