
Case Study · Construction
70% cost savings tracking $2B+ in trade finance
Top-tier Middle East construction company · Trade Finance Application
At a glance
Client snapshot
The challenge
Managing major construction projects across Dubai meant coordinating over 250 active financial instruments, including loans and guarantees, representing $2B+ across 50 projects. This mission-critical process was tracked entirely through dozens of Excel spreadsheets.
The story
01 · Where they started
$2B+ of financial instruments in spreadsheets
Over 250 active loans, guarantees and other instruments across 50 projects were tracked through dozens of Excel spreadsheets, held together by hundreds of business rules that lived in people's heads and formulas.

02 · What was at stake
Missed renewals cost real money
A missed renewal, a funding lapse or a data error in a spreadsheet could put projects at risk and drive up financing costs. Leadership had limited visibility into the full position at any moment.

03 · What Taiga AI did
From spreadsheets to an enterprise-grade application
Taiga AI redesigned the process and rebuilt the legacy solution on Copilot Studio and Dataverse, migrating hundreds of business rules into a modern, enterprise-grade trade finance application with reporting in Power BI.

04 · What changed
Automated tracking, with Phase 2 on the way
Critical trade finance activities are now tracked automatically, reducing the risk of missed renewals, funding lapses, data errors and higher financing costs while improving visibility and operational reliability. Phase 2 will use Microsoft Copilot to extract data from financial documents, generate proactive alerts and dashboards, and deliver real-time reporting.

“Thank you, thank you, team. We're really happy on how this delivery is progressing. In addition, you have given us a lot of ideas on how to automate our processes and how we should think about applying AI, which really helped us to imagine our Phase 2 requirements.”
Finance Director, Top-tier Middle East construction company
Results in detail
Cost savings from replacing the spreadsheet-driven process with an automated application.
Reduced risk of missing important financial deadlines, such as renewals and funding dates.
Active financial instruments across 50 projects, now tracked in one enterprise-grade application.
