Case Studies

Overview The customer was using conventional ways to manage their sales and marking and were using SAP Business One server for managing orders and order processing information once sales are confirmed. They purchase Salesforce cloud licenses to manage their Sales and Marketing activities. The goal was communicating with customer in Salesforce only until deal is finalized. Once a deal is finalized, move the deal information to SAP, which takes care of order management and deliveries. The finalization of deal is when any opportunity is marked as Closed Won in Salesforce. When this happens, the information related to that opportunity and customer has to be sent to SAP. But this led to their staff doing double-entry of same information in Salesforce and SAP. This led need of integrating Salesforce and SAP in real time so that data exchange happens in real time between two systems. Solution Salesforce customization was done to implement web service calls on SAP B1 server. These web service calls send following information to SAP B1: Customer Contacts Opportunity Opportunity Products Using this Salesforce information, various records are created on SAP B1 using the database structure at SAP B1. This included customer, contacts, addresses, Orders and Order items. This web service calls are placed when any opportunity is marked as Closed Won, which indicates that a deal is won. The integration was done by calling SOAP/XML web services provided by SAP B1 server. No custom web service was required for this integration. When opportunity goes into SAP as Order, it also generates Order Number which Salesforce gets in response and stores in Opportunity as SAP Order Number. This allows quickly locating salesforce records in SAP and vice versa. Flow Diagram  

Background Client is Mortgage broker in Home loan Industry in Australia. Client already had software application which allows loan processing with limited features. Client had dream of building a world class SaaS platform with end to end processing for Mortgage Broker Software which can be used by his own company and also wanted to sale this solution to large Mortgage broker companies in Australia. They were already using a web solution with limited functionality but it involves lot of manual work and not having much automation. Existing system was prone to manual errors and overall delay in providing service to end client.  Especially the application wasn’t able to handle the large amount of loan application. Given the proven capabilities with Dynamics CRM platform and out of box features with customizable workflows, decided to go with on premise Dynamics CRM 365 implementation. Challenges The nature of client’s business is such that it couldn’t be paused while new system is built, but at the same time it was getting difficult to use existing system. The new solution was required in short timeframe. The security aspects were very important, as the application holds private and financial details of people. Also, it was planned to be used by multiple company on SaaS platform, so one Broker Company must not access client data from another Broker Company. Client wanted to see all client loan processing status from single dashboard and also wanted to take all actions from single place. So handling a large data from single screen was difficult without custom solution. The number of screen to be developed was huge for short amount time and client wanted to have most of the screen with custom design and workflow. Many external integrations for accounting, banking related, SMS sending and staff work tracking. Client wanted to build lots of features which are not supported out of box and all of those are challenging to achieve within CRM platform. Solution Based on the requirements and specification, we decided to architect the application using following components of Microsoft Dynamics CRM 365: Microsoft Dynamics CRM 365 On Premise Installation Built-in work engine to handle most of the business flow automation Custom Web resources development [HTML, jQuery/Java script] for most of the custom GUI screens Custom Schedule Jobs for many automated tasks on daily basis background execution Custom Workflow plugin to provide custom functionality with workflow designer Custom plugins development to provide enhanced features on various data driven events Custom GUI screens for most of the functionality to provide best user experience 3rd party integrations from custom plugins Client side REST API usage Dynamics CRM SDK usage from server side components outside of the Dynamics CRM for external integrations The security was implemented using finest level of security framework provide by Dynamics CRM, which achieved all the security requirements across multiple hierarchy of the user groups with different level of access and data accessibility. Workflows used heavily to automate most of the communications with client and bank to reduce human work and also delays in communication. Also workflow generates all the documents with predefined document format per client/bank and sends out through email without any human involvement. Achievements The initial version of the solution was deployed in production in just 12 weeks and widely appreciated by client team. There were continuous improvements in system following initial version.

Background Client is Lomadox GmbH & Co. KG, Germany an online e-commerce platform for Furniture.  Our client is open source ERP software for their order management and shipping. Existing software is providing limited functionality and there is lot of manual process involve in order fulfillment and tracking. Also existing software is not having many other modules like finance module, workflow management, background jobs and external integrations. Client has to maintain all of these information in multiple systems and it is not easy to track it. Client wished to build desktop application as extension to the same database to provide single solution to have order management, shipping, tracking, finance module and many other integrations. Challenges   Existing ERP system database is designed totally considering German language. So it is difficult to translate and understand the structure to fit new module within same system. Solution should align with new updates in database design provided by JTL Wawi ERP system. Solution should be able to handle large data and work with various type of file formats. More configurability required to allow various kind of workflows, various type of file reading from scanned PDFs, working with various file transfer mechanisms like FTP, SFTP Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net framework Winform, C#, Entity Framework DevExpress 3rd party controls for better user experience Microsoft SQL Server database Role based security implemented Lots of external integrations like Dot Liquid, iTextSharp, IronOcr, Google Translator, Google Adwords API,Otto Integration, DeepL, EDI (Electronic Data Interchange), FTP, SFTP. Module based development and loosely coupled architecture Custom workflow to handle back ground process for various jobs. Achievements The initial version of the solution is developed and used by client in parallel to additional development being done. We have continuous development being done to add more features and modules.

Background Client is Digibee from United Kingdom were using Goldmine CRM software for their day to day activity management. Existing software is providing limited functionality and there is lot of manual process involved. Client has to maintain all of these information in multiple systems and it is not easy to track it. Client wished to build desktop application as extension to the same database to provide single solution to have contact center, Email center, scheduling and calendaring, marketing activities and many other integrations. Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net framework Winform, C#, Entity Framework Microsoft SQL Server database Role based security implemented External Email integrations Module based development and loosely coupled architecture Custom workflow to handle back ground process for various jobs. Achievements The initial version of the solution is developed and used by client in parallel to additional development being done. We have worked for multiple years to develop more features and modules.

Background Client is Symantec Antivirus company from USA were having multiple user surveys carried out to collect various important information for their products and services. They were looking for application to manage surveys, dynamic survey question management and data processing to export survey results in power point solution. Challenges It was difficult manage survey in manual excel files and was not easy to report summary information. Data received was not directly usable to prepare power point presentations or presentable charts. It was not easy to parse through results and get meaningful presentable data. Manual data processing and creating a power point presentation with survey results was error prone and time consuming. Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net framework Winform, C#, Entity Framework DevExpress Controls for winforms Slides for generating dynamic power point slides. PDF and Adobe InDesign API for generating PDF reports for survey analysis Microsoft SQL Server database Role based security implemented Module based development and loosely coupled architecture Achievements The developed solution was being used by client for their survey management and generating nice presentations in power point.

Background Client is TAP Innovations, LLC in Enterprise solution provider in USA. Our client found that Small to medium sized companies uses lots of different software from various vendors to automate their business process and day to day activities tracking. There are lots of issues when it comes to integrate data from one system to another. Also data duplication and data out of sync are two major concerns when data maintained in multiple systems. Client wished to provide single solution to have various business functionality offered as SaaS platform in subscription model, so companies can subscribed to their required modules and achieve their business goals. Challenges Target market was not specific to any domain or specific functionality, so it is difficult to have generalized way to cater large audience. The security aspects were very important, as the application holds business and financial details. Also, it was planned to be used by multiple company on SaaS platform, so one company information should not be accessible to another. Solution should be scalable in terms of adding new modules and new functionality to cater large range of the customers. Lots of external integration offered as subscription based service, so that if any specific company wants to have data integrated from external system, then system need to be flexible enough to allow smooth integration. Making it more configurable and user friendly Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net framework ASP.net MVC framework with C#, Entity Framework, Web API DevExtreme 3rd party controls for better user experience Microsoft SQL Server database Azure cloud platform for files storage and deployments Multi-tenant solution to have separate database for each customer Role based security implemented HTTPs for all data transfers Lots of external integrations like QuickBooks, BlackDiamond, CallRail Module based development and loosely coupled architecture Achievements The initial version of the solution was deployed in production in just 16 weeks and widely appreciated by client team. There were continuous improvements in system following initial version. Currently system is being deployed to multiple customers in USA. We are working with ongoing further development for various modules on project to cater more customers.

Background Client is The Commission of Railway Safety (CRS/SBC) is department of Rail Vikas Nigam Limited [RVNL], a Government of India Enterprise.  Our client receives multiple applications from various southern railways organizations for the approvals for the Railway Safety. So, this involves multiple checklists to be verified and multiple documents to verified for each application. This is something they are maintaining for many years now without having right computer software to manage this. It is very difficult to have any statistics around application processed or pending within year and also difficult to track back any application from past records. Client wished to have software to manage all these application, track them through software and have insight on statistics & various reporting.  Challenges Lot of manual process and documentation involved for the entire application approval flow. Various type of application to be managed and each of them having different set of checklist. Solution to allow past processed application to entered in system and recorded as history information. Making it more configurable and user friendly. Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net Core framework C#, Dapper, Web API Angular 7, Type Script MY SQL database Role based security implemented Configurable data points Approval workflow implementation Advance searching and reporting Achievements The initial version of the solution has been deployed in production and widely appreciated by client team. There were continuous improvements in system following initial version.

Background Client is Lomadox GmbH & Co. KG, Germany an online e-commerce platform for Furniture. Our client is open source ERP software for their order management and shipping. Existing software is providing limited functionality and there is lot of manual process involve in order fulfillment and tracking. Also existing software is not having many other modules like finance module, workflow management, background jobs and external integrations. Client has to maintain all of these information in multiple systems and it is not easy to track it. Client wished to build desktop application as extension to the same database to provide single solution to have order management, shipping, tracking, finance module and many other integrations. Client also wanted to make this as product, so that many other companies can also get benefited with this to run their business more effectively. Challenges   Existing ERP system database is designed totally considering German language. So it is difficult to translate and understand the structure to fit new module within same system. Solution should align with new updates in database design provided by open source ERP system. Solution should be able to handle large data and work with various type of file formats. More configurability required to allow various kind of workflows, various type of file reading from scanned PDFs, working with various file transfer mechanisms like FTP, SFTP Solution Based on the requirements and specification, we decided to architect the application using following technology stack: Microsoft .Net framework Winform, C#, Entity Framework DevExpress 3rd party controls for better user experience Microsoft SQL Server database Role based security implemented Lots of external integrations like Dot Liquid, iTextSharp, IronOcr, Google Translator, Google Adwords API, DeepL, EDI (Electronic Data Interchange), FTP, SFTP. Module based development and loosely coupled architecture Custom workflow to handle back ground process for various jobs. Achievements The initial version of the solution is developed and used by client in parallel to additional development being done. We have continuous development being done to add more features and modules. Client has plan to start marketing this to other companies in short time.

Background Client is a cancer clinical trial organization, which conducts clinical trials on patients and tracks the outcome of each drug at each stage and years after completion of the trial. Normally trial continues up to 6 months and follow up happens for next 5 years. They were already using a web solution, but given the volume of data and the concurrency of users, the application started falling short of expectations quickly. Especially the application wasn’t able to handle the large amount of files to be handled. Moreover client also started looking for a cloud based solution to avoid the hassles of infrastructure management. Given the proven capabilities Force.com platform, HIPPA compliant infrastructure, ready to use features and incentives for Non Profit organizations; client decided to move the whole application to Force.com platform. Challenges The nature of client’s business is such that it couldn’t be paused while new system is built, but at the same time it was getting difficult to use existing system. The new solution was required in short timeframe. There huge amount of data to be migrated (~600 gb including files) over to Salesforce in order to be able to stop using current system completely. The security aspects were very important, as the application holds health records of people. The security must company with various US government regulations. The huge amount data processing for reports was perfect recipe for hitting salesforce governor limits, if the system not architected for handling those limits. The number of screen to be developed was huge for short amount time and client had preference to the UI they were used to. Store the historical data for audit Solution Based on the requirements and specification, we decided to architect the application using following components of Force.com: Apex and VF heavily Approval Processes and Validation Rules Apex based data Sharing Self-Scheduling Schedule Jobs Chatter (for sharing files and internal user interaction, field history tracking) Partner Portal (for interaction of all stake holders and independently capture some data) SOAP API (for data and file migration) To migrate data from existing system to Salesforce, Talent data migration tool was used. To migrate files, a custom Java based tool was built which locates patients in Salesforce and uploaded their respective files for that patient. The security was implemented using finest level of security framework provide by Force.com, which achieved all the security requirements. The chatter is used in solving the large amount of files’ storage which allowed users to quickly share the files and not worry about the space available. The approval processes framework is used to pass data through approving authority without much development around approvals. Achievements The initial version of the solution was deployed in production in just 8 weeks and widely appreciated. This followed up enhanced version of application going in production 16 weeks later with all major capabilities included. The system is currently in use by more than 150 users and daily submission of 200+ forms with more than 1000 patients on trial being studies concurrently.