Case Study: Xcapital achieves more efficient acquisition tracking with Content Formula's Microsoft Teams and SharePoint Online solution

Xcapital automates an 8-step acquisition process with Content Formula

Xcapital, a UK-based private equity house, faced an inefficient and high-risk process for tracking target acquisitions, which relied on email and a file network. This led to incomplete steps and difficulty monitoring their opportunity pipeline. They engaged vendor Content Formula to create a digital workplace application to automate the process and ensure compliance.

Content Formula built a solution using Microsoft Teams and SharePoint Online to automate the eight-step acquisition process. The system automatically provisions Teams channels for each stage, complete with required documents and discussion threads, while Power BI provides powerful reporting. The result is a critical application that has increased efficiency, accuracy, and oversight for Xcapital's entire opportunity pipeline.

Xcapital