In the financial sector, operational efficiency and technological sustainability are key factors in maintaining competitiveness. A leading institution faced high licensing costs and operational limitations in its process management platform, which affected the continuity and scalability of its operations. With more than 250 critical workflows, the challenge was to migrate to a more flexible and modern solution without compromising security or quality.
The challenge was not limited to technical migration, but also involved reengineering processes, ensuring the correct adaptation of each flow, compliance with quality, security, and corporate governance standards, and an orderly transition that would not disrupt daily operations.
To achieve this, a strategy based on Microsoft Power Platform was designed and implemented, which included:
- Classification and sizing of flows according to complexity.
- Agile methodologies with collaborative cells.
- Governance framework for control and quality.
- Training, backlog management, and ongoing support to ensure a smooth transition.
The results obtained reflect the impact of this transformation:
- Reduction in licensing costs, optimizing the technology budget.
- Modernization and operational efficiency, thanks to the adoption of a more flexible and scalable platform.
- Governance and traceability of new flows, ensuring control and regulatory compliance.
This demonstrates how a well-planned migration strategy, combined with automation tools, can generate tangible benefits in terms of costs, efficiency, and governance. The key is to approach the transformation not only from a technological perspective, but also from a change management and quality perspective.
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