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Case Studies

Every case study is a blueprint for success.
Discover the systems, strategy, and technology behind our most impactful solutions.

SQL Server Security Hardening

Challenge

The SQL Server environment had grown complex, with inconsistent permissions and minimal governance. Security policies were outdated, leaving potential exposure to insider threats and compliance risks.

Solution

We performed a full SQL Server hardening initiative: implemented role-based access control, encryption at rest, server-level auditing, and password rotation. Activity logging and privilege monitoring were centralized with PowerShell automation for ongoing compliance checks.

Impact

The initiative improved database security posture, reduced unauthorized access by 90%, and aligned client’s data governance with industry best practices.

Power BI Dashboards

Challenge

Leadership lacked real-time visibility into Hotel occupancy rates and forecasting accuracy across multiple facilities. Manual Excel-based tracking led to outdated insights and missed opportunities for proactive action.

Solution

We designed and deployed Power BI dashboards connected directly to live operational databases. Dashboards provided metrics on Available Homes, Forecast Occupancy, and Activities, all accessible via secure embedded links for executives.

Impact

The new system delivered data-driven decision-making, reduced manual reporting by 80%, and enabled leadership to predict occupancy fluctuations months in advance

Communication Modernization

Challenge


Client’s field teams relied on fragmented SMS chains and manual updates to coordinate project schedules and crew activities. Communication delays between on-site teams, back-office staff, and clients led to missed appointments and slow response times.

Solution


We integrated Vonage Reach directly into Client’s existing platform, developing a centralized SMS communication dashboard. Messages, job updates, and status notifications could be tracked and audited in real time. The dashboard allowed managers to trigger automated messages for project milestones and customer confirmations.

Impact

  • Reduced communication delays by 65%.

  • Enabled real-time tracking of all inbound/outbound SMS traffic.

  • Created a scalable notification system that improved response rates and customer satisfaction.

Digital Contracts & Forms


Challenge


The contract and contingency form process required manual data entry, printing, and scanning, creating bottlenecks between sales reps and operations. Document errors and delayed signatures slowed project initiation.

Solution


We digitized the contract workflow by connecting project estimates tool and job management tool via APIs. A unified controller allowed all contract data and calculations to flow automatically into a centralized document generation module. E-signature capability was implemented using a flexible API layer supporting multiple vendors (DocuSign, Adobe Sign).

Impact

  • Reduced contract cycle time from days to hours.

  • Minimized manual data entry errors.

  • Increased compliance visibility with centralized e-signature audit trails.

Mobile App & Contractor Portal

Challenge


Contractors and field crews had inconsistent access to schedules, updates, and documentation. Existing mobile tools lacked offline functionality and synchronization with the web portal.

Solution


We designed and delivered a cross-platform mobile app and a web-based contractor portal. Both platforms were built with a unified backend architecture, enabling contractors to track assigned jobs, submit updates, and upload completion photos in real time. Offline caching ensured data integrity during network interruptions.

Impact:

  • Increased field reporting accuracy by 80%.

  • Reduced administrative coordination time by 50%.

  • Enhanced contractor engagement and accountability.

API Integration

Challenge


Client's accounting team struggled to consolidate data across multiple operational systems. Manual imports into Sage led to errors, timing issues, and duplicate records.

Solution


We implemented a robust API pipeline connecting operational data sources to Sage. Data from seven core dimensions was loaded into a dedicated Gold Layer in the data lake, with historical data synchronized from last decade. Scheduled daily data refreshes were introduced with flexible runtime configuration.

Impact:

  • Automated over 90% of manual data reconciliation.

  • Enabled daily financial reporting across departments.

  • Provided a scalable framework for predictive analytics and forecasting.

Azure Analytics


Challenge


Estimate data from Hover’s system was siloed, and the company lacked visibility into data refresh frequency and associated Azure costs.

Solution


We developed a Hover Estimate API pipeline integrated with Azure Data Lake Storage (ADLS) and Back-End databse. Automated validation routines ensured data consistency across multiple APIs. The team established cost-tracking metrics for Azure compute and storage workloads and built a monitoring dashboard for transparency.

Impact

  • Achieved full visibility into API data refresh costs.

  • Improved data accuracy and eliminated duplicate estimates.

  • Reduced Azure analytics spend through optimized transfer scheduling.

Server Migration

Challenge


Legacy Buildfly servers were resource constrained, leading to downtime and delayed deployments. The environment lacked versioning, redundancy, and modern CI/CD pipelines.

Solution


We migrated on-prem server to Microsoft Azure, configuring load balancing, auto-scaling groups, and role-based access control. Development, test, and production environments were standardized, and deployment automation was introduced using Azure Functions and pipelines.

Impact

  • Reduced downtime by 85%.

  • Enabled zero-downtime deployment workflow.

  • Improved server performance and simplified scalability management.

AI & Automation

Challenge


Operational reporting relied heavily on manual Power BI refreshes and limited data automation. Insurance claim summaries required extensive manual review, slowing down client delivery.

Solution


We automated Power BI data pulls directly from the Gold database, reducing dependency on manual refreshes. The team also scoped an AI-driven insurance summary assistant, leveraging NLP to extract key claim details and summarize documents automatically for review.

Impact

  • Saved 20+ hours per week in reporting effort.

  • Established foundation for AI-based document processing.

  • Accelerated decision-making through real-time dashboards.

Healthcare Marketplace App

Challenge

Healthcare professionals struggled to find flexible per diem and telehealth work, while hospitals faced long staffing cycles and inconsistent credential verification.

Solution

We built a cross-platform React Native application linking licensed clinicians with healthcare providers. The system included in-app verification, payment automation, and shift scheduling integrated with healthcare compliance standards.

Impact

The platform reduced hiring turnaround from weeks to hours, improved gig fulfillment rates by 70%, and helped launch Fillyn as a scalable healthcare staffing marketplace.

Legal AI Automation

Challenge

Client faced high workloads from manual document reviews and case summaries. The firm required an intelligent, secure way to process case information and extract key details from large volumes of legal data.

Solution

We developed a private, in-tenant Retrieval-Augmented Generation (RAG) and LLM pipeline integrated with CasePeer CRM. The AI system summarized case notes, flagged missing details, and generated action-ready briefs in seconds while maintaining data confidentiality.

Impact

The AI assistant cut legal prep time by 60%, enhanced consistency across case summaries, and empowered attorneys to focus on client strategy instead of documentation.

Digital Transformation of Operations

Challenge

Client operated on legacy CMS and manual workflows for event planning, communication, and facility management. The absence of digital systems hindered engagement and operational efficiency.

Solution

We overhauled the Foundation’s digital ecosystem by rebuilding the CMS, implementing online parking and event registration management, and automating social media scheduling. The platform unified staff access, reduced manual dependencies, and added mobile responsiveness.

Impact

Post-launch, the Foundation saw a 3x increase in event participation, a 50% reduction in administrative time, and stronger digital presence across all community channels.