Tax Portal

• Implemented data cleansing and enrichment solution.
• Outcome-based Sales Process Design for different market segments.
• Enabled new Go-To-Market engine with end-to-end management of Leads, Optimized Opportunity Management and Forecasting, Quoting capabilities.
• Refreshed Customer Community to increase Customer Self-Service/case deflection.
• Standardized data models.
• Streamlined Approval Processes.
• Greater data integrity and improved reporting.

Integration Portal

• APIs: Driven by SQL Server Stored Procs, developed with AWS Lambda and NodeJS.
• Front End WebUI: Using data provided by APIs VueJS.
• AsureIdentity: Connecting User management with the existing AsureIdentity project.

Data Engineering

• Scalability Issue and a robust data engineering solution to integrate multiple data sources.
• Load on Database to perform the complete business logic in database procedures.
• Zayzoon Integration Changes to get Earned Wages.
• Eliminating Lambda and procedure Calls.
• Ensure the solutions remain up-to-date and meet the changing needs of the client.

Robotic Process Automation (RPA)

• On-Premise MS Dynamics and Bureaulink Migration to Salesforce.
  • Getting Large Volume Accounts, Contacts, Cases, and Case Activities.
  • Getting a Large Volume of attachments.
  • Migration of MS Dynamics and Bureaulink Accounts, Contacts, Cases, Case Activities, and attachments to Salesforce.
• NetSuite Integration was needed to reduce overhead on the Finance Operations team.
• AWS S3 integration is needed to seamlessly integrate with Salesforce, facilitating smooth data transfer.
• PandaDoc integration is needed to pull the customers’ information from the SharePoint data file and send it to the customers for digital signing.
• Needed to integrate Salesforce with the SFTP Server.

Tax Portal

• Legacy Org with heavy technical debt.
• Poor data quality without the right level of guardrails.
• Sales Reps spend a greater amount of time on closing the deal.
• Manual Processes for the Implementation team result in data errors.
• Non-standard integration across RevOps tech stack.
• Scalability issues for the Service and Sales Cloud.

Integration Portal

• Log in using Asure Identity.
• Navigation.
• Dashboard containing: Job Status (Successful, Failed, Running/Pending), File Import History (Total, In progress, Failed) Successful).
• Tenants Search, List, Add, Edit.
• Batch Job (Daily, Quarterly, Integration, etc.) creation/scheduling.
• File Imports, Daily, Quarterly, Integration, etc.

Data Engineering

• Glue Job – Load the files from S3 to the Postgres Staging table.
• Eliminating Lambda and Procedure Calls.
• Reduce load on database by moving out data Transformations to Glue/Spark in-memory data frames and implementing Year to Date calculations in Spark in-memory.
• SQLAlchemy Python library does all database-level operations after moving to the stage tables.
• DML statements are lightly written to perform transformations, Inserts, Updates, and deletes.

Robotic Process Automation (RPA)

• Integrated MS Dynamics and Bureaulink via the use of Workato to automate the migration of existing data and attachments of MS Dynamics and Bureaulink to Salesforce.
• Integrated Salesforce with NetSuite to automate the Usage and Subscriptions data from Salesforce to NetSuite using Workato.
• Integrated AWS S3 and Salesforce using Workato.
• Integrated PandaDoc, SharePoint & Salesforce.
• Enhanced CRM allowing for bidirectional data flow between Salesforce and NetSuite, integration with Microsoft Dynamics, and additional features to support comprehensive customer relationship management.
• Productivity is boosted through the automation of complex processes, reducing manual intervention and minimizing errors to enhance overall efficiency.
• Improved communication between applications leads to streamlined operations, efficient sales cycles, and secure data transfer