CRM Workflow management APIs & Integration UI/UX design

Boosting sales efficiency with a custom opportunity management system

For Alef

Overview

A custom Opportunity Management System built for ALEF NULA — a leading CEE IT solutions provider — fully integrated with their Microsoft stack and rolled out across nine European countries.

Opportunity Management System dashboard listing all open opportunities with revenue, margin and status columns
Master opportunity detail view with linked sub-opportunities, activities and vendor lines from Cisco and Microsoft

The Challenge

Off-the-shelf tools couldn't keep up — and an internal build fell short.

ALEF NULA, a prominent IT solutions provider in CEE, came to us after exhausting other options. No existing market solution could accommodate the specific workflow and business model behind their sales operations, and an earlier internal attempt — built on Microsoft Power Apps — did not meet expectations in terms of usability and functionality.

On top of that, the team required a highly keyboard-optimized interface for rapid data entry. None of the available systems delivered an efficient enough user experience, so ALEF NULA needed a bespoke solution that could integrate seamlessly with their existing Microsoft technology stack.

Opportunity detail screen with keyboard-driven data entry for activities, revenue and margin
Statistics dashboard with multi-currency revenue and margin trends visualised across the year

Our Approach

From deep requirements analysis to a tailored, end-to-end system.

We began with an in-depth analysis of ALEF NULA's requirements to craft a tailored specification, then translated it into wireframes and — after client feedback — into detailed graphical designs.

From there we developed the web-based Opportunity Management System from scratch, customising every flow to fit the way the team actually works. The system was designed to operate across nine European countries and was engineered to handle large volumes of data with quick load times — including real-time financial calculations across seven different currencies without performance lags.

What We Delivered

Custom Web System

A fully bespoke web-based Opportunity Management System built from scratch around ALEF NULA's workflow, rolled out across nine European countries.

Microsoft Stack Integration

Seamless integration with Microsoft Entra ID for authentication and Microsoft Dynamics Navision for data consistency and security.

Keyboard-Optimized UX

Keyboard-only data entry across the entire interface, dramatically speeding up the sales process and reducing the fatigue typically associated with mouse-driven workflows.

Real-time Multi-currency Calculations

Live financial calculations across seven currencies, with custom summary statistics built into the UI and no performance trade-offs under heavy data loads.

The Outcome

A new standard for ALEF NULA's sales operations.

The Opportunity Management System significantly improved productivity by streamlining the opportunity management process end-to-end. The tailored UI and UX — custom summary statistics paired with keyboard-optimized controls — enhanced the day-to-day experience for every user of the system.

Real-time calculation of financial indicators across multiple currencies improved financial reporting and accuracy. Beyond the immediate gains, the project set a new standard inside ALEF NULA for how custom IT solutions can shape operational efficiency and user satisfaction.

9 European countries the system serves
7 Currencies with real-time financial calculations
2 Microsoft platforms integrated — Entra ID & Dynamics Navision

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