Case study
K3 Capital

K3 Capital Group is the UK’s number one provider of Corporate Finance, Business Sales, M&A, Restructuring, Insolvency, and R&D Tax Credits. Headquartered in Bolton, Greater Manchester, K3 employs over 1,000 staff across 30 UK offices and international locations. The Group is dedicated to delivering excellence in professional services through its multidisciplinary operations.

01 The problem

Before partnering with Warp Technologies, K3 faced a significant challenge implementing a group wide cross-sales strategy: a lack of foundational systems to manage and streamline cross-sales processes. Without a unified CRM or automated workflows, K3 struggled with fragmented manual processes, limited visibility on cross-sales, and inefficient manual efforts to track and produce MI. These gaps hindered collaboration across its 30 UK offices and international locations, limiting the Group's ability to capitalise on cross-sales opportunities and drive sustainable growth.

02 The K3 solution by Warp Technologies

What we did

Warp Technologies partnered with K3 to design and implement a tailored Referral Management System (RMS) using the Microsoft Power Platform. The RMS was developed to:
  • Simplify referral submissions via a user-friendly, secure portal.
  • Provide centralised tracking and management of referrals to ensure visibility across the sales process.
  • Automate workflows and reporting, improving efficiency and decision-making.
  • Lay the foundation for a group-wide CRM and remuneration structure for incentivising team collaboration.
  • Enable easy production of Management Information (MI) to show success by business unit and engagement in cross-sales in the Group.
The solution was delivered as a Minimum Viable Product (MVP) within four weeks, ensuring rapid value realisation and scalability for future enhancements.
Warp In Office Environment

03 The impact

£0Mil
Year 1 Incremental Revenue
The system enabled the creation of a robust pipeline, unlocking potential growth and sustained incremental revenue .
0
Leads Captured
In first 6 months from full launch in July 2024 from a manually tracked circa 30 per month prior to the RMS roll-out
0K
In Revenue
Over the 6 months post roll-out 85 clients have been won generating over £830k in revenue attributable to the implementation of the cross-sales strategy and tracked via the RMS

What our clients say

My role at K3 was established to implement a group-wide cross-sales strategy spanning over 1000 staff, across multiple offices and 15 group companies. We were able to implement training and remuneration structures internally within the business to aid the growth of cross-sales but a key missing component was a tracking system like RMS that we developed with Warp.

Alex, Michelle, Will and the rest of the Warp team where fantastic at understanding the initial problems I had, and converting these into a proposed technology solution whilst helping explain the solution in layman’s terms.
Within one detailed scoping session Warp where able to understand the intricacies of our group and provide me with a documented solution and SoW. The RMS allows front end users to cross-refer to any part of our business using a simple front end SSO platform removing any barriers to usage.

The RMS also enables full tracking and automation of these referrals to the relevant business units whilst providing a closed loop functionality on feedback ensuring we constantly give feedback on referrals and improve the quality and conversion of these referrals. In addition, the MI we can create on referrals by business or individual, conversion percentages and revenue is invaluable.
This bespoke system was built to our requirements in just 4 weeks and has surpassed our expectations on how easy it was to set up and get users to adopt the platform. It has been so successful we are now engaging Warp for a 2nd phase of development to further enhance the platform, integrate with Group CRM’s via API and improve the functionality further.

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