The Challenge
A growing wealth management firm had a backlog of internal tooling requirements that engineering couldn't prioritise. Client onboarding was tracked in spreadsheets. Compliance checklists lived in Word documents. Portfolio review workflows were managed via email. The operations team knew exactly what they needed — they just had no way to build it. Every request to engineering was deprioritised against client-facing development, and the backlog kept growing.
The Solution
We used Microsoft Power Platform as the primary development environment, with OutSystems for more complex workflow applications and Mendix for a client-facing onboarding portal component. Working in close collaboration with the operations team, we used an agile delivery model with clearly defined sprints and acceptance criteria. Five applications were scoped, designed, built, tested, and released to production — including a client onboarding tracker, a compliance checklist manager, a portfolio review workflow tool, an advisor activity log, and a regulatory reporting dashboard.
The Impact
Five production applications were delivered in six weeks — without a single line of code written by the firm's engineering team. The operations team now manages and extends their own tooling using the Power Platform environment we configured. The engineering backlog cleared. Client onboarding time dropped. Compliance processes became auditable.
Reflection Question: How much operational friction is your team absorbing because internal tooling requests aren't getting built? What would five purpose-built apps unlock for your operations this quarter?
Let's scope your low-code operations platform and start delivering in weeks.