Data Integration Solutions
Client Case Studies
Project Overview
Existing System: StratusLive (Dynamics 365 CRM)
Why Change Required: Donation data collected from multiple sources contained incorrect and inconsistent contact information.
Problem Summary: The client's CRM had poor-quality donor data, which impacted reporting, communication, and fundraising activities. A large-scale data validation and correction process was required to improve data accuracy without disrupting operations.
Business Challenges
- Managing and validating 600,000+ CRM records efficiently.
- Ensuring correct mapping while re-importing validated data.
- Avoiding data loss, duplication, and integrity issues during updates.
Architecture (Before)
- Tech Stack: StratusLive (Dynamics 365 CRM), Excel
- Hosting: Cloud CRM
- Architecture Type: Direct CRM data storage without validation layer
- Legacy Summary: Data from multiple sources directly entered CRM without proper validation, leading to poor data quality.
Architecture (After)
- Tech Stack: Flowgear, Excel, Power Query, Dynamics 365 CRM
- Cloud Integration: Flowgear automation with CRM APIs
- Modern Summary: Validated datasets were processed through an automated pipeline before being re-imported into CRM, ensuring structured and accurate updates.
Key Features
- Automated export of 600K CRM records
- Structured data formatting and mapping
- Flowgear-based import automation
- Data validation checks before updates
- Comprehensive testing framework
Business Value: Improved donor data accuracy and reporting reliability.
Data & Security
- Secure data export and import processes
- Role-based access for data handling
- Data integrity validation before re-import
- Compliance with client data governance standards
~70%
Data accuracy improved
~60%
Manual processing effort reduced
600K+
Records processed
Delivery Model & Technologies
Team Size: 5 members
Roles: CRM Developer, Integration Specialist, QA
Duration: 14 weeks
Methodology: Agile with iterative validation
Technical Differentiators
- Automated large-scale data correction
- Zero data loss during migration
- Strong validation and testing strategy
- Efficient use of Power Query and Flowgear
Project Overview
Existing System: Multiple disconnected business systems
Why Change Required: Manual data synchronization caused delays, inconsistencies, and reporting gaps.
Problem Summary: The client required seamless integration between CRM, marketing, ERP, and e-commerce platforms to maintain consistent business data.
Business Challenges
- Data synchronization across multiple systems.
- Maintaining consistency between CRM, ERP, and marketing platforms.
- Reducing manual integration efforts.
Architecture (Before)
- Tech Stack: StratusLive, HubSpot, Sage Intacct, Shopify, WordPress
- Hosting: Cloud platforms
- Architecture Type: Manual and partial automation
- Legacy Summary: Systems worked independently with limited automation and frequent manual updates.
Architecture (After)
- Tech Stack: Power Automate, Flowgear, REST APIs
- Cloud Integration: Fully automated bi-directional integrations
- Modern Summary: Event-driven automated workflows synchronized data across platforms in near real time.
Key Features
- Bi-directional CRM ↔ HubSpot sync
- Financial integration with Sage Intacct
- E-commerce order automation
- Web form integration with Blackbaud
- Centralized monitoring and error handling
Business Value: Unified business data and faster operational reporting.
Data & Security
- API-based secure authentication
- Role-based system access
- Error logging and retry mechanisms
- Compliance with platform security standards
~70%
Integration processing time reduced
~80%
Manual effort reduced
~75%
Data consistency improved
Delivery Model & Technologies
Team Size: 2 members
Roles: Integration Architect, Developers, QA
Duration: 3 months
Methodology: Agile / Sprint-based
Technical Differentiators
- Multi-platform integration expertise
- Error-resilient workflow design
- Scalable integration architecture
- Strong monitoring and recovery strategy
Ready to Integrate Your Data?
Partner with NIRA Systems for tailored AWS and Azure solutions that grow with your business.