Customer Portal Integration
Smart Data helped Davey Tree launch a custom customer portal, integrating SAP, Dynamics CRM, and CMS data to deliver a seamless, self-service experience.
Client
Davey Tree
Industry
Manufacturing
Timeline
5 Months
Project Overview
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 was selected to build this next-gen digital experience, MyDavey Portal, allowing customers to view service information, proposals, and property details while seamlessly connecting with existing billing and payment tools.
Smart Data approached the project with an emphasis on back-end integration and user accessibility. By aligning closely with Davey's internal teams and third-party partners, we ensured that every feature met both technical and business goals.
Project 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 seamless 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.
Project Approach
This holistic approach allowed us to unify various platforms into a single digital experience. We emphasized real-time data exchange, a clean and accessible UI, and the flexibility to evolve the solution throughout the development cycle.
Project Results
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.
Key Technologies
.Net Core, React, oData, Microsoft Azure, SAP NetWeaver, SAP Customer Data Cloud, MS Dynamics CRM, Umbraco CMS, CI/CD
