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Our Recent ESS Case Studies

House Owner Association Verified AI Tool

House Owner Association Verified AI Tool

HOA Verified leverages advanced AI, powered by LLMs and RAG, to streamline document management, simplify adherence to local and state regulations, and enhance communication with residents. By combining intelligent search with contextual understanding, the platform delivers actionable insights, tailored compliance solutions, and robust community resources—reducing administrative burdens and fostering thriving, well-managed communities.

Revenue Cycle Management Platform

Revenue Cycle Management Platform

The client, a US-based digital health company operating an established Electronic Medical Records (EMR) platform, needed a comprehensive Revenue Cycle Management (RCM) solution to eliminate billing inefficiencies and revenue leakage across its provider network. Manual charge entry, disconnected billing workflows, high claim rejection rates, and limited financial visibility were significantly impacting cash flow and operational efficiency.

Legitimately U

Legitimately U

LegitimatelyU was built to replace traditional password-based authentication with a secure, mobile-first identity platform. The client required a system capable of supporting biometric login, third-party integrations, and secure backend validation without exposing sensitive credentials on the frontend. smartData developed a full-stack authentication solution featuring LU app registration, QR-based login, unique ID authentication, and web-based approval workflows. The platform supports biometric verification methods including face and voice recognition, along with secure token exchange and backend validation using secret keys.

ACCL HomeHelpers

ACCL HomeHelpers

Homecare agencies often rely on fragmented manual processes to manage compliance, caregiver onboarding, and documentation. For Home Helpers, smartData developed a compliance automation platform tailored to New Jersey regulations, with scalability for expansion across U.S. states. The solution streamlines client and caregiver lifecycle workflows, automates form generation and tracking, enables multiple digital signature methods, and securely stores signed PDFs with audit metadata. The platform incorporates role-based access, automated alerts, and API-ready integrations with existing homecare systems. Built on a HIPAA-aware foundation with a modular rules engine, it reduces administrative overhead, improves compliance accuracy, and enhances audit readiness.

Tip App

Tip App

The client aimed to build a modern tipping and peer-to-peer payment platform but faced challenges with fragmented payment systems, dependency on single gateways, and lack of scalable real-time infrastructure. smartData developed a cross-platform mobile application (iOS and Android) with a web-based admin panel, enabling virtual wallet management, QR-based payments, and multi-payment integrations. The platform supports cards, ACH, Apple Pay, and Google Pay, ensuring flexibility and higher transaction success rates. A microservices-based backend architecture powers real-time transaction processing, notifications, and monitoring. Security and compliance were ensured through encrypted transactions, OTP authentication, and KYC-ready workflows.

PriceBeat Intelligence Platform

PriceBeat Intelligence Platform

The client, a high-volume enterprise seller managing over 120K SKUs, struggled to maintain competitive pricing across marketplaces like GSA Advantage due to manual and inconsistent processes. smartData developed an automated Competitive Pricing Intelligence and Price-to-Beat platform that continuously discovers, validates, and compares pricing data from Amazon and verified U.S. vendors. The system applies rule-based matching, filters unreliable sellers, calculates landed costs, and identifies optimal competitive pricing.

SYResp

SYResp

Post-acute care facilities working with SYResp faced fragmented respiratory care delivery, with staffing, equipment procurement, and diagnostics managed through disconnected processes. This resulted in treatment delays, higher administrative workload, and increased hospital readmissions.

AI-Powered Calling Agent for Real Estate Teams

AI-Powered Calling Agent for Real Estate Teams

smartData was engaged by a mid-sized real estate company based in Australia to address inefficiencies in their lead management and communication process. The client was spending significant time on repetitive phone calls, and missed follow-ups were becoming common. We proposed and developed a custom AI calling solution that acts as a virtual assistant to automate key inbound and outbound tasks. The system connects with the company’s CRM and calendar to make sure leads are handled on time and appointments are scheduled accurately.

Proptech Solution for Streamlined Maintenance & Tenant Support

Proptech Solution for Streamlined Maintenance & Tenant Support

smartData Team was involved in business consulting to a large shopping center in Northern Territory of Australia. We addressed their challenges by streamlining their maintenances and tenant support operations. Proposed solution is able to connect all departments involved along with members for better coordination & plan actions accordingly.

IRUSA Donation App

IRUSA Donation App

This case study details the development of a comprehensive mobile application designed to empower the Muslim community through technology—simplifying donations while enhancing daily spiritual life. The app blends essential religious utilities with secure fundraising features, creating a centralized platform for both spiritual engagement and charitable giving. With a focus on inclusivity, mobility, and trust, this solution aims to support users throughout their religious journey while meeting community-driven philanthropic goals.

Recent Portfolio Projects

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Scalable Construction Supply ERP with AI Automation and Financial Integration

Scalable Construction Supply ERP with AI Automation and Financial Integration

The objective of this project was to transform a fast-growing construction materials supplier into a fully integrated, AI-enabled digital operations platform.

The client was managing bulk orders, warehouse coordination, supplier procurement, and accounting across disconnected systems. This resulted in delayed responses, manual reconciliation, limited stock visibility, and heavy dependency on staff for routine customer queries.

Our goal was to build a unified ERP ecosystem using ZohoOne, fully integrated with MYOB for financial control, while embedding AI Agents to automate customer communication and operational support.

The AI Agents were designed to:

  • Instantly respond to customer queries related to order status, invoices, and delivery timelines
  • Reduce dependency on manual call handling
  • Provide 24/7 support without increasing headcount
  • Assist internal teams with quick data lookup and order insights
  • Improve response time and customer satisfaction

This solution was not only about automation - it was about creating an intelligent operational backbone that improves efficiency, reduces overhead, strengthens financial accuracy, and supports scalable growth.

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NDIS CRM

NDIS CRM

We are developing a comprehensive, NDIS-compliant CRM platform for allied health service provider in Australia, focused on supporting children and young people with disabilities through therapies such as Occupational Therapy, Speech Therapy, Psychology, Physiotherapy, Counselling, and Behaviour Support.

The platform streamlines end-to-end operations including client onboarding, service agreement management, therapist workflows, session scheduling, case notes, and compliance-driven billing. It enables accurate NDIS service code mapping, automated invoicing aligned with different funding types (Self, Plan, and NDIA-managed), and real-time budget tracking to prevent over-claiming and reduce payment errors.

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BQP RM FG Demand Forecasting and Planning

BQP RM FG Demand Forecasting and Planning

To design and implement an integrated, automated planning and forecasting platform that enhances forecast accuracy, eliminates manual and siloed processes, provides real-time visibility into key business metrics, and enables seamless collaboration across planning, sales, and supply chain teams—empowering the organization to respond pro-actively to market changes and make informed, data-driven decisions across short- and long-term planning cycles.

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Proptech Analytical Platform

Proptech Analytical Platform

Our PropTech Data Analytics Platform is an innovative solution designed to revolutionize the real estate industry by providing comprehensive data-driven insights and services. Tailored for both individual buyers and investors, our platform offers a suite of services including Buyer Agent representation, investment analysis, property management, and more. 

At the core of our platform is advanced data analytics that empowers users to make informed decisions based on real-time market trends, property valuations, and investment opportunities. By leveraging big data and machine learning algorithms, we provide actionable insights that enhance the buyer experience and optimize investment strategies. 

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Supply Chain Governance Platform

Supply Chain Governance Platform

It is a collaborative platform for suppliers and buyers and labs to manage the compliances. This secure online industry network has been developed for exchanging and managing the documents and tasks associated with compliance and standards. It manages compliance and supply chain communications needs — from emergency communications such as recalls to general notifications via voice, fax, email, and text messaging.

It is a supply chain platform with around 12000 customers who are collaborating with each other on product certificates and this is done in Salesforce. Around 12000 12000 Salesforce organizations have been created for the same. 

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ERP and SCM for furniture production Company

ERP and SCM for furniture production Company

A cloud based ERP system for a door manufacturing company. It manages overall business operations starting from inventory management, quotations, sales and purchase orders, catalog management, invoicing, payment and warehouse management. BI Reporting is also part of this solution which are providing useful business insight and help in taking informed business decision.

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