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.
- 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. - Requirements Definition
Through targeted workshops, we gathered requirements, developed prototypes, and documented process flows to ensure stakeholder alignment and readiness for implementation. - 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. - Testing & Performance Monitoring
We conducted hands-on testing to validate usability and functionality. We will monitor performance in pilot and production. - 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.