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Case Studies

📋 Real Projects · Real Outcomes

Not Capability
Claims. Actual
Shipped Projects.

Every case study on this page is a real project with a real client and a measurable outcome. Where NDA allows, we name the client and the numbers. Where it doesn't, the architecture, the challenge, and the result are documented and verifiable.

INFOMAZE ELITE · PROJECT PORTFOLIO · 23 YEARS
● Active
CASE STUDIES
15+
SECTORS
12+
COUNTRIES
6
PORTFOLIO BY CATEGORY
BI & Analytics
2 studies
Custom Applications
5 studies
ERP & CRM
4 studies
Zoho Implementations
3 studies
AI & Automation
Growing
NDA POLICY — ALL PROJECTSFull project details, additional metrics, and client references available under NDA for serious prospects. Every outcome stated here is verifiable.
42M
Property records — sub-second Elasticsearch search, Google Maps, polygon draw
20yr
Field service ERP lifespan — 7-Eleven, Walmart, now being reborn as ElementIQ
4d→2h
Lending automation — manual approval process replaced by bank + credit score APIs
0 DB
Direct database access — full Power BI delivered via PowerApps + Excel staging for Atlantic LNG
Filter —
📊 BI & Analytics
2 case studies
⚡ Energy · Trinidad Power BI No Direct DB Access

Executive BI with Zero Direct Database Connections for Oil & Gas Company.

We built a complete executive and departmental BI platform using PowerApps and structured Excel staging. Every dashboard live. Every production system untouched.
Power BI PowerApps Excel Staging Power Automate 5 Audiences
0
Direct DB connections — full executive BI delivered
1h
Data refresh cycle
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🍽️ HORECA · India Power BI · NDA

One Dataset. Five Audiences. Power BI for a Restaurant Chain

A multi-location restaurant chain needed BI that served every function — not just the owner. We built a single Power BI solution delivering tailored dashboards to five distinct audiences: executive, sales, churn, production, and raw materials — all from one governed data model.
Power BI RLS Menu Engineering Churn Analysis Food Cost BI
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⚙️ Custom Applications
5 case studies
⚙️ Field Service · US 📅 Built 2004 · 20yr 7-Eleven · Walmart

One Scheduler, 6,000 Work Orders: 20 Years of Field Service Excellence

Infomaze built SystemTask — a field service ERP that dispatched technicians to 7-Eleven and Walmart locations across the US. Automated scheduling, real-time dispatch boards, skill-matching, asset management, partner portals, and billing.
Field Service ERP Auto-Dispatch Bulk Scheduler Asset Management ElementIQ v3
6,000
Work orders auto-created per rollout
20yr
Platform lifespan
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🛟 Rescue Project 1 Month Deadline

Project Rescue: Previous Team Gone.No Backup. No Docs.One Month to Live.

Crystal Networks had a firm go-live deadline one month away. The development team that had been building the project became unreachable — no handover, no documentation, no code backup.
Rescue No Backup 1 Month Legacy Code
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🏠 Proptech · US 42M Records

Real Estate Platform: 42 Million Properties, Search Results in Under One Second

A US real estate platform needed to search 42 million properties instantly, plot results live on a Google Map that updated as users dragged or drew search boundaries, and generate complex property history reports that had previously taken over two minutes.
Elasticsearch Google Maps AWS .NET Freemium
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💰 Fintech · AU Laravel · AWS

Loan Application to Disbursement. In Hours, Not Days.

Quickzy provides quick finance to Australian consumers. Their competitive advantage is speed — and speed requires the entire lending workflow to run without manual intervention.
Laravel Bank API Credit Score API Decision Engine
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📡 Telecom · US US Patent · AT&T · T-Mobile

Telecom Inventory. Cross-Warehouse Logic. US Patented.

TSN was built for the US telecom industry — addressing a problem that companies like AT&T, T-Mobile, and Goodwill Network faced managing parts inventory across thousands of tower sites nationwide.
US Patent BOM AT&T T-Mobile Network Ops
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🔴 Zoho Implementations
47 case studies
✦ Authorised Zoho Partner

Customizing Zoho One for an Accounting Firm — A Case Study

How we replaced an accounting firm's WhatsApp + email document chaos with a customised Zoho One setup — Zoho CRM, Customer Portal, Projects, Books, Sign, Flow, and Creator engineered as one system. As Authorised Zoho Partners, we built across seven Zoho applications to give the firm a single source of truth for leads, compliance work, client documents, contracts, and invoicing.
Zoho One for Accounting Firm Zoho for CA Firm Zoho for Chartered Accountants Zoho Accounting Firm CRM Zoho Customer Portal Accounting
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💼 Investment · India Zoho People + CRM

HR & Sales Unified. Zoho People plus CRM for an Investment Firm

A complete Zoho People and CRM rollout — transforming HR operations and sales processes for a growing Indian investment services firm.
Zoho People Zoho CRM HR Automation Leave Management
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🖨️ Print · SaaS Loyalty Platform

Reinventing a Customer Loyalty Programme with Zoho Subscriptions

Manual loyalty point collection across multiple WIX websites replaced with a fully automated Zoho Subscriptions connector — real-time processing, zero manual entry.
PrintPLANR Loyalty System Customer Engagement SaaS
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☀️ Solar · Zoho One ⭐ Full Suite

How We Built a Complete Zoho One Operating System for a US Solar Installer

From a 50-field lead intake through partner portals, field technician site surveys, dynamic BOM-driven project templates, nearest-warehouse inventory routing, and stage-based payment milestones
Zoho One Zoho CRM Zoho Books Zoho Projects Zoho Analytics
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HubSpot to Zoho CRM Migration: A Complete Data-Driven Case Study

HubSpot to Zoho CRM Migration: A Complete Data-Driven Case Study Migrating from HubSpot to Zoho CRM requires a strategic and disruption-free approach. A mid-sized company approached us with this exact challenge, they wanted a cleaner, simpler CRM experience without losing...
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Zoho for Insurance Agents: End-to-End Brokerage Automation Solutions

Zoho for Insurance Agents: End-to-End Brokerage Automation Solutions Infomaze teamed up with a prominent U.S.-based insurance brokerage firm, specializing in both personal and commercial insurance, including property, vehicle, health, and travel insurance. The client’s goal was to streamline their digital...
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Zoho and Canopy Integration for Automating Accountancy Firm Operations: Case Study

Zoho and Canopy Integration for Automating Accountancy Firm Operations: Case Study Infomaze, a Zoho Authorized Partner, helped a mid-sized accountancy and financial services firm transform its operations by integrating Zoho with Canopy accounting software. While Canopy efficiently managed bookkeeping, it...
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Zoho CRM Implementation for Distance Learning and Study Abroad Company

Zoho CRM Implementation for Distance Learning & Study Abroad Company Infomaze implemented a robust CRM for education consultancy with branches in India, UAE, and Germany. This consultancy offers a range of services, including career counseling, IELTS/GRE training, university admissions, visa...
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Zoho for Travel Agency: A Complete Travel Agency Automation Solution

Zoho for Travel Agency: A Complete Travel Agency Automation Solution Infomaze partnered with two growing travel businesses in the US—one offering personalized holiday tours, and the other focused on large-scale pilgrimage travel. To help them scale and simplify operations, we...
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CRM & Workflow Management for a Finance Company

CRM & Workflow Management for a Finance Company A finance company specializing in wealth management and financial planning services in India aimed to optimize its client relationship management (CRM) and workflow processes. The firm required an advanced system for financial...
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🏗️ ERP & CRM
4 case studies
📦 Supply Chain · ERPNext Enterprise

Work-Order Management Platform for US Retail Enterprise —7-Eleven & JCPenney Scale

The system that gave a major US company the backbone to scale. Built from Mysore for enterprise retail operations — Infomaze's heritage anchor case.
ERPNext Multi-Warehouse Supply Chain Vendor Management
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🔵 Enterprise CRM Salesforce

Enterprise Financial Platform Built from Scratch —Quickzy Finance, Australia

A fully custom financial services platform — built across 18 months, maintained and evolved over years. The client relationship that defines Infomaze's approach to long-term partnership.
Salesforce Quote-to-Cash DocuSign QuickBooks
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💳 Invoice Processing · AI

AI Invoice Processing —94% Touchless Rate, 28 Hours Per Week Saved

A UK business with 400 supplier invoices per week moves from full manual AP processing to 94% touchless — month-end close accelerated from day 5 to day 1.
AI / IDP OCR ERP Integration Workflow Automation
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📋 RFQ Automation

AI-Generated RFQ Forms from Unstructured Customer Emails

How a manufacturing company eliminated manual RFQ processing — cutting turnaround from hours to 28 seconds with near-zero errors.
RFQ Workflow Procurement Approval Automation PO Generation
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🤖 AI & Automation
2 case studies
🤖 AI Chatbot · SaaS

AI Support Agent Cuts Ticket Volume by 70% for Global SaaS Company

A RAG-powered AI agent trained on product documentation and support history resolves 70% of tickets automatically — 24/7, zero additional headcount.
LLM RAG Knowledge Base Escalation Logic
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🚚 Logistics BI

BI Infrastructure Rebuilt for US Supply Chain Leader

A fragmented, multi-system reporting environment consolidated into a single source of truth. Monthly close moved from 3 days to same day.
Power BI Fleet Analytics SLA Tracking Route Efficiency
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📁 Other Case Studies
48 case studies

2,000+ Automated Tests Replacing 3 Weeks of Manual QA

An enterprise service management platform of comparable scope to ServiceNow — tickets, workflows, SLA management, multi-tenancy, approval chains. Manual testing at this complexity was blocking every release. We're changing that.
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PrintPlanr: 3 Days of Manual QA to 6 Minutes

How Infomaze built an AI-powered Playwright test suite for its own cloud print MIS — and what that taught us about deploying QA automation for clients.
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Field Service QA: Web + Mobile + API In One Suite

A field service management platform with a React Native mobile app for technicians, a web management platform, and a complex API layer. The QA challenge: unified coverage across all three — no separate test suites, no gaps at the integration points.
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Automated Purchase and Invoice Processing with Zoho Books

How we built a fully automated AP pipeline for a distribution business — multi-source document intake, AI extraction, three-way PO matching, configurable approval routing, and direct posting into Zoho Books. As Authorised Zoho Partners, we built deep into the API — not just surface-level integration.
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Automated Mortgage Lead Processing for a Polish Private Lending Company

A private lending company in Poland, operating much like a digital-first bank, relied heavily on brokers to submit mortgage applications via email.
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AI Invoice Automation with Xero Integration

How we built an end-to-end AI document processing pipeline — from multi-source document intake through OCR extraction, PO matching, approval routing, and automatic posting into Xero. Zero manual data entry.
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AI-Powered Intelligent Document Processing for Unstructured Data: Case Study

AI-Powered Intelligent Document Processing for Unstructured Data: Case Study According to industry research, nearly 80 to 90% of enterprise data exists in unstructured formats, with documents forming the backbone of operational workflows. As enterprises seek efficiency and accuracy, Intelligent Document...
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Enterprise Data AI Classification and Scoring Implementation: Case Study

Enterprise Data AI Classification and Scoring Implementation: Case Study Modern enterprises generate enormous volumes of operational, transactional, and behavioral data every second. However, without intelligent interpretation, this data remains passive and unable to guide automation, prioritization, or strategic decision-making. We...
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Building a Self-Healing AI Data Quality Platform: Case Study

Building a Self-Healing AI Data Quality Platform: Case Study Enterprise systems are only as reliable as the data flowing through them. CRMs, ERPs, APIs, ingestion pipelines, and internal applications continuously generate and modify records but without structured data quality management,...
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From Fragmented Data to Intelligent Systems: AI Data Enrichment Case Study

From Fragmented Data to Intelligent Systems: AI Data Enrichment Case Study Data is only as valuable as its reliability. Yet in many enterprises, critical information remains siloed, unstructured, duplicated, or even incomplete. All this results in slow decisions, inconsistent reporting...
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108+
Documented case studies across BI, custom apps, ERP, Zoho, and AI
12+
Industries — energy, fintech, HORECA, proptech, field service, and more
6
Countries — India, US, Australia, UK, Trinidad & Tobago, New Zealand
NDA
Full project details, metrics, and client references available under NDA
— On NDA and Project Confidentiality

Several projects on this page are listed without client names — covered by signed NDA. For any serious prospect, we can arrange a reference call, share additional project details, or provide access to a more detailed brief under mutual NDA. We don't share confidential client information without permission, and we won't share yours. ISO 27001 certified. NDA before any data is discussed.

See something relevant? Let's talk.

If any project on this page resembles what you're trying to build or fix, that's not a coincidence — it's domain knowledge. Start with a conversation. We'll share the most relevant project details, give you an honest capability assessment, and recommend an approach — before any commitment. ISO 27001. NDA day one. 23 years of engineering.

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