SCALING EXPECATIONSd2oqb2vjj999su.cloudfront.net/users/000/079/150/754.... 2. Survey – It includes...

SCALING EXPECATIONS

A CMMI Level 3 Organization

smartData Case Studies

Confidential & Proprietary - smartData Enterprises India Ltd, 2013

ADA – Compliance Auditing App

Introduction: This Web & Mobile based Application is an “Americans with Disability Act” certified Property Survey system. The application is used by building departments, Architects, business owners, property owners and ADA specialist that inspect buildings and facilities for ADA compliance. There are multiple laws and regulations from various different governing agencies that collectively enforce ADA compliance. These laws vary by state & agency, and keeping up with these laws and ever-changing regulations had become very cumbersome and overwhelming for everybody involved in having to decipher them. Solution: ADA Auditor application is the solution to these problems being faced earlier. The application is ADA compliant, recognized by US government. The application provides all types of information related to ADA compliance as per state & federal laws. The application users can easily navigate through various screens and chose relevant options to maintain & check compliance requirements as per pre-defined standards. The solution is divided into 4 modules which are inter-related and serve as the complete solution:

1. CMS – an Admin section which allows to manage the complete application for different standards as defined by ADA (check these standards at http://www.ada.gov/regs2010/2010ADAStandards/2010ADAstandards.htm).

2. Survey – It includes survey Creation, Survey Modification and Run survey. Survey can be created by predefined forms and questions created in the CMS section.

3. Reporting – Generated report on the bases of Survey Responses. It also provides option to upload or capture images at runtime. The report can be generated in HTML or PDF Format.

4. Customer Management – Surveyors can also manage their customers through the application. Also, surveyor can assign any report or particular survey to the customer so that they can login into the application and review the same.

Functional Flow:

http://www.ada.gov/regs2010/2010ADAStandards/2010ADAstandards.htm



Budget Information System

Introduction: The budget office needs considerable time to perform financial analysis, investigate areas for cost reduction and even incorporate performance and priority-based budgets. Often menial tasks reduce the amount of time staff has to spend to do the tasks that are most important. On top of all the data management and actual budgeting a final budget book needs to be prepared. Without a comprehensive tool, it is always tough for the budget office to collaborate information from different sources. Any budget office spent most of their time tracking data across multiple sources, handling budget requests and trying to generate reports for analysis.

Solution: Using the Budget Information System (BIS) all budget data is consolidated in a single location for intuitive data and workflow management. By reducing the amount of time spent tracking errors, analysing data or creating scenarios the budget officials can focus on the important things. When the budget is completed and the final budget is ready to be created the system generates GFOA (Government Finance Officers Association) Distinguished Budget Presentation Award winning documents.

The system allows consolidating all budgeting information in once place rather than keeping track of information across numerous disparate sources. Some of the key features of the software include:

Financial/Payroll System Integration

Cost Center Budgeting

Line Item Budgeting

CIP Budgeting

Personnel/Benefits Budgeting

Administrative Tables

Budget Scenario Modeling

Performance Measures

Reporting

Security

The software is currently being used by many government offices across US. Some of these include budget offices of:

City of Concord, NC

Highlands County, NC

Kansas City, MO

City of Sarasota, FL



E-PAR: Environmental Management System

Introduction: Over the past twenty years, progress has been made in the golf industry to better protect the environment. However, this progress has been fragmented, and the approaches being taken are antiquated as compared to other industry sectors. Learning from environmental leaders in other industries, e-Par realized that it’s the time to grow into an approach to managing the natural environment that’s more strategic, more comprehensive, more efficient, and more effective. The main focus was put on to reduce the gap between the good intentions of golf owners and operators to protect the natural environment and their ability to adequately do so. The problem areas identified for a solution were:

Outdated tools & approaches No comprehensive plan – just acting on piecemeal fashion Focus of “want to do” rather than “need to do” Isolating environmental management activities to golf course operations only. Failing to make environmental management an organization‐wide priority

Solution: The solution defined by E-Par is an Environmental Management Systems (EMS) approach. An EMS, with a “plan – do – check – act” approach. The idea is to manage environmental issues at facilities and a critical tool for golf to become more sustainable. The E-Par EMS for Golf has been developed specifically to provide golf facilities with an Environmental Management System (EMS) for the golf course, clubhouse, and pro shop operations. The system has already helped hundreds of members in over 30 countries. Main features include:

Conform to the internationally‐accepted ISO 14001 environmental standards, also embraced by federal and state regulatory agencies (see: http://www.epa.gov/ems).

Each facility‐specific EMS can be built in less than four hours with the data stored securely online.

Provides documentation required to build and implement the EMS across the whole golf facility, such as:

o Standard Operating Procedures o Risk Assessment Tools o Compliance Checklists

http://www.epa.gov/ems



o Training & Communications Registries o Environmental Action Plans, etc.

Assists the golf facility in maintaining compliance with environmental regulations and helps identify, manage, and reduce overall environmental risk associated with operations.

Through these, the EMS delivers to a number of critical advantages: Comprehensive Approach Systematic Approach Compliance & Risk Management Monitoring & Measuring Training & Culture‐Building Legitimacy of Greening Efforts

Some highlighted achievement of this solution:

E-Par EMS has been selected by US-PGA to be used across all accredited Golf Courses in US.

E-par EMS has been selected to provide the framework for a new Environmental Minimum Standard in Australia. The rollout of this voluntary standard will initially focus on the 400‐plus golf facilities and clubs in New South Wales (NSW) beginning with a pilot phase led in cooperation with the New South Wales Golf Course Superintendents Association (NSWGCSA).

E-Par EMS has been accepted as “functionally equivalent” to the ISO 14001 EMS standard by the Green Tier Program (managed by Department of Natural Resources, State of Wisconsin).

E-Par EMS has been accepted into the US Environmental Protection Agency’s (EPA) Pesticide Environmental Stewardship Program (PESP).



OIL & GAS – Back Office Solution

Introduction: The client is engaged in acquisition, development, production, exploration of oil and natural gas. The oil industry is increasingly relying on digital technology and Internet or web-based concepts in every aspect, from back-office accounting and e-procurement to making decisions based on modeling software, to actually drilling, completing and monitoring wells. The resources rely on several different mechanisms to deliver well reporting which supports business and management needs. Due to inconsistency in the processes and documentation and to reduce the effort involved in terms of retrieving the information, smartData has been involved in the development of a comprehensive oil and gas well software addressing the needs like –

Readily available information. Accurate data management and reporting Ability to make accurate business decisions Consistency in processes.

Solution: Our solution is working towards overcoming the above challenges by implementing the following processes–

1. Field to office connection along with the technical side to the business side by monitoring well production and lease status.

2. Controlling costs, improving delivery by reducing process waste and increased value added activity by monitoring deadlines history.

3. Management of master data, operational data and reporting. 4. Automating tracking of critical land, accounting, and operational data to reduce

missed opportunities, landowner issues and enhance accrual and classification controls.



Printing Business Solution

Introduction: Company deals in branding of products from different suppliers. Branded / Printed products are sold to individuals as well as for corporate customers. Company collects bulk orders from corporate, commercials, hospitality, retail, and event management industry. Printing business involves various operations in the sales, production, accounts and payments side. So it was difficult to handle all these operations manually and an automated solution is desired for that. Solution: To overcome these problems we provided a web based solution to automate existing business processes with the company.

Solution includes complete life cycle of business- right from displaying catalogue, generating enquiries, taking orders, processing those orders and finally sending that to the client.

Online catalogue is provided so that customers can select the items, create enquiry, finalize orders and make online payments for that.

On the other side CRM is developed to handle all enquiries. Company can track enquiries till those are converted into the successful orders.

Once orders are received Production process starts which is defined as per custom Workflow of the Company. This is used to handle Art work approval process, Order processing at different stages, Invoicing and Production process.

Clients can make payments against their orders like token money as well as full payments at the end.

Solution also takes care of dispatching & billing that is most important part of any production business.

Standard CRM Features including to-dos, calendar, reminders, Updates, Document management and Reporting is part this.

Overall solution covers Sales, CRM, Production, Inventory, Warehouse, Invoicing and Accounting, all in single centralized system.



Flow:



EVARO: Health Wellness Solution

Introduction: The client targets the psychological and behavioral wellness industry by providing cost effective, user friendly software’s into treatment facilities. All treatment centers have a desire to treat as many patients as possible and hence spend thousands of dollars to market their services. Tracking specific activities related to the business and generating the desired ROI needs more investment in terms of customizing the available solutions. To meet the specific needs of substance abuse treatment centers smartData has been involved in development of a person friendly software that helps the buyer relations catering to emotional, behavioral, and material abuse facilities addressing the needs like:

Tracking day to day performance Digital Marketing Patient Data Management

Solution: Our Solution is customer and patient data centric which helps the center owners recognize how their centers are executing, track affected person info successfully, and allow remedy companies to target on individual treatment. The software assists in handling marketing pursuits, referral and inquiry tracking, getting in touch with middle activity, bed reservations and admission planning, demographic and affected person data monitoring, admission, discharge, transfer monitoring, with the help of below mentioned modules.

Consumer Partnership Management (CRM) - Ability to connect to multiple call tracking and marketing related API’s. The CRM module handles marketing and referrer tracking, bed reservation and admissions planning, census management.

Electronic Medical Record - The EMR module will handle electronic prescribing and labs, appointment and patient treatment scheduling, clinical and medical document management.

Revenue Cycle Management -The RCM module will handle tasks such as insurance verification and eligibility, billing and claims management, payment and collections management.



Global Collaborative Commerce Network

Introduction: As the Businesses grow, Industries need greater visibility and access to their business partners, as more and more participate in the supply chain, there is an increase in the need for information, compliance and documents. This brings with it an increase in effort, greater potential for errors and higher overhead for everyone involved. The challenge was how to manage the growing needs with limited budgets and resources. How to ensure that the documents and information used to conduct business will be handled correctly, quickly and efficiently. And how to empower Buyers so that they can have a transparent view of Supplier’s quality and compliance documentation and certification. Solution: Our solution was successfully able to overcome the above challenge. We have developed collaborative commerce web platform that helps Businesses and their trading partners throughout the supply chain share and manage validated information with trading partners. It provides an affordable solution for managing product Recalls, product specifications, corrective Actions, validate Certifications and test results. It tracks movement of products and services from point of origin to point of consumption. The platform facilitates the immediate exchange of validated information between trading partners— reducing workload and increasing reach and efficiency within the supply chain. It also provides business intelligence and search tools to identify problems, manage exceptions, and resolves issues quickly. And allows suppliers to securely share certificates and data with all their trading partners, thereby helping reduce redundant certifications and costs throughout the supply chain. The result there are over 70,000 facilities utilize the platform including seven of the top ten retailers and 82 of the top 100 food companies of the world that includes names like Walmart, Costco, Hasbro, Safeway, Lowe’s, Mattel, Toys R US, ConAgra Foods, Walt Diseney, Target etc.



Health Risk Assessment Web App

Introduction: We have created Health Risk Assessment products and series of brand websites (White label website) for one of the world’s top 10 Insurance Groups, serving millions of Customers across Europe, North America and Asia Pacific, with Business activities ranging from long term savings, fund management and General insurance. Our application creates a highly interactive and informative customer experience, enabling the users to fully understand their current state of health and learn how healthy they could possibly be and then achieve it, through a unique Q-Score. This data is then processed by our application based upon which the premium discounts for the health policies are calculated. This resulted in improved Customer reach, promoting environment of health and Wellness and considerable increase in the number of policies and revenues.

Solution: Our application provides health screening and medical services to corporate businesses, public sector, primary care trusts, the insurance industry, legal professions and consumers. We have created a unique health rating system and a series of sophisticated outcome management algorithms. The application gives health risk analysis and management to individuals via a variety of white labeled websites, targeted to countries in Western Europe and Asia Pacific. Its primary purpose is to calculate and display premium discount data. Provide health advice to the Customers, Help set them achievable goals and track them, appointment booking with the pharmacies. The process works in the following way. Customers ( Corporate or Retail ) looking for Health insurance, gets a service access code from the company, through which they can register to the website fill the HRA ( Health Risk Assessment ) form based upon which the Q-Score is calculated. Then the range of this Q-Score determines the premium discounts calculations that is displayed to the Customer and is used for further processing.



Behavioral Healthcare Solutions

Introduction: Behavioral healthcare industry has very specific needs and has its own unique requirements that cannot be accomplished by off the shelf product. It also has limited financial resources available to spend on technology solutions. We have developed and implemented entire suite of Healthcare products and software solutions for Behavioral Healthcare organizations. These solutions have been tested, certified and approved by the Office of the National Coordinator for Health Information Technology and Authorized Testing and Certification Bodies (ONC) and support meaningful use and HIPAA compliance. These solutions are specifically targeted to Michigan Department of Community Health. Solution: The solution is designed as a comprehensive health record system that allows clinicians to create document for patients like diagnosis, assessment, treatment planning and discharge. The solution processes scheduled services by clinicians, where they can relate their services to goals and objectives set in treatment plan for a patient, and generates charges for completed services, create claim for generated charges followed by adjudication of claims by payer to check claim status as denied, pending or approved. Prints checks for approved claims and remittance advice or send denial letter for denied claims. There are post payments and adjustments for ledger entries. Application supports features like verifying customer eligibility for Healthcare plans. Medication prescription and sending medication orders as fax to pharmacies. The suite comprises of Practice Management, Electronic Health Records, Care management, Medication management, Claims management and data warehouse solution. It is available in both web and standalone version.



Restaurant Reservation System & POS

Introduction: This is an Online Restaurant Reservation System, Floor planner and backend POS for Restaurants which is used to enhance restaurant productivity and to provide better customer services. The aim is to facilitate services for restaurants so that people can easily search for local restaurants in their areas and make table reservations. Web based system sync with backend POS so that availability can be viewed near to real time. This saves a lot of efforts for restaurants as they don’t have to enter table availability manually. So once customer visits restaurant it is entered in the backend POS for table is busy which is automatically displayed on the online platform. Solution: We have developed the solution which is actually combination of three services:

Online reservations - Web platform caters online customers where they can view availability and make reservations.

Floor plan designer - It includes Interactive Floor Planner Designer which can be used to Design Floors, Tables and Other restaurant items as per actual structure of the Restaurants

POS system – Restaurants can use the POS system to manage all restaurant activities & operations.

So a single solution is catering all needs of restaurant. Latest technologies & tools are used to develop custom solution so that each user whether it is a front staff member, kitchen staff, restaurant admin, accounts or any other person can use the application. It allows restaurants to build robust diner databases for superior guest recognition and targeted e-mail marketing. The reservation system is a centralized booking system to manage all reservations received through website, phone or walk-in customers. Further floor planner adds values into the system which allows restaurants to define various floors, seating plans as per actual floors/ tables and other location specific features so that users can easily see them while processing reservations. Feedback & survey is one of the most important part of any service industry. Application includes survey system which facilitates restaurants to generate feedback questionnaires and get customer feedbacks. So it completes entire lifecycle of the restaurant industry.



Contract Management System

Introduction: An enterprise solution that allows any contract/agreement to be negotiated, signed, stored, accessed and managed anywhere and anytime, resulting in shortened deal time, reduction in transaction waste and improved control over business. Solution: It’s a SAAS ( Software As A Service ) based application, through this platform any deal can be done anywhere and at any time with complete transparency, transaction history, without a single phone call, scan, email or piece of paper. The application allows organization to register and create smart contracts with user defined workflow named as “Croomer “ in application terminology. The assigned user from the organization who is called “Captain” can then create contract room in this Croomer. A user can create multiple rooms in one Croomer to negotiate with their counterparties on the platform. It allows both the parties to negotiate term by term on one to one and multiuser and multi-party level basis.



Dispatch Management System

Introduction: We have developed an enterprise level trip management, dispatch and route optimization system to manage dedicated and non-dedicated vehicles for national passenger transportation Management Company serving transit agencies, school district and the healthcare industry. It provides high quality innovative transportation services that increase the efficiency, cost effectiveness, driver safety and accountability. Solution: Our solution serves to mobility needs of many state owned and large private corporations. It leverages the power of smartly managing the passenger trips with optimal use of resources (vehicles and drivers) to generate more profitably grouped passenger trips assigned to a single vehicle. It helps track current resource utilization for the corporations to plan well in advance for resource management and allocation. System as a whole synchronizes the work of those who create the trips to those who service the trips and even those who oversee the whole process. It serves as one point knowledge base to know what and how the passenger’s trip was served. Ultimately it serves as a performance aggregation tool for logistics corporations. Data Flow:



DSM- Dental Sleep Medicine Software

Introduction: As per HIPAA compliance, it’s mandatory for every hospital and clinician in US to manage their patient records and other related information electronically, hence there was a need of a Practice Management System through which client can manage all his patient data, their medical records, billing, insurance claims processing, appointment scheduling etc. Solution: We developed complete Dental Practice Management Software, a totally paperless system that allows printing almost any document, record or patient statement. Major Modules covered include:

Cloud based EMR is intuitive and proactively designed with diagnostic and procedure codes being automatically populated in the appropriate areas.

Medical billing with proper procedure and paired diagnostic codes to aid in obtaining the maximum medical insurance reimbursement for patients.

Insurance Electronic Medical Claims processing Appointment scheduling Document Writing (premade templates), with the easy to use Letter Utility, your

team will be we can customize the wide array of pre-existing letter templates containing patient specific information

Reporting This software can be used either in a clinic or by a clinician to manage their records electronically. It can either be installed on a single user machine or can also be used in a LAN environment with central database updates.



Real Estate CRM Solution

Introduction: To develop online version of existing desktop application, old system was single user based downloadable application that interacts with LockedOn server via XML. Solution: We developed a web-based interface that allows company to sell proposed application using SaaS model (software as a service). It provides:

It is a Cloud-based real estate database CRM where agents can manage their clients, listings, buyers, tasks, targets

Single or multi-user account levels are available Task management is also integrated in this system with email, SMS and phone

call alerts to the users. Agents can manage their appointments through the application Email Marketing is accomplished with email creation and advanced tracking Bulk text messaging is implemented Targets for Results (TFR’s) is developed to monitor planned and actual results iPad Listing Presentation app Vendor Portal is available to check vital details about progress of campaigns

Major Modules:

Agents Property Client Administration Task Management

Appointment Scheduler Inspection Email Marketing Offer Reports



School Management System

Introduction: Manage School Information converting a Desktop application to a web based SaaS application for Student Attendance management Solution: Developed a Cloud Platform Rollmarking & Student Welfare Management for Schools, which provides options for schools to manage/import/export their data related to Students, Teachers, Attendance Records, Timetables, and Classes etc.

Student’s attendance, time sheets and other details are being managed with easy to use interface, which reduces unexcused absences and improves student attendance. It helps to ensure student safety and welfare and has better communication methods with parents.

The developed application has significant savings in terms of resource timings and increases school productivity.

It is a complete solution for roll marking, student database reconciliation, parental absence notification and alerts for school administrators.

Few attractive features includes sending text messages, broadcasting message,

individual student attendance or all students’ attendance, temp class assignments,

student passes.

Various types of import features are available like student details, student attendance,

and time table etc. using text files. Similarly output can be exported to CSV / Text files

like Attendance Report, Student Detail, Class Detail, Student Subject Detail, Teacher

Subject Detail, Teacher /Class/Teacher Detail and Details for parent teacher online.

A complete student section is developed where student details can be entered or

updated in the system. This will include searching, timetable, subjects and various other

details.

Teacher section is available where their time schedules can be managed, classes can be

assigned and room timetable can be managed

Different types of lists are being generated through the system like student list, student

class lists, period class lists etc. Lists include bar codes, which are being generated

through the system. All these lists can be converted into printable version and can be

exported into PDFs.

Extensive reports like Student Attendance Report, Merit Point Report, Days Absence

Report, and many more are being generated from the system for various sections, all



reports can be viewed on the screen, printed on the paper or can be exported to CSV file

for further analysis.

Main administrator has full access of the system where he can manage all parts of the

application, like student passes, uniform violations, time out log, medications, class

setup and excursion camps to name the few.

Class & subject maintenance section is developed where creation of student groups,

period assignments, class assignment to teachers and adding teachers to student details

is available.

Flow:



Online Retail Store

Introduction: To find a better way to operate a Uniform Supply Business that offers cheaper and faster uniforms for customers Solution: Uniform Star Store is developed as an online shopping application providing Online Shopping for thousands of products and it has one thousand plus customers for Customized Products. The customer/user can buy uniforms for different work places like Corporate, Bars and Restaurants, Hotel, Casino, School and College etc. Application provides services like:

Price Comparison Branding the garments Online stylist (advanced search) Customized Freight Calculations Price Matrix functionality Order Management system QuickBooks Integration Supplier Management Allows user to write comments/reviews about a product Tell a friend about product and save Live customer support that has access to information of products, orders, back

orders, suppliers, embroidery suppliers etc. The website is developed for 6 countries with 1 database, each domain name/ website is hosted in its designated country so as to rank high on Google whereas reads the required data from the international database.



Engagement Health – Adherence Monitoring App

Introduction: We have developed a disease prevention and health promotion program focusing on improving health and lowering annual healthcare claims costs. The goal is to help the employers sustain their medical benefits programs while reducing the trend toward double-digit increases in annual healthcare claims costs, while building a healthier, more productive workforce. Solution: Our solution focuses in implementing comprehensive, evidence based, compliant corporate wellness program promoting both individual – participant and overall organization. It provides a common platform for multiple Adherence Counselors to consult participants and their spouses for their health improvements. The program reduced the employee costs by 9.6% and saved an average per employee –per-year claims cost of $834. The program produced measurable reductions in annual healthcare costs for 95% of the clients. Adherence Module is used by Adherence Counselor for search the calls, health data of the participant (enrollee) etc.



Business Automation Solution

Introduction: Our client is in the business of selling marketing and promotional items that sticks like patchmagnets, fridgemagents, carmagnets etc. They were looking to automate their day to day activity, increase production capability, reduce cost, centrally manage their customers, automate core functions like order management, invoicing, manufacturing, accounting and shipping to increase their online orders and transaction. Solution : We developed Business automation solution and CRM application which is designed for a 360 degree-view of the Sales Cycle. The solution designed by smartData is not just a typical CRM but spreads over various modules which include:

Quote Generation Client Data Management Automated Invoices Production Management Dispatch Management Re-Quote & Re-Invoice Automated Emails & Newsletters Multiple Companies & Departments Retailers & Resellers Account Management

The system has automated day-to-day business activities which allow the team to focus on Selling through effective data management. Through this, information about customers, their last orders, current order (& its status), invoices (past & present), buying behavior, etc. is generated through simple button clicks. The admin is able to review all these sales information, pending & completed orders, delayed orders (with reason), financial information, etc. from a secured Admin Section. The system has been designed with “one size fits everything” strategy which encompasses everything that FMF and its sister companies does.



Supply Chain Management Solution

Introduction: Our client who is a major international branding and packaging organization. Their reach covers many of the top brands from apparel to entertainment and food industry, they were facing problems, as most of their processes were manual with virtually no data flow between departments and vendors, it was all being managed through papertrail resulting in loss of productivity time and money. Solution: We have built supply chain management system and customer relationship management application for an Our application automates the entire business processes from procurement to manufacturing, packaging and distribution. It automates and streamlines business processes, organizational structure, products and supply chain management along with management of their customers and vendors related processes. It includes order placement and tracking, inventory management, vendors and customer management, accounts and payment tracking solution, billing, invoicing, shipping, reporting, along with department based feature access and geographic location based office based departments and accounts management features along with new vendor and customer portals within the application. Some of the features of this application are: The application has facility to update leads through mails and has Cron based settings. Application supports creation of department specific dashboards that allows

access to content associated to user's login type.

Integration with PayPal Pro, SSL implementation for particular section and Log

tracking for transactions.

Synchronization of QuickBooks with PayPal payment.

This application is used for signature capture and is used to take signatures and

input into system at respective places along with other info.

Barcode generation system with integration of 3rd party barcode reader device

that is used to input data directly into system.

Fusion Charts, is used to generate graphs and charts associated to various user

specific functionalities within system.

Centralized data vendors and multi locations.

Extensive workflow management.

iPhone and Mobile Apps

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