SWO Finops
About us
Why us
How we combine consulting clarity with practical delivery.
Career
A quick look at our culture, hiring approach, and growth paths.
Awards
POC recognitions, milestones, and what they represent.
Solutions
Sales
Centralize data and automate follow-ups.
Pipeline management
One clear view of every opportunity and next step.
Accurate forecasting
Trustworthy numbers leadership can plan around.
Automated follow-ups
Never lose a deal to a missed reminder again.
Customer Service
Improve case visibility and response times.
Unified case view
Every interaction and history in one place.
SLA tracking
Stay ahead of commitments with proactive alerts.
Knowledge & self-service
Deflect common questions and empower customers.
Marketing
Orchestrate journeys that are measurable end to end.
Customer journeys
Trigger the right message at the right moment.
Segmentation
Target the right audiences with clean, unified data.
Attribution
See which activities actually drive revenue.
Cloud & AI
Azure foundations, data platforms and governance.
Azure architecture
Secure, scalable cloud foundations done right.
Data platform
A unified platform ready for analytics and AI.
Security & governance
Compliance and control built in from day one.
Intelligent Automation
Reduce manual, repetitive tasks.
Process mining
Find the tasks that waste the most time.
RPA & flows
Automate across systems that don't talk to each other.
Human-in-the-loop
Keep people in control of the decisions that matter.
ESG
EU CSRD / ESRS compliance reporting.
CSRD / ESRS reporting
Structured disclosures that stand up to audit.
Data collection
Gather ESG data reliably from across the business.
Auditability
Full traceability from raw data to report.
Services
CRM & Dynamics 365
Sales, Customer Service and Field Service on Dynamics 365.
Implementation & migration
Move from legacy CRMs and spreadsheets to a clean, scalable Dynamics 365 foundation.
Process automation
Automate approvals, follow-ups and hand-offs so nothing slips through the cracks.
Integrations & data sync
Connect ERP, telephony and marketing tools into one reliable source of truth.
Low Code / Power Platform
Apps, automation and dashboards built in weeks.
Custom Power Apps
Replace spreadsheets and paper forms with apps your teams love to use.
Workflow automation
Remove repetitive manual steps with reliable Power Automate flows.
Reporting & dashboards
Give leaders real-time visibility with Power BI dashboards.
AI & Copilot
Genuinely useful AI grounded in your business data.
Copilot rollout123
Deploy Microsoft Copilot across Dynamics 365 and Microsoft 365 safely.
Custom AI agents
Build assistants that answer questions and take action on your data.
Data grounding & governance
Keep AI accurate, secure and compliant with proper guardrails.
Case Studies
Blog
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Posts by: Sam Chen
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