# Case study: Sales Presentation App

> A template-driven tablet app and content portal that replaced huge, hand-built PowerPoints. More than 31,000 approved, on-brand presentations have reached high-value clients around the world, rated 4.7 out of 5 on average, with live dashboards and a detailed report on every one.

- URL: https://www.happen.software/case-studies/sales-presentation-app
- Publisher: Happen Software (https://www.happen.software/)

## At a glance

- **Client**: International security manufacturer
- **Category**: Manufacturing · Field & mobile apps
- **Running**: Since 2016 · 10 years
- **Users**: Sales presenters, marketing, sales managers, and head office
- **Engagement**: Build, run, and evolve, since 2016
- **Volume**: 31,000+ client presentations and 13,000+ hours presented, from 266 templates
- **Platforms**: iPad and iOS app, web app, and a content management portal
- **Integrations**: CRM meetings, logins, and approvals; Google Maps; cloud media storage
- **Reporting**: Live dashboards, analytics, and a detailed report on every client presentation

## Outcomes

- **4.7/5**: Average client rating, from more than 8,800 responses
- **31,000+**: Presentations to high-value clients around the world, 18,000+ of them linked to CRM meetings
- **13,000+**: Hours of presentations measured by the app

## Context

Our client's products are engineered and tested to a very high standard, and the sales story depends on showing that properly: real deployments, defence testing, case studies, and the right product for each industry.

Their reps used to present from huge PowerPoint decks that were laborious to build and keep up to date, with little video to show the products working. Presenting often happens on customer sites far from reliable connectivity. Marketing needed control over what was presented and who could see it, and management needed to know that presentations were happening, and landing.

## The challenge

- **Huge, hand-built PowerPoints**: Decks were large and laborious to build and update, light on video, and the story depended on who was presenting.
- **No control over content**: Marketing couldn't control which version reached customers, or who had access to sensitive material.
- **No view of what was shown**: Head office couldn't see which content was presented, for how long, or how the customer responded.

## Before and after

| Area | PowerPoint decks | With the app |
|---|---|---|
| Content | Huge decks, built and updated by hand. | Marketing builds templates from 16 section types, without developers. |
| Video | Little or no video. | Product, deployment, and testing videos, streamed or played offline. |
| Approval | Any version of a deck could reach a customer. | Templates are hidden from the app until their changes are approved. |
| Access | Files passed around, with no control over who sees what. | Each rep sees only the templates and content they've been given. |
| Visibility | No way to know a presentation had happened. | Live dashboards, an email when it starts, and a detailed report when it ends. |
| Timing | No record of what was shown, or for how long. | Each section has a time budget, shown to the rep and analysed in reports. |

## A presentation, end to end

1. **Prepare**: The rep downloads the approved templates they've been given to the tablet, with a warning before using mobile data.
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. **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. **Conclude**: The rep captures a 1–5 client rating, comments, and who attended. Nothing is lost if the upload fails; they simply retry.
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. **Improve**: Every Friday, a report shows which reps haven't presented which templates and where timing slips. A leaderboard ranks reps by client rating.

## What we built

- **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.

## What each team gets

### 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

## How it was delivered

- **2016, Launch**: iPad presentations with case studies, a media gallery, and video streaming, live within weeks.
- **2017–2019, Measured selling**: Client ratings, CRM meeting selection, a second-generation template builder, and audio recording.
- **2024, Modern foundations**: A move to modern .NET, shared engineering libraries, code generation, CI/CD, and a native app shell.
- **2025–2026, Current generation**: Template approvals, cloud media storage, and a rebuilt presenter app.

## Engineering

- 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.

Stack: .NET, ASP.NET Core, SQL Server, Angular, Capacitor, Cloudflare R2, Google Maps, GitHub Actions

## Get in touch

Still pitching from huge PowerPoint decks? We'll talk through how an approved, template-driven presentation app with live reporting could work for your sales team. Book a free 30-minute call with one of our engineers.

Contact: https://www.happen.software/contact or sales@happen.software