Streamlining Global Recognition: Automating Sales Awards with Power Platform Integration

A global client sought to efficiently manage awards and recognition for a large team of account and relationship managers. Manual processes for evaluating eligibility and sending personalized emails created inefficiencies and delays. RedCloud collaborated with the client to design an automated solution using the Power Platform, integrating Power Automate, Power BI, Dataflows, and Power Apps. The solution streamlined award evaluation, automated communications, and provided real-time insights, improving efficiency, recognition timeliness, and team engagement.

Client Situation

The client needed to ensure timely and accurate awards and recognition for a large, global sales team. Challenges included:

• Multiple awards with varying eligibility criteria based on bi-annual Customer Satisfaction Survey results

• Manual evaluation of survey data to determine eligibility

• Account Executives manually creating personalized emails using templates and imagery, a process prone to inefficiencies and delays

The client required a solution that could automate data evaluation, email generation, and reporting while remaining flexible to accommodate new awards programs and scenarios where survey data was unavailable.

Our Approach

RedCloud implemented a comprehensive Power Platform solution with the following features:

1. Automated Award Eligibility Evaluation: Customer Satisfaction Survey data is automatically processed to determine award eligibility, with a manual override option if survey data is unavailable.

2. Personalized Email Generation: Batch processing generates individualized emails for Account Executives to review and send, reducing manual effort and ensuring timely recognition.

3. Flexible and Scalable: The platform supports adding new awards programs, eligibility criteria, email templates, and imagery without additional development.

4. Embedded Reporting: Power BI dashboards provide real-time insights into award eligibility, track the status of emails, and visualize program performance throughout the fiscal year.

   
   

This approach centralized manual tasks into a single platform, enabling scalability, adaptability, and more efficient recognition across the organization.

Impact

The automated solution delivered measurable improvements:

• Operational Efficiency: Consolidated manual evaluation and email processes into a streamlined workflow

• Timely Recognition: Batch email processing ensures top performers are recognized without delays

• Customization & Flexibility: Configurable award criteria and templates allow tailored programs for different geographies and business priorities

• Improved Adoption: Manual award and kudos-sending options increase the solution’s usability across multiple business areas

• Enhanced Visibility: Power BI dashboards provide real-time tracking of award eligibility and email status, increasing transparency and accountability

Overall, the solution significantly improved team engagement, recognition timeliness, and operational efficiency.

Ready to automate your awards and recognition processes?

Contact RedCloud’s Technical Solutions team today to learn how we can help streamline program management, improve reporting, and enhance engagement across your organization.