STREAMLINING BUSINESS DEVELOPMENT

Our Client, a leading business development solutions provider, faced
challenges in BD processes: data management, communication,
accuracy, and efficiency.

• BD CRM Adoption: Inconsistent data management due to
  incomplete adoption by Account Managers.
• Data Disparity: Inefficiency caused by data input through various
  mediums, resulting in inconsistencies.
• BD MIS Delays: Weekly publication via SharePoint led to
  challenges in referencing changes.
• Finance Reconciliation: Time-consuming process without
  preemptive validation checks.
• Accuracy Challenges: Inaccuracies at project code level caused
  mismatched cost or revenue booking.

• BDMIS Data Migration: Cleaned and uploaded data into a new
  BDMIS MS SQL database.
• Web Portal Development: PowerApps Web Portal for viewing and
  editing past BDMIS entries.
• Data Synchronization: Ensured consistency between BD CRM and
  BDMIS for deal and pipeline data.
• Project Code Generation: Automated system for generating
  project codes with notifications.
• Real-time Updates: Changes in the Web Portal automatically
  updated in BD CRM and BDMIS databases.
• Billing Alerts: System implemented for generating upcoming
  billing alerts for Finance.
• BDMIS Automation: Real-time updates, weekly report publication,
  and email notifications.
• Forecast Vs. Actual Report: Weekly report comparing forecasted
  with actual billing data.
• BD Operations Reports: Weekly reports fetching prior period
  information and comparing data.

• Automation solutions significantly improved data consistency,
  accuracy, and efficiency in BD processes, leading to enhanced
  decision-making and better business outcomes.