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Development of a User-Friendly Sales Collaboration Portal for a Global Brewing Company
  1. case
  2. Development of a User-Friendly Sales Collaboration Portal for a Global Brewing Company

Development of a User-Friendly Sales Collaboration Portal for a Global Brewing Company

trigent.com
Manufacturing
Supply Chain
Logistics

Identifying Challenges in Sales Collaboration and Information Access

The client operates a complex global supply and distribution network with multiple regional sales portals that are outdated, difficult to use, and lack integrated communication tools. Employees face challenges accessing real-time information and managing document versions, hindering their ability to provide exceptional customer service and meet aggressive growth targets.

About the Client

A large-scale manufacturing organization specializing in beverage production with numerous regional sales teams requiring streamlined collaboration and information sharing platforms.

Goals for Enhancing Sales Portal Efficiency and Collaboration

  • Redesign and implement a unified, user-friendly sales portal to improve information accessibility and collaboration among sales teams.
  • Integrate real-time communication tools to replace email-based document sharing and version control issues.
  • Ensure the portal supports role-based access, compliance management, and easy content migration from legacy systems.
  • Deliver the project within a specified time frame, with high system reliability and security.

Core Functionalities for an Optimized Sales Collaboration Platform

  • Unified interface with attractive branding and intuitive navigation
  • Integration of live communication tools for messaging and collaboration
  • Content management system with migration from legacy databases and applications
  • Role-based access control and security protocols
  • Links to internal systems and resources, serving as a central launchpad
  • Single sign-on (SSO) capability for streamlined user authentication
  • Compliance settings and management tools

Recommended Technologies and Architectural Approach

SharePoint Online or equivalent enterprise collaboration platform
Microsoft Center Configuration Manager for device and application management
Role-based security and compliance tools
Content migration tools for legacy system integration

Necessary External System Integrations

  • Internal enterprise resource planning (ERP) systems
  • Customer relationship management (CRM) platforms
  • Existing internal communication tools
  • Legacy databases, websites, and applications

Critical Non-Functional System Attributes

  • System uptime of 99.9% to ensure reliable access
  • Secure operations with vulnerability and penetration testing
  • Scalability to support increasing numbers of users and data volume
  • Fast load times and responsive interface across devices
  • Compliance with data security and privacy regulations

Projected Business Outcomes from the New Sales Portal

The implementation of a modern, integrated sales portal is anticipated to significantly improve operational efficiency, reduce document processing costs by up to 75%, and enhance sales team productivity. The platform will serve as a critical collaboration hub, enabling real-time communication, streamlined information sharing, and supporting growth targets across the organization.

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