Telia automates FX and loan workflows with OmniFi and Microsoft 365
The challenge
In an environment of tightening margins, intense competition, and major infrastructure investments such as 5G, Telia Company sought to increase efficiency across its treasury operations through a structured automation program.
The treasury operations team launched a multi-phase initiative to streamline and automate workflows — leveraging existing systems, introducing new interfaces, and deploying SkySparc’s OmniFi to enhance connectivity and reporting.
Among the key areas identified for improvement was the standardization and automation of intercompany FX and loan order processes, which were previously managed via spreadsheets and multiple email exchanges between subsidiaries and the front office.
This fragmented setup limited transparency, created audit challenges, and added operational risk.
“Many processes that were previously highly manual, we have been able to streamline with OmniFi.”
– Johan Skoglar, Solution Manager for Treasury Systems, Telia Company
The solution
Starting from the principle of using existing technology and minimizing external dependencies, the treasury operations team explored the automation potential within Microsoft Office 365.
Its SharePoint and Power Automate components provided a secure, scalable foundation for building structured workflows accessible across Telia’s organization.
The team developed a SharePoint-based treasury site where qualified employees from subsidiaries can submit FX or loan orders through a standardized form. Role-based access ensures control and transparency, while automated email notifications alert designated approvers in the front office.
Once approved, the order status is automatically updated and stored in SharePoint, providing a complete audit trail and clear process visibility.
To further enhance automation, Telia integrated this workflow with OmniFi Access, embedding OmniFi’s data-integration capabilities between Office 365 and the firm’s treasury management system (TMS).
This integration enables order data to flow seamlessly from SharePoint into the TMS, significantly reducing manual input, minimizing errors, and improving process control.
“Ideally, the treasury site should be our common platform within the organization. Rather than sending information via an email list, we can broadcast updates, apart from any confidential information that needs to stay restricted,” explains Skoglar.
Using OmniFi Access, Telia’s treasury team can configure additional process checks — such as verifying user eligibility, sending automated exception alerts, or routing trades based on currency or value.
“We could also build in further checks, for example verifying whether the person who captured the order is eligible to perform the task. It’s even possible to send an alert in case of an execution failure,” notes Skoglar.
The result
Telia’s SharePoint-based treasury platform, supported by OmniFi, has delivered significant efficiency and transparency gains for intercompany FX and loan orders — at low cost and with minimal IT dependency.
The standardized workflow has improved auditability, reduced email traffic, and ensured a single, controlled channel for order submission and approval.
“Our approach has proved very effective from a cost-benefit perspective. The combination of Office 365 and OmniFi gives us flexibility and control, and positions us well for continued progress in treasury automation.”– Johan Skoglar, Solution Manager for Treasury Systems, Telia Company
Beyond this core process, the same platform can be extended to other treasury functions — including liquidity reporting, risk-limit monitoring, and digital-signature workflows — establishing a scalable foundation for further automation initiatives across Telia’s treasury operations.
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