Business Development Oversight
Case study of a custom Microsoft Power Platform application for a leading mortgage brokerage firm.
The challenge
The client needed a comprehensive solution to streamline the monitoring and analysis of Business Development Managers’ (BDMs) activities and performance metrics.
Our solution
Custom Microsoft Power Platform application integrating:
Power Apps for activity data capture
Power BI for dynamic dashboards
Power Automate for automated reporting
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
Client Interactions
Lead
Generation
Conversion Metrics
Regional Effectiveness
Productivity Trends
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.