Digital transformation into Dynamics 365 from legacy software and implementation of CPD learning portal for Institutional clients

The Vanguard Group, Inc. better known simply as "Vanguard" is an American registered investment advisor, with about $9.3 trillion in global assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares.

Challenge

To track interests of institutional clients to generate opportunties and signals for the sales team to target.

Actions

- Used Microsoft Fluent UI to design a prototype that would implement an Angular iframe embedded into custom Dynamics pages

- Designed Vanguard 365 news and article knowledgebase

- Designed CPD Learning Portal

Dynamics 365 Custom CRM Dashboards Vanguard 365 CPD Learning Portal

Reknowned Vanguard Group Logo used across the Asset management arm.

Following the design language of Dynamics 365 in 2023. I utilised FluentUI design principles to create interactions and functions built using Angular to look like native Microsoft functions

The menu on left is the native Dynamics UI. The menu on the top that starts with "Summary", "Details", "Digital Engagement"... is also the native Dynamics UI. But everything underneath in the greay background is in an Angular iframe

Design.

Success

I saved the company over £200k in renewal fees, and implemented a CPD platform into their institutional portal

Metric Results

£100million worth of AUM milestone reached for the UK office.