Power Platform Solution for Enhanced Member Experience
FINANCE
Our customer is a prominent South Australian superannuation fund provider focussed on improving the future financial well-being of its members.
With a forthcoming change in business model there was an immediate drive to enhance the availability of relationship data to enable a greater level of detail in reporting for key dashboards that would in turn equip leadership with improved visibility of business interactions.
The Stakeholder Engagement and Brand Member Experience team sought the help of Chamonix to provide a suitable digital solution that would yield immediate improvements to the overall customer experience in a rapid timeframe rather than a lengthy procurement and implementation process.
Chamonix worked with key stakeholder to initially analyse the approach to deem it a viable strategy. Once agreed, Chamonix proposed a solution built on the Microsoft Power Platform, incorporating Power App for a feature-rich user interface across multiple screen and device formats as well as Power Automate to enable key integrations with existing user workflows.
Key outcomes and business benefits of the proposed Power Platform solution were;
- Available, existing licencing utilised, meaning no additional on-going costs once solution was developed
- Rapid concepting with review and feedback process using agile methodologies that aligned well to the Power Platform
- Integration with existing user workflows. It was key that this new solution was complementary to existing processes used by customer relationship managers, such as calendar tasks and appointments
- At the end of the engagement, the business was enabled with a solution that was both the right size for immediate needs but with the capability and flexibility of a platform that could be built upon and enhanced in the future
As a result, the organisation is now equipped with a modern digital solution, that was designed and developed at a rapid pace and that significantly increased features available to capture member needs and motivators and will play a significant part in delivering continuous improvement of the overall member experience.
