Closeloop Technologies

Overview

Ajna is a recruitment platform used by staffing teams to connect employers with talent across multiple industries. Although the platform offered features like automated matching and scheduling, its candidate onboarding flow was long and manual. Closeloop enhanced Ajna with an AI-powered resume parser that converts resumes into complete profiles in one step, improving speed and data accuracy.

The Challenge

Candidates were required to enter work history, education, and skills manually, causing many to drop out before finishing their profiles. Incomplete profiles could not match with jobs, reducing placement opportunities and forcing admins to fix or create profiles themselves. This manual work slowed hiring and created delays for both recruiters and candidates.

Our Solution

Closeloop integrated an AI resume parsing system using NLP to extract skills, job titles, responsibilities, and education directly from uploaded resumes. The former multi-step onboarding was replaced with a one-click upload experience. An AI-assisted admin tool allowed profile creation from resumes without manual data entry, improving platform adoption and consistency.

The Impact

The new process increased onboarding completion by seventy percent and reduced incomplete profiles by ninety-nine percent. Job-candidate matching became almost fully automated, and administrative effort was reduced by ninety-five percent. Ajna now supports faster hiring, better data quality, and a smoother candidate experience.

Beyond Recruitment

The AI parser is adaptable across industries. Education platforms can recommend courses based on skills. Real estate agencies can match tenants with properties. Hospitals can manage patient history and staff hiring more efficiently. Corporate training teams can map employee skills and recommend learning paths. This makes the parser a powerful, industry-agnostic data engine.

Overview

Block & Tam is a global marketing agency known for driving performance through data-backed strategies. Although the team processed large volumes of marketing data, turning that data into visual insights was slow and required technical skills. Closeloop built an AI-powered text-to-chart solution that allowed anyone to generate charts instantly using simple English prompts, making insights faster, clearer, and more accessible across the organization.

The Challenge

Block & Tam’s existing system consolidated data effectively, but visualization remained manual and time-consuming. Analysts spent hours preparing charts, delaying insights for client teams. Non-technical users—such as account managers and creative leads—found the process difficult, often relying on analysts for even basic visuals. This created bottlenecks, slowed decision-making, and limited the agency’s ability to quickly identify opportunities for clients.

Our Solution

Closeloop developed a custom AI visualization layer powered by NLP, enabling users to create charts from natural language commands. Users could type prompts like “Show clicks and cost by category” or “Create a bar chart for conversions by market,” and the system generated accurate, ready-to-use visuals within seconds. The interface allowed real-time filtering and refinement, making data exploration intuitive for both technical and non-technical staff. Built on Python, React, and AWS, the solution integrated seamlessly with Block & Tam’s existing datasets.

The Impact

The AI tool reduced reporting time by seventy percent, automating manual chart creation and freeing analysts to focus on deeper insights. Users gained real-time visual outputs, improving collaboration between analysts, account managers, and creative teams. The enhanced clarity and speed strengthened client presentations and increased the agency’s ability to communicate value. 

Overview

CxC.ai is an AI-powered platform that modernizes call-by-call management for home service businesses. Using Large Language Models (LLM) and Retrieval-Augmented Generation (RAG), it provides real-time feedback to customer service agents and technicians, helping improve communication, boost efficiency, and increase revenue.

The Challenge

Home service companies often rely on manual customer service processes, slowing response times and creating frustration for customers who expect quick answers. Existing systems rarely provide personalized interactions, making it difficult to build rapport or convert leads. Support capacity is strained by repetitive questions, which take time away from more complex requests. Technician performance also goes untracked, limiting insight into service quality and training needs.

Our Solution

CxC.ai introduced AI-driven features to transform service interactions. RESTful APIs and webhooks enabled integration with CRMs and enterprise applications, ensuring smooth data flow during calls. Advanced NLP powered by LLM and RAG improved language understanding and response generation, allowing AI bots to coach service staff in real time. End-to-end encryption protected data in transit and at rest, ensuring secure collaboration between teams, customers, and technicians.

The Impact

The new AI-supported process reduced customer response time and improved interaction quality. Agents and technicians received instant coaching, helping them handle calls with greater confidence and accuracy. Customers experienced more personalized guidance, increasing satisfaction and trust. Operational costs decreased due to better resource allocation and reduced handling of repetitive requests. Technician productivity improved through AI-assisted performance insights, allowing businesses to scale their service operations while maintaining high support standards.

Overview
Xicato Inc. is a leader in intelligent LED lighting used in museums, galleries, theaters, and other high-impact spaces. Its XIM lighting modules include Bluetooth and Wi-Fi for advanced control of ambiance and visual settings. To enhance accessibility, Xicato began developing XIMtroller, an iOS app that allows lighting designers and facility managers to adjust brightness, set schedules, and configure lighting scenes from a mobile device.
 

The Challenge
Creating XIMtroller required overcoming major technical challenges. Connecting iOS devices with Bluetooth-enabled XIM lights was difficult, especially when provisioning and commissioning multiple fixtures at once. Instability in Apple’s CoreBluetooth framework caused unexpected disconnections, interrupting communication and setup workflows. Securing communication was essential, since lighting control in museums and similar venues required protection against unauthorized access on both public and secured networks.
 

Our Solution
Closeloop refined the communication protocol to improve reliability between iOS devices and XIM lights, making provisioning and commissioning more stable. Additional measures reduced CoreBluetooth connection drops, allowing more consistent data exchange during lighting setup. Public-private key encryption was implemented to secure device communication and protect control commands across networks.
 

The Impact
The improved communication layer enabled more dependable provisioning of XIM lights in real environments. Enhanced encryption increased trust in using XIMtroller across sensitive locations where security is critical. Development agility allowed the team to resolve connectivity and interface issues quickly, supporting continuous progress. Today, XIMtroller offers a more stable, secure, and intuitive lighting control experience, helping Xicato advance the future of intelligent architectural lighting.

Overview
McCreadie Group provides software solutions for Pharmacy Education, Residency Programs, and Research Pharmacies. Their flagship platform, PharmAcademic, supports experiential learning, assessments, curricular outcomes, and portfolios for pharmacy professionals. As usage expanded across institutions, McCreadie partnered with Closeloop to improve user management and strengthen account security to enhance overall platform efficiency and user experience.

The Challenge
PharmAcademic received a high volume of support tickets, with nearly a quarter tied to password reset issues. Users frequently reported difficulties receiving reset emails or accessing secure links, leading to delays and frustration. Program Directors also spent considerable time manually removing preceptors no longer associated with their programs. Without a bulk or automated removal process, user management became inefficient and diverted attention from core academic and residency responsibilities.

Our Solution
Closeloop designed a targeted solution focused on secure access and streamlined user lifecycle management. Two-factor authentication was introduced using a Password Authentication Number to improve security and simplify password recovery. Users were given the option to receive reset codes via SMS using an integrated Twilio-based delivery mechanism. Additionally, an automated removal process was implemented to identify and remove preceptors who had completed or exited programs, ensuring accurate user records while maintaining fairness and control for administrators.

The Impact
The updates led to a significant reduction in support workload, reducing password reset-related tickets by an estimated 65 percent. Program Directors gained time and operational clarity through automated user cleanup, improving program management efficiency. Users experienced a more reliable and secure account recovery process, enhancing confidence and ease of access. 

Overview
Cordance is a vertical B2B SaaS acquisition company operating on an “acquire and scale” model. As its portfolio grew, customer support became difficult to manage across multiple products and teams. The company needed a centralized platform to streamline inquiries, improve response time, and deliver a consistent support experience. Closeloop implemented Salesforce Service Cloud to modernize support operations and create a scalable service foundation.

 
The Challenge
Support requests arrived through scattered channels, causing delays and miscommunication. Customer information was stored in different systems, making it hard for agents to gain a complete view of issues and respond effectively. Management lacked visibility into case volumes, resolution speed, and team performance, complicating resource planning. As more SaaS companies were acquired, the existing support setup could not scale without risking customer satisfaction and operational quality.

Our Solution
Closeloop deployed Salesforce Service Cloud as a centralized support hub, giving agents a single view of customer interactions across all portfolio companies. Email-to-Case and Omni-Channel Routing automated case creation and assignment, reducing manual work and improving response consistency. Integrated account data enabled more personalized communication, while automated updates kept customers informed. The solution was designed for growth, allowing new acquisitions to be onboarded quickly using standardized processes and shared support metrics. 

The Impact
The platform transformed Cordance’s support environment into a structured and efficient operation. Case resolution time shortened, customer communication became clearer, and satisfaction improved. Leadership gained insight into support trends and team workload, enabling better operational planning. With a scalable Service Cloud implementation, Cordance is now equipped to deliver consistent, high-quality support across its expanding SaaS portfolio.

Overview
Cordance uses Salesforce as its CRM and NetSuite as its ERP for accounting and billing. However, manual data transfer between the systems caused inaccuracies, billing delays, and limited reporting visibility. Closeloop Technologies implemented a Celigo integrator.io based integration to enable real-time synchronization, automated sales-to-billing operations, and streamlined revenue processes.

The Challenge As sales volume grew, manual Salesforce-to-NetSuite updates created operational friction and risks, including: Data inaccuracies & duplication due to repeated manual entry. Inefficient billing and sales order creation, increasing processing time and error rates. Delayed revenue recognition from slow data movement into NetSuite. Limited reporting and forecasting visibility across sales and finance. Complex data mapping between Salesforce CPQ structures and NetSuite records without an integration tool.

Our Solution
Closeloop designed a scalable integration using Celigo integrator.io to replace manual workflows. Key components included: Integration layer setup between Salesforce CPQ and NetSuite. Real-time triggers to sync data automatically when opportunities close. Automated transfer of quoting, pricing, and contract terms for accurate billing. Error handling, logs, and exception alerts for faster issue resolution. Documentation and training to ensure smooth onboarding and user adoption. This approach ensured data consistency, reduced manual steps, and prepared Cordance for future automation enhancements.

The Impact
Real-time data synchronization reduced delays and improved billing timeliness.
Automation removed most manual entry, cutting data discrepancies and workload. Improved error handling enabled faster resolution and operational continuity.
Stronger reporting and financial visibility supported better decision-making.
The integration now serves as a reliable, scalable foundation for unified sales and financial operations.

Overview
Ithos Global provides regulatory compliance software for cosmetic, personal care, and chemical brands, helping them manage complex global regulations and product documentation. To support growth and strengthen system reliability, Ithos partnered with Closeloop to migrate its compliance platform to AWS and modernize its infrastructure for security, scalability, and cost efficiency.

The Challenge
The existing infrastructure lacked standardization, making communication between systems difficult. Security risks left the environment vulnerable to potential data breaches. Managing servers and updates was complicated and prone to errors, increasing operational effort. The system could not scale easily to support new customers and workloads, and the absence of a disaster recovery plan posed a risk of data loss. High infrastructure costs further limited innovation and expansion.

Our Solution
Closeloop collaborated with Ithos to design and migrate to a cloud architecture hosted on AWS. The engagement included migration of applications and data, cloud architecture consulting, and implementation of AWS services such as EC2 for computing, AWS RDS and MongoDB Atlas for data management. Managed services were introduced for monitoring, maintenance, and ongoing optimization. The new design emphasized security best practices, standardization, and simplified infrastructure management, enabling continuous improvements and faster delivery of compliance capabilities.

The Impact
The AWS migration reduced infrastructure costs by approximately 30 percent using a pay-as-you-go model. Disaster recovery capabilities improved significantly, increasing resilience against outages. Ithos gained access to new AWS features that enhanced product performance and compliance workflows. Scalability improvements enabled the platform to handle growing regulatory demands with ease, while enhanced security controls helped protect sensitive compliance data. 

Client: D2D Global
Solution: Centralized, AI-Enabled Logistics Platform Development

Overview
D2D Global is a North American haul-away logistics operator specializing in transporting finished vehicles from ports and yards to dealerships. As operations expanded, D2D partnered with Closeloop Technologies to replace spreadsheet-driven processes with D2DLoop, a centralized, cloud-based, AI-ready logistics platform designed to streamline quoting, routing, trip execution, and compliance.

The Challenge
D2D relied heavily on Excel, emails, and disconnected tools for quoting, route planning, and cost tracking. This caused version mismatches, slow planning cycles, and 3–5% margin leakage due to outdated cost models. Limited visibility into trips, labor-intensive compliance reporting, and the absence of real-time analytics further restricted decision-making. Fragmented systems created data silos, while planning depended on tribal knowledge, impacting scalability and consistency.

Our Solution
Closeloop delivered D2DLoop, a unified, configurable logistics management platform built on Laravel, ReactJS, MySQL, and AWS. Key capabilities included automated rule-based quoting tied to fuel, toll, and labor variables; a smart route builder with segment metadata for accurate planning; real-time trip tracking with cost and performance insights; and digital inspection workflows aligned with OEM and BEV standards. The modular architecture enabled seamless future integrations with telematics, GPS, and AI-driven optimization.

The Impact
Within three months, D2D realized major efficiency gains:
30% reduction in quoting cycle time
25% increase in quote accuracy
40% reduction in planning effort
70% decrease in email dependency
50% fewer customer quote revisions
D2D now operates with greater transparency, faster onboarding, stronger compliance, and real-time operational intelligence. The platform positions the company for continued growth, AI-enabled optimization, and enhanced customer confidence.

Overview

Agora partnered with Closeloop Technologies to enhance UrsaLive, a platform that allows emerging artists to stream live performances and interact with fans from anywhere. As UrsaLive’s audience grew, the platform needed more reliable real-time communication to deliver high-quality audio and video experiences that could scale without performance loss.

The Challenge

UrsaLive struggled with high latency, inconsistent audio and video quality, and delayed interactions during live sessions. These issues disrupted performances and reduced user engagement. As live events increased, the platform could not scale to support larger audiences, resulting in performance drops and a decline in user satisfaction. Without a stronger real-time engine, UrsaLive risked losing both artists and fans due to unreliable streaming experiences.

Our Solution

Closeloop integrated the Agora SDK to rebuild UrsaLive’s communication layer with low-latency, high-quality streaming capabilities. Agora provided a dependable and scalable architecture for real-time audio and video, ensuring smoother performances and more responsive fan interactions. The SDK offered seamless integration with UrsaLive’s existing system, enabling fast adoption while supporting future scalability needs.

The Impact

After implementing Agora, UrsaLive experienced a significant improvement in platform performance. Latency dropped by thirty percent, and audio/video quality became far more consistent, even during peak events. User engagement increased by forty percent as fans enjoyed more interactive sessions with artists. The improved reliability also enabled UrsaLive to host additional events and larger audiences. With better engagement and scalability, the platform saw a forty-five percent increase in revenue, reinforcing its position as a growing destination for live artistic performances.

Overview

Autotech Consulting Group operates large automotive yards across Mexico, managing the flow and servicing of vehicles for multiple OEMs. As operations expanded, manual tools and outdated systems could not support real-time accuracy. Autotech partnered with Closeloop to build a custom Yard Management Platform with a mobile app to digitize vehicle movement, services, and damage reporting.

The Challenge

Vehicle movement inside the yard followed no fixed sequence, making it difficult to track activities with existing tools. Services like washing, accessorization, battery charging, and refueling were managed manually, leading to inconsistent records and billing disputes. Damage reporting lacked standardization, increasing operational risk. Reliance on phone calls, spreadsheets, and manual entry created gaps between fieldwork and system data, limiting visibility and slowing decisions.

Our Solution

Closeloop created a centralized web platform and real-time mobile app for yard operations. The system digitized the vehicle lifecycle from check-in to dispatch, allowing staff to update service status and record damages directly from mobile devices. Flexible workflows supported unique movement paths for each vehicle. Planned SAP integration connects yard activities to billing, improving traceability for OEMs and financial teams.

The Impact

The platform reduced manual work by more than ninety-five percent and improved accuracy across vehicle movement and service tracking. OEMs gained real-time visibility through EDI connections, enabling faster decisions and stronger collaboration. Billing became more reliable due to complete service and damage records. With end-to-end operational transparency, Autotech now runs yard logistics with greater efficiency and is prepared for future automation and expansion.

Client: BeautyMatter
Solution: AWS Cloud Migration & Infrastructure Optimization

Overview

As a fast-growing media and insights platform for beauty industry professionals, BeautyMatter needed to scale its infrastructure to support increasing traffic and content volume. With performance issues emerging from a legacy setup, the company partnered with Closeloop to lead a secure, zero-downtime migration to AWS—paving the way for long-term growth and stability.

The Challenge

• A 25 GB legacy database filled with redundant, outdated data

• Locally stored media files, restricting flexibility and scalability

• Performance slowdowns during peak traffic periods

• An outdated deployment architecture complicating replication and updates

• Need for a secure, cloud-native solution that could grow with the platform

Our Solution

Closeloop executed a phased AWS migration strategy focused on performance, resilience, and operational continuity.

Key steps included:

• Redesigned cloud infrastructure using EC2, RDS, and S3

• File storage migration to S3 for scalable, cloud-based access

• Database optimization, removing legacy entries to reduce load

• Full testing and staged rollout to ensure a smooth, disruption-free transition

• Training sessions to empower BeautyMatter’s internal team on AWS monitoring tools and best practices

The Impact

• Zero downtime or data loss throughout the migration process

• Faster page loads and improved performance during peak usage

• Lighter, cleaner database, resulting in reduced server strain

• Scalable cloud infrastructure, ready to support future growth and media expansion

Client: Grocery Supply Company (GSC)
Industry: Wholesale Distribution & Logistics
Solution: Custom Mobile Application Development

Overview

Operating across nine states with a high-volume delivery fleet, Grocery Supply Company (GSC) needed a smarter way to manage complex, paper-based logistics. The legacy process, reliant on handwritten notes and manual tracking, created frequent errors, delayed reporting, and offered limited visibility into real-time delivery activity.

The Challenge

GSC faced several operational roadblocks:

• Manual delivery logs for item counts, returns, and proof of delivery

• No structured process for handling different product categories (e.g., tobacco, bulk goods)

• Paper-based signatures were unreliable and hard to verify

• High error rates due to manual tallying

• Inability to track or reconcile discrepancies in real time

• Limited connectivity during delivery routes

• No visual or map-based interface for drivers

Our Solution

Closeloop partnered with GSC to build a custom mobile application designed for real-world delivery conditions. This user-friendly app offers:

• Guided delivery workflows tailored by product type

• Offline mode for uninterrupted use in low-connectivity areas

• Integrated route maps for better navigation and stop tracking

• Digital proof of delivery, including e-signatures and image capture

• Real-time inventory tracking during deliveries and returns

• Centralized data sync with back-office systems

The Impact

• 100% elimination of paper records across delivery operations

• 30% faster route execution, enabling more deliveries per day

• Complete inventory accuracy, reducing costly errors and miscounts

• Improved accountability with traceable, verifiable digital delivery logs

Client: We Are Social Australia
Industry: Creative & Advertising
Solution: Custom Software Development
Platform Name: Iris

Overview

As a fast-growing, social-first creative agency based in Sydney, We Are Social Australia collaborates with a wide network of creators to deliver impactful campaigns for global brands. However, with growth came complexity—managing creator relationships, campaign data, and performance insights across fragmented tools led to inefficiencies and slowed down team operations.

The Challenge

With creator information scattered across spreadsheets, emails, and docs, internal teams faced:

• Fragmented and unreliable data sources

• Time-consuming creator onboarding and tracking

• No centralized history of past collaborations

• Limited scalability for increasing campaign volumes

Our Solution

Closeloop partnered with We Are Social to build Iris, a tailor-made internal platform designed to bring clarity, consistency, and speed to their creative operations.

Key features include:

• Unified Creator Profiles with audience data, platform links, and content highlights

• Centralized Campaign History to retain insights and performance context

• Rate Card Management and billing terms for financial clarity

• Smart Tagging by niche and content type for fast creator discovery

• Collaborative Notes that keep all departments aligned

• Shared Access ensuring all teams work from the same, up-to-date source of truth

The Impact

• 50–70% reduction in time spent on creator-related admin tasks

• End-to-end visibility into creator performance and past engagements

• Accelerated onboarding and better creator-campaign alignment

• A future-proof system built to scale with the agency’s growing network

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.