Driving Cross-Buiness Unit Collaboration
Case Study
How a Global Organisation Transformed Sales Culture with Gamified Tracking and Microsoft Power Platform
Background: Building on Success
Having successfully delivered a contracts management solution using SharePoint, Lists, and Approvals to streamline processes and support compliance policies, AT Technical had already built a trusted partnership with the client. After the initial project's success, the client identified a new business objective: to enhance cross-division collaboration to boost sales.
The account business partner proposed a plan to track and visualise collaboration data through a leaderboard, turning to AT Technical for guidance on how to best implement this solution.
The Challenge
The client needed a user-friendly way for sales teams to overcome several operational barriers that were preventing them from scaling their collaborative efforts. The organisation required a solution that would:
Key Obstacles
- Data capture: No systematic way to track cross-division interactions
- Performance visibility: Lack of insight into collaboration impact
- Data integrity: Manual processes prone to errors and inconsistencies
- User adoption: Scattered tools and workflows reducing engagement
- Notification gaps: Missing reminders for time-sensitive approvals
Requirements
- Submission & tracking: Log collaboration activities easily
- Visualisation: Display real-time dashboards and insights
- Validation: Implement approval workflows for data accuracy
- Integration: Embed within Microsoft Teams for seamless adoption
- Automation: Send notifications for pending approvals
These challenges were holding back operational efficiency and preventing teams from scaling their work effectively across the organisation's multiple business units.
The Solution: Gamified Collaboration Tracking
AT Technical designed and deployed a comprehensive solution that combined the power of Microsoft Power Platform tools with a gamified approach to incentivise cross-division collaboration. The solution delivered:
🎮 Gamified Sales Experience
Created a fun, interactive system that incentivised teamwork across multiple business units, transforming collaboration from an obligation into a competitive advantage.
⚡ Seamless Collaboration Tracking
Automated point allocation based on interaction type—whether a joint client meeting or new business contract—ensuring consistent and fair recognition of collaborative efforts.
✓ Approval-Based Validation
Ensured data integrity by automating approvals, requiring both the submitter and the recipient to confirm interactions and maintain accuracy.
📊 Real-Time Leaderboards
Automatically updated leaderboards showcased top collaborators at both individual and team levels, driving healthy competition and recognition.
📈 Insightful Monitoring
Enabled leadership to track and measure the impact of cross-division collaboration on sales outcomes with detailed analytics and reporting.
🤝 Teams Integration
Seamlessly integrated the app with Microsoft Teams for easy adoption, reducing friction and ensuring sales teams could access the tool within their everyday workflow.
Power App Interface
The solution features an intuitive, modern interface built with Microsoft Power Apps, enabling sales teams to effortlessly log collaboration activities and track their progress in real-time:
The Power Apps interface provides an intuitive experience for logging collaboration activities, tracking progress, and viewing real-time leaderboards.
Technology Stack
The solution was built on the Microsoft Power Platform ecosystem, leveraging the following components:
The Results: Measurable Impact
With AT Technical's expertise, the client harnessed the power of Microsoft tools to achieve tangible, transformational business results:
Beyond the Numbers
The impact extended far beyond the quantitative metrics. The solution fostered a cultural transformation across the organisation:
- Stronger Relationships: Sales teams developed deeper connections across business divisions, breaking down silos and building trust.
- Enhanced Product Knowledge: Cross-division collaboration enabled teams to share expertise and understand the full breadth of the organisation's offerings.
- Scalable Model: The in-country team using the technology became a global example of collaboration excellence, with other regions adopting the model.
- Competitive Advantage: The ability to offer combined solutions from multiple divisions positioned the organisation uniquely in the market.
- Employee Engagement: Gamification and recognition boosted morale, reducing turnover and improving team cohesion.
Why This Matters for Your Organisation
This case study demonstrates how the right technology combined with a well-designed user experience can transform organisational culture and drive real business outcomes. The solution addresses common challenges in enterprise environments:
- Breaking down departmental silos that limit revenue growth
- Creating transparency around business activities and impact
- Driving adoption through integration with familiar tools (Microsoft Teams)
- Automating administrative overhead whilst maintaining data integrity
- Providing leadership with actionable insights for strategic decision-making
Whether you're looking to enhance collaboration, improve data tracking, or drive sales performance, AT Technical brings the expertise to design and implement solutions that deliver measurable results.
Ready to Transform Your Sales Collaboration?
Let AT Technical help you build a solution tailored to your organisation's unique needs. From strategy through implementation and support, we partner with you every step of the way.
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