The challenge
Growing sales and project work had outpaced the consultancy’s existing systems. Teams needed a connected process from lead registration through project delivery and downstream billing information.
OUTSYSTEMS IN ACTION / BUSINESS SERVICES
How a consultancy connected sales and project management with two OutSystems apps
A won opportunity should become a clear starting point for delivery. Explore how this consultancy connected sales and project work with two focused applications.
RESULTS REPORTED IN THE SOURCE
20
weeks for the sales management application
15
weeks for the project management application
50–70
users reported across the new applications
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
Five developers used OutSystems to build a sales management application and a project management application. The first automated the lead-to-close process, while the second supported awarded projects through delivery.
The outcome
The source reports twenty weeks for the sales application and fifteen weeks for the project application, with fifty to seventy users using the new tools. These project durations are separate and do not establish a combined thirty-five-week calendar program.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Make the won opportunity a usable project handoff.
A sales record needs more than a closed status before delivery teams can act. Define scope, commercial references, responsibilities and billing dependencies at that transition. OutSystems professionals can help connect the workflow so project managers do not need to reconstruct information from separate documents.
02
Keep shared data consistent while releasing distinct applications.
Sales and project teams may need different interfaces and delivery milestones. Agree the common customer and engagement records and the acceptance rules at each boundary. This lets specialist capacity support phased delivery while managers can still trace how work moves from pipeline into execution.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.