The Solution
HSO worked closely with the firm across four distinct phases, combining strategic vision with practical enablement:
Scaling Transformation in Financial Services with Power Platform
How a wealth management firm partnered with HSO to turn early momentum into an enterprise-wide innovation engine
In the fast-moving financial services industry, operational agility and governance must evolve together. One firm—an investment advisor managing billions in assets—recognized the need to modernize its digital capabilities to meet rising internal and external demands.
The Challenge
Facing disconnected systems, security concerns, and limited internal development capacity, the firm partnered with HSO to create a secure, scalable foundation for innovation using Microsoft Power Platform. What began as a framework engagement has since evolved into a multi-phase relationship—transforming how the firm operates, builds, and grows.
The firm’s stakeholders—business teams, developers, and information security—had aligned on Power Platform as a strategic technology. But they lacked the structure to use it effectively at scale. Key obstacles included:
- Disconnected spreadsheets and siloed tools
- A lack of governance, slowing adoption
- Pressure to innovate quickly while maintaining compliance
- Limited internal capacity to support development demand
The firm needed more than just a deployment—it needed a partner to help chart the path forward.
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Phase 1: A Foundation for Scale
HSO implemented a minimum viable Power Platform environment with security, governance, and integration guardrails: a platform aligned with future-state Master Data Management, migration of spreadsheets into the Dataverse, and a roadmap covering 45+ workloads to be modernized or developed on the platform
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Phase 2: Standing Up a Center of Excellence
To support broader adoption, HSO helped the firm build a Power Platform Center of Excellence (CoE), complete with usage tracking tools and embedded governance. The CoE balanced innovation with control, helping the firm scale responsibly
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Phase 3: Embedded Expertise
As demand for internal solutions grew, the firm engaged HSO for expert staff augmentation. Initially planned as a short-term support model, the success of this engagement led to longer-term relationships with multiple resources embedded in the client’s product team
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Phase 4: Expanding Innovation Capacity
With Power Platform firmly established, the firm proactively requested additional HSO experts. These resources now help develop high-impact applications, accelerating automation and modernization efforts across departments
The Results
A secure, scalable innovation engine—driven by partnership
The firm now operates with a modern development culture built around Power Platform. The impact spans people, processes, and performance:
- Faster solution delivery for business problems, reducing reliance on spreadsheets
- Tighter governance and security, enabling compliant innovation
- Embedded experts aligned with the internal product team’s roadmap
- A scalable platform that supports ongoing digital transformation
Fueling Future Innovation with Power Platform
This success case demonstrates the power of thinking outside the box and leveraging Power Platform's low-code tools to drive business transformation. By focusing on a strategic vision and implementing a solution that aligns with their goals, the firm is now positioned for sustained success and leadership.
Learn more about our experience in Wealth Management
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