Closeloop Technologies

Overview
CXC.ai, developed by Closeloop Technologies, leverages AI technologies like LLM and RAG to optimize customer interactions, boost operational efficiency, and enhance customer satisfaction.

Key Features

• Sentiment Analysis: Assigns leads to the best-suited representatives.
• Data Insights: Extracts customer information from past interactions for better engagement.
• Real-Time Reporting: Live transcripts with actionable recommendations.
• AI-Powered Sales Strategy: Personalized insights for improved conversions.

Challenges Solved

• Slow, manual customer support processes.
• Inefficient resource allocation and lack of performance tracking.
• Limited scalability and inconsistent service quality.

Solution

• Seamless CRM integration via RESTful APIs and webhooks.
• Automated workflows and robust data security.
• Scalable microservices architecture for diverse business needs.

Results

• 96% Efficiency Gain: Automated tasks reduce manual effort.
• Enhanced Satisfaction: Faster, personalized interactions improve customer loyalty.
• Scalable Operations: Seamlessly handles peak volumes without performance loss.

Introduction
BioStem Technologies, Inc., a leading life sciences corporation, specializes in placental-derived allografts for regenerative therapies. Despite their innovative BioREtain® technology, BioStem faced inefficiencies due to the lack of integration between their Quality Management System (MasterControl) and ERP (Oracle NetSuite). Closeloop Technologies addressed these issues with an integrated, scalable solution that improved data accuracy, inventory management, and operational efficiency.

Challenges

1. Manual Data Entry: Frequent errors (typos, duplications) affected quality tracking and compliance.
2. Inefficient Inventory Tracking: Manual processes delayed order fulfillment and stock reconciliation.
3. High Labor Costs: Increasing data volume demanded more staff for manual entry.
4. Scattered Data: Data silos in MasterControl slowed analysis and decision-making.
5. Scalability Issues: Expanding operations amplified inefficiencies.

Solution

Closeloop implemented an integrated system connecting MasterControl and NetSuite using Celigo middleware, enhancing workflows, compliance, and inventory management.

Key Features:

• Data Synchronization: Real-time updates of quality records, work orders, and documents.
• Automated Workflows: Streamlined CAPA and document approvals.
• Advanced Inventory Management: Automatic lot serialization and tracking.
• Real-Time Reporting: Immediate visibility into quality metrics and compliance.
• Regulatory Compliance: Automated validation processes for seamless adherence to standards.

Results

1. 100% Data Accuracy: Eliminated errors with automated synchronization.
2. 96% Reduction in Manual Effort: Accelerated workflows, reduced delays.
3. Automatic Serialization: Improved inventory tracking and reduced discrepancies.
4. Cost Savings: Reallocated resources to strategic initiatives, lowering labor expenses.
5. Improved Decision-Making: Real-time data enabled proactive issue resolution.
6. Scalability: System ensured efficiency as operations expanded.

Introduction
Block and Tam (B&T), a digital marketing agency specializing in PPC and SEM, delivers exceptional insights using Data Analytics and Generative AI (GenAI). Their services include gathering multi-source data, generating detailed reports, and adding context for actionable client understanding.

Challenges
B&T faced inefficiencies in reporting and presentation processes:

• Limited Data Visualization: Looker Studio’s inadequate visualization tools hindered impactful data representation.
• Manual Context Addition: Reports required manual context embedding via Google Slides, consuming time and risking errors.
• Complex Interface: Looker Studio's interface was unintuitive for clients, increasing dependency on B&T.
• Fragmented Workflow: Switching between tools disrupted consistency and scalability.

Solution
Closeloop Technologies developed a custom, AI-powered platform to address B&T's challenges:

• Integrated Tech Stack: React-based frontend, Laravel backend, BigQuery storage, and GPT for AI-enhanced capabilities.
• Centralized Reporting: A unified interface for report generation, context embedding, and client communication.
• Automated Alerts: Real-time notifications for data changes ensure timely client updates.
• AI-Driven Chart Creation: Analysts generate charts with natural language prompts, reducing manual effort.

Results

1. Streamlined Operations: Consolidated data management cut manual effort by 90%.
2. Improved Client Satisfaction: Customizable, user-friendly reports enhanced communication and insights.
3. Scalability: BigQuery and AWS ensured effortless adaptation to growth.

Outcome
Closeloop’s platform revolutionized B&T’s operations, enabling efficient workflows, enriched client interactions, and scalable growth.

Client Introduction:

Datacube had the vision to help its customers with actionable analytics to leverage the data to its full potential by providing them the data they need to know where their business stands in real-time. So, they introduced the datacube platform, which imports data from any software or CRM and turns it into meaningful, visually appealing insights as opposed to boring spreadsheet reports from CRMs.

Focus: HVAC industry.

Challenges:

• Complex SQL queries for custom KPIs.
• TV browser compatibility issues.

Solutions:

• Optimized SQL queries for enhanced dashboard loading speed.
• Tailwind CSS integration for Silk browser responsiveness.

Features Highlights:

3rd party CRM integrations: The Datcube platform is built to easily integrate with third-party CRM platforms such as Service Titan. This provides our clients with the huge benefit of keeping Datacube and their CRM data in sync.

Custom-made boards: For each client, Datacube provides the flexibility to modify and even create new boards as per their needs. These boards are based on various KPIs to get a holistic view of any department of a business and measure its performance or the key areas where it needs to improve.

Contest Boards: Datacube has a feature where the clients can create a sense of competition amongst their employees to help them achieve their targets by creating contests with some winning criteria and prizes for the winners.

Review Board: Datacube has a feature where clients can connect their review accounts, such as Google reviews, with Datacube. The reviews from Google get organized and converted into meaningful consolidated reviews and ratings.

Results:

• Doubled business growth due to reduced onboarding time.
• Increased client interest in new features like contest boards.
• Improved client satisfaction with timely payments and reduced complaints.

Upright Labs is a trusted advisor working closely with retailers, including Goodwill and Salvation Army, providing the leading multichannel inventory management software within the pre-owned retail market. Their premier multi-channel listing and inventory management software, Upright Lister, enables seamless product tracking at stores, easy creation and editing of manifests, efficient inventory and order management, real-time shipping, and streamlined reporting, reducing touchpoints and saving valuable time.

With Upright's support, organizations like Goodwill and Salvation Army lead the development, stabilization, and growth of their e-commerce departments, laying the groundwork for efficient and high-growth e-commerce operations. Upright's services also introduce innovative sustainability practices to supply chains, operations, and recycling, allowing clients to focus on their bottom line and ensuring long-term gains through client retention and company growth while contributing to environmental protection.

Closeloop Technologies has developed and maintains the core modules of the cloud-based "Lister" software, making it incredibly user-friendly for second-hand retailers to efficiently manage inventory and sell their products online, reaching customers everywhere. This powerful software processes hundreds of thousands of items each month and has played a vital role in helping retailers sell millions in inventory. By powering their e-commerce operations, your code will directly impact their continued success.

McCreadie Group's Vestigo is a powerful web-based platform utilized by the Investigational Drug Service (IDS) to manage investigational drug products effectively. This comprehensive system facilitates tracking of all critical details, ranging from trial status and study team information to patient enrollment and IRB expiration dates. Vestigo seamlessly interfaces with OnCore, Research Pharmacists, EMR Systems, and Clinical Trial Management Systems (CTMS), ensuring seamless integration and data flow across various platforms.

Vestigo offers a comprehensive and integrated system that streamlines various aspects of clinical research management. The platform includes automated protocol management, catering to a wide range of study types and sizes, ensuring efficiency for both academic medical centers and smaller research sites. Inventory management features real-time tracking with detailed lot and item number information, enabling seamless monitoring of patient-specific inventory and returns or destructions. The system also handles dispensing and labeling, generating client-specific labels with barcodes for enhanced drug accuracy and patient safety. Customized billing and workload tracking are fully automated, increasing revenue and reducing manual invoicing labor costs. Moreover, Vestigo's electronic drug accountability reporting generates complete and compliant reports, supporting HIPAA and 21 CFR Part 11 requirements. The platform offers a robust set of standardized reports for various study types, ensuring ease of compliance and accurate record-keeping.

Closeloop designed, developed, deployed, and continues to maintain the McCreadie Group's Vestigo software—a fully custom platform that supports all aspects of IDS business operations. Vestigo is seamlessly integrated with 3rd party vendors and offers a complete set of APIs to facilitate connections with external partners. The entire platform, including the frontend user interface, solution architecture, coding (.Net, VB framework, SQL, JavaScript), QA, Training, and final deployment, was conceptualized and delivered within a remarkably efficient timeframe of 14-15 months.

Our customer, operating under an 'acquire and scale' business model, faced several challenges due to the diverse CRM systems utilized by acquired portfolio companies. These challenges included issues with standardization due to different sales processes, complexities in managing pricing with varying products and configurations, difficulties in achieving a unified document signing process, and struggles with data integration and reporting.

To address these challenges, we proposed a comprehensive solution architecture. The plan involved customizing Salesforce Sales Cloud to align with the customer's sales processes and integrating Salesforce CPQ to handle the complex pricing requirements. Additionally, DocuSign was proposed to streamline document signing.

During implementation, thorough testing was conducted on the Sales Cloud, CPQ configuration, data integration, and reporting functionalities. The solution resulted in streamlined lead management, accurate quoting, and improved document signing efficiency.

The successful implementation empowered the customer to achieve greater efficiency, standardization, and transparency in their sales operations, leading to increased sales productivity, improved customer satisfaction, and enhanced revenue growth. As a result, the company established itself as a leader in the industry.

ExpiWell is an innovative data collection platform that enables experience-centered data collection, community building, and real-time interaction. With ESM (Experience Sampling Methodology, which helps you study people’s feelings, thoughts, and operating psychology in their day-to-day lives), participant engagement numbers, and real-time data, it collects deeper insights not limited to data points but human experiences. Its web platform is powered by ReactJS, while its native iOS is built using Swift and Android with Kotlin.

Confused about what to wear today? Which outfit will make you shine at the event? Worry not, as this virtual closet in your pocket will suggest you the most suitable outfits according to your wardrobe inventory. Whatever the occasion, weather, or festival, Tailored Brands will help you bring out the best in you through your perfect clothing style. This eCommerce app also makes suggestions to the users on apparel they may buy as per their style and taste.

Omnidian Inc. collects, monitors, and analyzes data for energy generated by solar power systems installed on thousands of homes in North West US. The company's business model is based on end-to-end solar power monitoring, field service repair, and performance guarantee products for the life of solar power systems. To achieve this, Omnidian needed a fully integrated custom platform capable of collecting data from various partners, storing that data in a specific format, running regular data analytics programs, and reporting on anomalies.

Closeloop designed and engineered a full-featured platform for Omnidian called Resolv (Java, Spring Framework, MySQL, React.js, AWS EC2, AWS S3, Amazon RDS), which is capable of importing data from multiple sources in multiple formats. This data goes through pre-processing and is then stored in multiple customer-specific databases. Post-processing consists of a series of software programs running in parallel to analyze the data and store the results in separate data warehouses. The front-end application consists of multiple dashboards, reports, and graphs, which are generated in real-time and can be configured by the app administrator to provide finely tuned data for the decision-making process. Resolve also integrates with the field service system (Zendesk) and can create support cases automatically based on parameters defined for different scenarios.

The first iteration of the platform was designed, coded, tested, and delivered in four months. Since then, two additional versions have been released, enhancing the capabilities and enabling integrations with additional partners.

PACE Funding Group Inc (PFG) provides Property Assessed Clean Energy (PACE) financing to Homeowners through its channel partners and direct sales people for making clean energy and energy efficient upgrades.

PACE loan approval and administration process is substantially more complex than a typical loan in terms of the number of steps, external partners involved, regulatory steps needed and paperwork required. PFG's business process consists of loan pre-assessments, quoting various loan terms and pricing options, and accepting/ processing/ evaluating customer applications. This is followed by loan approval by underwriters, and creating and sending relevant contracts to various parties/ municipalities. Lastly the loan is funded and contractors are paid after ensuring all work has been performed and accepted by the customer.

Closeloop designed, developed, deployed and currently maintains PFG's PACE Powertools system - a fully custom software platform for supporting all aspects of PFG's business. PACE PowerTools is integrated with several 3rd party vendors and also includes a full set of APIs for external partners to connect to it. The platform was conceptualized and delivered in 4 months including UX/ UI, Solution Architecture, Technology Selection, Coding (PHP, MySQL, JavaScript, XML, iOS/ Android Mobile Apps), QA, Training and final deployment.

Client: UTR Sports (Universal Tennis)

• Closeloop's analysis of the existing UTR Sports platform revealed several baseline issues, including the absence of a single-click payment method for returning customers. As a result, customers could not save their payment details for future transactions when registering for events.

Proposed Enhancements:

• Save and manage credit cards for future transactions.
• Introduce Apple Pay & Google Pay for faster payments.
• Enhance the notification system with real-time text alerts.

Solution Implemented:

• Revamped registration process with save card feature.
• Seamless integration with Stripe payment flow.
• Improved user experience and efficiency.

Results:

• Enhanced user convenience and efficiency.
• Streamlined event registration process.
• Improved customer satisfaction and retention.

Introduction

Our customer operates on an "acquire and scale" business model, providing guidance to vertical B2B SaaS companies for long-term success through acquisition. Previously, they tracked financial data in spreadsheets and small tools, but leadership found these processes inadequate when acquiring portfolio companies.

Challenges

Standardization- In the context of acquiring customers for SaaS companies (also known as portcos), various business models and ERP systems were being used. This lack of a standardized process created challenges.

Billing Solution & Complexity- Managing multiple pricing models and revenue recognition methods introduced complexity into the billing system. Configuring and maintaining different pricing models and revenue recognition rules became difficult as it required careful planning and testing to ensure accuracy and compliance. Dealing with different currencies within the portcos' operations added an additional layer of complexity.

Data Integration & Reporting- Integrating data from multiple ERP systems with varying standards challenges data accuracy, integrity, and timeliness. A unified standard process is required to establish seamless data integration and generate comprehensive reports for a holistic view of organizational performance.

Solution

Our team conducted a comprehensive assessment of the Customer's financial processes, including data management, contracting, invoicing, and financial reporting. This helped us identify pain points and areas for improvement.

Implementation

Managing the Financial Data of Portcos- NetSuite was configured to centralize and streamline financial data across all portcos. A unified chart of accounts was set up to ensure consistency and ease of reporting. This standardized approach organizes and categorizes financial data in a consistent manner.

Subscription Process Management- SuiteBilling module in NetSuite simplifies subscription management and billing.

We implemented SuiteBilling with the following features and configurations:

Contract Process and Billing Operations

To streamline billing operations and manage customer contracts, we customized the SuiteBilling module to align with specific business requirements and contract terms.

Subscription Lifecycle Management

We set up subscription plans for different product packages in SuiteBilling to efficiently handle the entire subscription lifecycle and offer various options to customers.

Customization for Financial Processes

In addition to core SuiteBilling features, we customize and configure financial processes for each customer, including revenue recognition rules, amortization schedules, revenue arrangements, plans, and other financial considerations.

Automated Invoicing and Financial Control

NetSuite's billing module is used for automated and accurate invoicing. Controls and approvals are implemented for financial oversight and compliance.

Enhanced Financial Reporting for Subscription Revenue

Created customized reports and dashboards for subscription revenue analysis, and applied revenue recognition policies to comply with accounting standards.

Results

Closeloop implemented standard financial processes in six weeks. In phase 1, they delivered SuiteBilling with revenue recognition and customizations to help manage portcos and automate invoicing.

Introduction

ITHOS Information Network provides regulatory compliance software and services for the cosmetic, personal care, and chemical industries. Their cloud-based platform integrates regulatory expertise with software tools to streamline compliance processes, product formulation assessments, regulatory report generation, and access to pertinent regulatory data.

Problem Statement

In the past, businesses seeking to enter the cosmetic industry encountered various hurdles concerning regulatory compliance, technical specifications, and adhering to industry best practices. This crucial information is essential for those involved in the development or implementation of cosmetic solutions. While a plethora of cosmetic-related information is available online, it is often scattered across multiple websites and sources, making it challenging to locate the necessary data. Additionally, identifying reliable suppliers for these products can prove to be a daunting task.

The infrastructure of IIN has multiple shortcomings such as lack of standardization, security vulnerabilities, complexity, absence of disaster recovery systems, scalability and reliability limitations, and high expenses. To address these issues, ITHOS partnered with CloseLoop to propose a new architecture hosted on AWS, with the aim of mitigating these challenges while ensuring minimal disruption during the transition.

How Closeloop assisted ITHOS in building this complex solution

With our solutions of consulting, development, testing and AWS Migration, ITHOS experienced a 30% reduction in IT costs, improved disaster recovery capabilities, gained access to new features and services, and enhanced scalability and security of sensitive financial data with Closeloop's assistance. Overall, Closeloop helped ITHOS achieve its business objectives and prepare for future growth.

Closeloop was an indispensable assistant in building a successful IIN solution that has been in production for years with commendable performance.

Introduction

eRezLife's platform offers higher education institutions intuitive, cloud-based software that revolutionizes how they manage student affairs, campus life, and residential operations. By centralizing documentation, eliminating manual processes, integrating existing systems, and providing data-rich assessments, eRezLife empowers institutions to enhance the student experience and decision-making process.

Erezlife - A SAAS

This comprehensive solution has gained widespread acceptance in the US and Canada with a growing number of partners expressing interest. eRezLife's SAAS-based architecture enables generating a new application for new partners with just a single click, ready in minutes. The setup ensures exceptional performance, resulting in a large and satisfied customer base.

Solution

We gather requirements from stakeholders and create a roadmap for eRezLife. Our team of developers and testers collaborate closely and adhere to agile methodology to ensure successful product delivery. We contribute to product management, architecture, R&D, feature development, bug fixes, code reviews, code versioning, and quality assurance.

• Product Management & Scrum Ceremonies
• Product Architecture Solutions
• Spike - R&D to identify challenges and risks in upcoming development
• Feature Development
• Bug Fixes and Maintenance
• Code Reviews & Code Versioning
• Quality Assurance

Our dedication and expertise ensure successful development and maintenance of eRezLife, meeting client and stakeholder needs.

Product Architecture​ Solution

The eRezLife team creates clean architecture solutions to enhance product usability, reliability, and performance. Each new customer receives a separate subdomain, such as abc.erezlife.com, with dedicated databases, code sets, and configurations to ensure smooth deployment. To manage infrastructure efficiently on AWS, we use Infrastructure as Code (IaC) using Terraform and Ansible Playbooks, along with the latest CI/CD techniques. eRezLife's resident life feature relies on a robust collaboration service between peers and residence managers, achieved through message broking. We leverage AWS SQS for effective message broking. For report generation, eRezLife utilizes AWS Lambda functions, enabling swift and efficient reporting. These well-thought-out architectural decisions ensure that eRezLife stands as a stable, secure, and reliable product that meets the needs and expectations of our customers.

Introduction

The client is a top US recruitment agency that provides HR solutions for employers and employees. However, the majority of existing recruitment options are failing to efficiently find qualified candidates, resulting in wasted time and money. Ajna will revolutionize the industry by eliminating bias, ensuring compliance, reducing attrition, streamlining hiring processes, and maximizing business value while saving time for all parties involved.

Challenges

Our primary objective was to create a machine learning-based matching algorithm that provides precise results within seconds. Moreover, we had to design an automated interview scheduling process to save valuable time for both employees and employers. Lastly, we had to construct a payroll and reporting module that displays multiple reports based on diverse criteria, serving the needs of job managers and recruiters alike.

Solution

To solve recruitment challenges, we created Ajna, a cutting-edge SAAS platform catering to employers, job seekers, and recruitment agencies. It offers modern technology, advanced search engines, and superior services to simplify the recruitment process. Ajna's search engine utilizes a machine learning-based matching algorithm, considering various parameters such as job type, proximity, compensation, employment type, experience, job titles, requirements, and duties. The platform also features an automated scheduling tool, real-time communication, and two-way profile transparency, contributing to increased acceptance of job offers.To address these challenges, we have developed Ajna, a cutting-edge SAAS platform and the industry's first bias-free external and internal recruiting solution.

Ajna caters to employers, job seekers, and recruitment agencies. For employers seeking the most qualified candidates, it offers modern technology, advanced search engines, and superior services to simplify the recruitment process. For individuals exploring new job opportunities or career paths, Ajna helps them discover suitable options.

Result

Our web-based SAAS Recruitment software and iOS app deliver exceptional staffing and employment experiences for clients and candidates across various industries. Our system provides comprehensive office staffing and payroll services nationwide. We differentiate ourselves by promoting equitable hiring practices through gated profiles, bias-free job descriptions, and profile-building tools.