26 February 2024 Microsoft Power Automate is a powerful tool designed to streamline and automate various business processes, providing organizations with enhanced efficiency and productivity. As a cloud-based service, Power Automate allows users to create automated workflows across a multitude of applications and services without the need for extensive coding skills. The benefits of Power Automate are extensive and transformative for businesses. Firstly, it enables workflow automation, allowing repetitive tasks to be automated, saving time and reducing the risk of human error. This not only ..read more

27 October 2022 The concept of “no code” and “low code” development has rapidly gained popularity in recent years. According to Gartner, by 2025, these approaches are expected to be utilized in around 70% of new applications created by businesses. No code and low code tools empower users to build applications without requiring traditional programming skills. They leverage visual interfaces, business terminology, and data connections, enabling business users to connect data sources, select fields, and effortlessly drag and drop tools to create powerful enterprise applications. Even if you are ..read more

10 May 2023 In the fast-paced world of wealth management, time is money. Financial advisors and wealth managers are constantly juggling multiple tasks, from client onboarding to portfolio management, and everything in between. However, many of these tasks are manual and repetitive, draining valuable time and resources. This is where Microsoft Power Automate comes into play. Power Automate, a robust workflow automation tool by Microsoft, offers a range of features that can streamline processes, automate manual tasks, and improve efficiency in wealth management. In this blog post, we will expl ..read more

10 July 2023 The Client The client is a reputable wealth management firm offering comprehensive investment solutions. The Need The Client was facing the challenge of managing multiple cloud licensing systems while utilizing Google Workspace and Microsoft 365 Business for their operations. Seeking to consolidate their setup and take advantage of Microsoft’s advanced collaboration tools, including SharePoint, Teams, and Power Apps, the client turned to Star Knowledge for a seamless migration from Google Workspace to Microsoft 365. Challenge The client’s existing infrastructure comprised Google ..read more

10 July 2023 The Client The Client is a Leading financial services firm specializing in family wealth management. The Need The Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating, tracking, and reporting on wealth management plans. The complexity of paperwork made it challenging to accommodate changes and hindered effective collaboration, especially with remote teams. To address these challenges, the client sought a digital solution that would simplify the process and enable seamless collaboration among wealth managers. Challenge The client f ..read more

9 September 2022 In 2019, Microsoft introduced a game-changing solution called Power Apps Portals. This innovative tool enabled companies to securely expose their databases to external users, revolutionizing data accessibility. Fast forward to today, and Microsoft is unveiling the evolution of this technology: Microsoft Power Pages. Microsoft Power Pages represents a significant step forward in the world of low-code website development. This powerful tool empowers businesses to effortlessly create secure, scalable, and user-friendly websites, all while minimizing the need for extensive coding ..read more

30 August 2023 In a recent development, Microsoft has seamlessly integrated OpenAI’s sophisticated language model, ChatGPT, into its Power Platform. This integration opens up a world of exciting possibilities for businesses aiming to harness the potential of AI in their day-to-day operations. The outcome is the ability to infuse conversational AI capabilities into applications and workflows. By merging the capabilities of ChatGPT with the Power Platform, organizations can tap into advanced natural language processing (NLP) functionalities to craft AI-powered solutions like chatbots and virtua ..read more

20 July 2023 In today’s fast-paced digital era, businesses of all sizes are looking to streamline processes and increase efficiency. When it comes to automating business processes, two popular Microsoft solutions often come to mind: Power Automate and Logic Apps. These powerful tools enable businesses to streamline their workflows, improve productivity, and save time and resources. But how do you determine which one is the right fit for your specific needs? In this blog post, we’ll dive into the details and compare Power Automate vs Logic Apps, helping you make an informed decision. Understan ..read more

03 July 2023 In today’s rapidly changing and data-centric business environment, financial planning and analysis have become indispensable for organizations to make well-informed decisions and maintain a competitive edge. Fortunately, with the advancements in technology, businesses now have access to sophisticated tools that streamline the financial planning and analysis process. One such tool is PowerApps, a low-code platform offered by Microsoft, which empowers users to develop customized business applications without extensive coding knowledge. In this article, we will explore eight effecti ..read more

10 May 2023 In the fast-paced world of wealth management, time is money. Financial advisors and wealth managers are constantly juggling multiple tasks, from client onboarding to portfolio management, and everything in between. However, many of these tasks are manual and repetitive, draining valuable time and resources. This is where Microsoft Power Automate comes into play. Power Automate, a robust workflow automation tool by Microsoft, offers a range of features that can streamline processes, automate manual tasks, and improve efficiency in wealth management. In this blog post, we will explo ..read more