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CASE STUDY

MyDesk

Complete Business Management Platform

MyDesk is a comprehensive business management platform that unifies CRM, sales, purchasing, operations, and finance in one system. From quotes and invoices to approval chains, timesheets, and AI-powered insights — every workflow is connected and automated.

Platform Capabilities

Sales & CRM

End-to-end sales workflow — quotes, invoices, RFQs with side-by-side supplier comparison, sales pipeline tracking from lead to won, and call report management with follow-ups.

Approval Workflows

Multi-level approval chains for quotes and purchase orders with automatic CapEx detection, stalled-approval alerts, and configurable per-user approval settings.

Purchasing & Finance

Purchase orders with approval chains, expense management, banking with statement matching, aged receivables reconciliation, and seamless MYOB accounting integration.

AI Integration

"Ask AI" assistant powered by Azure OpenAI for natural language business queries, AI-powered supplier bill and receipt extraction, and supplier quote parsing from PDF documents.

Business Intelligence

Real-time KPI dashboards, five interactive sales report charts — by month, by rep, by division, year-on-year, and pending vs won — plus custom reporting and analytics.

Operations Management

Weekly timesheets with per-line manager approval, missing timesheet tracking and email reminders, agile project management with sprints and capacity planning, and staff whereabouts board.

Self-Service Portals

Branded customer portal for viewing quotes, invoices, and files — plus a supplier portal for viewing purchase orders and responding to RFQs.

Marketing Hub

Centralised marketing platform with email campaign management, AI-assisted content generation, brand asset management, and customer/supplier data platform.

Security & Permissions

80+ granular permissions across all modules with role-based access control, multi-tenancy with SQL row-level security, and complete AI interaction audit trail.

Platform Features

Quote creation and management with PDF generation and email
Invoice processing with delivery notes, despatch, and MYOB export
RFQ with side-by-side supplier comparison and award
Sales pipeline tracking from lead to won/lost with weighted value
Call reports with follow-up tracking and colour-coded reminders
Multi-level Quote and PO approval chains with CapEx detection
Purchase order workflow with approval chains and PDF generation
Weekly timesheets with per-line manager approval
Missing timesheet tracking with bulk email reminders
Agile project management with sprints, tasks, and capacity planning
Expense management with categorisation and duplicate detection
Banking with statement upload and transaction matching
Aged receivables and payables reconciliation
AI-powered "Ask AI" natural language business assistant
AI document extraction for supplier bills and receipts
AI supplier quote parsing from PDF documents
Telegram bot with voice transcription and task execution
Model Context Protocol (MCP) integration for external product feeds
Five interactive sales report charts and KPI dashboards
Customer portal and supplier portal for self-service access
Marketing hub with campaigns, AI content, and brand assets
Digital Resource Management for subscriptions and O365
Staff whereabouts In/Out board
File library with company folders and document management
80+ granular permissions with role-based access control
Multi-tenancy with SQL row-level security and per-tenant branding
GraphQL and REST API endpoints with Swagger/OpenAPI
Background job scheduling with Hangfire

Technology Stack

.NET 10Blazor ServerMudBlazor UISQL ServerEF Core + DapperAzure OpenAIQuestPDFSendGridMYOBGraphQLREST API + SwaggerHangfireTelegram BotPlaywright

Client Success Story

Techlight, a leading Australian commercial lighting company, partnered with Digital Response to build MyDesk — their custom business management platform that has transformed operations from quote to cash.

The platform now manages the complete business cycle: quotes, invoices, purchase orders, RFQs with supplier comparison, approval chains, timesheets, sales reports, and AI-powered insights — helping the team make data-driven decisions faster than ever.

From a legacy Classic ASP system to a modern .NET 10 Blazor Server application, MyDesk continues to evolve with new capabilities delivered in regular phases.

Digital Response delivered a comprehensive solution that exceeded our expectations. MyDesk has become the central nervous system of our business — everything from quotes to purchase orders flows through it seamlessly.

Bert Galea
Managing Director, Techlight