Customer management and fee calculation on the Power Platform
CPM AG
Beratung & Dienstleistungen
4-6 Monate
2-3 Personen
CPM AG managed customers, contracts and fees in complex Excel structures. We replaced these with a tailored Power Platform solution that centralises customer management and turns fee calculation into a system-driven process.
Data lived in scattered Excel workbooks full of complex formulas. Versioning and permission issues made concurrent editing painful. Fee calculation relied on manual steps that were error-prone and hard to audit.
We modelled the data in Microsoft Dataverse and built a Power Apps front-end for daily work. Fee calculation was implemented as deterministic logic in the system and orchestrated with Power Automate. Reporting and validation rules are anchored end-to-end in the platform.
A single customer data foundation replaces scattered Excels
Automated and auditable fee calculation
Role- and department-based access control
Scalable foundation for further processes
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Microsoft Power Platform
Power Apps
Microsoft Dataverse
Power Automate
Power BI