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.
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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.
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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.
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Unifying Multi-Region Sales Pipeline Analytics with Power BI and Power Query
Our client, a global healthcare company with commercial operations across Africa and Western Europe, partnered with NeenOpal to build a unified sales pipeline dashboard spanning more than six regional teams across two continents. Pipeline data was managed in isolation by each region, reported in inconsistent formats, and pulled from different systems including Salesforce and SAP, leaving leadership without a consolidated view of opportunities, orders, and revenue. NeenOpal designed and delivered a centralized sales pipeline dashboard in Power BI, powered by an automated Excel and Power Query ETL layer, that standardizes data from every region into one live view. The solution tracks each opportunity from lead to shipped order, benchmarks performance against multiple internal targets, forecasts revenue from existing customers, and lets non-technical users refresh the entire report in one to two clicks.
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Unifying Eight Disconnected Business Systems into Centralized Power BI Dashboards
Our client, a managed technology services provider (MSP), partnered with NeenOpal to replace a fragmented, siloed reporting process with a centralized Power BI dashboard environment. Business-critical data was scattered across multiple disconnected systems, from the CRM and PSA to the service desk, client surveys data, and network monitoring tools, leaving leadership without a single view of sales, customers, operations, or the workforce. NeenOpal designed and delivered a centralized Power BI reporting solution that unifies data from all of these sources into an automated, daily-refreshed analytics layer on AWS. By ingesting each source, staging it in a PostgreSQL warehouse, and modeling it into governed Power BI dashboards across every business function, the team turned manual, spreadsheet-bound reporting into interactive, self-service insight the client can filter and act on in seconds.
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Microsoft Fabric Migration with Row-Level Security for Multi-Client Analytics
Our client, a B2B financial wellness and HR technology company, where we have worked on their data that delivers reporting to multiple business customers, partnered with NeenOpal to consolidate a fragmented reporting stack into a single, secure analytics platform. The client's finance and user-engagement data lived across MongoDB, AWS RDS, Google Sheets, and HubSpot, and was surfaced through standalone Power BI dashboards built on AWS. Serving each downstream client meant securely embedding a per-user filtered dashboard for external users logging into the client's portal, and app-owns-data embedding at that scale requires dedicated capacity. On shared, standalone Power BI the team had worked around this by building and maintaining a separate dashboard and semantic model for every client, which increased infrastructure cost and slowed delivery. NeenOpal designed and delivered a four-week Microsoft Fabric migration that unified every source into one governed semantic model with dynamic row-level security. By rebuilding the pipeline on a medallion architecture inside a Fabric Lakehouse and enforcing access with a single Power BI security role, the client replaced many duplicate dashboards with one unified report that automatically shows each user only the data they are permitted to see.
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Unified Cross-Platform Intelligence Across 20+ Data Sources
A leading dental industry media company partnered with NeenOpal to build a centralized marketing intelligence infrastructure from the ground up. With audience data, campaign performance, CRM activity, webinar engagement, and learning platform metrics scattered across more than a dozen disconnected systems, the client lacked a unified view of marketing performance and customer engagement. NeenOpal designed and delivered a fully automated, cloud-native data platform that ingests data from 20+ marketing, CRM, and engagement platforms into Google BigQuery enabling reliable, weekly-refreshed reporting and cross-platform analytics from a single source of truth.
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Turning Foot-Traffic and POS Data into Real-Time Venue Intelligence
Our client operates a network of nightlife and hospitality venues, where each location generates massive volumes of foot-traffic and point-of-sale (POS) data every day. Without a unified way to translate this data into meaningful insights, decisions around staffing, promotions, and operations were largely reactive, cross-venue performance comparisons were nearly impossible, and revenue opportunities remained hidden inside fragmented data systems. NeenOpal partnered with the client to build a scalable, multi-tenant venue intelligence platform on AWS that transforms raw POS and footfall activity into real-time, decision-ready insights at the venue, region, and network level.
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How a Global Agricultural Equipment Manufacturer Built a Trusted Web Analytics Platform with GA4, Snowflake, and Power BI
Our client is a leading manufacturer of agricultural and industrial equipment operating across international markets, with a B2B sales model distributed through an authorised dealer and reseller network. The client's website serves as a primary discovery and research channel for prospects and distributors, where meaningful conversion actions centre on product brochure and playbook downloads rather than direct online transactions. Despite access to Google Analytics 4, the client had no reliable mechanism to trust or act on its own web data, with sampled GA4 reporting, undefined conversion events, and the absence of a structured data pipeline meaning internal stakeholders were making website and content decisions without confidence in the underlying numbers. NeenOpal partnered with the client to rebuild the analytics data foundation from the ground up, engineering a modern pipeline from GA4 through BigQuery into a multi-layer Snowflake data warehouse, and delivering a suite of Power BI dashboards that provided trusted, unsampled website intelligence for the first time.
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How a Healthcare Education Organisation Replaced Manual Survey Scoring with a Fully Automated Analytics Pipeline and Real-Time Leaderboard
Our client is a healthcare and medical education organisation that runs competitive, survey-based learning programmes for clinicians, residents, and academic medical professionals across the United States. The organisation conducts multiple educational event series, structured as races with individual laps, where participants respond to clinically oriented survey questions under time pressure, and performance is ranked across both individual questions and cumulative laps with top performers recognised and rewarded at the close of each event cycle. Prior to NeenOpal's engagement, every aspect of survey data collection, aggregation, scoring, and leaderboard generation was handled manually through Excel, an approach that introduced systematic risk of error and created significant operational burden for the internal team. NeenOpal designed and delivered an end-to-end automated pipeline, migrating the client from a fragmented, manual process to a fully governed, cloud-based analytics platform powering daily leaderboard refreshes across all active events.
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