Your Data Strategy & AI Consulting Partner

BI & AnalyticsData Pipelines

Real-Time Data Ingestion & Transformation Using Microsoft Fabric Streaming

A leading EdTech company partnered with our data engineering team to modernize their data pipeline infrastructure. The client faced delays in data availability, limited real-time insights, and difficulties scaling analytics and machine learning workloads due to their traditional batch-oriented ETL pipelines. To overcome these challenges, they aimed to implement a streaming-first, unified data architecture using Microsoft Fabric and its Streaming capabilities to Onelake Lakehouse.

BI & AnalyticsSaaS

Driving Strategic Growth with Power BI Evolution Index Tool

The Evolution Index (EI) Simulator Tool was built to help the client plan strategically by simulating various market growth scenarios across countries. Built in Power BI, the tool helps users to input key variables and dynamically evaluate their impact on year-end performance. This simulation-driven approach enhances forecasting accuracy and helps organizations allocate resources effectively, driving smarter business decisions and maximizing market opportunities.

Data PipelinesSoftware

Cross-Tenant Semantic Model Migration

Replicating a semantic model across Microsoft Fabric tenants was a major roadblock for our Edtech client. Since semantic models are tightly coupled to their tenant, workspace, and Lakehouse, migration became highly complex, especially when advanced DAX logic and metadata had to be preserved. To overcome this, we built a reusable solution using .bim files and a Fabric Notebook. This approach automated the process and enabled seamless transfer of the model from Lakehouse A in Tenant A to Lakehouse B in Tenant B.

Software

Improving Operational Efficiency by 42% with Centralized Workflow Automation

A mid-sized enterprise improved operational efficiency by 42% by adopting centralized workflow automation, reducing manual effort and accelerating approval processes.

AI/MLAWS

Building a Multi-Capability Retail Customer Support Assistant on Amazon Connect

Our client, a large retail group selling consumer goods, approached NeenOpal for a customer support assistant for its website, along the lines of the conversational shopping assistants the major online marketplaces now offer. The brief arrived as an exhaustive list of capabilities the assistant had to cover, spanning product research, cart building, order tracking, warranty and complaint handling, post-purchase care, and escalation to a human agent. NeenOpal built the assistant as a working proof of concept on Amazon Connect, the first time the team had taken Connect into a customer engagement. A conversational layer handles the dialogue, a governed tool layer gives the assistant controlled access to customer and product information, verified sign-in gates anything account specific, and a handover path passes the full conversation to a live agent when a person is needed. The build went from brief to working demonstration in four weeks.

AWSAWS ETL

AI-Augmented ETL for Automating Multi-Portal Retail Reporting on AWS

A consumer beauty and personal care brand needed to bring its Walmart and Amazon supplier and performance data into a single AWS RDS PostgreSQL database. Walmart's data was split across a standard supplier API and three separate reporting portals (Retail Link, Scintilla, and Supplier One), each with its own authentication, file formats, and update cadence. NeenOpal designed a hybrid ETL platform with two ingestion paths running in parallel: an orchestrated API pipeline for the data Walmart exposes directly, and an AI-driven report retrieval pipeline for the data that fell outside the scope of the client's existing API access. Both paths converge on a shared Glue transformation layer, a common S3 staging area, and a single PostgreSQL database, with a separate one-time Spark job bringing in Amazon Vendor Central's historical data. The result is a single, config-driven system rather than a set of one-off integrations.

AWSCloud Architecture

Automating Signed Credit Application PDFs with HubSpot Webhooks and AWS Serverless

Our client, a managed technology services provider, partnered with NeenOpal to automate the business credit application its customers complete when applying for credit terms. Until then the whole process ran over email. The team sent the customer a Word form as an attachment, the customer filled in their details and emailed it back, and someone then filed the completed form against the right account in Salesforce. Every application involved a round of back and forth correspondence, manual handling at both ends, and a record that existed only as a document attached to an account. NeenOpal designed and delivered HubSpot form to PDF automation on AWS, a serverless document automation pipeline that replaced the email exchange with a single link on the client's website. A customer opens the form, enters their details, and signs, and a branded PDF is generated automatically, emailed to the address captured on the form and to the client's own team, and archived in encrypted Amazon S3, while the submission itself is recorded field by field in HubSpot. Nobody sends a form out, chases it back, or files it by hand.

AzureBI & Analytics

Tableau Dashboard Development for a US Insurance Organization: 4 Data Sources Unified

Our client, an insurance organization with field teams spread across every US state, partnered with NeenOpal to replace a manual, spreadsheet-driven reporting process with a consolidated Tableau dashboard environment governed by row-level security. Operational data lived in four separate systems covering Airtable, Salesforce, Google Analytics 4, and Google Search Console, and bringing them together meant exporting and stitching the data by hand, which left leadership without a single reliable view of performance. NeenOpal consolidated all four sources into an Azure SQL Server layer, reviewed and corrected the data quality issues that surfaced along the way, and delivered three Tableau dashboards across seven screens that refresh automatically every day. Row-level security was implemented across all fifty states and the independent districts, driven by an entitlement model the client maintains through a single Google Sheet, so every representative sees the states they are responsible for and nothing more.

Gen AI/ AI SolutionsTransportation & Fleet Management

Pavel Motors Automates Vehicle Repair Estimation-to-Quote Process with Claude

For automotive service businesses, moving from a repair estimate to a customer-ready quote quickly is critical, yet the process typically means manually reviewing emails and attachments, extracting repair details, checking insurance eligibility, preparing the quote, and responding to the customer. Pavel Motors partnered with NeenOpal to transform this using Claude Cowork, building an AI automotive repair quote automation solution that connects intake, document understanding, business rules, quote generation, and customer communication: when an estimate arrives by email, Claude Cowork processes it along with its attachments, extracts the relevant vehicle, repair, cost, customer, and insurance information, applies Pavel Motors' business rules, and generates a customer-ready quote while giving customers greater transparency by identifying supported insurance providers and showing the estimated amount eligible for claim coverage. NeenOpal delivered the working automation in 5 days, giving Pavel Motors a scalable way to reduce repetitive administrative work, accelerate quote turnaround, and provide a more consistent customer experience.

Microsoft Fabric Implementation: A 5-Phase Roadmap, Realistic Timelines and Costs

Plan your Microsoft Fabric implementation with a 5-phase roadmap, realistic timelines, cost drivers and the mistakes that stall projects, from real delivery.

How to Migrate to Tableau from Qlik, Looker, MicroStrategy and Other BI Tools

Plan your move to Tableau from Qlik, Looker, MicroStrategy, Cognos, or BusinessObjects: concept mapping, a 5-stage plan, security checks, and a checklist.

Title Insurance Analytics: 5 Power BI Dashboards for Reporting

Title insurance analytics for reporting: 5 Power BI dashboards for closings, title ops, sales, wire fraud prevention, and customer surveys. Get the free playbook.

Amazon Quick Spaces Guide: How to Build Chat Agents You Can Trust

Set up Amazon Quick Spaces and chat agents that answer from your databases and documents, with guardrails your team can trust. Talk to an AWS partner.

Tableau Pulse Best Practices: Optimizing for Accurate AI Answers

How to optimize Tableau Pulse and Tableau Agent for trustworthy answers: data prep, metric design, and setup tips that keep the numbers correct.

How to Export a Tableau Dashboard to Excel: From Raw Data to Fully Formatted Charts

Export a Tableau dashboard to Excel in one click. Get every table, KPI, and filter for free, or rebuild the full dashboard with editable charts. See how.

Domo to Tableau Migration: A Step-by-Step Guide

Planning a Domo to Tableau migration? See how Domo DataSets, Beast Mode, Magic ETL and PDP map to Tableau, the key challenges, and a 7-step migration plan.

CRM Analytics to Tableau Next Migration: A Practical Guide

Planning a CRM Analytics to Tableau Next migration? Learn what moves, what must be rebuilt, the step-by-step approach, and how NeenOpal's accelerator helps.

NeenOpal Is Now a Microsoft Fabric Featured Partner: What It Means for Your Data & AI Journey

NeenOpal is now a Microsoft Fabric Featured Partner. See what the recognition means for your data platform, analytics, and AI-readiness journey.