Portfolio & Case Studies

Challenge

A healthcare regulatory agency needed to synchronize inspection scheduling between Accela (their licensing platform) and Google Calendar across multiple departments and inspectors. The system needed to handle both single-vendor and multi-tenant scenarios while managing time-off requests and inspector availability.

Solution

Developed a comprehensive integration platform that:

• Synchronized inspection appointments in real-time between Accela and Google Calendar
• Implemented multi-tenant architecture supporting multiple departments
• Created automated time-off management system
• Built conflict detection and resolution workflow

Results

• Substantial reduction in double-booked inspection slots
• Improved inspector schedule utilization
• Eliminated manual calendar cross-checking between systems
• Deployed across multiple departments and inspector teams

Challenge

A government licensing department required a sophisticated search and filtering system for managing thousands of licensed agencies. The existing system lacked advanced search capabilities, trade name management, and efficient filtering across multiple criteria.

Solution

Built a comprehensive agency management system featuring:

• Advanced search functionality with multi-criteria filtering
• Trade name management and alias tracking
• License status tracking and automated renewals
• Compliance monitoring and reporting dashboard
• Integration with existing government databases

Results

• Significantly faster agency and licensee lookups
• Reliable, consistent license status tracking
• Scaled to handle thousands of licensed agencies
• Reduced manual data entry through automated workflows

Challenge

A technology company needed seamless integration between Dynamics 365 CRM and their legacy ERP system. Data silos were causing order processing delays, inventory discrepancies, and customer service issues.

Solution

Implemented a robust integration architecture:

• Real-time bidirectional data synchronization
• Custom middleware with error handling and retry logic
• Automated order-to-cash workflow
• Inventory level synchronization
• Customer data unification across systems

Results

• Faster order-to-cash processing
• Consistent data synchronization between CRM and ERP
• Real-time visibility into inventory levels
• Reduced operational overhead from manual reconciliation

Challenge

A legal firm needed to streamline document management, approval workflows, and client communication. Manual processes were causing delays, version control issues, and compliance concerns.

Solution

Developed a comprehensive document management solution:

• Custom Dynamics 365 plugins for document lifecycle management
• Automated approval workflows with configurable rules
• SharePoint integration for secure document storage
• Client portal with document access and e-signature capabilities
• Compliance tracking and audit trail functionality

Results

• Faster document approval cycles
• Consistent alignment with regulatory record-keeping requirements
• Eliminated most version-control conflicts via centralized SharePoint storage
• Improved client-facing document turnaround