Enterprise Solutions
Business Deal Flow
Deal management modules focused on forms, tracking dashboards, calendar views, and customizable reporting.
Overview
What this project is
Business Deal Flow was enhanced through critical modules including Deal Forms, a deal tracking dashboard, and dynamic reporting. Interactive forms with validation, calendar views for important dates, and customizable reports support deal management, with SharePoint Online, Power Automate, and Stimulsoft in the stack.
My Role
What I owned
- Significant contribution to key modules
- Deal Forms with validation
- Deal tracking dashboard and calendar views
- Customizable reporting functionality
- Module integration and client support
The Challenge
The problem being solved
Deal tracking, forms, reporting, and administrative visibility needed clearer structure across the application. Improving these modules was essential for intuitive, reliable deal management.
The Solution
Key workflows
Deal Forms
Structured deal creation and management with proper validation.
Deal Tracking
Track important dates and deal activity through dashboards and calendar views.
Reporting
Customizable reports and dashboards for deal visibility.
Administration
Administrative controls and security permissions across user roles.
Technology
Stack
Frontend
Angular · TypeScript · MDB Bootstrap · Angular Material · Stimulsoft
Microsoft
MS SharePoint Online · MS SharePoint REST APIs · MS Power Automate Integration
Backend / APIs
Google APIs Integration
Outcome
What changed
Enhanced deal management with a user-friendly interface, global search, and intuitive deal forms. Improved tracking through detailed dashboards, customizable reports, and advanced filtering, with administrative controls and security permissions across user roles.