About the client
The client is an American asset management firm and a wholly owned subsidiary of a global financial planning organization. With a strong focus on managing funds for non-profit institutions such as universities, the organization operates in a highly regulated environment where deal governance, transparency, and data security are critical.
As deal volumes increased and stakeholders expanded across teams, the client needed a more structured and secure approach to manage deal lifecycles end to end.
Client challenges
Deal-related data and documentation were scattered across multiple systems, limiting visibility into deal progress and hindering informed decision-making. Manual approval processes introduced delays and errors, while unstructured stakeholder communication slowed deal reviews and execution. Leadership lacked real-time insights into deal pipelines, impacting strategic planning and compliance oversight.
These challenges impacted operational efficiency, compliance oversight, and strategic planning. The absence of a centralized, secure platform further exposed sensitive financial data to operational and regulatory risk.
Solution
LevelShift designed and implemented a Power Pages–based Deal Management application, supported by Dataverse, Power Automate, and Power BI, to centralize deal workflows and improve governance.
- Built a Power Pages–based application to manage deal lifecycles in a single, unified system
- Integrated Dataverse and SharePoint to securely store structured data and related documentation
- Enabled secure access for internal and external stakeholders using Azure AD and local authentication
- Automated multi-level approvals using Power Automate to streamline decision workflows
- Embedded Power BI dashboards to deliver real-time deal analytics and executive reporting
- Implemented role-based access controls to protect sensitive financial information
This solution replaced fragmented tools with a governed, insight-driven deal management experience.
Benefits
- Centralized tracking improved operational control and supported strategic planning.
- Automated workflows reduced approval cycle time by 45% while improving accuracy.
- A shared platform increased collaboration across teams by 50%, accelerating deal execution.
- Embedded analytics enabled faster, data-driven decision-making for leadership.
- Centralized access controls and secure authentication safeguarded sensitive financial data.