--- title: "Case Studies: Data Platforms, AI and Software | Smart Data" url: https://www.smartdata.net/case-studies description: "Case studies from Smart Data: data platforms on Fabric, Databricks and Snowflake, AI-assisted modernization, applications and ERP integration, with results." source: "Smart Data (smartdata.net). Markdown copy of the page; the HTML page is canonical." --- Case studies # Enterprise work, with the outcomes attached Data platform, software and AI work running in production. Filter by industry, type of work or platform. 45 studies 78% ## of legacy transformation types handled by the AI-assisted migration tool An AI-assisted tool that converts legacy ETL into tested Databricks pipelines. In a three-month first phase across 177 legacy jobs and scripts, it handled 78% of the legacy transformation types, with tests generated alongside every conversion. [of legacy transformation types handled by the AI-assisted migration tool](https://www.smartdata.net/case-studies/databricks-migration-national-retailer) ## SAP ECC 6.0 to Microsoft Fabric for a global industrial group Six operating entities on one SAP ECC 6.0 system, brought into Fabric with no RFC bulk extraction and entity-level security. The client's Basis and SAP teams found the process much easier than they expected. - Microsoft Fabric - SAP Integration - Lakehouse Architecture [SAP ECC 6.0 to Microsoft Fabric for a global industrial group](https://www.smartdata.net/case-studies/sap-ecc-microsoft-fabric-industrial) 15+ yrs ## of continuous production across multiple clinical sites iDocData, rebuilt as a clinical workflow platform physicians configure themselves, with their own surveys, automated patient outreach and Epic HL7 integration. In production across multiple clinical sites for 15+ years. - React - Java - AWS [A clinical workflow platform physicians configure themselves: of continuous production across multiple clinical sites](https://www.smartdata.net/case-studies/scalable-emr-transformation-for-idocdata) ## A custom LMS tool for Google's internal sales team A custom LMS for Google’s sales team, with Drive integration, two-way sync to their enablement platform and governance built in. - TypeScript - Python [A custom LMS tool for Google's internal sales team](https://www.smartdata.net/case-studies/custom-lms-for-google-sales-team) ## A maternity member app that met a state Medicaid contract go-live deadline Members of one of the largest Medicaid managed care organizations use it to pick an OB-GYN, reach a 24-hour nurse advice line and track pregnancy risk and milestones. It went live by the state contract deadline. - Xamarin [A maternity member app that met a state Medicaid contract go-live deadline](https://www.smartdata.net/case-studies/maternity-medicaid-member-app) ## A multi-tenant dashboard for EV fleet managers A Next.js customer dashboard rebuilt as a multi-tenant React and TypeScript app for EV fleet managers, with Auth0 role-based access, a Java API on AWS Lambda and automated deployments to AWS. [A multi-tenant dashboard for EV fleet managers](https://www.smartdata.net/case-studies/customer-dashboard-for-ev-infrastructure-firm) ## A multi-tenant storefront and order management system for retail signage and marketing InnoMark’s retail customers manage their own inventory and orders on a multi-tenant Angular and .NET Core platform integrated with EFI PrintStream. - Angular - .NET Core - Microservices [A multi-tenant storefront and order management system for retail signage and marketing](https://www.smartdata.net/case-studies/multi-tenant-order-management-innomark) $16M+ ## in lost Medicaid revenue returned to the health plan Hired to add a state-mandated code to a health plan’s nursing facility file, our team noticed the process was mishandling records. The plan confirmed it, filed corrections and recovered $16M+. - SQL Server [A routine Medicaid code update that surfaced $16M+ in lost revenue: in lost Medicaid revenue returned to the health plan](https://www.smartdata.net/case-studies/nfloc-platform-rewrite) ## A self-service B2B returns portal for Nobel Biocare, integrated directly with SAP A multi-language, multi-currency returns portal for Nobel Biocare’s B2B customers, integrated directly with SAP ECC and the existing Magento storefront. [A self-service B2B returns portal for Nobel Biocare, integrated directly with SAP](https://www.smartdata.net/case-studies/sap-b2b-returns-portal-nobel-biocare) 620+ ## known vulnerabilities eliminated across the customer portals One AI-assisted senior engineer closed every known vulnerability ahead of plan, then started consolidating five to six copies of the codebase into one set of services. About $78K a year projected, over $25K a year already realized. - AI-Assisted Development [AI-assisted delivery cleared 620+ vulnerabilities, then rebuilt the platform: known vulnerabilities eliminated across th](https://www.smartdata.net/case-studies/application-security-remediation-multi-tenant-consolidation) ## Automated data pipelines replacing manual ETL processes Loaders that each team built and maintained replaced by Azure Data Factory pipelines with validation, Key Vault secrets and automatic load notifications. - Azure - Azure Data Factory [Automated data pipelines replacing manual ETL processes](https://www.smartdata.net/case-studies/automating-etl-with-azure-data-factory) ## Embedded ERP managed services for DuBois Chemicals' custom workspace platform DuBois Chemicals’ custom “Workspace” ERP and customer portal, run by an embedded Smart Data team with four SLA priority levels and onshore and offshore coverage. - MySQL [Embedded ERP managed services for DuBois Chemicals' custom workspace platform](https://www.smartdata.net/case-studies/erp-managed-services-dubois-chemicals) ## Faster onboarding and field transcription for eDoc eDoc’s Onboard, Scriptus, Mobile and eSign products, modernized on Laravel, AWS and Flutter for compliant remote healthcare work, by the same small team for nearly ten years. - Flutter [Faster onboarding and field transcription for eDoc](https://www.smartdata.net/case-studies/modernizing-edocs-remote-solutions) ## Faster order turnaround through workflow automation Order data from Cuddle Clones' WooCommerce store now lands in each vendor's Google Sheet on a schedule through AWS Lambda, replacing manual copying. An offshore team in India delivered it on time and under budget. [Faster order turnaround through workflow automation](https://www.smartdata.net/case-studies/custom-order-integration-for-cuddle-clones) ## Faster vendor onboarding with encrypted document exchange An Angular and Spring Boot vendor portal for Winsupply, with Auth0 role-based access and AES-256 encryption on every document upload. - Spring Boot [Faster vendor onboarding with encrypted document exchange](https://www.smartdata.net/case-studies/modern-vendor-portal) ## From a Windows VB6 desktop application to a modern web platform for packaging machine operators ProAmpac’s VB6 shop floor application, rebuilt as a real-time Angular and .NET Core progressive web app where packaging operators run workflows by drag and drop. [From a Windows VB6 desktop application to a modern web platform for packaging machine operators](https://www.smartdata.net/case-studies/shop-floor-management-modernization-proampac) ## From green-screen to modern web for one of America's largest industrial distributors Winsupply’s IBM RPG order management, moved to an Angular and Java web platform where customers manage their own orders and see their supply chain. [From green-screen to modern web for one of America's largest industrial distributors](https://www.smartdata.net/case-studies/winsupply-order-management-modernization) ## Incident reporting for a new Medicaid contract, delivered on time and under budget A Medicaid health plan had to self-report incidents with data from nearly every internal database. Smart Data built the system, on time and under budget. [Incident reporting for a new Medicaid contract, delivered on time and under budget](https://www.smartdata.net/case-studies/incident-reporting-system-medicaid) ## Letting Medicaid providers set which services they’re available for An existing provider sourcing app for a leading Medicaid managed care organization, extended with preference controls, SMS notifications and API integrations. [Letting Medicaid providers set which services they’re available for](https://www.smartdata.net/case-studies/provider-sourcing-app-medicaid) ## Managed services for the payments-to-ERP integrations behind Nuvei’s platform Nuvei’s clients get a dedicated managed services team at the payments-to-ERP integration layer, covering Sage 100, Sage Intacct and more ERPs on the roadmap. - Sage ERP [Managed services for the payments-to-ERP integrations behind Nuvei’s platform](https://www.smartdata.net/case-studies/managed-services-nuvei-payments-erp) ## Modernizing a global multi-brand POS across a $10B+ optical retail network A legacy JSP point-of-sale system, moved to a React single-page app for one of the world’s largest optical retail groups and rolled out brand by brand across multiple geographies by a 12 to 14 person team. [Modernizing a global multi-brand POS across a $10B+ optical retail network](https://www.smartdata.net/case-studies/global-multi-brand-pos-modernization-optical-retail) ## Modernizing the platform that helps elderly people live independently VRI’s aging customer management system, replaced with a .NET Core platform and a reusable API for the wearable devices used in in-home elderly care. [Modernizing the platform that helps elderly people live independently](https://www.smartdata.net/case-studies/health-management-platform-vri) $300K ## a year in license costs removed Triage staff at a Medicaid health plan worked across three systems. Smart Data brought what they needed into one, removing $300K a year in licenses and two weeks of training. [One system instead of three for a health plan’s 24-hour triage line: a year in license costs removed](https://www.smartdata.net/case-studies/triage-line-consolidation-medicaid) ## Reducing data quality issues across four migrated programs Turnover had taken the onboarding knowledge with it. Recurring data quality issues across SSIS and MuleSoft feeds were fixed, onboarding was documented and four programs were migrated. - ETL & Data Pipelines - SSIS - MuleSoft [Reducing data quality issues across four migrated programs](https://www.smartdata.net/case-studies/enterprise-grade-data-quality-for-a-pharma-services-provider) ## Reducing support calls with real-time SAP and CRM data sync MyDavey puts SAP, Dynamics CRM and CMS data in one customer portal through real-time OData services, so customers look things up instead of calling. [Reducing support calls with real-time SAP and CRM data sync](https://www.smartdata.net/case-studies/customer-portal-integration) ## Repeatable data migration tools for a complex ERP transition Three ERPs (IFS, Sage and E2) consolidated into NetSuite and synced with HubSpot, using repeatable cleansing and migration tools built for the client’s data team. [Repeatable data migration tools for a complex ERP transition](https://www.smartdata.net/case-studies/cnc-erp-migration) ## Replacing a costly third-party tool with a custom Medicaid platform Ohio’s largest healthcare plan provider retired a costly third-party system for a custom Medicaid waiver platform, built by Smart Data. [Replacing a costly third-party tool with a custom Medicaid platform](https://www.smartdata.net/case-studies/custom-medicaid-homecare-platform-for-ohios-largest-healthcare-provider) ## Replacing a legacy mobile app and member portal with a single progressive web application for Medicaid members A 22-month React Remix PWA for one of the largest Medicaid managed care organizations, replacing the separate mobile app and member portal with one app. Smart Data is the engineering partner. [Replacing a legacy mobile app and member portal with a single progressive web application for Medicaid members](https://www.smartdata.net/case-studies/medicaid-member-experience-pwa) ## Scaling content production with generative AI automation Caption generation, keyword extraction and rewriting on OpenAI models, built into LunchTable’s fan engagement platform. [Scaling content production with generative AI automation](https://www.smartdata.net/case-studies/generative-ai-content-creation) ## Seamless order flow between NetSuite and Salesforce Salesforce opportunities become NetSuite orders without manual handoffs: Conga CPQ configures products and bundles, Conga Sign captures the approval and NetSuite sends the invoice and payment link. - Salesforce - NetSuite [Seamless order flow between NetSuite and Salesforce](https://www.smartdata.net/case-studies/netsuite-and-salesforce-integration-for-leading-response) 10 sec ## Salesforce to Epicor sync time, down from 10 minutes Syncs between Salesforce and Epicor took up to ten minutes. The rebuilt integration syncs in under ten seconds, and it shipped a week early and 6% under budget. - Epicor [Sync time cut from 10 minutes to 10 seconds for Yaskawa: Salesforce to Epicor sync time, down from 10 minutes](https://www.smartdata.net/case-studies/yaskawa-motoman-salesforce-integration) ## Unified data pipeline from three charging platforms to a Snowflake dashboard Charger and fleet data from Synop, Geotab and Ampcontrol unified through AWS serverless pipelines into Snowflake, behind a customer dashboard on live data. [Unified data pipeline from three charging platforms to a Snowflake dashboard](https://www.smartdata.net/case-studies/project-ev-data-pipeline) 100+ ## engineers today, in a Winsupply center built from zero (40+ in the first year) Winsupply’s own development center in Hyderabad, built from zero with Smart Data: 40+ engineers in the first year, grown to 100+, working across five business domains. [Winsupply’s offshore development center, built from zero to 100+ engineers: engineers today, in a Winsupply center built](https://www.smartdata.net/case-studies/offshore-it-expansion-winsupply) ## A case referral portal for a class action law firm A case management tool that tracks referred cases with partner firms across the country and handles the fee sharing at the end of each matter. [A case referral portal for a class action law firm](https://www.smartdata.net/case-studies/case-referral-portal-class-action-law-firm) 10x ## reach in the client's target markets A five-developer .NET team built a portal for a 401(k) services firm's internal and external users as the firm grew through acquisitions. [A 401(k) client portal built for tenfold growth: reach in the client's target markets](https://www.smartdata.net/case-studies/retirement-plan-client-portal) ## A research product built on data from 40,000 sources A new online product for researching companies, industries and executives, fed by an automated pipeline that extracts, tags and stages data from news, business and public sources. - Data Modeling [A research product built on data from 40,000 sources](https://www.smartdata.net/case-studies/research-data-aggregation-information-provider) ## Eliminating manual data entry with offline-capable SAP mobile An offline-first iPad app for a building materials manufacturer, connected to SAP so inventory counts and orders are captured in the field. [Eliminating manual data entry with offline-capable SAP mobile](https://www.smartdata.net/case-studies/offline-sap-integration-for-field-sales) ## Faster approvals and stronger audit trails with SAP Fiori CAPEX approvals and rebate settlements for Carlisle Construction Materials moved into one set of SAP Fiori apps, with Excel import, rule-based routing, SSO and role-based dashboards. SAP stays the system of record. [Faster approvals and stronger audit trails with SAP Fiori](https://www.smartdata.net/case-studies/financial-workflows-on-sap-fiori-case-study) ## Live SAP pricing in Salesforce for faster, accurate quotes Live SAP pricing, inventory and document sync inside Salesforce, so reps quote, order and contract from one system. [Live SAP pricing in Salesforce for faster, accurate quotes](https://www.smartdata.net/case-studies/sap-salesforce-integration-case-study) ~85% ## on-time delivery, up from 30 to 40% A custom shop floor system with live work-center loading, built-in tolerance math and automated inspection. On-time delivery rose from 30 to 40% to near 85%. [Paper shop floor to real-time system, on-time delivery near 85%: on-time delivery, up from 30 to 40%](https://www.smartdata.net/case-studies/shop-floor-system-precision-manufacturer) 80 to 5 ## people needed for the same testing, after automation Near real-time ETL from disparate retail pharmacy systems into a patient case-management platform, with HIPAA-safe test environments and automated testing of every SSIS package. [Pharmacy data into a shared care platform, tested by 5 instead of 80: people needed for the same testing, after automati](https://www.smartdata.net/case-studies/pharmacy-data-integration-retail-health) ## Real-time visibility and safer field operations for Schindler A native iPad app connected to SAP for Schindler's field supervisors across the U.S., with live technician locations for safety, scheduling, task assignment and parts ordering from the catalog. [Real-time visibility and safer field operations for Schindler](https://www.smartdata.net/case-studies/sap-field-service) ## The platform behind a biweekly payment business, rebuilt A multi-year rebuild for a firm that manages biweekly payments on mortgages, loans and cards. The client took on a much larger customer volume with the same headcount. [The platform behind a biweekly payment business, rebuilt](https://www.smartdata.net/case-studies/biweekly-payment-platform-financial-services) ## Reduced repair times and improved inventory accuracy for Royal Cup A native iPhone app connected to SAP for Royal Cup's territory managers: truck inventory, service orders and payments in the field, and it keeps working without a signal. [Reduced repair times and improved inventory accuracy for Royal Cup](https://www.smartdata.net/case-studies/real-time-sap-mobile-solution) ## Reducing manual workload with automated field service records Salesforce Field Service and Live Agent Chat set up for a service provider, so field records update in real time instead of by hand. [Reducing manual workload with automated field service records](https://www.smartdata.net/case-studies/field-service-automation-with-salesforce) Next step ## Have a project like one of these? Tell us what you are building and what it has to connect to. Here is what happens after you reach out. ### A short call about the work What runs today, what needs to change and the date you are working toward. ### An engineer looks at what’s running Scope comes from your systems as they are, before anything is priced. ### You get a written proposal Covering scope, team, approach and price. [info@smartdata.net](mailto:info@smartdata.net)[(937) 886-9166](tel:+19378869166)