USE CASES

Cases Summaries

Power BI

3 Projects

SharePoint

6 Projects

Dyanmics-365

7 Projects

Azure Capabilities

2 Projects

Power Platform

6 Projects

Salesforce-Dynamics Integration:Cost-Efficient External Access Solution

CLIENT CHALLENGE

  • Client needed cost-efficient solution for public- facing access to invoices and contacts
  • Internal business operations remained in Salesforce
  • Traditional approaches were too expensive for data exposure
  • Traditional approaches were too expensive for data exposure

OUR SOLUTION

  • Engineered seamless integration between Salesforce and Microsoft Dynamics CRM
  • Power Automate for robust data synchronization between platforms
  • Dynamics Portal (Power Pages) for secure web- based front-end access
  • Dataverse as secure central storage for all public-facing information

SharePoint Environment Transformation: Modernizing Digital Infrastructure

CLIENT CHALLENGE

  • Technology firm needed to modernize digital infrastructure
  • Required streamlined user management across systems
  • Needed enhanced collaboration capabilities
  • Legacy systems hindered agility and

OUR SOLUTION

  • Architected secure, scalable SharePoint environment
  • Migrated 600+ user profiles to Azure AD
  • Transferred 6TB of Teams and SharePoint data
  • Implemented custom
  • branding and SPFx web parts
  • Deployed robust security and compliance measures

Empowering Workforce Mobility: Responsive Power Apps for HR

CLIENT CHALLENGE

  • HR firm needed seamless mobile access to hiring workflows
  • Manual processes limited responsiveness and flexibility
  • Distributed workforce required anytime, anywhere access
  • Business continuity constraints during off-hours

OUR SOLUTION

  • Designed mobile-responsive Power Apps for 300 users
  • Automated entire hiring process via Power Automate
  • Enabled secure, anywhere access to tasks and decision-making
  • Optimized UI / UX for mobile devices and tablets

Revolutionizing Invoice Processing: SharePoint Premium Syntex & Power Automate

CLIENT CHALLENGE

  • Financial services client struggled with manual invoice processing
  • Time-consuming scanning, data entry, and approval workflows
  • Error-prone processes impacting operational efficiency
  • Needed modern solution to streamline critical financial operations

OUR SOLUTION

  • SharePoint Premium Syntex for AI-driven data extraction
  • Power Automate for intelligent approval routing workflows
  • Digital signature collection mechanism within SharePoint
  • End-to-end automation from scanning to final approval

Matheson Integration: Cost-Efficient CRM Cloud Migration

CLIENT CHALLENGE

  • Client needed cost-efficient solution for migration from on-premise CRM
  • Decade’s worth of data/files and multiple BUs with complex security setup
  • Significant data duplication issues requiring resolution
  • Poor user experience and lack of automation capabilities

OUR SOLUTION

  • Migrated CRM from on-premise to Dynamics 365 in the cloud
  • Implemented ground-up D365 Marketing integration
  • Document management using SharePoint integration
  • Automation using Azure Service Bus and Power Automate
  • Data migration using Azure Data Factory with Power BI reporting

Relation Insurance Integration: CRM Process Optimization

CLIENT CHALLENGE

  • D365 Sales processes were not streamlined
  • Basic automation processes took hours to complete
  • Reported poor user experience causing inefficiencies
  • Inconsistent data management across business units

OUR SOLUTION

  • Architects investigated each process area methodically
  • Development team implemented solutions using Agile methodology
  • Created custom plugins using Visual Studio for targeted automations
  • Optimized workflows to reduce processing time
  • Enhanced data flow and accessibility between systems

City of Corona: Digital Citizen Services Platform

CLIENT CHALLENGE

  • Needed multichannel access for citizens to request city services
  • Required efficient system for fire, police, animal welfare, waste management
  • Lacked automated case assignment and SLA tracking
  • Needed unified platform for reporting issues with public infrastructure

OUR SOLUTION

  • Implemented D365 CRM Service with Power Automate integration
  • Enabled multichannel access via social, email, web and phone
  • Deployed Power Portals for citizen self-service capabilities
  • Integrated Power Virtual Agent chatbots for 24/7 assistance
  • SharePoint integration for document management and case tracking

Taco Bell Integration: Automated Bidding & eSign Solution

CLIENT CHALLENGE

  • Required secure and simple RFP/bidding process solution
  • Needed enhanced security with simplified user experience
  • Required solution for dynamic document merging
  • Lacked integrated electronic signature capabilities

OUR SOLUTION

  • Implemented complex RFP/bidding process using Power Portal
  • Integrated SharePoint for document storage and management
  • Used Document Core Pack for dynamic document handling
  • Leveraged Power Automate for workflow automation
  • Built on D365 Sales foundation for comprehensive solution

Edison Energy Integration: Energy RFP Insights Portal

CLIENT CHALLENGE

  • Needed a platform for Suppliers to submit energy RFPs based on various requirements
  • Required supplier access to view and respond to RFP opportunities
  • Lacked robust data analytics for energy consumption patterns
  • Wanted to improve customer experience across regions

OUR SOLUTION

  • Built comprehensive Insights portal using Power Pages
  • Integrated SharePoint for document management and collaboration
  • Implemented Power BI dashboards for energy usage analytics
  • Leveraged D365 CRM Sales for customer relationship management
  • Deployed Power Platform for workflow automation

Trio Integration: HubSpot to D365 Marketing Migration

CLIENT CHALLENGE

  • Trio acquired Altenex Energy from Europe with established marketing operations
  • Needed to migrate newly acquired team from HubSpot to D365 Marketing
  • Required consistent marketing operations across all business units
  • Faced data migration and workflow alignment challenges

OUR SOLUTION

  • Performed complete “Lift and Shift” of HubSpot implementation to D365
  • Mapped and migrated all marketing campaigns and customer journeys
  • Preserved critical customer data and marketing assets
  • Provided training for
  • European team on D365 Marketing platform

Nationwide Integration: Unified Member Engagement Platform

CLIENT CHALLENGE

  • Home equipment wholesaler needed effective way to engage with members
  • Disparate systems with data siloed in Salesforce CRM
  • Inconsistent invoicing process through Sage300
  • Limited visibility into member data and activities

OUR SOLUTION

  • Implemented D365 Sales solution with Salesforce integration
  • Established real-time processing of invoices from Sage300 to D365
  • Consolidated all data under one platform for unified access
  • Deployed Power Portal for member self- service capabilities
  • Created automated workflows with Power Automate for updates