Project Objectives:

• Replace excel-based Leads Management system
• Migrate existing data
• Automate existing reporting
• Prevent duplication of Sales Representative efforts

Technologies Utilised:

• Power Bi
• Power Apps
• Power Automate

Approach:

Recreate existing excel-based process using the Power Platform Model-driven application. Recreate existing excel-based reporting using Power BI. Leverage Power Automate to drive user behaviour and process continuation. Facilitate management functionality through differentiated security profiles

Key Benefits:

• Efficiency through single operating system
• Time-savings through automated report generation
• Improved access to key insights for management
• Reduction of data capture errors
• Speed of deployment facilitated quick switchover