Cost Request System for marketing and sales teams


Altaterra logo

Altaterra is part of the VELUX Group but operates as an autonomous unit. It has over 35 private brands and supplies roof windows in 29 countries.

Implementation objectives:

The main task was to build an IT tool that would enable efficient flow of information across departments. This tool was intended to automate the process of cost reporting and approval from the marketing budget by the sales and marketing teams, as well as handle requests from Customer Support, Logistics, and Finance departments.

The Cost Request System is an essential tool for marketing and sales teams to effectively manage expenses. It provides better financial control and helps streamline the entire budgeting process by allowing team members to track costs, approve expenditures, and request budget allocation for 35 brands in 29 countries.

Functionalities and used technologies

  • Improved cost management process
    The Cost Request System provides a centralized platform where members of the marketing and sales teams can easily submit their expenditure requests. This eliminates the need for manual documentation or email communication.
  • Automated approval process
    The cost management system automates the approval process by directing requests to the relevant stakeholders for review and approval. Workflow rules can be configured based on predefined criteria, such as expenditure thresholds or designated approvers.
  • Real-time cost tracking
    The tool provides a comprehensive dashboard that displays approved expenses, remaining budget, and expenditure trends. Team members can monitor their expenditures and adjust strategies accordingly to optimize resource allocation.
  • Integration with financial systems
    The application seamlessly integrates with existing financial systems (ERP). This integration allows for smooth data transfer, eliminating manual entry and reducing the risk of errors.
  • Analytics and Reporting
    The system provides valuable insights into spending patterns and trends. Marketing and sales managers can generate custom reports to analyze expenditures by project, campaign, team member, market, or brand. This enables informed decision-making and enhances overall financial visibility.
  • Collaboration and Communication
    The system promotes transparency, reduces misunderstandings, and fosters accountability within teams. It facilitates clear communication channels and enhances collaboration, ensuring smoother coordination and improved teamwork.
  • Technology
    The system was built using the Microsoft Power Platform technology.

Evaluation of project outcomes and implementation

As a result of the implementation, the information and approval flow process has been significantly simplified. Many activities have been automated, and changes made in the ERP system are immediately reflected in the application. The output data for reports are even more accurate and refreshed in real-time.

Finding a bridge between business language and IT language posed a significant challenge. Atteli supported us in understanding the technical terms and how the code works. They customized the tools to meet our specific needs. Despite certain corporate challenges, the tests were successful, and all issues were resolved. The flexibility, agility, and openness of Atteli’s engineers to our feedback were impressive. – Customer Representative.