TABLE OF CONTENT

About the Client

The client is a global leader in sustainable infrastructure investments, spanning Energy, Digital, and Long Life Infrastructure, Real Estate, and Private Equity. With headquarters in London and 17 global offices, they are a signatory to the UN Principles for Responsible Investment, ensuring their financial ventures drive long-term sustainability. Their in-house CRM system, crucial for managing investment deals, required modernization to support scalability, security, and efficiency.

Business Situation

The client's existing CRM was outdated, lacked scalability, and hindered investment operations. Key challenges included:

Legacy Tech Stack – The CRM’s outdated framework caused security vulnerabilities and performance inefficiencies.
Scalability Constraints – The growing deal volume strained the system, leading to processing delays.
Decentralized Deal Management – A fragmented system made tracking and closing deals inefficient.
Inefficient Deal Lifecycle – Bottlenecks in approval workflows slowed down investment decisions.
Document Management Issues – Poor file organization and tracking hindered deal execution.
Lack of Real-Time Updates – No instant notifications on deal progress affected collaboration.

The Solution

Unthinkable Solutions re-architected the CRM with modern technologies like .NET Core, Angular, and Azure Active Directory. This improved system performance, security, and scalability while centralizing deal management for seamless collaboration.

Technology Stack Upgrade – Migrated to .NET Core and Angular for enhanced speed and security.
Centralized Deal Management – Created a unified platform for tracking deals and investments.
Azure Active Directory Integration – Enabled secure single sign-on and controlled user access.
Seamless Document Management – Integrated SharePoint for easy file storage and retrieval.
Real-Time Notifications – Implemented instant updates on deal progress and approvals.
Scalable ABP Framework – Future-proofed the CRM with modular customization capabilities.

The Impact

The revamped CRM significantly improved deal processing, security, and operational efficiency. Investment teams gained a centralized dashboard with real-time insights, accelerating decision-making. Advanced security measures ensured compliance, while automation reduced manual tasks. The client’s CRM is now scalable, adaptable, and positioned for future expansions, enabling them to manage growing investments seamlessly.

Conclusion

By partnering with Unthinkable Solutions, the client successfully transformed their CRM into a next-gen investment management platform. The modernization efforts future-proofed their system, improving security, collaboration, and scalability. With real-time updates, seamless document handling, and a centralized deal lifecycle, the client now operates with greater agility and efficiency. Moving forward, additional AI-driven insights and predictive analytics will further enhance their investment decision-making capabilities.