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Case Study

Modernizing the Disclosure Management Process by Replacing Legacy Infopath-Based Portal with Power Apps and Office Add-ins

No of Users

150+

Project Duration

12–14 weeks

About Client

The Client is a global investment management firm specializing in alternative investment strategies, with a strong focus on compliance, governance, and operational efficiency across its business processes.

HexaCorp significantly simplified the disclosure creation and review process by replacing a legacy InfoPath-based system with a modern, scalable, and user-friendly platform. The integration with Microsoft Word improved efficiency, reduced manual effort, and enhanced compliance control.

— Operations Manager

70%

Reduction in Manual Disclosure Preparation Effort

80%

Improved Compliance Accuracy via Standardized Templates

Project Synopsis

The client required a modern disclosure management solution to replace its legacy InfoPath-based portal. The goal was to streamline disclosure creation, improve data governance, and integrate seamlessly with Microsoft Word for document generation. The new solution was built using Power Apps and SharePoint, along with a custom Office Add-in for automated document generation.

The Challenge

Legacy InfoPath forms nearing end-of-life.
Confronted a manual and error-prone disclosure creation process
Limited flexibility in managing disclosure logic and mappings
Difficulty in maintaining and scaling the existing solution
Lack of seamless integration with Microsoft Word

The Solution

Built a Power Apps-based Disclosure Portal for creating and managing disclosures
Implemented SharePoint Online as the centralized data repository
Developed a Microsoft Word Office Add-in to generate disclosures directly from the portal.

The Result

Successfully migrated from InfoPath to a modern Power Platform solution
Improved user experience with a clean, intuitive interface
Automated and standardized disclosure generation through Word Add-in
Enhanced compliance, auditability, and data consistency
Scalable foundation for future enhancements and automation

Get in touch with HexaCorp

Contact us by mentioning your specific requirements in the form. We extremely value your time and dedication, we will reach out to you at the earliest possible.

HexaBot

Featured Case Study

Featured Case Study

Featured Case Study

Featured Case Study

Modernizing the Disclosure Management Process by Replacing Legacy Infopath-Based Portal with Power Apps and Office Add-ins

150+

12–14 weeks

Technology and Services

Industries

HexaCorp significantly simplified the disclosure creation and review process by replacing a legacy InfoPath-based system with a modern, scalable, and user-friendly platform. The integration with Microsoft Word improved efficiency, reduced manual effort, and enhanced compliance control.

— Operations Manager

70%

Reduction in Manual Disclosure Preparation Effort

80%

Improved Compliance Accuracy via Standardized Templates

Project Synopsis

The Challenge

The Solution

The Result

Get in touch with HexaCorp