Case Studies Category: Power Platform

Overview

A global IT distributor partnered with us to address inefficiencies in their marketing fund management. By leveraging Microsoft Power Platform, we helped the client reduce administrative overhead by 40%, improve compliance, and gain real-time financial insights, driving better decision-making and operational efficiency.

Client Background 

A Fortune 500 IT distributor operating in over 100 countries, the client collaborates with leading technology vendors and resellers to deliver comprehensive solutions. Managing co-funded marketing campaigns at scale had become increasingly complex due to fragmented systems and manual processes, necessitating a more unified and efficient approach.​

Problems 

• Disjointed Fund Tracking: Manual spreadsheets and siloed systems led to inconsistencies and budget overruns.​
• Slow Approvals: Campaign and payment workflows required multiple manual checkpoints, delaying execution.​
• Limited Spend Visibility: Teams lacked real-time insights into fund utilization, hindering proactive optimization.

Solutions 

• Custom Power App: Developed a tailored application to manage end-to-end fund allocation and investment plan approvals.​
• Automated Workflows: Utilized Power Automate to streamline campaign approval cycles and payment processing.
• Financial Dashboards: Implemented Power BI dashboards to provide real-time reporting on fund spend, ROI, and vendor engagement metrics.

Business Value 

• 40% Time Savings: Administrative overhead was significantly reduced, allowing teams to focus on strategic initiatives.​
• 20% Cost Reduction: Operational efficiency and automation minimized manual errors and delays.
• Enhanced Financial Governance: Real-time dashboards ensured budget accuracy and improved regulatory compliance.​
• Scalable for Expansion: The platform is designed to extend automation capabilities to other departments such as HR and Procurement.

By automating fund management processes with Microsoft Power Platform, the distributor transformed a previously manual and error-prone system into a streamlined, data-driven operation. The enhanced visibility, expedited execution, and improved control have positioned the business for smarter scalability and sustained growth.​

 

A global technology firm partnered with Krish to modernize its customer relationship management using CRM Lite. By centralizing customer data, automating lead workflows, and enhancing reporting with Power Platform, the firm saw major efficiency gains, reduced costs, and stronger customer engagement.

Client Background 

A leading global tech enterprise operating across multiple continents, the client offers a wide portfolio of products and services. Their sales and customer service operations were hindered by fragmented systems, inconsistent lead tracking, and lack of real-time customer insights, prompting the need for a scalable CRM upgrade.

Problems 

• Decentralized Customer Data: Client information was scattered across multiple tools, limiting visibility and slowing response times.
• Manual Lead Management: Sales teams relied on spreadsheets and emails, causing delays and lost opportunities.
• No Analytics or Forecasting: Leadership lacked real-time dashboards to track pipeline or campaign performance.

Solutions 

• CRM Lite Deployment: Delivered a lightweight yet robust CRM using Power Apps, centralizing all sales and customer data.
• Workflow Automation: Power Automate was used to streamline lead assignment, follow-ups, and approval flows.
• Sales Intelligence Dashboards: Power BI dashboards gave leaders actionable insights into conversion rates, pipeline trends, and customer behavior.

Business Value 

• 35% Efficiency Gain: Automation reduced time spent on admin tasks, freeing reps to focus on selling.
• 25% Cost Reduction: Streamlined workflows and data accuracy led to measurable savings in operations.
• Deeper Customer Insights: Targeted campaigns and faster service responses improved satisfaction and loyalty.
• Scalable Foundation: CRM Lite now supports growth across geographies and future integrations with ERP.

By implementing CRM Lite on Microsoft Power Platform, the client transformed its CRM from fragmented and reactive to unified and insight-driven. The solution now supports faster sales cycles, better decisions, and global scalability, without the cost and complexity of a full-blown enterprise CRM.