We made a visible and
measurable impact to our
client's business
centralized visibility of all board meetings, bank events, and state holidays
Saving 30 manhours per month for compliance teams by automating board meeting management.
About the Client
A leading bank in India sought an automated compliance calendar to efficiently plan and manage yearly board meetings, ensuring all stakeholders remain informed.
The Problem
The bank faced inefficiencies in compliance meeting coordination and tracking:
- Manual calendar preparation, leading to scheduling errors and inefficiencies
- No centralized view of board meetings, making tracking difficult
- Limited collaboration with stakeholders outside the Office 365 environment
- Lack of actionable tracking, leading to missed follow-ups on key decisions
An intelligent, automated solution was essential to streamline compliance meeting management, enhance tracking, and improve collaboration.
Our Approach
Lauren implemented a custom compliance calendar application featuring a user-friendly dashboard, automated reporting, and seamless system integration.
- Custom Calendar Management – Admins can create and manage yearly board meeting schedules
- To-Do & Action Tracking – Assign actionable points with responsible persons for follow-up
- Role-Based Access Control – Different views based on user role and access level
- Collaboration Beyond Office 365 – Secure sharing of meeting notes and attachments via email links
- Automated Reporting & KPI Tracking – Date-wise meeting reports for compliance monitoring
Tech Stacks Used
Identity & Security: Azure Active Directory
Collaboration & Workflow: Office 365, Power Apps, Power Automate
Email & Communication: Outlook Add-ins
The Result
- Saving 30 man-hours per month for compliance teams by automating board meeting coordination.
- 100% centralized visibility, ensuring a single view of all board meetings
- Seamless stakeholder collaboration, including non-O365 users via secure email links
- Real-time tracking of action items, ensuring accountability and follow-ups
- Automated reporting & KPI monitoring, improving compliance efficiency