Analytics & AI Transformation: Real-World Success Stories
Discover how NeenOpal empowers businesses with AI & Data-driven transformation.
3 case studies
Building a Validated Conversational Sales Analyst on Amazon Quick for a Managed IT Provider
Ayush GuptaOur client, a managed IT services provider delivering all-inclusive computer, internet and help desk support to small and mid-sized businesses, already monitored sales opportunities across eight funnel stages in an established Power BI dashboard. Answering deeper questions about stage duration, win rates and trends still meant stacking filters and interpreting the resulting measures. NeenOpal extended that environment with a conversational AI Analyst Agent built on Amazon Quick, connected to the client's opportunity stage funnel dataset in Amazon RDS. Teams now ask questions in plain language and receive summaries, charts and the supporting SQL, cutting the time to a routine answer by 75% and the number of analysis steps by 60%. The depth sits in the foundation: a curated opportunity-stage data model, documented business rules, and answers reconciled with the existing Power BI dashboard month by month and filter by filter, which matched on every indicator tested. Power BI stays exactly where it was.
Read case study
Automating Signed Credit Application PDFs with HubSpot Webhooks and AWS Serverless
Mukesh GuptaOur 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.
Read case study
Unifying Eight Disconnected Business Systems into Centralized Power BI Dashboards
Abhinav SinhaOur 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.
Read case study