Customer Overview A major building materials supplier, specializing in providing construction materials for a variety of customers, faced inefficiencies in their financial processes. Background The company supplies Building Envelope Systems® to control water, air, vapor, and energy flow within buildings. Their purchase orders (POs) arrive in varied formats like paper and PDF, with up to 15 data points needing manual entry into multiple data systems. Ten customer service representatives handled this data entry, consuming significant time and effort. Challenge: Manual Process Inefficiencies The supplier's accounts receivable/payable (AR/AP) processes were inefficient and error-prone. Ten customer service representatives spent considerable time re-entering data from paper and PDF purchase orders into the company’s Enterprise Resource Planning (ERP) system. The manual process was not only labor-intensive but also increased the risk of errors, requiring an entire department dedicated to ensuring accuracy. Solution: Microsoft Teams, Power Automate & Cognitive Services Softura introduced a solution using Microsoft Teams, Power Automate, and Cognitive Services. They created a new Teams channel integrated with Microsoft Cognitive Services' Computer Vision for intelligent image processing and Optical Character Recognition (OCR). This system could read and extract data from over 100 different types of POs, automatically mapping them to the ERP system. The system integrated with multiple data sources—emails, file shares, faxes, and scanned images—to capture and validate PO data. Leveraging intelligent image processing and AI, the solution accurately extracted and mapped data, flagged exceptions, and directed uncertain cases to human quality assurance (QA) through Microsoft Teams for review. Straight-Through Processing (STP) sped up payment processing by three days. Benefit: Rapid ROI and Significant Savings The automated solution yielded major benefits, achieving ROI in less than six months and saving over $300,000 per year. Integration with the ERP and third-party systems eliminated manual data entry, cutting manual labor by 96%. A single Microsoft Teams channel streamlined interactions, including data correction and manual approvals, improving efficiency and collaboration. The automation enabled the staff to focus on higher-value tasks, enhancing customer service overall.
Softura
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The client, a top-ranked private research university in the United States, manages clinical studies to determine the effectiveness of new drugs. To support their research initiatives, they required a mobile application that could be utilized across a variety of clinical research studies. The project involved developing mobile applications for both iOS and Android, along with a cloud-hosted administration site to facilitate study management. The solution had to be flexible enough to adapt to the varying needs of clinical trials, ensuring that researchers could efficiently manage participant engagement and data collection. The key challenges faced by the client were the need for an application that was both versatile and easy to use across different types of clinical studies. They required mobile apps for both iOS and Android platforms as well as a cloud-based administrative interface. Ensuring a generic application design to support diverse clinical study protocols was crucial, while the solution also had to comply with privacy and data security standards such as HIPAA. The development had to balance a rigorous timeline for the initial and ongoing clinical trials while maintaining robust features for participant retention, study monitoring, and communication. Softura developed the mobile application in Native iOS (using Xcode) and Native Android (using Java), while the administration site and API were built using C#/.NET, hosted in the Azure Cloud. Additional technologies such as SurveyGizmo/Alchemer, Twilio, and SendGrid were leveraged to enhance the capabilities of the application. The solution featured a REST API architecture for mobile client interaction, and a combination of the Waterfall and Softura Agile Framework was used to ensure timely project completion. Development included a requirements phase, followed by two-week sprints for UI design, development, and quality assurance, culminating in production support. The solution provided a comprehensive set of features, including a protocol builder for new studies, participant reminders, and HIPAA-compliant messaging for communication.
The client, a digital communication company, sought to gain better real-time insight into the status of various machines on their shop floor. Their goal was to enable effective monitoring and management of machines by team members, regardless of location. The company faced significant challenges due to data being siloed across multiple standalone applications, leading to inefficiencies in tracking machine status and communication. This lack of timely alerts about machine malfunctions caused excessive downtime, impacting overall production efficiency. Moreover, their existing business intelligence (BI) tool was costly and lacked interactive visuals, making it difficult to effectively monitor equipment. The primary challenges were rooted in the fragmented nature of their data and the ineffective BI tool in use. Machine data was scattered across multiple standalone applications, making it difficult for team members to gain a unified, real-time view of the shop floor. The lack of timely alerts when machines malfunctioned meant that issues were often discovered only after significant downtime had already occurred. Furthermore, the existing BI tool did not provide interactive visualizations, preventing effective real-time monitoring and analysis of equipment performance. The client needed a centralized, secure, and easily accessible solution to enable proactive machine management and reduce downtime. Our development team configured an on-premise data gateway setup to provide secure, real-time access to machine data from virtually anywhere. This solution enabled centralized data collection and allowed the production data to be consolidated for better insights. Additionally, we implemented a BI proof of concept using Power BI with custom visualizations, creating an interactive dashboard that represented the exact machine locations within the plant. This centralized and visual representation of machine data allowed for actionable insights and improved monitoring capabilities. The direct connection to the SQL Server facilitated seamless data flow, enhancing data accuracy and availability for real-time decision-making.
Our client, a legal firm, required a solution to manage expert witness information more effectively. Lawyers often depend on expert witnesses to provide specialized knowledge for their cases, but the firm faced difficulties due to a lack of a consistent and centralized database. Their previous process involved manually searching through multiple types of databases, resulting in inconsistent and conflicting data, which was both time-consuming and inefficient. The goal was to develop a system that provided a unified data repository for expert witnesses, accessible to lawyers anytime and anywhere. The primary challenge for the client was the absence of a centralized, reliable data repository to manage information about expert witnesses. Lawyers had to manually search through various standalone databases, which not only took considerable time but also led to issues with data consistency and reliability. This inefficiency impacted their ability to make informed decisions quickly and effectively. Additionally, they needed a system that could easily integrate with their existing third-party legal software to further streamline data management and eliminate manual data entry. Our team leveraged expertise in both mobile and web application development to create an innovative, device-agnostic solution. The application provided a centralized data repository where contact information, along with ratings for previously used expert witnesses, could be stored. Lawyers could rate experts based on their expertise and impact on case outcomes, helping with strategic planning and improved expert selection. The application was accessible on any device, whether in the office or in the field. Additionally, the system seamlessly integrated into the firm’s existing landscape of third-party legal software systems, expanding the database and reducing the need for manual data entry.
TECHNOLOGY Microsoft Azure Cloud, .NET, Microsoft Teams, Microsoft LUIS & QnA Maker Cognitive Services, Domain-Specific Natural Language Processing (NLP), Cosmos DB, SQL Server Integration with CDK CRM, DealerInspire and other Automotive OEM DMS/DCS and 3rd Party Fleet & Fuel Systems. INITIAL DURATION Initial POC to Multiple Development Phases SOFTURA DELIVERY MODEL ON-Shore / OFF-Shore GROSS PROFIT 42%
TECHNOLOGY Microsoft Azure Cloud, Custom .NET Core Application Portal, Power-BI, Active Directory and Power Automate INITIAL DURATION (7-Phases of Development in total) SOFTURA DELIVERY MODEL CTO Advisory… ON-Shore/Off-Shore Application Development