Driving Enterprise Growth with Data Modernization & CRM Automation

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Technologies Used: Google BigQuery, Microsoft Dynamics 365 CRM, Power BI, Tableau, QlikView, Cloud ETL Tools

Background & Challenges

A leading enterprise faced critical bottlenecks in both data management and customer case handling. Their legacy SQL-based data warehouse could not keep up with growing data volumes, while manual CRM processes slowed customer support.

Key Challenges:

  • Limited scalability and performance with legacy SQL workloads.

  • Manual ingestion & reporting, delaying business insights.

  • Inconsistent reporting and lack of real-time visibility.

  • High on-prem infrastructure costs.

  • Inefficient manual case tracking, leading to delayed responses and poor visibility.

Our Solution

VTAB Square implemented a dual-track transformation covering both data infrastructure modernization and CRM automation.

1. SQL to Google BigQuery Migration

  • Migrated legacy SQL workloads to Google BigQuery for scalability and speed.

  • Automated ETL pipelines using Dataflow, Apache Beam, and Cloud Functions.

  • Integrated with Power BI, Tableau, and QlikView for real-time analytics.

  • Applied strict validation to ensure data integrity and accuracy.

Impact:

  • 🚀 75% faster query execution & reporting.

  • ✅ Improved data quality and auditability.

  • 💰 Eliminated on-prem costs with cloud-native scalability.

2. Microsoft Dynamics 365 CRM – Email-to-Case Automation

  • Automated case creation directly from incoming emails.

  • Enabled multi-queue support for department-specific routing.

  • Configured timeline tracking for complete case history.

  • Enhanced workflows using Power Automate and CRM plugins.

Impact:

  • ⚡ Faster case assignment and resolution.

  • 🤝 Improved cross-team collaboration.

  • 😀 Boosted customer satisfaction with real-time case visibility.

Key Highlights

  • Scalable cloud-native data architecture.

  • Automated end-to-end data workflows.

  • Seamless CRM case automation.

  • Real-time dashboards for faster decisions.

Conclusion

With VTAB Square’s expertise, the client achieved a modernized data ecosystem and streamlined CRM operations. The transformation not only reduced costs and improved agility but also empowered data-driven decisions while enhancing customer engagement.

Contact us at info@vtabsquare.com to explore a risk-free pilot project for your HR team.

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