# Video case study: Xcapital Automating a process to track acquisitions using Microsoft Teams and SharePoint Online ![OurWork Inner praetura animated 0] ## Managing an opportunity pipeline of target acquisitions in Office 365 Xcapital is a UK-based private equity house, providing specialist funding options for ambitious businesses. With a strong entrepreneurial background, the Manchester-based company needs to constantly identify target acquisitions and perform thorough research before investing. When considering which companies to invest in, staff must follow a strict due diligence and assessment process that ensures crystal clear decision-making, minimises risk and meets regulatory requirements. However, the process for carrying out these critical steps was highly inefficient. Staff were primarily using email and the file network resulting in wasted time, incomplete steps and higher risks. It was also difficult to track the progress of each target and get an overview of the entire opportunity pipeline. ## Video case study ## Delivering automation for a critical process Xcapital asked Content Formula to create a digital workplace application that could automate the process, ensure staff follow correct procedures and deliver powerful reporting capabilities. We carried out a discovery period with interviews and workshops to fully understand how employees work and the detail around each stage of the process. Working in close partnership with Xcapital, we defined requirements and started to build a solution. ![Praetura inbrowser Pipeline] ## Leveraging the power of Microsoft Teams and SharePoint Online We used the power of Office 365 with Microsoft Teams and SharePoint Online to build a new solution to automate the eight steps of the process. A custom SharePoint Online page displays key data about each target acquisition, including the stage at which the opportunity is at. Seamlessly integrated with the company’s Wizdom-based intranet, users feel they are accessing one system. Employees can see details of those opportunities they are entitled to see. ![Praetura inbrowser AddPipeline] ## Workflow using Microsoft Teams ensures the accurate completion of each step Critical documents are stored within Microsoft Teams. When an opportunity is created, the workflow automatically provisions a Microsoft Teams space with a channel for the first stage of the research process. This channel contains documents that staff must complete. When ready to pass onto the next stage of the process, the solution checks to makes sure all necessary documentation has been completed. Another channel within the Teams space is then automatically provisioned, this process repeating for each stage. Within Teams staff use discussion threads to record comments and ask questions. ![Praetura inbrowser Opportunity] ## Keeping on top of the process and the pipeline Using Power BI, new attractive reporting capabilities means managers can get an overview of the entire opportunity pipeline and easily set up new reports going forward. A fully time-stamped audit trail of changes made to each page, as well as confirmation prompts for staff at each stage, helps drive accuracy, accountability and compliance with the process. Staff are also able to de-activate an opportunity, with automatic archiving of the space and related documents, or mark those opportunities which need to be monitored. ![Praetura inbrowser Proceed] ## A core part of the digital workplace The new system is already a critical and popular application within Xcapital’s digital workplace. Staff can assess target acquisitions far more efficiently and in the right way. Management can monitor the entire opportunity pipeline, not only helping Xcapital but also the ambitious businesses the company invests in. ![Praetura Teams] ![UniversityOfSouthampton] ![Takeda_0] ![L&G] ![Kraft_0] ![HainesWatts] ![Danone] ![ASP] ![ActionAid_1] ![Accenture] ![22-JTRTraining] ![19-Astellas] ![12-Pfizer] ![12-Craneware] Your privacy matters We use cookies to enhance your experience. You can accept, reject, or customise your choices. Learn more via our links below. Functional Functional Always active Essential for site features. Preferences Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Statistics Statistics The technical storage or access that is used exclusively for statistical purposes. Helps us understand site use. 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