Product Engineering
Client Case Studies
Explore our detailed success stories in Product Engineering.
Project Overview
Existing System: StratusLive (Dynamics 365 CRM)
Why Change Required: Data from multiple platforms entered CRM directly, causing duplicate and incorrect contact records.
Problem Summary: The organization needed a controlled validation layer before CRM ingestion to ensure only verified data reached the CRM.
Business Challenges
- Multiple uncontrolled data sources (Bizzabo, Clover, Shopify, WooCommerce).
- High duplication and incorrect contact information.
- Lack of centralized data validation process.
Architecture (Before)
- Tech Stack: StratusLive CRM, external platforms
- Hosting: Cloud-based CRM
- Legacy Summary: All source systems pushed data directly into CRM without verification.
Architecture (After)
- Tech Stack: Power Apps Dataverse, Flowgear, Power Automate, StratusLive
- Cloud Integration: Dataverse as staging layer
- Modern Summary: All source data first entered Dataverse, where it was validated and approved before syncing with CRM.
Key Features
- Dataverse staging storage
- Automated validation workflows
- Approval-based data promotion to CRM
- Duplicate detection rules
- Audit tracking for data changes
Business Value: Higher data reliability and better donor relationship management.
Data & Security
- Controlled access to Dataverse records
- Approval-based data movement
- Audit logs for traceability
- Secure API-based integrations
~90%
Duplicate records reduced
~75%
Data accuracy improved
~80%
Manual correction effort reduced
Delivery Model & Technologies
Team: 2 members (Power Platform Developer, Integration Developer, QA)
Duration: 12 weeks (Agile)
Technical Differentiators: Staging-layer architecture, Strong validation workflow, Scalable source onboarding, Power Platform best practices
Technical Differentiators
- Staging-layer architecture approach
- Strong validation workflow design
- Scalable source onboarding model
- Power Platform best practices
Ready to Transform Your Product Engineering?
Partner with NIRA Systems for robust, scalable, and efficient engineering solutions.
Contact Us Today