Case Study:

Large Financial Institution

Process Design

AI Governance

MS Power Platform

Enhancing AI Governance Processes Across the Enterprise

LeanAstro provided consultation services to a leading Canadian financial institution to strengthen its AI governance and compliance processes. We facilitated working sessions, documented requirements, automated key workflows, and enabled a scalable solution to ensure a responsible AI adoption across the organization.

The Challenge

As AI adoption accelerated across departments, the client needed a centralized governance framework to ensure compliance, accountability, and consistent oversight. Manual approvals and fragmented tracking created inefficiencies and potential regulatory risks.

Our Approach

LeanAstro applied a structured, collaborative framework to design and deploy a scalable solution.

  1. Problem Assessment & Business Objectives
    We worked with cross-functional stakeholders to identify challenges, clarify objectives, and align on success metrics. The focus: streamlining AI oversight, reducing manual effort, and ensuring compliance consistency across all business units.
  2. Requirements Definition
    Through targeted workshops, we gathered requirements, developed prototypes, and documented process flows to ensure stakeholder alignment and readiness for implementation.
  3. Power Platform Development
    Using Microsoft Power Apps and Power Automate, we created a custom governance solution that automates information collection and approval workflows — enabling faster, more transparent decision-making.
  4. Testing & Performance Monitoring
    We conducted hands-on testing to validate usability and functionality. We will monitor performance in pilot and production.
  5. Handoff & Training
    LeanAstro is training the client’s internal team to manage updates, refine workflows, and scale the solution as AI initiatives evolve.

Impact

The solution established a robust, automated foundation for AI governance across the enterprise. Greater visibility into AI activities is expected to be achieved as a result.