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
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 India & Global Operations 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
HR Analytics, Employee Experience, Process Automation, Workforce Intelligence
Industry
Financial Services/BFSI
Project Type
HR Digital Transformation & Analytics Modernization
Scale of Operation
Unified workforce operations across 40 locations and 12 HR systems with enterprise-wide employee access
End Users
25,000+ Employees, HR Leaders, Managers, Payroll Teams, Auditors
Service Provided
HR AnalyticsData EngineeringMicrosoft Fabric ImplementationPower BI DevelopmentPower Apps DevelopmentPower Automate WorkflowsAI Chatbot IntegrationChange Management
The Client Challenge

Business Process Challenges

A Fortune 500 financial services organization with more than 25,000 employees operated across 40 locations and three global hubs. Over time, its HR ecosystem had grown into a collection of 12 disconnected systems, including SAP HCM, Workday, local HRMS applications, spreadsheets, and manual email-based workflows. This fragmented environment made it difficult to maintain a consistent view of workforce data and created significant operational inefficiencies.

HR leaders relied on monthly reporting cycles, limiting their ability to make timely workforce decisions. Employee onboarding, leave management, payroll coordination, and compliance processes involved extensive manual effort, resulting in delays and increased administrative overhead. Data inconsistencies across systems also created governance challenges and complicated audit and compliance requirements.

The organization faced an annual attrition rate of 18%, while employee engagement scores remained below target. Without centralized analytics or predictive capabilities, HR teams lacked the visibility needed to identify workforce trends, retention risks, and opportunities to improve the employee experience.

To support continued growth, the company needed a scalable platform that could unify HR data, automate routine processes, provide real-time workforce insights, and improve employee engagement while maintaining strict compliance standards.

Our Approach

Our Strategic Approach

Softree designed and delivered a unified HR Analytics & Employee Experience Platform built on Microsoft Fabric and the Microsoft Power Platform. The solution centralized workforce data from SAP HCM, Workday, local HR systems, spreadsheets, biometric systems, and communication platforms into a single Microsoft Fabric OneLake architecture.

A structured implementation approach was used to establish a standardized HR data model before developing analytics and automation capabilities. Microsoft Fabric Data Factory pipelines automated data ingestion and transformation, while Lakehouse storage provided a scalable foundation for reporting and advanced analytics. Power BI dashboards delivered real-time visibility into workforce metrics, including attrition, recruitment, payroll, learning and development, and diversity initiatives.

To improve employee and manager experiences, Power Apps enabled self-service capabilities for leave requests, claims, profile updates, and onboarding activities. Power Automate streamlined critical HR workflows, reducing dependency on manual processes and email-driven approvals. An AI-powered HR assistant built with Copilot Studio provided employees with instant access to policy information, leave balances, and common HR services.

The platform was implemented with enterprise-grade security, role-based access controls, and compliance monitoring to ensure governance across all workforce data and business processes.

Project Delivery Lifecycle

Our Engineering & Delivery Process

Our structured project delivery approach takes you from discovery and planning to development, testing, and deployment, ensuring quality, transparency, and predictable outcomes at every stage.

I
PHASE 01

Discovery & Architecture

Deep-dive technical audit of existing systems, security baselines, API mapping, and comprehensive cloud target blueprinting.

Architecture BlueprintIntegration MatrixSecurity Baseline
II
PHASE 02

UX & System Prototyping

Role-based user journeys, wireframing, high-fidelity clickable Figma prototypes, and API contract specifications prior to build.

Interactive PrototypesDesign System TokensAPI Contracts
III
PHASE 03

Agile Sprint Engineering

Modular development sprints delivering clean, shippable code with automated CI/CD pipelines and continuous testing.

Production ModulesAutomated CI/CDPeer-Reviewed Code
IV
PHASE 04

QA & Security Hardening

End-to-end regression suites, cross-device verification, load stress audits, and penetration testing for enterprise resilience.

Automated Test MatrixPenetration AuditZero-Defect Sign-off
V
PHASE 05

Production Launch & Scale

Zero-downtime blue-green production deployment, real-time telemetry, administrator training runbooks, and ongoing SLA support.

Live Production ReleaseCloud TelemetrySLA Support Runbook
Visual Proof

Explore the Solution Through visuals

Featured Screenshot
Click to expand
The Outcome

What changed for the client.

The transformation delivered measurable operational and business improvements across the organization. HR reporting time was reduced by 80%, allowing leadership teams to access workforce insights in near real time rather than waiting for monthly reporting cycles. Employee onboarding became three times faster through automated workflows and self-service experiences.

The organization achieved annual operational savings of ₹4.2 crore while reducing manual effort across key HR processes by 80%. AI-powered support capabilities successfully handled 65% of routine HR inquiries, enabling HR teams to focus on higher-value strategic initiatives.

Employee experience indicators also improved significantly. Self-service adoption reached 90%, employee engagement scores increased from 58% to 79%, and annual attrition decreased from 18% to 11%. Enhanced governance and centralized audit capabilities contributed to zero compliance incidents during the reporting period.

With a modern data foundation now in place, the organization is positioned to expand into predictive workforce analytics, AI-driven retention strategies, skills intelligence, and advanced workforce planning, ensuring continued value from its HR transformation program.

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.

microsoft fabric
OneLake
Data factory
Lakehouse
Delta Tables
Power BI
Power Apps
Power automate
Copilot Studio
Dataverse
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FAQ

Frequently asked questions.

The platform centralizes employee data, HR analytics, and workforce insights to help organizations improve employee engagement, streamline HR operations, and make data-driven decisions across the employee lifecycle.
The solution is built using Microsoft Power BI, Microsoft Fabric, Power Apps, Power Automate, Microsoft Dataverse, Azure services, and AI-powered analytics to deliver real-time workforce insights.
The platform automates HR reporting, improves workforce visibility, tracks employee performance and engagement, reduces manual administrative work, and enables faster, data-driven HR decisions.

Build faster with a reliable offshore engineering partner.

Partner with Softree to accelerate product delivery, modernize enterprise systems, and scale with confidence.

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What we offer

Enterprise Integration
Cloud Architecture
AI & Automation
Microsoft Solutions
Offshore Engineering

Offices

  • Bengaluru

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

  • Cuttack

    PLOT B6-1628, SECTOR-10, CDA · Cuttack, Odisha 753014 · India

  • San Francisco

    San Francisco, CA 94108 · United States

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