TechWize

Consulting, Implementation and Custom Development

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TechWize (a strategic business unit of Mangalam Information Technologies Pvt Ltd) an IT Consulting Company founded in 2000. As a Salesforce certified partner, we offer a wide range of services, including IT consultancy, digital transformation, ERP, and CRM (Salesforce, MS Dynamics, Oracle, Sage) consulting, integration, implementation, and automation.

With over 20 years of establishment, our team serves various sectors, including healthcare, finance, automotive, retail, manufacturing, food & beverage, energy, and public administration. We have a team of 200+ qualified professionals and a track record of successfully completing 500+ projects. Mangalam is ISO 27001:2013 Certified, HIPAA compliant, a 'Great Place to Work,' and SOC2 Compliant, ensuring secure and reliable services.

Certifications

ISO 9001:2015
ISO 27001
$25 - $49/hr
250 - 999
2000
Locations
United States
1123, Broadway, Suite 301, NYC, New York 10010
+1-949-887-0154

Focus Areas

Service Focus

20%
20%
20%
20%
20%
  • Mobile App Development
  • Web Development
  • Software Development
  • Big Data & BI
  • Implementation Services

Client Focus

90%
10%
  • Small Business
  • Medium Business

Industry Focus

10%
10%
10%
10%
10%
10%
10%
10%
10%
10%
  • Business Services
  • Consumer Products
  • Education

TechWize Clients & Portfolios

Mautic Campaign Studio Setup and Management
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Mautic Campaign Studio Setup and Management
  • Mautic Campaign Studio Setup and Management screenshot 1
$0 to $10000
4 weeks
Education

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.

Marketing Cloud for Interior Design Services
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Marketing Cloud for Interior Design Services
  • Marketing Cloud for Interior Design Services screenshot 1
$0 to $10000
6 weeks
Designing

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.
Marketing Cloud for Consumer Service
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Marketing Cloud for Consumer Service
  • Marketing Cloud for Consumer Service screenshot 1
$0 to $10000
5 weeks
Consumer Products

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.

Transforming Financial and Statistical Reporting with Sage Intacct
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Transforming Financial and Statistical Reporting with Sage Intacct
  • Transforming Financial and Statistical Reporting with Sage Intacct screenshot 1
$0 to $10000
5 weeks
Other Industries

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.

Transforming E-commerce Experience with ASP.NET Web Application
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Transforming E-commerce Experience with ASP.NET Web Application
  • Transforming E-commerce Experience with ASP.NET Web Application screenshot 1
$0 to $10000
4 weeks
E-commerce

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.
Seamless Migration and Enhanced Search with SharePoint and FAST Search
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Seamless Migration and Enhanced Search with SharePoint and FAST Search
  • Seamless Migration and Enhanced Search with SharePoint and FAST Search screenshot 1
$0 to $10000
4 weeks
Information Technology

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.

Salesforce CPQ Configuration, Order Management Orchestration, and Integrations
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Salesforce CPQ Configuration, Order Management Orchestration, and Integrations
  • Salesforce CPQ Configuration, Order Management Orchestration, and Integrations screenshot 1
$0 to $10000
6 weeks
Telecommunication

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.

Salesforce Community ( Experience) Cloud Implementation
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Salesforce Community ( Experience) Cloud Implementation
  • Salesforce Community ( Experience) Cloud Implementation screenshot 1
$0 to $10000
8 weeks
Information Technology

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.

Sage Intacct integration with Salesforce
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Sage Intacct integration with Salesforce
  • Sage Intacct integration with Salesforce screenshot 1
$0 to $10000
5 weeks
Information Technology

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.

Introduced Test Automation and Testing Best Practices in Dynamics 365
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Introduced Test Automation and Testing Best Practices in Dynamics 365
  • Introduced Test Automation and Testing Best Practices in Dynamics 365 screenshot 1
$0 to $10000
5 weeks
Education

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.
Enabled Client Files Reporting by Creating and Leveraging Power BI Dashboard for a Healthcare Organization
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Enabled Client Files Reporting by Creating and Leveraging Power BI Dashboard for a Healthcare Organization
  • Enabled Client Files Reporting by Creating and Leveraging Power BI Dashboard for a Healthcare Organization screenshot 1
$0 to $10000
5 weeks
Healthcare & Medical

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. 

EFTSure Integration with Dynamics 365 Business Central
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EFTSure Integration with Dynamics 365 Business Central
  • EFTSure Integration with Dynamics 365 Business Central screenshot 1
$0 to $10000
5 weeks
Healthcare & Medical

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.

Dynamics 365 CRM implementation and integration to Business Central
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Dynamics 365 CRM implementation and integration to Business Central
  • Dynamics 365 CRM implementation and integration to Business Central screenshot 1
$0 to $10000
5 weeks
Information Technology

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.

Custom Inventory Management Software for a Herbal Medicine Manufacturer
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Custom Inventory Management Software for a Herbal Medicine Manufacturer
  • Custom Inventory Management Software for a Herbal Medicine Manufacturer screenshot 1
$0 to $10000
5 weeks
Healthcare & Medical

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.
Custom App Development for CRM and Business Central Integration for a Financial Service Provider Organization
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Custom App Development for CRM and Business Central Integration for a Financial Service Provider Organization
  • Custom App Development for CRM and Business Central Integration for a Financial Service Provider Organization screenshot 1
$0 to $10000
6 weeks
Financial & Payments

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.

Cannabis Reviews, Rewards & Events System
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Cannabis Reviews, Rewards & Events System
  • Cannabis Reviews, Rewards & Events System screenshot 1
$0 to $10000
4 weeks
Retail

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.

Business Central Integration with Inomial and ServiceNow
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Business Central Integration with Inomial and ServiceNow
  • Business Central Integration with Inomial and ServiceNow screenshot 1
$0 to $10000
5 weeks
Information Technology

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.
Bing Map based on Client Precinct Location Information stored in SharePoint
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Bing Map based on Client Precinct Location Information stored in SharePoint
  • Bing Map based on Client Precinct Location Information stored in SharePoint screenshot 1
$0 to $10000
5 weeks
Information Technology

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.

Visualization of SharePoint logs through Power BI
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Visualization of SharePoint logs through Power BI
  • Visualization of SharePoint logs through Power BI screenshot 1
$0 to $10000
4 weeks
Healthcare & Medical

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.

TechWize Reviews

4.9 12 Reviews
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Oleg Kurnosov

Elevating User Experience with Flutter Mobile App Development

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Project Detail

$10001 to $50000
Completed
E-commerce

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Review Summary

Our experience with TechWize on our Flutter mobile app project for e-commerce was exceptional. They demonstrated expertise in Flutter development, delivering a high-quality app that exceeded our expectations. Their attention to detail, responsiveness to feedback, and commitment to meeting project deadlines were commendable. We are extremely pleased with the outcome and look forward to future collaborations.

What was the project name that you have worked with TechWize?

Elevating User Experience with Flutter Mobile App Developmen

What service was provided as part of the project?

Mobile App Development, Web Development, Software Development

Describe your project in brief

Our Flutter mobile app development project aimed to enhance the user experience in the e-commerce industry. Collaborating with TechWize, we focused on leveraging Flutter technology to create a seamless and engaging shopping platform. We incorporated features like real-time updates and intuitive navigation to improve customer satisfaction and increase sales. Our goal was to provide a user-friendly shopping experience across different devices.

What is it about the company that you appreciate the most?

TechWize's proficiency in Flutter development was impressive. They created a visually appealing and functional app interface that enhanced the shopping experience for our customers. Their proactive problem-solving approach and dedication to ensuring project success were truly remarkable.

What was it about the company that you didn't like which they should do better?

We have no complaints about our experience with TechWize. They consistently delivered excellent results and maintained great communication throughout the project. We highly recommend their Flutter development services and look forward to working with them again.

Rushikesh Supekar

Enhancing Financial Management with Sage 300

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Manufacturing

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Review Summary

Working with TechWize on the Sage 300 project was exceptionally positive. Their expertise in
data migration, tool customization, and workflow automation were evident throughout the
project. The successful completion of the project underscores TechWize's commitment to
delivering effective solutions, greatly enhancing our financial management capabilities and
setting a solid foundation for future growth.

What service was provided as part of the project?

Mobile App Development, Web Development, Software Development

Describe your project in brief

Our project aimed to simplify and improve our financial processes by optimizing Sage 300. We focused on tasks such as migrating data, customizing financial tools, ensuring data accuracy, and setting up automated workflows. The main objective was to make financial reporting, budgeting, and planning more efficient and effective using Sage 300, with a strong emphasis on user-friendliness and compliance with industry standards.

What is it about the company that you appreciate the most?

TechWize's ability to grasp the complexities of Sage 300 was impressive. Their customized financial tools streamlined our processes, making our financial tasks much easier to handle. Additionally, their collaborative approach and meticulous organization ensured a smooth project journey, instilling confidence in their capabilities.

What was it about the company that you didn't like which they should do better?

While TechWize excelled in many aspects, one area for improvement could be providing frequent updates on project progress. However, TechWize's proficiency in delivering effective solutions remains commendable.

Nagesh

Improving Operations with NetSuite Integration

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$0 to $10000
Business Services

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Review Summary

Working with TechWize on our NetSuite integration was a positive experience. They knew their stuff when it came to moving data, customizing modules, and automating workflows. The project completion shows TechWize is committed to making things work better for us.

What service was provided as part of the project?

Software Development, Big Data & BI

Describe your project in brief

Our project focused on making our manufacturing processes more efficient by seamlessly integrating NetSuite. We worked on moving data, customizing modules, and setting up automated workflows. The goal was to enhance our day-to-day operations, ensure accurate reporting, and make sure NetSuite could grow with us. We also aimed for easy-to-use interfaces and compliance with industry rules.

What is it about the company that you appreciate the most?

TechWize's skills in handling NetSuite were impressive. They made our operations smoother by customizing modules. Their teamwork and keeping everything well-documented made the whole process easy.

What was it about the company that you didn't like which they should do better?

Right now, I can't think of anything negative about TechWize. I look forward to more successful collaborations in future.

Raghavendra Siddaramppa

Sage Intacct Integration for Operational Optimization

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Healthcare & Medical

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Review Summary

Collaborating with TechWize on the Sage Intacct integration project within the healthcare sector has been truly transformative. Their team showcased unparalleled expertise in seamlessly migrating data and tailoring Sage Intacct's modules to align with our specific healthcare requirements. The introduced automation in workflows has not only increased operational efficiency but has also laid the foundation for enhanced operational management within the healthcare domain. TechWize's commitment to project success is evident in the completed status, showcasing their dedication to delivering a robust solution tailored for the healthcare industry.

What service was provided as part of the project?

Software Development

Describe your project in brief

Our project, "Sage Intacct Integration for Operational Optimization," aimed to enhance operational processes within the healthcare sector by seamlessly integrating Sage Intacct. The project encompassed vital aspects such as data migration, customization of modules, ensuring data accuracy, and creating automated workflows. Leveraging Sage Intacct's capabilities, the project targeted enhancements in reporting, budgeting, and forecasting, prioritizing scalability, user-friendly interfaces, and compliance with healthcare regulations. Review

What is it about the company that you appreciate the most?

TechWize's standout quality lies in their adept handling of Sage Intacct intricacies within the healthcare context. Their proficiency in module customization has successfully streamlined our healthcare-specific processes. The collaborative approach and ongoing documentation efforts ensure a smooth project transition and solid ongoing support, making TechWize an invaluable partner in our operational optimization journey within the healthcare industry.

What was it about the company that you didn't like which they should do better?

There is nothing that I dislike about TechWize. I wish to collaborate with them in the future as well.

Sankalp Rajora

Big Data Analysis Scala and Spark

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Retail

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Review Summary

Working on the "Customer Behavior Analysis with Big Data" project at TechWize has been a challenging yet rewarding experience. The data ingestion phase required implementing robust mechanisms to handle large datasets efficiently, leveraging Spark's capabilities for parallel processing. Cleaning and preprocessing involved addressing diverse data formats and ensuring data quality, which demanded meticulous attention to detail. Customer segmentation and time-series analysis were facilitated by Scala's expressive syntax and Spark's powerful libraries. Integration with visualization tools provided insightful dashboards for stakeholders. The emphasis on scalability, performance optimization, and cluster deployment demonstrated TechWize's commitment to delivering a robust solution.

What service was provided as part of the project?

Software Development, Big Data & BI

Describe your project in brief

Customer Behavior Analysis with Big Data," aims to analyze a vast dataset of customer transactions using Scala and Apache Spark. Requirements include efficient data ingestion from various formats, structure or semi structured thorough data cleaning and preprocessing, customer segmentation based on purchase history, time-series analysis, anomaly detection, and the development of predictive models for forecasting. The solution should integrate with visualization tools for creating interactive dashboards, ensure scalability and performance optimization, and include deployment on a scalable cluster with monitoring capabilities. Data quality and Data validation implementation was also a major part of the project.

What is it about the company that you appreciate the most?

What stands out about TechWize is their dedication to innovation and efficiency. The team's ability to navigate complex data engineering tasks using Scala and Spark was impressive. TechWize's commitment to delivering a scalable, high-performance solution aligned with industry best practices, reflecting their proficiency in Big Data analytics.

What was it about the company that you didn't like which they should do better?

One aspect that could be improved at TechWize is the initial onboarding process for new team members. While the collaborative environment is conducive to learning, a more structured onboarding program could help newcomers acclimate faster to the unique challenges and workflows of projects.

Amit Rupavatiya

Sage Implementation

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Financial & Payments

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Review Summary

TechWize delivered an outstanding Sage 300 implementation for our business. From meticulous planning to seamless execution, their expertise was evident. Customized configuration, precise data migration, and thorough training sessions have significantly improved our operational efficiency, I Highly recommend TechWize for their professionalism and commitment to client success.

What service was provided as part of the project?

Software Development

Describe your project in brief

Unified platform for data-driven decision-making. Throughout the project, a focus will be placed on aligning Sage 300 with the unique requirements and objectives of the organization, resulting in an improved overall business management system.

What is it about the company that you appreciate the most?

Responsive communication: TechWize maintained excellent communication, keeping us informed and addressing inquiries promptly. Outstanding Customer Service: The team at TechWize demonstrated a commitment to customer satisfaction that truly sets them apart. They were responsive, and attentive, and went above and beyond to address my concerns and inquiries. Timely Delivery: Deadlines were met without any hiccups. The punctuality displayed by TechWize.

What was it about the company that you didn't like which they should do better?

Nothing as of now.

Bhagavan

Sage ERP Integration for Financial Optimization

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Financial & Payments

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Review Summary

Collaborating on the Sage ERP integration project with TechWize has been an enlightening
experience. The team demonstrated expertise in seamlessly migrating data and customizing
Sage's financial modules to suit our specific needs. The automation of financial workflows
has significantly improved efficiency, and the ongoing project status reflects TechWize's
commitment to delivering a robust solution.

What service was provided as part of the project?

Software Development

Describe your project in brief

Our project, "Sage ERP Integration for Financial Optimization," focuses on seamlessly integrating Sage ERP to streamline financial processes. The requirements include data migration, customization of financial modules, ensuring data accuracy, and creating automated workflows for enhanced financial management. The solution aims to improve financial reporting, budgeting, and forecasting through Sage's capabilities. Scalability, user-friendly interfaces, and adherence to financial regulations are key aspects of the project.

What is it about the company that you appreciate the most?

TechWize's strength lies in their adept handling of Sage ERP intricacies. The team's proficiency in financial module customization has streamlined our processes. The collaborative approach and emphasis on ongoing documentation ensure a smooth project transition and support.

What was it about the company that you didn't like which they should do better?

As of now, I can genuinely say there is nothing that I do not like about TechWize. I look forward to continued success with TechWize.

Chetan Koriya

Awesome Experience

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Completed
Financial & Payments

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Review Summary

My experience with the Techwize company has been nothing short of exceptional, the quality of the service provided by them is outstanding. support is also good. and behavior by staff. One thing that really stands out was their communication channels, I used to get an immediate response whenever i called or mailed them.

What was the project name that you have worked with TechWize?

Sage Implementation

What service was provided as part of the project?

Web Development

Describe your project in brief

unified platform for data-driven decision making.

What is it about the company that you appreciate the most?

Excellent customer support

What was it about the company that you didn't like which they should do better?

Nothing, they were perfect

Customer Behavior Analysis with Big Data

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Completed
Retail

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Review Summary

The work that we had to deliver at TechWize has been both challenging and rewarding. The work here has helped me improve my skills in terms of writing efficient code, understanding the domain. From robust data ingestion to meticulous data cleaning, the project showcased the power of Scala and Spark in handling complex tasks. Collaborative problem-solving during anomaly detection and the development of predictive models highlighted the team's strengths. Integration with visualization tools and a focus on scalability demonstrated TechWize's commitment to delivering a robust solution.

What was the project name that you have worked with TechWize?

Scala and Spark Big Data Analysis

What service was provided as part of the project?

Software Development, Big Data & BI

Describe your project in brief

The project, titled "Customer Behavior Analysis with Big Data," focuses on analyzing extensive customer transaction datasets using Scala and Apache Spark. Key requirements include efficient data ingestion, thorough data cleaning, customer segmentation, time-series analysis, anomaly detection, and predictive model development. The solution integrates with visualization tools for interactive dashboards, ensures scalability and performance optimization, and includes deployment on a scalable cluster with monitoring capabilities. Comprehensive documentation is vital for successful implementation and maintenance.

What is it about the company that you appreciate the most?

TechWize's dedication to innovation and efficiency stands out. The team's adept handling of complex data engineering tasks using Scala and Spark, coupled with a collaborative work environment, led to creative problem-solving. The emphasis on documentation ensured a smooth transition for ongoing support and updates, aligning with industry best practices in Big Data analytics.

What was it about the company that you didn't like which they should do better?

Nothing that I can list down

Haresh Chaudhari

Transforming Workflows through Airtable Integration

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Education

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Review Summary

Working on the "Transforming Workflows through Airtable Integration" project has been a fulfilling and insightful experience. The project allowed me to delve into the intricacies of seamless integration, requiring a deep understanding of the client's existing systems and workflow nuances. The opportunity to optimize operational processes and enhance data management efficiency has been both challenging and rewarding. The collaborative nature of the project, involving real-time collaboration among teams, added a dynamic aspect to the overall experience.

What service was provided as part of the project?

Mobile App Development, Web Development, Software Development

Describe your project in brief

The "Transforming Workflows through Airtable Integration" project entailed the seamless integration of Airtable into existing systems, tailored to meet specific workflow requirements. The objective was to optimize operational processes, improve data management efficiency, and facilitate real-time collaboration among teams. The project focused on creating a streamlined and intuitive workflow that aligns with the client's operational needs

What is it about the company that you appreciate the most?

One of the standout aspects of TechWize during this project was their commitment to tailoring solutions. The company demonstrated a keen understanding of specific workflow requirements, ensuring that the integration process was not just seamless but also aligned with the unique operational needs of the client. The emphasis on creating a streamlined and intuitive workflow showcased TechWize's dedication to delivering customized solutions that truly make a difference.

What was it about the company that you didn't like which they should do better?

If there's an area where improvement could be considered, it might be in terms of more proactive communication. While the project was successful, having slightly more frequent updates on the progress or potential challenges could enhance the overall experience. However, this is a minor point in comparison to the positive aspects of the collaboration. Overall, my experience with TechWize on the Airtable Integration project has been highly positive.

Harish Kumar

Exceptional consulting services—expertise meets collaboration for success.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$0 to $10000
In Progress
Information Technology

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Review Summary

Collaborating with TechWize was an exceptional journey. Their deep industry insight and technical prowess were evident from day one. What stands out is their unwavering commitment to client satisfaction. Throughout the project, communication was seamless, and their adaptability to evolving needs was impressive.

TechWize's team not only delivered on technical aspects but also brought innovative solutions to the table. Their professionalism, proactive approach, and attention to detail ensured a smooth and enjoyable process. This partnership exceeded expectations, showcasing TechWize as more than a service provider—it's a strategic ally invested in our success. I highly recommend TechWize to any organization seeking a collaborative and growth-focused partner.

What was the project name that you have worked with TechWize?

Sage Integration

What service was provided as part of the project?

Software Development

Describe your project in brief

Doing integration of accounting application with a financial app of client. These integration s include the generation of invoices and payments automatically in to the accounting apps.

What is it about the company that you appreciate the most?

I appreciate TechWize's adeptness in presenting projects with clear and compelling briefs. Their ability to communicate project details effectively enhances collaboration and sets a positive tone for successful outcomes.

What was it about the company that you didn't like which they should do better?

n/a

Devam Shah

Sage Implementation

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

$10001 to $50000
Financial & Payments

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Review Summary

TechWize delivered an outstanding Sage 300 implementation for our business. From meticulous planning to seamless execution, their expertise was evident. Customized configurations, precise data migration, and thorough training sessions have significantly improved our operational efficiency. Highly recommend TechWize for their professionalism and commitment to client success!

What service was provided as part of the project?

Software Development

Describe your project in brief

In this project, the objective is to implement Sage 300 to streamline and optimize various business processes within the organization. The project involves configuring Sage 300 modules tailored to the specific needs of the business, including financial management, inventory control, order processing, and customer relationship management. The implementation process will also include data migration, user training, and customization to ensure seamless integration with existing workflows. The goal is to enhance operational efficiency, improve financial visibility, and provide a unified platform for data-driven decision-making. Throughout the project, a focus will be placed on aligning Sage 300 with the unique requirements and objectives of the organization, resulting in an improved overall business management system.

What is it about the company that you appreciate the most?

Responsive Communication: TechWize maintained excellent communication, keeping us informed and addressing inquiries promptly. Effective Problem-Solving: Their team showcased exceptional problem-solving skills, adeptly navigating challenges during the implementation. Dedication to Success: TechWize's unwavering commitment to our success was evident in their proactive approach and going beyond expectations to deliver value.

What was it about the company that you didn't like which they should do better?

Nothing as of now