The same strong pitch, on every site

1. 01

   Huge, hand-built PowerPoints

   Decks were large and laborious to build and update, light on video, and the story depended on who was presenting.

2. 02

   No control over content

   Marketing couldn't control which version reached customers, or who had access to sensitive material.

3. 03

   No view of what was shown

   Head office couldn't see which content was presented, for how long, or how the customer responded.

A presentation, end to end

1. 1

   Prepare

   The rep downloads the approved templates they've been given to the tablet, with a warning before using mobile data.

2. 2

   Set up

   They pick the CRM meeting and template and take a selfie and samples photo. If offline, they choose a reason management can see.

3. 3

   Present

   They follow the deck section by section. An indicator turns amber, then red, as a section runs over its time budget, and sensitive case studies require NDA acceptance.

4. 4

   Conclude

   The rep captures a 1–5 client rating, comments, and who attended. Nothing is lost if the upload fails; they simply retry.

5. 5

   Report

   Live dashboards update as it happens, and management receives a "presentation concluded" email with a detailed Excel report: time per section, content viewed, location, and rating.

6. 6

   Improve

   Every Friday, a report shows which reps haven't presented which templates and where timing slips. A leaderboard ranks reps by client rating.

• Template builder

  Marketing builds decks from products, deployments, industries, case studies, testing, and video, with a time budget for every item and introductory and refresher versions.

• Approval before presenting

  Adding content or reps to a template creates an approval request for the reps' managers. Until it's approved, the template can't be presented or downloaded.

• Control over every piece of content

  Each rep and team sees only the templates and content they've been given, and sensitive case studies also need NDA acceptance before they open.

• Works with no signal

  Login, templates, and media all work offline. Sessions, photos, and audio queue on the device and upload with progress when the rep is back online.

• Every session captured

  Each presentation links to its CRM meeting and records location, timings, every item viewed, NDA acceptance, attendees, photos, notes, and the client rating.

• Recording that survives a crash

  Audio is saved to the device every few seconds and carries on after an app restart, so a crash mid-meeting doesn't lose the recording.

• Live dashboards & analytics

  Sessions, ratings, and locations as they happen, a ratings leaderboard, content coverage and timing analytics, and presentation data inside the field operations platform.

• Detailed reporting

  A detailed Excel report for every client presentation, plus weekly template coverage and timing reports, presented-content reports, and a notes report.

• Presenters

  • One guided, approved deck for every client meeting
  • Presenting that works on site with no signal
  • Training decks to practise on before going live

• Marketing

  • Build and update decks without developers
  • Control over which reps see which content
  • Reports on content that's never shown

• Sales managers

  • Approval of template changes before reps can present them
  • Start and finish emails for every client presentation
  • A leaderboard of reps by client rating

• Head office

  • Live dashboards of presentations around the world
  • A weekly template coverage and timing report
  • Presentation results inside the field operations platform

1. 2016

   Launch

   iPad presentations with case studies, a media gallery, and video streaming, live within weeks.

2. 2017–2019

   Measured selling

   Client ratings, CRM meeting selection, a second-generation template builder, and audio recording.

3. 2024

   Modern foundations

   A move to modern .NET, shared engineering libraries, code generation, CI/CD, and a native app shell.

4. 2025–2026

   Current generation

   Template approvals, cloud media storage, and a rebuilt presenter app.

• Offline-first by design: templates and media cached on the device, with sessions committed one at a time so nothing is sent twice.
• Resumable recording that reconnects into the same file if the microphone drops.
• Each template snapshotted at presentation time, so reports always show what was actually presented.
• Signed media links with streaming support, so video plays and seeks smoothly.
• A live feed of every presentation into the field operations platform, updated on each status change and at least once a minute.
• Moved off.NET Framework to modern.NET with no break in service.
• Kept current with regular technology, library, and framework updates, along with ongoing performance and security improvements.

• .NET
• ASP.NET Core
• SQL Server
• Angular
• Capacitor
• Cloudflare R2
• Google Maps
• GitHub Actions