USE CASE — FINANCIAL SERVICES
Subscription Management System
Optimizing Subscription Management for Cost Efficiency and Control
Sector:
Financial Services
Focus:
Subscription Management System (SMS)

BUSINESS CHALLENGE
Uncontrolled spending from manual subscription tracking
A global commodities trading company struggled with inefficient subscription management: tracking data was complex, approvals delayed, costs hard to optimize. The result, uncontrolled spending, no visibility into usage, and time-consuming manual processes that hindered operational efficiency.
SOLUTION IMPLEMENTED
A subscription management system for cost control and transparency
Subscription Management System (SMS) to centralize data, automate cost allocation and enhance transparency. The solution streamlined approvals, optimized licenses and reduced manual efforts, leading to lower costs and better budget control.
TECHNOLOGY
Built to centralize, automate, and track subscription costs at scale

DATA PLATFORM
Azure Dataverse
Provides secure data storage for all subscription and licensing information across the organization.

SERVING
Power Apps & Power Automate
Powers the centralized platform, automating approval workflows and cost allocation across departments.

ANALYTICS
Power BI
Enables real-time tracking, cost visibility, and automated allocation through interactive dashboards.
Results & ROI
What changed once the system went live
COSTS SAVINGS
Reduced subscription costs through automated allocation and license optimization.
EFFICIENCY
Minimized manual efforts and streamlined approval workflows, accelerating decisions.
CONTROL
Improved cost visibility and budget management with real-time tracking.

