How we replaced a manual, paper-heavy customer onboarding process with a modern, responsive app - complete with automated credit checks, document uploads, multi-stage approvals and real-time status tracking.
Our client needed to onboard new customers quickly and compliantly - but their existing process was slow, manual and fragmented. Customer information was collected across paper forms, email chains and disconnected spreadsheets. Credit checks were initiated manually by phone. Document collection happened via email with no audit trail.
Customer data was entered into multiple systems manually - leading to duplicates, errors and conflicting records.
Staff had to call the provider, wait for results and type them back into the system.
Managers had to chase staff for updates on where each customer was in the onboarding pipeline.
ID proof, address proof and financial statements went missing, wrong versions got used, and compliance checks were inconsistent.
Customer details captured once with field validation - no re-keying across systems
Income, employment and financial data collected with built-in compliance rules
Identity verification with automated API call to the credit check provider - results written back to Dataverse
ID proof, address proof and financial statements uploaded directly - tracked and version-controlled
Final review with compliance checklist, then the automated approval workflow kicks in
Not a typical canvas app. Power Apps code components deliver a modern, responsive interface that feels like a commercial product - clean navigation, progress tracking, inline validation.
All customer data sits in Dataverse - structured, secure, easy to report on and fully integrated with the Microsoft 365 stack, with role-based access controls.
Notifications and alerting at every stage, reminders and escalations when tasks stall, and API calls to the credit check provider with results written straight back.
At the identification stage the app triggers an API call to the credit check provider. The response is written back to Dataverse in real time - no phone calls, no manual entry.
Supporting documents are uploaded directly within the app - with upload status, document counts and file previews visible in real time.
“The app ThePoint built feels like a commercial product, not a custom build. Our team picked it up immediately and the automated credit checks alone have saved us hours every week. We went from a process that took days to one that takes minutes.”
This project shows what's possible when you push Power Platform beyond basic canvas apps. By using code components alongside Dataverse and Power Automate, we delivered a solution that looks and feels like custom software - at a fraction of the cost and timeline of traditional development.
The entire solution runs on the client's existing Microsoft 365 environment. No third-party software licences, no separate hosting, no additional infrastructure. And because it's built on Power Platform, the client's team can make minor adjustments themselves.
Whether you’re replacing a legacy onboarding system, digitising a paper process, or need to integrate with external APIs - we can help. Book a free 30-minute discovery call.