TechWize

Client:

Global Education Consulting Firm specializing in career guidance and academic advisory services for students across various educational levels and disciplines.

Components/Technologies Used: Mautic, Acquia Campaign Studio, PHP, MySQL, JavaScript, HTML, CSS, Photoshop, Illustration, Cloudberry (Amazon S3 integration), Postmaster.

Requirement:

The customer needed assistance with setting up and managing a marketing automation solution using Mautic and Acquia Campaign Studio. The challenges included understanding the client’s workflow, maintaining their previous work legacy, conducting regular work audits and fixes, integrating with the client’s in-house applications, and managing live instances.

Solution Delivered:

We began by installing the marketing automation instance and configuring it to meet the client’s specific needs. Customization was done to tailor the solution to their requirements. Our services included creating and maintaining campaigns, emails, landing pages, forms, surveys, and APIs. Regular audits were performed to identify and address any issues, and we provided consistent project updates to keep the client informed.

Result Achieved:

The project was completed on time, and our regular audit and fix approach ensured prompt issue resolution. We successfully managed live instances, allowing the client to focus on their core activities. Our solutions enhanced the client’s marketing efforts, providing them with a streamlined and efficient automation process.

Overview

Analysis of Sales for Interior Design Services, separated by industry. Distinguish new channels and organize promoting inside each channel. When building up a go-to-market strategy for item deals, guarantee that every conceivable channel is being considered and properly allocated. Here we are Creating products or marketing stuff customized which fits in industry needs.

Challenge

The client was already in use with Salesforce CRM community for their partners (franchise owners) to review the orders and invoices for interior design work for homes and corporate offices but he was looking solution to interact with their customers which gives their partner access to send attractive offers email and personalize their each customers journey. It was very challenging to manage personalized email campaigns to the customer for a franchise owner. Without this, there was a negative impact directly on their sales and customer relationship.

Solution

In order to overcome from client challenge, first of all, we set up a marketing cloud for marketing admin. In this process, we personalize/customize the following things in the marketing cloud which allows franchise owner to set a interaction with his clients.

• Franchise Owners can send email from Community to customers.
• Franchise Owners can check each sends email engagement status in the community itself.
• Franchise Owners can edit each customer email before sending and give it personalize the look.
• Dynamic Email Templates which they want to update after each year end.
• Marketing Admin can review customer journey analytics.
• Required dedicated IP to send the content to customers.

Problem

The Client needed to migrate the client approach process automatic and wanted to set an error free communication with direct clients. The Client’s current customer approach process was not fit for purpose, there was a requirement of a new automatic process for customer communication, leads segregation, multiple ways approaches, reporting and avoid manual task for the team. These such challenges increasing to an unmanageable level for support team and volume was anticipated to grow exponentially.

Solution

• Delivery of a configured Salesforce Marketing Cloud
• Content Fetching process with a schedule to collect from every possible data
• Use of Marketing Cloud Connect
• Automated lead nurture journeys, via Journey Builder and web-to-lead
• Lead Filtration process region wise
• Integration to Social media platform (Facebook lead forms) via Lead Capture for Salesforce

Implementation

1. Automation Studio

• Step 1 = Fetch Data using Third party tool
• Step 2 = Data Filtration (SQL)
• Step 3 = Initiate Customer journey

2. Customer Journey

• Connect with Customer Via Email
• Open Communicated to the customer and keep a track of complete process with a proper end to end reporting
• Not Checked -Shoot an email to Customer but yet not checked by customer than jump to Mobile communication and shoot a message
• Mobile Updated to the customer by Mobile if truly reported to the system if not then jump to Direct Mail

3. Direct Mail -If all communicated not worked than automatically scheduled a direct mail option on customer’s address

Impact:

Mangalam worked with the client to develop an enhanced system where any client can build a great customer journey for its customers using Salesforce Marketing Cloud. Set a proper reporting system using Automation Studio of Marketing Cloud, and migration of content from a legacy system and set up a communication studio with Email / Mobile & Direct mail availability.

Client:

Cloud-based Information Security Company.

Requirement:

The client, a dynamic marketing solutions company focused on crafting tailored marketing programs, sought to establish efficient financial and statistical reporting using Sage Intacct technology. However, their previous consultant had been unable to deliver the desired outcomes. The client faced not only a waste of time but also the frustration of unmet expectations.

Solution Delivered:

In response to the client’s challenges, TechWize engaged in a comprehensive analysis of the client’s business, technical, and operational hurdles. This analysis laid the foundation for developing a robust application capable of enabling the financial and statistical reporting crucial to their operations.
We embarked on a process of designing various reports, each catering to specific needs, while simultaneously reengineering existing processes to align with their complex reporting requirements. This endeavor also encompassed customizing the system configuration to seamlessly integrate the new processes.
Leveraging the insights and feedback from the client’s business users, our technology teams diligently incorporated recommended changes into the application. This iterative approach ensured that the final solution met the precise financial and statistical reporting needs identified earlier.

Delivered Results:

Having meticulously addressed reviews and suggestions from the client’s business users, we successfully launched the application. This dynamic solution allowed the client organization to extract a diverse array of financial and statistical reports from Sage Intacct with remarkable ease. Consequently, the client gained unfettered access to the essential reports essential for meeting their business requirements. Our team’s expertly developed processes not only fulfilled their multifaceted reporting needs but also introduced automation where needed. This holistic approach enabled the client organization to operate seamlessly and efficiently.

Client:

The client is a provider of 3PL software that powers an end-to-end ecommerce fulfillment process from inventory validation to warehouse management and order shipment. With a market capitalization of over $27 million, the company is leading in its industry.

Requirement

• Integration Complexity: Integrating the software with the client's existing systems and processes was a challenge and it required extensive customization to ensure seamless operations.
• Scalability: As the business grows, the client faced challenge in handling increasing order volumes and warehouse operations efficiently.
• Competitive Landscape: The 3PL software industry was competitive, and the client needed to continuously innovate and stay ahead of competitors to attract and retain customers.
• Inventory Management: Ensuring real-time and accurate inventory tracking was a challenge for the client to prevent stockouts and optimize warehouse utilization.

Solution Delivered:

• Integration Assistance: Or developers provide dedicated support to help with seamless integration of the software into the client's existing systems and workflows, including custom development if required.
• Scalable Architecture: Or developers designed the software with a scalable architecture that handled increasing order volumes and warehouse operations efficiently, allowing for easy expansion as the client's business grows.
• Compliance Support: our developers incorporated features, modules that helped the client adhere to regional, and industry-specific regulatory requirements, streamlining compliance processes.
• Real-time Inventory Management: Or developers implemented real-time inventory tracking and management features to optimize stock levels, reduce stockouts, and enhance warehouse efficiency.

Results:

• Increased Efficiency: The integration of different technologies streamlined and automated processes, leading to faster order processing and reduced manual errors.
• Improved Resource Utilization: Optimized inventory management and warehouse operations led to better resource allocation, reducing wastage and increasing cost-effectiveness.
• Enhanced Customer Experience: Improved accuracy, faster fulfillment, and timely order updates contributed to a better overall customer experience, leading to increased customer satisfaction and loyalty.
• Compliance Adherence: Integration of compliance features ensured that the client could adhere to industry and regional regulations, avoiding potential legal issues.

Client:

Client is a Chicago-based IT Services company

Requirement:

Migrate an existing MOSS 2007 portal to SP2010 and implement FAST Search Server for improved search and metadata management.

Solution Delivered:

Successfully migrated the existing portal to SP2010, enhancing search capabilities through FAST Search Server integration. Legacy concept searching and GSA functionalities were replaced with SharePoint’s FAST Search. The migration process involved meticulous planning to ensure a seamless transition. Additionally, term store functionality was leveraged to manage taxonomy and metadata within the portal.

Delivered Results:

Enhanced portal performance, improved search accuracy, and streamlined migration process.

Customer/ Industry/Domain:

Customer is one of the biggest telecom service providers.

Requirement:

• To design the User Interface for configuring shopping basket/cart or solutions which a client wants to purchase/subscribe. Those could be individual customers or corporate interested in bulk subscription of lines of fibre lines etc.
• Generating Quote and Contract
• Generating Order and its orchestration
• Integrating Billing and Provisioning systems.

Solution Delivered:

• Implemented Lightning App and LWC Components for manging cart of solutions, editing and deleting components from the cart/basket.
• Quote document creation
• Contract document creation and signing off via DocuSign.
• Implemented approvals as High value opportunities having big baskets needs approvals to go-ahead
• Automatic Order creation along with order line items based on the items selected in the basket.
• Order orchestration steps running in background which will identify services and subscriptions to be managed
• REST API Integrations along with Callouts for managing Billing and Provisioning processes.
• Reporting and Analytical dashboards

Delivered Results:

The development of a Lightning App and Lightning Web Components (LWC) enabled effective cart management, allowing users to modify and remove components. Quote and contract document creation, along with DocuSign integration for signing, streamlined the process. Automated order creation and line item generation were based on cart selections, with background order orchestration managing services and subscriptions.

Client:

The Client is a video game and software development company based in USA.

Requirement:

• To build an environment where developers and gaming users can collaborate, communicate, and share the insights via central platform.
• Members of this global community rely on their portal as a vital source of technical and professional information, resources, and services. For several years, this group used the previous Salesforce Partner Portal system as their central access point, but it did not include features that would allow them to extend their use of the Salesforce platform. They started to consider other ways to organize and manage their communications to better serve their members.
• Members of this global community rely on their portal as a vital source of technical and professional information, resources, and services. For several years, this group used the previous Salesforce Partner Portal system as their central access point, but it did not include features that would allow them to extend their use of the Salesforce platform. They started to consider other ways to organize and manage their communications to better serve their members.

Solution Delivered:

• We developed Single-Sign On to simplify and standardize the user authentication.
• Case Management has helped them managing the case separately and enabled them for auto case management based on the given criteria. This has improved case resolution time drastically.
• Case survey was built by us so that they can get the feedback.
• Articles and Knowledge base was quite essential which allows the users to get tailor-made solutions without looking after the support.

Delivered Results:

The implementation of Single Sign-On simplified user authentication by allowing seamless access to multiple applications. Case Management improved efficiency through separate case handling and automated resolution based on criteria, significantly reducing case resolution time. Additionally, the integration of Case Surveys and a Knowledge Base enhanced user experience by gathering feedback and providing tailored solutions, reducing support dependence.

Client:

Sage Intacct Consulting partner headquartered in Australia

Requirement:

The customer faced significant synchronization errors between Salesforce (SFDC) and Sage Intacct platforms, particularly concerning Software Subscription Contracts.

Solution Delivered:

Our team addressed this challenge by reconfiguring the integration setup to enhance the connection between Salesforce and Sage Intacct. This reconfiguration focused on optimizing the synchronization process and eliminating the occurrence of sync errors. As a result, the end users experienced a seamless integration, and transactional data began flowing accurately in both directions.

Result Achieved:

Following the integration reconfiguration, the customer observed a remarkable improvement in their operations. The previously persistent sync errors were completely eliminated, leading to a reliable and error-free exchange of data between SFDC and Sage Intacct. This enhanced data consistency and accuracy contributed to improved decision-making and operational efficiency.

Client:

A prestigious university in Australia known for its commitment to student experience, teaching excellence, and research endeavors.

Requirement:

The University had transitioned to Microsoft Dynamics CRM for managing customer-related information. Testing activities were handled by developers due to the absence of a dedicated testing team. There was a lack of test management processes, including test case creation, execution, traceability, and bug tracking.

Solution Delivered:

• Formulated comprehensive testing best practices.
• Implemented the use of Azure DevOps (ADO) for managing all testing activities.
• Established clear traceability between testing activities and project requirements.
• Developed Functional, End-to-End, and Regression test cases.
• Introduced automation scripts utilizing TestProject and Testim tools for smoke and regression testing.

Result Achieved:

• Synchronized testing processes with the development phase, enhancing overall project efficiency.
• Utilized testing metrics to gauge project health and quality.
• Enabled smoke and regression testing using automated tools, accommodating multiple data scenarios.
• Received appreciation from stakeholders for optimizing the testing process.

Client:

The client is an Australian non-profit organization in the healthcare domain helping babies, children, teenagers, and adults living with cerebral palsy and other neurological & physical disabilities.

Key Challenges:

The client organization wanted to move towards Power BI technology for enabling data visualizations. The requirement was to analyze the complex SharePoint logs and create the visualizations for governing the files accessed and folders created by their employees. 

Furthermore, the organization wanted to assign training sessions if anyone needed help creating the new folders in the right format and sharing these reports with the managers. However, these training sessions seemed to be an effort and time-taking process.

Solution Delivered:

TechWize investigated the client’s business, technical, and operational challenges to create detailed technical requirements for developing a custom dashboard.

We connected to Azure logs using KQL and connected to Power BI for modeling these logs and created visualizations, and published these reports to Power BI Service for easy access to the client organization. This report was scheduled to refresh daily without any manual intervention. 

We further leveraged Power BI Desktop for report creation and Azure data explorer for writing KQL and exporting to Power Query M Language. Our teams enabled Power BI Service for live report access through web URLs by the organization’s diverse user base. 

Our technology teams completed the changes and transformations business users of the client organization suggested for deeper understanding and applied them to the created dashboard.

Delivered Results:

We created and made the dashboard live after successfully fulfilling multiple reviews and many suggestions given by the business users to meet all the requirements of the client organization.

The dashboard improved collaboration between the client organization’s employees and stakeholders, and now the need for added training sessions is eliminated.

So, the client organization successfully moved towards Power BI technology and is enabling data visualizations along with governing the files accessed and folders created by their employees, partners, and stakeholders. 

Client:

A prominent healthcare service provider operating under the Australian Government

Requirement:

The Client aimed to enhance vendor management through the integration of their newly adopted platform, EFTSure, with D365 Business Central. The challenge lay in the process flow where vendor details were initially captured in EFTSure, and then, through integration and job queue processes, these details had to be generated and updated in Business Central. This process proved time-consuming and labor-intensive.

Solution Delivered:

TechWize undertook an in-depth assessment of the client’s challenges to formulate comprehensive technical requirements for developing a tailored solution. This led to the creation of a custom application that seamlessly linked EFTSure with D365 Business Central, facilitating the direct generation and updating of vendor information within the latter system.

Our development team utilized the AL code extension within VS Code to create this application, ensuring seamless integration with D365 Business Central. As a result, the application significantly streamlined the exchange of vendor information, markedly enhancing efficiency and maintaining robust data security.

The integration was thoroughly tested, including comprehensive user acceptance testing (UAT). Our team promptly addressed and resolved any bugs identified by business users, ensuring a smooth and optimized application.

Delivered Results:

The client now possesses a robust technological solution encompassing a finely tailored application that empowers vendor management across their organization. This application has revolutionized the integration process, allowing for more effective vendor management and providing valuable assistance to all stakeholders involved.

Client:

Non-profit organization providing thought leadership and policy perspectives on the economic and social issues affecting Australia. Its expressed aim is to “promote national economic development in a sustainable and socially balanced way.”

Requirement:

The organization needed a centralized system to efficiently manage and execute their diverse range of events, catering to both corporate entities and individuals across various regions of the country. The aim was to streamline business processes and measure the impact of their events.

Solution Delivered:

Implemented Dynamics 365 Marketing, Sales, and Customer Portal to facilitate end-to-end event management processes. Integration with Business Central was established to effectively manage financial activities associated with the events.

Result Achieved:

The organization now possesses the capability to configure events using minimal resources. They can also execute targeted campaigns and offer a customer portal for event registration and payment processing. The centralized system has led to enhanced efficiency in event execution and improved measurement of outcomes.

Client:

The Client is a major North American provider of premium medicinal herbs, cultivating and distributing to domestic and international suppliers and consumers. They prioritize quality, sustainability, and customer satisfaction.

Requirement

• Quality Control: The client faced difficulty in ensuring consistent quality and potency of medicinal herbs by rigorous testing and monitoring throughout the cultivation and distribution process.
• International Regulations: The client faced challenges in navigating complex and varying regulations in different countries for herbal products' import, export, labeling, and safety standards.
• Customer Education: The client faced difficulty in engaging in educational campaigns to inform consumers about the benefits and safe usage of medicinal herbs, building trust and loyalty.
• Global Pandemics: The client faced challenges in developing resilience plans to adapt to health crises, ensuring the safety of staff, and maintaining essential operations during challenging times.

Solution Delivered:

• Quality Control: The developer implemented automated testing and monitoring systems to ensure consistent quality of medicinal herbs.
• International Regulations: The developer developed a regulatory compliance database and collaborated with legal experts for adherence to diverse regulations.
• Customer Education: The developer created informative content and collaborated with healthcare professionals to educate consumers.
• Global Pandemics: The developer implemented remote work infrastructure and prioritized employee health and safety during crises.

Results:

• Quality Control: The client observed consistent high-quality medicinal herbs, leading to improved customer satisfaction and loyalty
• International Regulations: The client experienced smooth international operations with compliance, avoiding potential legal issues and delays.
• Customer Education: Better-informed consumers, leading to increased trust in the brand and higher sales.
• Global Pandemics: The client found business continuity during health crises, safeguarding employees and minimizing disruptions.

Client:

The client is a leading financial service provider organization and processes bulk invoices for received donations, especially by not-for-profit organizations.

Requirement:

Once the client organization generated the invoice through Dynamics 365 CE/CRM system, the payments from their customers (not-for-profit organizations) were pushed into the client’s Business Central System.

Reconciling multiple invoices to a single payment created was a challenge for the client organization. Each payment has its own unique number, and manually matching them against bank statements was even more complex, effort, and time-consuming.

Solution Delivered:

TechWize investigated the client’s financial and operational challenges to create detailed technical requirements for developing a custom application.

This application was developed to successfully build a Day end process for the reconciliation of payments processed from the CE/CRM system into the Business Central system leveraging payment reference linked to each payment received from CE/CRM.

This Day end process consolidated the payment records based on payment references and posted the single entries into the Bank account ledger.

On import of bank statements into the Business Central system, it was able to reconsolidate with a single entry in the system, and manual intervention is no longer required.

The application saved time and effort, ensuring that exchanged information remained secure and that reconciliation with bank statements was automated.

Result:

The app improved collaboration between Business Central and CE/CRM system and led to an enhanced Day end process within the organization.

The client got a commanding financial tech solution and a precise process customized to their business and operational requirements. The streamlined operations increased productivity and performance while reducing manual costs associated with the old method.

Finally, the app enhanced effective integration, communication, and financial collaboration for the client organization, improving involved stakeholder experiences.

Client:

The client is a leading provider of cannabis-related solutions, specializing in the development of a comprehensive Cannabis Reviews, Rewards & Events System. With headquarters in a California, USA, the client has established a strong presence in the market over the past two decades with the market capitalization of over USD$17 million.

Requirement

• Legal and Regulatory Compliance: The client faced challenge in ensuring that the platform complies with all relevant laws, licensing requirements, age restrictions, and advertising guidelines specific to the cannabis industry.
• Content Moderation: The client faced challenge in implementing effective content moderation mechanisms to ensure that the reviews and information provided on the platform are accurate, reliable, and comply with community guidelines.
• Partner and Supplier Relationships: Building and managing relationships, negotiating agreements, and ensuring ongoing collaboration can present challenges, particularly in a rapidly evolving and competitive industry was a challenge for the client.
• Technical Infrastructure and Scalability: As the platform aims to support a growing user base, handle increasing data volume, and deliver a seamless user experience, the client found it challenging to ensure a scalable and reliable technical infrastructure.

Solution Delivered:

• Legal Compliance: The developer ensured platform adherence to cannabis industry regulations and guidelines through expert consultation and verification processes.
• Content Moderation: The developer implemented AI-based moderation systems and user reporting mechanisms to maintain accurate and reliable content.
• Partner Relations: the developer fostered collaborations with industry players for content sharing and event partnerships through effective communication and negotiation.
• Scalable Infrastructure: the developer optimized technical infrastructure for handling growing user base and data volume using cloud-based solutions and performance monitoring.

Results:

The solutions enabled by our team helped the client in having legal compliance and a trustworthy platform, accurate and reliable content for users, strong partnerships and collaborations and scalable infrastructure for seamless user experience and future growth.

Client:

A technology solutions provider catering to mid-market leaders, enhancing productivity and efficiency through integrated solutions.

Requirement:

The Company needed to integrate Invoice data from Inomial into Business Central using JSON format APIs. Multiple APIs were required for various purposes including Invoice, Credit Memo Payments, and Reconciliation.

Solution Delivered:

The team developed custom integrations based on the client’s specific needs. These integrations successfully received and processed Invoice data, and extensive end-to-end testing was performed during the User Acceptance Testing (UAT) phase. The solution was deployed and fully functional in the production instance. All identified bugs were fixed, and additional requirements were addressed.

Result Achieved:

• Efficient Automation: Streamlined invoice data handling.
• Accuracy: Error-free data processing.
• Accuracy: Error-free data processing.
• Positive Impact: Enhanced operations.
• Positive Impact: Enhanced operations.

Client:

Cloud-based Information Security Company.

Requirement:

The client, a prominent cloud-based information security company, needed to establish a Bing Map based on their precinct location data. They aimed to retrieve precinct locations from a SharePoint list and present them on a Bing Map. Additionally, they wanted users to be able to search for locations and view detailed custom information on a hover panel. The complexity of the process and the need for seamless execution posed significant challenges.

Solution Delivered:

TechWize meticulously analyzed the client’s business, technical, and operational challenges to define comprehensive requirements for a tailored solution. Two lists were involved: one containing parent location data and the other housing sub-locations and detailed information. Leveraging the SPFX React framework and SharePoint rest-based API, we retrieved the required information. The Bing Map was constructed using the User Bing Map key and location data obtained through SPFX. Our approach involved real-time information retrieval through React Framework and Rest API. Power Automate and Column Formatting API were utilized to manage user permissions. The completed application underwent rigorous testing, including user acceptance testing (UAT), during which our technical team promptly addressed bugs reported by the client’s business users. Hotfixes were swiftly applied and transitioned to production.

Result Achieved:

Following application development, exhaustive testing, and successful deployment, the integrated solution was launched live for the client organization. The streamlined process not only saved time and effort but also ensured secure information exchange through automated procedures enriched with advanced functionalities. As a result, all files are now seamlessly pushed to Box without encountering any challenges.

Client:

The client is an Australian non-profit organization in the healthcare domain helping babies, children, teenagers, and adults living with cerebral palsy and other neurological & physical disabilities.

 

Requirement:

The client organization wanted to move towards Power BI technology for enabling data visualizations. The requirement was to analyse the complex SharePoint logs and create the visualizations for governing the files accessed and folders created by their employees.

Furthermore, the organization wanted to assign training sessions if anyone needed help creating the new folders in the right format and sharing these reports with the managers. However, these training sessions seemed to be an effort and time-taking process.

 

Solution Delivered:

TechWize investigated the client’s business, technical, and operational challenges to create detailed technical requirements for developing a custom dashboard.

We connected to Azure logs using KQL and connected to Power BI for modelling these logs and created visualizations, and published these reports to Power BI Service for easy access to the client organization. This report was scheduled to refresh daily without any manual intervention.

We further leveraged Power BI Desktop for report creation and Azure data explorer for writing KQL and exporting to Power Query M Language. Our teams enabled Power BI Service for live report access through web URLs by the organization’s diverse user base.

Our technology teams completed the changes and transformations business users of the client organization suggested for deeper understanding and applied them to the created dashboard.

 

Result Achieved:

The Power BI dashboard improved collaboration between the client organization’s employees and stakeholders, and now the need for added training sessions is eliminated.

Therefore, the client organization has effectively transitioned to Power BI technology, facilitating data visualizations while also managing the files accessed and folders created by their employees, partners, and stakeholders.