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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.

Pharma Third-Party Risk & Contract Management Platform

Pharma Third-Party Risk & Contract Management Platform

Managing supplier audits and third-party risk through spreadsheets and disconnected processes often leads to compliance gaps, delayed audits, and poor visibility. smartData developed Pharma TPR, a centralized web platform that digitizes the complete supplier audit lifecycle—from onboarding and audit planning to findings management, CAPA tracking, and regulatory documentation. The solution provides secure role-based access for administrators, auditors, and suppliers while streamlining collaboration and maintaining complete audit traceability. Automated workflows, document management, and compliance reporting reduce manual effort, accelerate audit execution, and strengthen regulatory preparedness for pharmaceutical organizations.

Auto-Pilot - AI Email Automation for Enquiries

Auto-Pilot - AI Email Automation for Enquiries

Client handled a high volume of freight inquiries through multiple email inboxes, resulting in manual processing delays, inconsistent responses, and missed business opportunities. smartData developed Auto-Pilot, an AI-powered inquiry management platform that automatically captures inbound emails, classifies them into Type A (formal quotations) and Type D (rate requests), extracts key logistics information, and generates professional responses with minimal human intervention. Built using Python/Django, React, PostgreSQL, Gemini AI, and GCP, the platform provides centralized inquiry tracking, automated follow-ups, role-based approvals, and real-time visibility across the entire inquiry lifecycle, enabling faster decision-making and improved operational efficiency.

EXHILR LED Shoes

EXHILR LED Shoes

EXHILR required a connected wearable ecosystem that could transform LED shoes from a fashion product into an interactive digital experience. The goal was to enable users to personalize shoe lighting, sync LED effects with music, locate friends during festivals, and purchase products through an integrated e-commerce platform. smartData proposed a mobile app, SDK, Shopify-powered e-commerce website, and backend admin panel to support BLE-based shoe control, GPS-enabled social tracking, OTA firmware updates, diagnostics, order management, delivery tracking, and product administration. The solution creates a scalable IoT and FashionTech platform combining wearable hardware, mobile engagement, social connectivity, and direct-to-consumer commerce, helping EXHILR deliver a differentiated lifestyle product for entertainment, events, and experiential retail markets.

PALZZAR Procurement AI

PALZZAR Procurement AI

PALZAAR required a B2B procurement intelligence platform to help buyers and vendors overcome fragmented purchasing data, manual SKU comparisons, limited supplier visibility, and missed sourcing opportunities. smartData proposed a buyer-vendor collaboration platform that connects procurement data, normalizes purchase history, enables catalog search, compares historical purchases with vendor products, and provides analytics-driven sourcing insights. Phase 2 extends the platform with AI-powered product substitution, universal product ingestion, canonical product mapping, discontinued SKU routing, confidence-based matching, and inventory-aware recommendations.

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.

Recent Portfolio Projects

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Milk Chocolate

Milk Chocolate

Prospective property buyers often face delays in identifying suitable suburbs and properties, limited visibility into where they stand in the buying journey, and fragmented coordination between buyer's agents, support teams, and external parties such as conveyancers and inspectors. The client required enhancements to streamline client onboarding, automate workflow tracking across the buying process, and improve real-time communication across all stakeholders.
smartData enhanced the existing Milk Chocolate Property platform by optimizing the client and agent-facing Own™ portal with automated notifications, improved Game Plan™ workflows, AI-assisted suburb and property matching, and upgraded UX for registration, recommendations, and milestone tracking from exchange through settlement. The solution introduces structured client preference reuse, simplified onboarding, intelligent agent assignment tracking, and AI-assisted decision support to help clients evaluate suburb and property recommendations.
As a result, the platform improves operational efficiency, reduces lead-to-purchase turnaround time, enhances client engagement through proactive communication, and establishes a scalable foundation for future AI-driven property personalization and automated transaction coordination.

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AI Powered Calling Agent for Real Estate Teams

AI Powered Calling Agent for Real Estate Teams

Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.

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Sonic Voice  Restaurant Calling Agent

Sonic Voice Restaurant Calling Agent

An AI phone agent for restaurants, designed to automate and enhance customer interactions over the phone. It handles orders, reservations, FAQs, and customer queries while seamlessly integrating with POS systems. With the ability to manage unlimited simultaneous calls, upsell intelligently, and provide real-time analytics, it reduces missed opportunities and improves customer satisfaction.

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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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Document and Process Automation Platform

Document and Process Automation Platform

An enterprise-level fintech & document-driven workflow automation platform. integrated document workflow solutions transform traditional roadblocks like accounts payable processing, document management, forms, and inventory/project management for industries including aged care, mining, retail, and manufacturing. It's an integrated platform allowing companies to plugin within other third-party platforms to handle & transmit data/info/processes etc in a secure & efficient manner.

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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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