Enhancing Efficiency and Automation in Sales Call Reporting for ORBIS SE NL Clients using Microsoft Low-Code Process Development and AI-Powered Solutions

Alangghya, Alexander (2025) Enhancing Efficiency and Automation in Sales Call Reporting for ORBIS SE NL Clients using Microsoft Low-Code Process Development and AI-Powered Solutions. Other thesis, Institut Teknologi Sepuluh Nopember.

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Abstract

This research addresses inefficiencies in sales call reporting at ORBIS SE Netherlands by developing a Microsoft-powered mobile application to automate processes and increase efficeincy. Using the Design-Oriented Thinking (DOT) framework, the research was structured around five sub-questions, employing a mixed-methods approach that included stakeholder interviews, workshops, and product analyses. The study identified key requirements such as real-time transcription, automated task creation, and mobile usability. A comparative analysis of existing solutions, including Dynamics 365 Sales Mobile and Custom Power Apps, highlighted the need for a tailored approach. Leveraging Microsoft Power Platform and Azure AI, a proof of concept (PoC) was developed iteratively using Agile methodology, integrating Power Apps, Power Automate, Dataverse, and custom Copilot AI. The IST-SOLL analysis guided implementation planning, emphasizing structured training, phased rollouts, and seamless integration. The PoC demonstrated significant improvements in report accuracy and operational efficiency while establishing a scalable framework for future expansion. The findings underscore the value of user-centered design and Microsoft technologies in driving digital transformation at ORBIS SE NL
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Penelitian ini membahas ketidakefisienan dalam pelaporan panggilan penjualan di ORBIS SE Belanda dengan mengembangkan aplikasi seluler bertenaga Microsoft untuk mengotomatisasi proses dan meningkatkan efisiensi. Dengan menggunakan kerangka kerja Design-Oriented Thinking (DOT), penelitian ini disusun berdasarkan lima sub-pertanyaan dengan pendekatan metode campuran yang mencakup wawancara pemangku kepentingan, lokakarya, dan analisis produk. Studi ini mengidentifikasi persyaratan utama seperti transkripsi real-time, pembuatan tugas otomatis, dan kegunaan aplikasi di perangkat seluler. Analisis komparatif terhadap solusi yang sudah ada, termasuk Dynamics 365 Sales Mobile dan Custom Power Apps, menyoroti perlunya pendekatan yang disesuaikan. Dengan memanfaatkan Microsoft Power Platform dan Azure AI, sebuah proof of concept (PoC) dikembangkan secara iteratif menggunakan metodologi Agile, mengintegrasikan Power Apps, Power Automate, Dataverse, dan Custom Copilot AI. Analisis IST-SOLL memandu perencanaan implementasi dengan menekankan pelatihan yang terstruktur, peluncuran bertahap, dan integrasi yang mulus. PoC menunjukkan peningkatan yang signifikan dalam akurasi pelaporan dan efisiensi operasional sekaligus membangun kerangka kerja yang dapat diperluas untuk pengembangan di masa mendatang. Temuan ini menegaskan nilai desain yang berpusat pada pengguna dan teknologi Microsoft dalam mendorong transformasi digital di ORBIS SE NL.

Item Type:	Thesis (Other)
Uncontrolled Keywords:	POC, DOT Framework, IST-SOLL, CRM, Copilot AI, Dynamics 365
Subjects:	T Technology > T Technology (General) T Technology > T Technology (General) > T58.64 Information resources management T Technology > T Technology (General) > T58.8 Productivity. Efficiency
Divisions:	Faculty of Intelligent Electrical and Informatics Technology (ELECTICS) > Information System > 57201-(S1) Undergraduate Thesis
Depositing User:	Alexander Alangghya
Date Deposited:	26 Feb 2025 01:04
Last Modified:	26 Feb 2025 01:04
URI:	http://repository.its.ac.id/id/eprint/118886

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