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From Spreadsheet Slump to Seamless Insights — Insightogram Empowers BPMLinks with Dynamic Data Management
Client Overview:
 

A leading electrical parts manufacturer, relied on field sales teams to gather client and placement information from multiple regions. Their data was maintained in Excel spreadsheets and manual trackers, leading to frequent errors, version conflicts, and delays in performance reporting.

The Challenge
BPMLinks faced growing inefficiencies as their sales operations scaled:

  • Decentralized data entry: Field agents manually filled spreadsheets and emailed them weekly.

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  • Limited visibility: Management struggled to track live deal progress or agent productivity.

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  • Inconsistent reporting: Delays and formatting issues caused unreliable dashboards.

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  • Scattered data: Information was spread across multiple files, making analysis cumbersome and time-consuming.
     

They needed a real-time, automated, and mobile-friendly solution to capture field data instantly, centralize it securely, and turn it into actionable insights.
Our Approach
Insightogram designed a complete Power Platform-based solution that transformed BPMLinks’ manual process into an integrated digital ecosystem.

1

PowerApps for Field Data Capture

  • Built a custom PowerApps mobile application for field agents to submit leads, client details, and daily activity reports on the go.
     

  • Integrated role-based access and validation checks to ensure data quality and accountability.
     

  • Enabled offline functionality so agents could record data even without internet connectivity.

2

SQL Database Integration

  • Designed a centralized SQL Server database to store and manage all submissions.
     

  • Implemented automated sync and API connections to push PowerApps entries directly into structured SQL tables.
     

  • Created logical relationships between leads, agents, clients, and regions for advanced analytics.

3

Power BI Reporting

  • Developed interactive Power BI dashboards for management to track:
     

    • Daily sales performance
       

    • Regional comparisons
       

    • Lead conversion trends
       

    • Agent activity and pipeline status
       

Built drill-through and filter features to provide actionable insights from any level of detail.

Graphic Designing

The Outcome

Within the first month of rollout, BPMLinks experienced:

  • 100% elimination of manual spreadsheets for sales tracking

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  • Real-time visibility into field performance and lead progress

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  • Faster decision-making through on-demand dashboards

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  • Improved data accuracy and accountability across teams

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Tools & Technologies Used

Within the first month of rollout, BPMLinks experienced:

  • Microsoft PowerApps – For custom mobile app development
     

  • SQL Server – For secure data storage and management
     

  • Power BI – For reporting, visualization, and insights
     

  • Power Automate – For seamless workflow and data sync

Conclusion

By integrating PowerApps, SQL, and Power BI, Insightogram helped BPMLinks move from scattered spreadsheets to a centralized, intelligent, and scalable data system.
This transformation didn’t just save time — it empowered their entire sales force with clarity, accountability, and agility.

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