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Business Development Oversight

Case study of a custom Microsoft Power Platform application for a leading mortgage brokerage firm.

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The challenge

The client needed a comprehensive solution to streamline the monitoring and analysis of Business Development Managers’ (BDMs) activities and performance metrics.

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Our solution

Custom Microsoft Power Platform application integrating:

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Power Apps for activity data capture

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Power BI for dynamic dashboards

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Power Automate for automated reporting

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The results

Key outcomes

  • Real-time activity data tracking and analysis

  • Actionable insights into individual and team performance

  • Improved data-driven decision making

  • Optimised resource allocation

  • Enhanced operational transparency

  • Measurable uplift in business development outcomes

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Client Interactions

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Lead
Generation

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Conversion Metrics

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Regional Effectiveness

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Productivity Trends

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What could we do for you?

If you have a brief to share, a challenge to solve or a startup to grow, let’s talk.

contact us