Driving Cross-Division Collaboration with AT Technical
Background
Why AT Technical? 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
- Submit and track progress: Enable individual sales representatives and teams to log collaboration activities and monitor their progress.
- Visualise performance: Provide a dashboard to display high-level statistics and insights.
- Validate data: Implement approval workflows to verify submitted interactions.
- Streamline access: Integrate the app with Microsoft Teams for easy adoption.
- Automate reminders: Send notifications for pending approvals to maintain data accuracy and timeliness.
The Solution
By leveraging Microsoft’s low-code tools, AT Technical delivered an innovative and engaging solution that transformed the client’s approach to collaboration:
- Gamified sales experience: Created a fun, interactive system that incentivised teamwork across multiple business units.
- Seamless collaboration tracking: Automated point allocation based on the type of interaction, whether it was a joint client meeting or a new business contract.
- Approval-based validation: Ensured data integrity by automating approvals, requiring both the submitter and the recipient to confirm interactions.
- Real-time leaderboards: Automatically updated leaderboards showcased top collaborators at both individual and team levels.
- Insightful monitoring: Enabled leadership to track and measure the impact of cross-division collaboration on sales outcomes.
The Results
With our expertise, the client harnessed the power of Microsoft tools to achieve tangible business results
introduction emails sent
joint meetings held across business units
new sales won directly through the collaborative sales initiative.
Technology Used
- Microsoft Power Apps
- Power Automate
- SharePoint
- Approvals
- Microsoft Teams
This case study highlights how we utilize Microsoft’s powerful low-code tools helped the client turn a complex business challenge into an opportunity to unite teams, drive sales, and set a global standard for collaboration.
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