Our Solutions Portfolio
Every solution below has been designed, built, deployed, and is actively running for clients across Kenya. We are the OEM — the original developer and IP owner. No resale. No third-party dependencies.
CRM & Leads Management
A unified platform harmonising customer service interactions across email, social media, call centre, and walk-ins into one centralised system.
- ✓ Multi-channel interaction capture — email, social media, call centre, walk-ins
- ✓ Lead pipeline tracking — from inquiry to qualification to conversion
- ✓ Lead lifecycle stages — New → Contacted → Qualified → Proposal Sent → Won/Lost
- ✓ Conversion analytics — pipeline value, win rates, cycle times
- ✓ Power BI dashboards — sales performance, team activity, lead sources
Claims Management
End-to-end workflow managing the full claims lifecycle — from first notification of loss through investigation, adjudication, and settlement.
- ✓ Claims registration — portal and mobile submission with document upload
- ✓ Investigation workflow — automated task assignment to assessors, investigators
- ✓ Third-party coordination — real-time collaboration with external parties
- ✓ Adjudication & settlement — rules-based processing with approval workflows
- ✓ Power BI dashboards — claims volumes, cycle times, settlement ratios
Service Desk Automation
A custom-built IT and internal service desk replacing costly third-party tools — proven to save organisations millions annually.
- ✓ Multi-department ticketing — ICT, HR, Admin, Facilities in one portal
- ✓ Auto-routing — category-based assignment with priority handling
- ✓ SLA engine & escalation — configurable targets, auto-escalation on breach
- ✓ Knowledge base — searchable FAQ reducing repeat tickets by 40%+
- ✓ No per-seat licensing — built on Power Platform, eliminating vendor lock-in
Net Promoter Score (NPS)
A customer experience measurement platform capturing service ratings and survey responses across all touchpoints.
- ✓ Automated survey distribution — triggered after service interactions
- ✓ Star rating system — 1-5 scale for customer representative and time taken
- ✓ NPS scoring — Promoters, Passives, Detractors classification
- ✓ Staff/TAT/SAZ/QoS scoring — multi-dimensional quality measurement
- ✓ Branch & RM comparisons — performance benchmarking across locations
Procurement, Finance & Admin
Automated procurement from vendor sourcing through purchase requisitions, approvals, and payments — eliminating manual bottlenecks.
- ✓ Purchase requisitions — digital submission with multi-level approval chains
- ✓ Vendor management — registration, evaluation, performance scorecards
- ✓ Invoice processing — automated matching, approval workflows, payment tracking
- ✓ Petty cash management — requests, approvals, reconciliation, and reporting
- ✓ Budget dashboards — real-time spend vs. budget tracking with alerts
ICT Automation
Automated ICT governance workflows covering user access management, periodic access reviews, and system rights requests.
- ✓ User access requests — digital forms with role-based approval workflows
- ✓ Periodic access reviews — scheduled reviews with manager attestation
- ✓ System rights management — provisioning, modification, and revocation tracking
- ✓ Printer toner alert bot — automated depletion notifications and reorder triggers
- ✓ Azure AD integration — syncs with Microsoft identity infrastructure
Contract & Document Management
Centralised contract lifecycle and document management built on SharePoint — with version control, approval chains, expiry alerts, and renewal tracking.
- ✓ Contract repository — centralised storage with metadata tagging and search
- ✓ Expiry & renewal alerts — automated notifications before contract deadlines
- ✓ Approval workflows — multi-tier authorisation for new contracts and amendments
- ✓ Version control — full history of document changes with rollback capability
- ✓ SharePoint integration — native Microsoft 365 document management
BOTs — Robotic Process Automation
Intelligent RPA bots handling high-volume, repetitive tasks with zero error rates and zero fatigue across insurance and banking operations.
- ✓ Endorsement Bot — automates change of value and policy details after valuers’ reports
- ✓ Reconciliation Bot — automated matching across bank statements, M-Pesa records, and core platforms
- ✓ AML / Dynamic Risk Assessment Bot — enhanced due diligence with risk scoring
- ✓ 0% error rate — bots run as configured with perfect accuracy
- ✓ 24/7 operation — no breaks, no fatigue, consistent output quality
Human Resource Management (HRMS)
A comprehensive HR management platform covering employee records, leave management, performance appraisals, onboarding, training, and HR analytics.
- ✓ Employee self-service dashboard — profile completeness, leave balances, scorecard, HR tickets
- ✓ Staff profiles & directory — centralised records with qualifications, certifications, documents
- ✓ Leave management — balances by type, request history, liability tracking
- ✓ Performance management — KPI setting, appraisals, 360° feedback, BSC integration
- ✓ HR dashboards — headcount, turnover, diversity, leave liability tracking
AGRC — Audit, Governance, Risk & Compliance
A unified platform transforming governance into a strategic asset. Built on Microsoft Power Platform, aligned to ISO 31000, COSO ERM, and IIA Standards.
- ✓ A — Audit: planning, execution, workpaper management, findings tracking, remediation workflows
- ✓ G — Governance: centralised policy repository, version control, Board & committee reporting
- ✓ R — Risk Management: risk register, KRI monitoring, treatment plans, real-time dashboards
- ✓ C — Compliance: regulatory universe management (SASRA, CBK, KRA), obligation tracking
- ✓ AML & KYC/KYB — enhanced due diligence, transaction monitoring, risk-based assessments
ESG Tools
Environmental, Social, and Governance data collection, analysis, and reporting tools helping institutions meet evolving regulatory requirements.
- ✓ ESG factor management — Environmental, Governance, Social pillars with colour-coded categories
- ✓ Survey administration — configurable cycles (Monthly/Quarterly/Annual), assigned users, deadlines
- ✓ Question builder — custom questions per category with quiz management
- ✓ Data collection forms — structured questions (commute days, distance, transport mode, carbon data)
- ✓ Reporting — automated ESG reports for regulatory submission and stakeholder communication
Balanced Scorecard (BSC)
A strategic performance management platform with live percentage scores across weighted pillars. Cascades organisational objectives and tracks Smart Goals and KPIs.
- ✓ Multi-pillar scorecard — Financial (35%), Customer (10%), Cost Efficiency (30%), People (15%), Culture (10%)
- ✓ Smart Goals tracking — completed, in progress, overdue per pillar
- ✓ KPI tracking — targets with real-time actuals and completion percentages
- ✓ Weighted scoring — configurable weights with overall performance calculation
- ✓ Colour-coded performance — red/amber/green indicators with percentage scores
Network & Printer Monitoring
Real-time infrastructure monitoring covering network devices and printer/toner status across all branches with automated alerts.
- ✓ Network device monitoring — uptime, latency, bandwidth across all locations
- ✓ Printer status tracking — online/offline, error states, job queue
- ✓ Toner depletion alerts — automated notifications before consumables run out
- ✓ Automated reorder triggers — procurement workflow initiation on low stock
- ✓ Branch-level dashboards — infrastructure health by location
SACCO Loyalty & Rewards System
A points-based member engagement system for SACCOs. Members earn points through deposits and campaigns, then redeem for airtime via Safaricom Daraja API.
- ✓ Admin dashboard — points issued/redeemed, active campaigns, alerts, recent activity feed
- ✓ Member management — customer directory with tier badges, search, onboarding
- ✓ Campaign engine — “New Customer Welcome Bonus”, custom campaigns
- ✓ Tiered membership — Standard, Silver, Gold, Platinum with configurable benefits
- ✓ Airtime redemption — direct M-Pesa top-up via Safaricom Daraja API
CW-SOC — Managed Security Operations
24/7 cybersecurity monitoring, threat detection, incident response, and compliance management. P1 SLA: detect <5 min, notify <10 min, respond <30 min.
- ✓ SIEM — centralised log collection, correlation, behavioural analytics
- ✓ SOAR — automated incident response playbooks, alert triaging, orchestrated remediation
- ✓ Threat hunting — proactive APT detection, zero-day analysis, insider threat identification
- ✓ Compliance monitoring — Kenya DPA, PCI DSS, ISO 27001, CBK guidelines
- ✓ Multi-channel alerts — Teams, Slack, Telegram, WhatsApp, Email, SMS
Business Process & AI Transformation
Our overarching practice covering enterprise workflow automation, robotic process automation, and AI-powered process optimisation across every department.
- ✓ Process discovery & mapping — identify automation opportunities across departments
- ✓ Workflow design & deployment — custom Power Automate flows for every business process
- ✓ RPA bot development — custom bots for repetitive, high-volume tasks
- ✓ AI integration — credit scoring, document analysis, predictive analytics
- ✓ Change management — stakeholder engagement, training, and adoption support
- ✓ Continuous improvement — post-deployment optimisation and feature enhancement
Communication Suite
A multi-channel corporate communication platform enabling financial institutions to reach every customer — from smartphone users in urban centres to feature-phone holders in rural areas. API-driven, high-deliverability, and integrated with top mobile networks across East Africa.
- ✓ Bulk SMS — API and web-based, transactional alerts, OTPs, promotional messages, real-time delivery reports
- ✓ Bulk Email — custom templates, automation sequences, engagement analytics, high deliverability
- ✓ USSD — custom applications, short-code provisioning, interactive menus, no internet/smartphone required
- ✓ REST API integrations — connect with core banking, CRM, and third-party systems
- ✓ Multi-network support — integrated with top Kenyan mobile networks
- ✓ Automated campaign workflows — onboarding, reminders, collections, promotions
Loan Management System
A comprehensive platform managing the full lending lifecycle — from customer onboarding and credit scoring through loan origination, disbursement, repayment tracking, and account reconciliation. Supports Working Capital, Asset Financing, Agribusiness, Checkoff, Invoice Financing, Emergency, Consumer, and SME loan products.
- ✓ Loan Origination Tracker — multi-stage workflow from branch intake through tiered approvals to disbursement
- ✓ Credit Scoring Engine — multi-source data integration for real-time creditworthiness assessment
- ✓ Customer Onboarding (LLOS) — multi-channel KYC/KYB collection, verification gateways
- ✓ Payment Integrations — M-Pesa (Daraja API), fund transfers, auto-deductions, escrow management
- ✓ Role-based approval chain — RO → BCC → Branch Manager → Credit Analysis → HOD → CEO → Admin
- ✓ SLA/TAT tracking — configurable approval matrices with automated escalation alerts
- ✓ Power BI management dashboards — pipeline, portfolio, performance, SLA compliance
40–60%
Cost Reduction
75%
Faster Response Times
80%
Audit Prep Time Reduction
0%
Error Rate (RPA Bots)
80%
Faster Customer Response
Every Solution. One Platform.
All 18 solutions are built from scratch on Microsoft Power Platform — Power Apps, Power Automate, Power BI, Dataverse, and SharePoint. We are the OEM. No third-party licensing. Maximum return on your existing Microsoft 365 investment.
Ready to See Any Solution in Action?
Book a demo of any solution in our portfolio. We’ll show you the live system, walk through the workflows, and discuss how it fits your institution — all in a 30-minute call.