An industry association with several hundred members wanted to fundamentally modernize its membership management. Together, they built a digital platform based on Microsoft technology that automates processes, integrates data, and creates a new digital work environment.
MAKE DIGITAL PLATFORMS SMARTER
3 Key Facts
Business Processes Digitized
Core processes consolidated on a single platform.
Automation Successfully Implemented
Manual processes have been replaced by digital workflows.
A New Work Experience Created
AI and data made intelligently accessible to employees.
Client
Association in the financial services industry
Branche
Financial Services
Project Goal
Digitisation and reorganisation of membership administration
Technology
Microsoft Power Platform, AI Solutions
Video (in German): Jens and Jörn optimize digital customer experiences through innovative platforms.
The path to customer transformation
- The task
- Our approach
- The added value
Replacing outdated processes and fragmented systems
The association faced the challenge of overhauling its membership management systems, both in terms of technology and processes. Existing processes were poorly integrated, data-driven working was virtually impossible, and the system infrastructure was not fit for the future.
Agile transformation on a modern platform
Working together with the client, we first identified requirements and fundamentally rethought processes. This was followed by agile implementation based on the Microsoft Power Platform, including the integration of AI functionalities. Business departments were empowered to design processes independently and implement them directly.
Automation, transparency and a new way of working
The platform enabled key business processes to be automated and data sources to be integrated. Modern dashboard solutions create transparency, whilst AI-powered functions facilitate interaction with data and documents. At the same time, a significantly improved digital working environment was created for staff.
How we make a difference
We combine technological implementation with a consistent focus on processes and active change management. Through close collaboration with the specialist departments and a focus on user-centred design, we have not only implemented a solution but also established a sustainable, future-proof working model.
KPMG. Make the Difference.
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KPMG. Make the Difference.