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Reducing support calls with real-time SAP and CRM data sync

Smart Data built the MyDavey customer portal, bringing SAP, Dynamics CRM and CMS data into one self-service experience through real-time OData services, so customers look things up instead of calling.

Built onSAPAzure.NET Core

Industry
Tree care and utility services
Engagement
Integration
Timeline
5 Months
An arborist in a hard hat inspecting a tree trunk in a front yard

Davey Tree, one of the largest employee-owned companies in the U.S., needed to create a secure and user-friendly customer portal that could unify data from multiple systems and reduce pressure on customer service. Smart Data built the MyDavey Portal, where customers view service information, proposals and property details, connected to Davey’s existing billing and payment tools.

Smart Data approached the project with an emphasis on back-end integration and user accessibility.

The challenge

Davey Tree had no centralized way for customers to manage services online. While a payment portal existed, there was no access to property-level data, service proposals or appointment history. Adding complexity, the portal had to connect data from SAP ERP, Microsoft Dynamics CRM and Umbraco CMS, and offer single sign-on with their existing WebAR billing system.

The diversity of back-end systems introduced significant integration challenges, particularly around identity management and content consistency. Additionally, Davey’s customer base trends older, requiring a thoughtful user experience tailored for accessibility and clarity.

The MyDavey customer portal, showing scheduled services, seasonal care advice and the message center

The solution

  • Developed a responsive customer portal using .Net Core and React, deployed on Microsoft Azure with CI/CD
  • Built oData services in SAP to enable real-time access to service and account information
  • Integrated Dynamics CRM and CMS data using custom APIs
  • Implemented SAP Customer Data Cloud for identity management and single sign-on (SSO)
  • Gave the portal no database of its own: every read and write goes live to SAP, Dynamics CRM and SAP Customer Data Cloud, so there is no copy to drift out of sync
  • Managed all third-party design and backend integration partners to streamline delivery

The results

  • Successful launch of a fully integrated, responsive customer portal

  • Introduced real-time data sync between SAP, CRM and CMS systems

  • Enabled direct customer messaging with branch managers (added mid-project)

  • Reduced support call volume by enabling account self-service

The final solution provided Davey Tree with a scalable platform that could evolve alongside customer expectations. The portal reduced operational strain on support teams while giving customers modern tools to manage their services more efficiently.

The work did not stop at launch. Smart Data still develops MyDavey, and the 2026 phase sets it up to grow: migrating the codebase so Davey owns and can scale the platform, studying how customers use the portal, refreshing the interface and making everyday tasks such as adding a property quicker.

Client

Industry

Manufacturing and industrial

Platform and technology

Related services

ERP and enterprise integrationManufacturing

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  2. An engineer looks at what’s running

    Scope comes from your systems as they are, before anything is priced.

  3. You get a written proposal

    Covering scope, team, approach and price.

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