Power Automate Your Customer Services Experience- One week Assessment

Idea Entity Corp

Discover how to power automate your organization’s customer services experience for finance through visualization and storyboarding to create an online self-service platform.

Idea Entity provides consulting services to accelerate organizational change through functional empathy that creates people first experiences with productive business outcomes. Our "Change Management" and "Work from Anywhere" services maximize Microsoft technologies to connect people and processes with innovation.

As a Microsoft Gold partner with proficiency in Azure and Microsoft 365, we deliver Modern Work, Business Application solutions that optimize and accelerate the digital transformation journey for enterprise and government organizations worldwide.

Leveraging Azure Data Services & Azure App Services will allow Idea Entity to build apps for any use case scenario and provides capabilities to fully manage and create powerful cloud applications. In addition, Azure AI and Azure ML tools and frameworks will be available for Idea Entity to create machine learning and artificial intelligence services.

Deploying this solution on Azure provides the customer the flexibility to move compute resources as needed, supports multiple operating systems, 99.5% availability SLA, 24x7 tech support, supports data housing in geo-synchronous data centers, and economical because, they will only pay for what they use.

The assessment results in a clear understanding of the current challenges within the finance customer services area and provides a future to-be model.

The assessment will uncover process inefficiencies, review current organization and employee practices, and aid in developing an automated solution that is practical, usable, and intuitive.

The assessment is a half-day effort, with questionnaires and whiteboard sessions engaging subject matter experts (SMEs) to understand how the organizational process will evolve to create business success leveraging Microsoft Power Automate and Azure. Upon completion of the assessment, customers receive a customized visual storyboard providing a road map for a future successful implementation.
The Assessment provides: • Assessment of the current AS-IS state of the finance customer services processes and provide the future TO-BE model • Develop visual storyboards to demonstrate how our approach can improve customer services, automate finance inquires, and provide centralized data and analytics for management • Creates a roadmap to help with scoping and prioritization to deliver a financial customer services platform

Business Benefits • Builds the business case to deploy an automated and modernized financial customer services platform which will enhance customer experiences, improve productivity, access to knowledge base for inquires, and provides insightful analytics through digitized dashboards • Delivers a value proposition that includes long-term and short-term goals of return on investment for a financial customer services platform