Marketing Development Funds Management Solution

sharepoint based extranet

Client Profile

Global Telecommunications services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.


Cumbersome legacy process for managing joint marketing funds supplied  by original equipment manufactures (OEMs) across multiple regional markets and devices.  Funding requests,  funding approvals, and reconciliation  of available fund balances  needed accurate and timely  reporting to ensure funds did not “slip between the cracks.”


SharePoint/InfoPath based extranet for OEM partners, marketing employees and supply chain employees.  Workflow enable  request, viewing, editing, approval,  and feedback for all constituents.

Business Benefits

  • Tens of Millions $ of Marketing Funds managed by the solution
  • Audit trail of funding approvals
  • Online “ledger” for monthly funding reconciliation and visibility
  • Faster distribution of cooperative marketing funds to program management and product marketing


  • Department - Finance & Accounting
  • Department - Sales & Marketing
  • Industry - Retail & Consumer Goods
  • Industry - Telecom & Utilities
  • Objective - Automate Workflows
  • Objective - Create Apps from Spreadsheets
  • Objective - Employee Engagement
  • Objective - Generate Documents and Presentations
  • Objective - Reduce Costs
  • Objective- Increase Revenue
  • Objective- Modernize Applications
  • Role - C-Level Executive