Your partner in turning data and workflows into a competitive advantage

Analytics • Automation • Insights
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What We Do

Our Services

We transform raw data into actionable insights and streamline operations through intelligent automation

Dashboard & Reporting Development

Transform raw data into intuitive dashboards that support faster, better decision-making across your organization.

Workflow Automation

Streamline and digitize manual processes to reduce friction, errors, and labor costs, primarily using Power Automate.

Custom Apps & Portals

Build tailored applications for operations teams, field staff, vendors, or clients using Power Apps and Power Pages.

Business Analytics & KPI Tracking

Define, measure, and visualize KPIs to monitor operational and financial health in real-time.

Operational, Financial & Client Insights

Use data modeling to uncover patterns and actionable insights across supply chain, finance, and operations.

Industries We Serve

Proven Solutions Across Sectors

Deep expertise in retail, supply chain / logistics, and retirement / property management

Retail Solutions

Streamlining operations, automating compliance, and driving revenue through intelligent data systems.

Intelligent Invoice Processing

  • Automated E2E invoice review workflows using Power Automate & SharePoint
  • Automated EDI submission and PO validation
  • Prevented costly per-error penalties
  • Systemized performance tracking and continuous improvement

Sales & Financial Reporting

  • Sales & net merchandise reporting dashboards
  • Real-time revenue tracking and forecasting
  • Store performance analytics and comparisons
  • Financial KPI monitoring and alerts

Customer Experience Automation

  • Automated customer notification systems
  • Order status tracking portals
  • Returns and claims processing workflows
  • Customer feedback collection and analysis

Inventory Management

  • Real-time inventory tracking across locations
  • Automated reorder point notifications
  • Stock level optimization dashboards
  • Shrinkage and loss prevention reporting

Supply Chain / Logistics Solutions

Optimizing distribution operations from warehouse to delivery with real-time visibility and automated workflows.

End-to-End Recall Tracker

Distribution Center Operations

The Challenge

  • Distribution centers operating at full capacity with limited flexibility
  • Manual, inefficient recall processes requiring deep storage retrieval
  • No centralized tracker, causing handoff issues between Inventory, Quality, and DC Operations
  • High risk of missed recalls leading to compliance issues and lost sales
  • DC teams manually calculating pallet quantities without system support

The Solution

  • Centralized intake portal built on Power Platform with live inventory visibility
  • Automated business rule validation using Power Automate
  • Maximum unit thresholds and minimum quantity checks
  • Automation logic to generate exact pallet lists required for fulfillment
  • End-to-end system integration via API
  • Power App and Power BI dashboards for real-time tracking, logs, and SLAs

The Results

~30min
Manual checks eliminated per recall (≈ 3 FTEs)
~5hrs
DC Operations labor saved per recall
100%
Recall compliance achieved
Real-time
Cross-functional visibility via dashboards

Transportation & Freight Management

  • Freight spend analysis by carrier and route
  • Shipment delay alerts with automated notifications
  • Carrier performance scorecards
  • Route optimization reporting

Warehouse Operations

  • Inventory on-hand, inbound, and capacity reporting
  • Automated receiving and put-away workflows
  • Pick accuracy and productivity tracking
  • Labor management and shift planning tools

Quality & Compliance

  • Claims and returns processing automation
  • On-time delivery tracking and SLA monitoring
  • Quality inspection workflows and documentation
  • Regulatory compliance tracking and reporting

Custom Logistics Apps

  • Driver mileage & equipment tracking applications
  • Client portals for shipment status & KPIs
  • Vendor portals for task management
  • Self-service support and reporting hubs

Retirement / Property Management Solutions

Automating compliance, centralizing operations, and optimizing revenue across multi-site facilities.

Data Integration & Automated Rent Increases

Multi-Site Retirement Homes

The Challenge

  • Fragmented Data Access: Each home operated under separate login credentials with unstructured data, making centralized reporting nearly impossible
  • Manual Rent Increase Processing: Rent adjustments manually calculated and tracked, consuming over 20 hours monthly and risking missed revenue
  • Regulatory Complexity: Rent increase rules varied by province/state, requiring manual interpretation and compliance tracking
  • Limited Operational Visibility: Management lacked unified view of census, resident, and financial data across facilities

The Solution

  • OAuth2 API Integration: Secure API connections to extract census, resident, and financial data across all homes into centralized system
  • Automated Rent Increase Workflow: Built logic to flag eligible rent increases based on jurisdictional rules with approval workflow
  • Regulatory-Aware Automation: Embedded province/state-specific rules to ensure compliance while maximizing revenue
  • Power BI Reporting: Dynamic dashboard for real-time monitoring of operations, financial performance, and rent increase activity
  • Auto-Generated Notifications: System generates and dispatches PDF notifications to residents upon approval

The Results

20+ hrs
Saved monthly eliminating manual tracking
Optimized
Revenue through timely, compliant increases
Zero
Compliance risk from automated validation
Real-time
Strategic visibility across all homes

Additional Solutions

Streamlining with Automation

  • Automated rent increase workflows with compliance checks
  • Expense tracker applications with approval routing
  • Task management and time-off request systems
  • Alert triggers for operational events

Operational Reporting

  • Profit & Loss / Expense tracking across all homes
  • Census and occupancy rate monitoring
  • Budget vs Actual with live updates
  • Resident health and care notes overview

AI-Powered Solutions

  • Custom chatbots trained on business policies
  • Intelligent expense allocation and categorization
  • Care aid support with LLM integration
  • Automated data entry and form completion

Similar Projects Delivered

  • Multi-site financial consolidation with automated P&L
  • Workforce scheduling with overtime rule automation
  • Regulatory fee adjustments with approval workflows
  • Centralized patient records with compliance checks
Our Approach

How We Work

A proven methodology that delivers value from day one

Discovery

Understand your systems, pain points, and objectives to create a tailored roadmap for success.

1
2

Prototype / Quick Wins

Deliver early value through sample dashboards or automations to demonstrate impact immediately.

Implementation

Roll out full dashboards, apps, portals, or workflows with comprehensive testing and validation.

3
4

Train / Support

Enable your teams to use new tools effectively with hands-on training and documentation.

Continuous Improvement

Ongoing optimization as your business needs evolve to ensure lasting value and ROI.

5
Results That Matter

Business Value

Measurable outcomes that drive competitive advantage

Faster Decision-Making

Real-time data visibility enables leadership to make informed decisions quickly and confidently

Reduced Operational Costs

Automation eliminates manual processes and inefficiencies, freeing up resources for strategic work

Risk Mitigation

Improved compliance tracking and automated validation reduce exposure to penalties and errors

Enhanced Experience

Better tools for customers and cross-functional teams lead to higher satisfaction and productivity

Scalable Foundations

Build analytics and automation infrastructure that grows with your business needs

Let's Start a Conversation

Tell us about your challenge, and we'll show you how we can help