Customer Details

Customer
Diversified Group of Companies
Country
UAE
Industry
Global Services

Implementation Partner

Partner
Tech Evolution Technology Systems
A Leading Investment Group Launches a Lead-to-Acquisition System in 6 Weeks Using a Two-Person Developer Team

A diversified UAE group operating across real estate, F&B, and hospitality was managing its investment acquisition pipeline in Excel. Tracking leads, managing evaluation criteria with weighted scoring, and generating accurate reports were all done manually, leading to inconsistencies and slow decision-making.

Joget’s partner, Tech Evolution built an Investment Opportunity Management System on Joget in six weeks using one Joget developer and one Power BI developer. The group now has a single source of truth for all leads and investment opportunities, with role-based access, automated assessment reports, and a live dashboard that shows acquisition progress at every stage.

Challenges CHALLENGES

Excel Tracking, Inconsistent Data

  • Faced challenges in obtaining complete and consistent information as the data came from various sources. Generating accurate reports was another challenge.

  • Unable to track the progress of every lead, as it was currently done manually in Excel.

  • Consistency and accuracy in the information entered during lead creation and approval stages were essential. Refining the process of transitioning from Lead to Investment Opportunity (IO), and eventually to the onboarding of the company stage was a significant challenge.

  • Managing the manual calculations and updates necessary for evaluation criteria, including sets of questionnaires, weighted scores, and weightage, posed a challenge.

Solutions SOLUTIONS

Centralised Lead Management System

A Investment Opportunity Management System

A Investment Opportunity Management System was built on Joget in 6 weeks with 1 Joget developer and 1 Power BI developer, to streamline the organization’s investment efforts in acquiring new shares or new companies. This includes the process of identifying shares and leads, and evaluating them based on criteria. Due diligence is constantly conducted to assess the financial, legal, and operational aspects of potential companies during the acquisition process.

The solution effectively handles investment opportunities by centralizing and automating functions such as lead creation, assessment, dashboard reporting, and opportunity management. It streamlines the acquisition process in a structured framework, providing real-time insights for informed decision-making within the organization.

Results RESULTS

Faster Decisions, One Source of Truth

Faster lead processing time

Achieved single source of truth

Controlled employee information access

"The average time to move a lead through screening and approval significantly decreased, with real-time updates giving decision-makers accurate data at every stage of the acquisition process."

Average time taken to move a lead through the stages of Lead > Screening > Request for Approval significantly decreased and was consistently monitored with real-time updates.

Able to access and extract comprehensive details from one single source of truth through the Power BI Dashboard, enabling users to obtain accurate data about Leads and Investment Opportunities. Able to export an IO List Report with IO information, categorized based on industries.

Internal employees, through user access controls, will gain access only to information relevant to their own leads, e.g., industry, item descriptions, weighting, vertical holding names, and more.

Able to generate a Lead Assessment Report post-approval, inclusive of reviewer and approver comments, lead information, description and lead owner, priority level, investment size, current phase, and evaluation with a summary of scoring, weighted score, number of fails, etc.

Share
Previous How a Luxury Developer Improved Operational Performance and Customer Experience With Digital Workflows
Next How a Major US Government Agency Delivers 100,000+ Secure Monthly Trainings.

More Customer Stories

Manufacturer and Exporter of Automobile Products | Manufacturing | Indonesia

A Leading Automotive Manufacturer Now Processes 1,000+ Allowance Requests a Month with Zero Paper
A major Indonesian automobile manufacturer and exporter had been managing employee allowance payments through manual paper forms, with limited controls,…
Read

Cancer Research Malaysia (CRMY) | Non-Profit | Malaysia

Cancer Research Malaysia Scaled Its Patient Support Programme to 3,000+ Patients With a Data Management System
Cancer Research Malaysia was managing its Patient Navigation Program for low-income breast cancer patients using Excel spreadsheets that only one…
Read

AEON Credit Service | Financial Services | Indonesia

AEON Credit Processes 1,000+ Approval Requests a Month With Fully Automated Workflows
PT AEON Credit Service Indonesia, a subsidiary of the Japan-based AEON Financial Group, was managing departmental approvals across 23 different…
Read
Previous How a Luxury Developer Improved Operational Performance and Customer Experience With Digital Workflows
Next How a Major US Government Agency Delivers 100,000+ Secure Monthly Trainings.
Hey AI, learn about this page