Case study
Unlocking £1M Revenue: Microsoft Power Platform Cross-Sales System for K3 Capital

K3 Capital Group is the UK’s number one provider of Corporate Finance, M&A, and Business Sales. With 1,000+ staff across 30 offices, the Group delivers multidisciplinary excellence in Restructuring, Insolvency, and R&D Tax Credits.

City Skyline

01 The problem

Before partnering with Warp Technologies, K3 faced a critical challenge: no foundational system to manage cross-sales across 1,000+ staff and 15 group companies.Without a unified CRM or automated workflows, K3 struggled with fragmented manual processes across 30 offices and zero visibility on referral conversion rates. Manual tracking captured just 30 leads per month, with no reliable way to produce management information. This meant limited collaboration between business units, missed revenue opportunities, and no scalable path to growth.

02 The K3 solution by Warp Technologies

What we did

Warp Technologies partnered with K3 to design and implement a bespoke Referral Management System (RMS) using the Microsoft Power Platform. The technical solution included:
  • Power Pages online form enabling staff across all 30 offices to submit referrals seamlessly
  • Model-driven Power App with Dataverse providing centralised referral tracking, commission visibility, and real-time pipeline management
  • Power Automate workflows routing referrals to business units with manager approval gates, automated follow-ups, and chase sequences for non-responses
  • SSO integration removing barriers to adoption across 1,000+ staff
  • Automated reporting showing cross-sales performance, conversion rates, and engagement by business unit and individual
Working in rapid iterative cycles, Warp delivered a working MVP in just four weeks, enabling immediate value realisation while maintaining scalability for future enhancements including planned CRM integration and remuneration structures.
Warp In Office Environment

03 The impact

£0Mil
Year 1 Incremental Revenue
The RMS created a robust cross-sales pipeline, unlocking sustained revenue growth previously impossible with manual processes.
0
Leads Captured
K3 captured 1,400 leads in the first six months post-launch, up from just 30 per month with manual tracking.
0K
Revenue From Cross-Sales
85 new clients won, generating £830,000+ in revenue tracked directly to the RMS within six months.

What our clients say

The missing component in our cross-sales strategy was a tracking system – which is exactly what we built with Warp Technologies. This bespoke system was built in just 4 weeks and has surpassed our expectations on ease of setup and user adoption. It’s been so successful we’re now engaging Warp for phase 2.

Paul Lloyd

What makes us Warp

I’m really pleased that we managed to not just solve a problem, but that we managed to solve it quickly. Rather than drag a project out across many months, we did what we do best – identifying and understanding, bringing everyone appropriate to the table to engage, getting a plan in place, and delivering. Hopefully this is the first of many challenges that we can solve for Paul and the wider K3 Group!

Alex Cook
Technical Sales Consultant

Working collaboratively with K3 was a fantastic opportunity to go beyond understanding their immediate requirements and dive deep into their broader objectives. This partnership enabled us to design and deliver a highly effective Minimum Viable Product (MVP) in just a matter of weeks.

The success of the referral management system we built for K3 showcases the Power Platform’s incredible ability to bridge critical capability gaps. While off-the-shelf solutions fell short of their needs, we leveraged the platform to rapidly develop and deploy a enterprise-grade solution. The result was a tailored system that precisely met K3’s requirements, delivering measurable value from day one.

This case highlights the power of innovation and collaboration in creating impactful solutions that align with our clients’ goals.

Michelle Saas