Financial Services / BFSI

Transforming Enterprise HR Operations with Microsoft Fabric,
Power Platform, and AI-Driven Employee Experiences

A Fortune 500 financial services enterprise unified HR operations across 12 systems, reducing reporting time by 80% and onboarding time by 3×

softreetechnology.com/case-studies
**Alternative Text:** Enterprise HR Analytics and Employee Experience Platform dashboard powered by Microsoft Fabric and Power Platform, delivering real-time workforce insights, automation, and AI-driven employee services.
0%
Reporting Time Saved
0%
HR Query Deflection
0%
Self-Service Adoption

Client Profile

A global enterprise in the IT services sector, operating across Global — 12 countries and managing a complex IT environment. The client partnered with Softree Technology to leverage HR Analytics & Employee Experience Platform for improved IT service management and operational efficiency.

Use Cases
Process Automation
Industry
Financial Services / BFSI
Project Type
Power Platform
Scale of Operation
2,400+ plant users
End Users
2,400+ plant users
Service Provided
Power Platform Development
The Client Challenge

Business Process Challenges

Educational institutions often struggle with fragmented systems for attendance tracking, student performance monitoring, examination management, and teacher–student communication. Administrative teams spent significant time on manual record-keeping, while students and parents lacked real-time visibility into academic progress.

The client needed a centralized mobile platform that could simplify academic operations while providing an engaging digital learning experience. Existing processes relied on spreadsheets, paper-based attendance records, and disconnected communication channels — resulting in inefficiencies and delayed decision-making.

The solution also had to work seamlessly across Android and iOS, support growing user volumes, and provide secure access to sensitive student data while staying easy to use for teachers, students, and administrators alike.

Our Approach

Our Strategic Approach

Softree designed and developed a cross-platform education management application using React Native, enabling a single codebase for both Android and iOS deployments. The platform was built around a centralized architecture connecting attendance management, examinations, student records, notifications, and learning resources into one unified experience.

Role-based dashboards gave teachers, students, and administrators access to exactly what they needed. Real-time notifications improved communication, while integrated reporting surfaced actionable insight into attendance, academic performance, and operational metrics.

For scalability and reliability, the app was built on modern APIs, secure authentication, cloud-based data management, and responsive mobile interfaces optimized for daily educational workflows.

Our Solution Architecture

How we delivered it.

PA
Power Apps
Integrated Power Apps layer in the solution architecture.
PA
Power Automate
Integrated Power Automate layer in the solution architecture.
D
Dataverse
Integrated Dataverse layer in the solution architecture.
PB
Power BI
Integrated Power BI layer in the solution architecture.
S
SharePoint
Integrated SharePoint layer in the solution architecture.
A
Azure
Integrated Azure layer in the solution architecture.
Visual Proof

Explore the Solution Through visuals

Application dashboard
Click to expand
Operations command center
Application dashboard
01 // VIEWOperations command center
Workflow designer
02 // VIEWAutomated approval flows
Analytics view
03 // VIEWExecutive KPI dashboard
Mobile app
04 // VIEWField inspection experience
The Outcome

What changed for the client.

The new platform significantly streamlined administrative operations and improved collaboration across the institution. Attendance tracking became largely automated, freeing educators to spend more time on student engagement rather than record-keeping.

"Key processes that once required multiple systems were consolidated into a single mobile application — improving both data accuracy and accessibility."

Students gained real-time access to schedules, attendance records, exam updates, and learning materials — driving higher platform adoption.

Looking ahead, the client plans to expand the ecosystem with AI-powered learning recommendations, personalized progress tracking, virtual classrooms, and deeper LMS integrations — building on an architecture designed to scale with growing student populations and campuses.

Results & Business Impact

The numbers behind the rollout.

01
Reporting Time Saved
80%
02
HR Query Deflection
65%
03
Self-Service Adoption
90%
Reference Tech Stack

The full integration layer.

Power Apps
Power Automate
Dataverse
Power BI
SharePoint
Azure
More Customer Stories

Other engagements worth a look.

Emergency Department Performance Analytics Platform

Emergency Department Performance Analytics Platform

A Microsoft Fabric and Power BI analytics platform helped a multi-specialty healthcare network reduce emergency department wait times by approximately 34%.

Read case study→
Logistics Control Tower for Shipment Exception Management

Logistics Control Tower for Shipment Exception Management

A Canadian logistics organization uses an AI-powered control tower to monitor shipments, detect exceptions, and coordinate resolution through Agentic AI and RAG.

Read case study→
Employee Knowledge Discovery and Search Assistant

Employee Knowledge Discovery and Search Assistant

A leading IT services organization improved employee knowledge access with a SharePoint-based AI assistant, reducing manual document search and review effort.

Read case study→
AI-Powered Healthcare Operations Knowledge Assistant

AI-Powered Healthcare Operations Knowledge Assistant

Healthcare knowledge assistant reduces document search time by up to 35% while improving access to approved operational procedures.

Read case study→
AI Healthcare Patient Care Coordinator

AI Healthcare Patient Care Coordinator

Manual patient coordination created repetitive administrative work, delayed responses, and limited support availability, making it difficult for care teams to efficiently manage routine appointments, follow-ups and patient requests.

Read case study→
Metadata-Driven Data Ingestion with Microsoft Fabric

Metadata-Driven Data Ingestion with Microsoft Fabric

A U.S. based SaaS company replaced dataset-specific ETL pipelines with a reusable Microsoft Fabric ingestion framework for hundreds of tables.

Read case study→
FAQ

Frequently asked questions.

Softree delivers custom solutions across AI and automation, Power Platform, SharePoint customization, full-stack web and SaaS engineering, and data analytics.
We combine modern software engineering standards, secure cloud configurations, pre-built accelerators, and agile delivery methodologies to produce governed, scalable applications.
Our agile delivery model typically produces scoped initial MVPs in 4 to 8 weeks, with comprehensive enterprise deployments completed in 10 to 12 weeks.
Yes. We design and build secure custom API gateways, REST connectors, and database bridges to ensure our custom solutions integrate seamlessly with your existing legacy infrastructure.

Let's Start a Conversation

Engineer wearing futuristic VR headset
PARTNER WITH SOFTREE

Extend Your Engineering Capacity.
Not Your Hiring Complexity.

Build, scale and deliver more with an engineering partner that works as an extension of your team.

WHAT WE BUILD
  • Agentic AI & Automation
    AI Core
  • Full-Stack Web & Mobile Apps
    Engineering
  • Power Platform & SharePoint
    M365
  • Data Pipelines & Power BI
    Fabric
HOW WE DELIVER
  • Dedicated Offshore Squads
    Senior talent
  • White-Label Delivery
    Your brand
  • Flexible Team Capacity
    Scale in 48h
  • Enterprise NDA & IP Protection
    100% secure

HOW WE CAN EXTEND YOUR TEAM

AI ENGINEERING
  • Agentic AI
    Agents
  • AI Automation
    Flows
  • Enterprise RAG
    Search
MICROSOFT
  • Azure OpenAI
    Cloud
  • Microsoft Fabric
    Data
  • Power Platform
    Apps
QUALITY ENG
  • AI Testing
    QA
  • Security Testing
    Sec
  • Automation
    CI/CD
SOFTWARE ENG
  • React / Next.js
    Web
  • Node.js / Python
    API
  • FastAPI
    Async
CLOUD & DATA
  • Azure / AWS
    Infra
  • Data Pipeline
    ETL
  • DevOps
    GitOps

Got a question, challenge, or idea?

Fill out the form or pick a time on our scheduler:

30-min discovery call

Same Calendly as our booking page · instant invite

Timeline, scope, budget — the more detail, the better we can help.
Direct Inquirysales@softreetechnology.comResponse within 2 hours · NDA guaranteed
HQ · Bengaluru

11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli, Bengaluru 560087

Engineering Hub · Cuttack

PLOT 5C/1283, SECTOR-10, CDA, Cuttack, Odisha 753014, India