Video: Power Platform in Financial Services – Customized Search Functionality within CRM that Aggregates Data from LinkedIn and Other Sources 2020-06-11T17:18:38+00:00

Use Case Video: Power Platform in Financial Services – Customized Search Functionality within CRM that Aggregates Data from LinkedIn and Other Sources


Part of AKA’s Power Platform in Financial Services Video Series

Customer’s challenge

This private equity firm had a pretty unique business challenge–most likely very different from most private equity firms, but very critical to the business. The firm needed the ability to deliver a talent sourcing application to their business…and they needed it fast. The firm’s talent recruiters needed a way to efficiently source CXO data and CXO talent from the open marketplace in order to place entire executive teams into their portfolio companies to help deliver a turnaround for the business. The business outcome would be a profit to the firm’s investors when the firm divested from the portfolio company.

What made this a more complex was that the firm needed to bring in talent data that was openly and publicly available on the web–LinkedIn, for example–but without those individuals’ knowledge. They wanted this capability so they could compile a database of executives that would provide them as much information as possible, including who they’re linked to or have worked with in the past and other relationships so they could be approached as part of a team if applicable. So, for example, if one of the portfolio companies needed a chief marketing officer and a chief revenue officer who had worked together, based on the guidance of the senior partners of that firm or the PE firm, the database could be searched for executives that meet that criteria.


In just eight weeks, AKA and the client delivered a Power App solution that did just that. But the solution also gave the firm the ability to download resumes from multiple sources and then search and filter on complex data. The solution enables the talent team to deliver faster results to the partners, which ramps up turnaround time for this portfolio.

Getting started with a Proof of Concept

The key to consistent, profitable growth in today’s volatile and competitive financial marketplace is to take advantage of technology –quickly and cost-effectively–like this firm did. With Power Apps and other components of the Power Platform, AKA can bridge the gap with a low-code, rapid application development environment for building apps, automating workflows, and extending the software solutions you already use. The result: Exactly what you need to accelerate your vision—in days, not months, and at a lower cost than software development. we can bring visions to life fast, within a surprisingly reasonable budget, and without having to uproot your other applications and platforms. When off-the-shelf software doesn’t meet that all-important need, call us to see a demonstration of the value of the Power Platform. We’ll start with a 5- or 10-day proof of concept that will show you how we can leverage the Power Platform to tackle those challenges and keep your business moving forward. It’s a low risk approach to proving it out for your organization while building excitement and buy-in for a wider deployment.

About AKA Enterprise Solutions

AKA Enterprise Solutions is a Gold Certified Microsoft Dynamics Partner and have been dedicated for more than 30 years to Microsoft technologies, including Dynamics 365 Finance & Operations, Dynamics 365 Sales & Service, Azure Cloud services, business process consulting, and custom application development using the Power Platform. We combine technology with deep industry knowledge in Financial Services, specifically insurance, banking & capital markets, including asset management, wealth management, hedge funds, private equity, and investment banking. We are honored to have been recognized by Microsoft for many years for our work with financial services firms. 2019 marked our 15th year as a member of Microsoft Dynamics Inner Circle, and we have been recognized as a Microsoft Dynamics Global Financial Services Partner of the Year Finalist.