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Automated IT Resource Management System for Global Investment Firm
  1. case
  2. Automated IT Resource Management System for Global Investment Firm

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Automated IT Resource Management System for Global Investment Firm

trigent.com
Financial services
Real estate
Infrastructure

Operational Inefficiencies and Security Risks in Manual IT Resource Management

The firm faces significant challenges with manual paper-based processes causing delays, errors, and security vulnerabilities. Lack of visibility into request status, inconsistent access controls, and inefficient communication channels hinder operational efficiency while compromising sensitive investor data confidentiality.

About the Client

Manages $30B+ in alternative assets including private equity, venture capital, and infrastructure with global operations

Digital Transformation Goals

  • Eliminate manual paper-based workflows through digitization
  • Implement automated approval workflows with real-time tracking
  • Enhance data security through role-based access controls
  • Improve operational efficiency with centralized oversight
  • Ensure seamless integration with existing collaboration platforms

Core System Capabilities

  • Customizable digital forms for IT requests and onboarding
  • Multi-level state machine workflows for approvals
  • Real-time SharePoint dashboard for request tracking
  • Automated data migration from legacy systems
  • Microsoft Teams integration for approval notifications

Technology Stack

Microsoft Power Apps
Power Automate
SharePoint Online
Microsoft Teams

System Integrations

  • Legacy data migration from Centric
  • Active Directory integration
  • Microsoft 365 ecosystem

Quality Attributes

  • Enterprise-grade security with encryption
  • Role-based access control
  • High availability and scalability
  • Compliance with financial industry regulations

Expected Business Outcomes

Implementation will reduce processing time by 300%, eliminate 90% of manual errors, and provide real-time visibility into 100% of IT requests. Enhanced security controls will ensure compliance with financial data regulations while improving cross-functional collaboration through integrated communication channels.

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