Power Apps

Conflict Check App for Fisher German

Fisher German had multiple databases across various systems that held large amounts of valuable data. As part of their compliance considerations, they are required to search their databases for a conflict of interest when onboarding a new client. Reliable, easily digestible results in a timely manner, Fisher German’s new digitalised process has changed the game for their compliance.

Background

Fisher German stands tall as a national firm of chartered surveyors and property consultants, boasting an illustrious history spanning over 180 years. Specialising in land and property management across diverse sectors, Fisher German provides comprehensive services and assistance. With a team of over 800 dedicated employees stationed in offices across the UK, they excel in identifying business prospects for institutional, commercial, and private landowners, epitomising excellence in service and advice provision to clients.

The Problem

Why did the 100-year-old conflict check process cause headaches?

  • It was sluggish, time-consuming and complicated.

  • Reports presenting the data lacked clarity and consistency.

  • Resources were not delivered in a digestible, user-friendly format.

Our Solution

We collaborated on a Power App to streamline the conflict check process. This sleek Power App features a user-friendly interface, specifically tailored to capture the necessary details for compliance checks. Powered by Power Automate, it seamlessly navigates through Fisher German's extensive databases, consolidating findings into a clear and concise PDF report. This report is promptly shared with the initiators and relevant colleagues, ensuring a swift and efficient review process.

The Outcomes

  • Substantial reduction in data collection time that translates to quicker service for Fisher German staff, thereby minimising wait times to produce a quote for their clients.

  • A clear and uniform report format that elevates Fisher German professionalism, leaving a lasting impression on their clientele.

  • Clients of Fisher German can be rest assured with heightened confidence in the outcomes, thanks to consistently reliable results.

Simon Pratt

Simon Pratt

Head of Information and Technology, Fisher German

Just easy to work with…

"The thing I like about the team is that they are just ‘easy’ to work with. This might sound overly simplistic but often a customer - supplier relationship can be overly formal to the detriment of achieving the goal. These guys properly tune into your needs and come up with well thought through solutions – and nothing is a problem– it’s about how they can help in an open, transparent partnership.

Looking forward to continuing the journey!"