Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

Gallery

Contacts

411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

Twitter Facebook-f Pinterest-p Instagram
// INFINITY INFOSOFT

Healthcare CRM development

Infinity InfoSoft refined and expanded a healthcare CRM platform, focusing on automating data migration processes and implementing AI-driven operational and analytical enhancements.

Client

Our client is a prominent player delivering IT solutions for pharmaceutical companies. The company has established itself as a key technology partner, offering cloud-based BI and AI-driven solutions tailored to the specific needs of the life sciences market. For over two decades, they have been supporting major multinational pharmaceutical corporations by creating and implementing innovative software aimed at improving business operations.

Detailed information about the client cannot be disclosed under the provisions of the NDA.

Custom migration framework

Our team created a custom migration framework – a scalable solution for integrating diverse CRM systems into Microsoft Dynamics 365 and Azure, specifically designed to meet the complex needs of the pharmaceutical industry.

Initial country initialization and data setup: To begin the migration process for a new country within an existing client’s CRM system, we deploy new SQL Server schemas tailored to the country’s specific requirements. This involves configuring pipelines in Azure Data Factory to handle the initial data load, which includes a mix of Excel files from clients and API calls. This stage is critical for establishing a foundational data structure that can be tested and validated in a “sandbox” environment, allowing select customer representatives to perform beta-testing and training with partially complete datasets.

Data verification and transformation: Our approach to handling incoming data involves a meticulous verification process. Files, standardized to include common data types and codes, are first visually inspected for anomalies such as missing mandatory fields or irregular codes. Following this initial check, the files are uploaded to SQL Server, where they undergo a detailed review and transformation into tables formatted for Dataverse loading. This process is semi-automated, with manual adjustments made as necessary to cater to country-specific variations. We compile detailed reports on data discrepancies and communicate these to the client in understandable language, sometimes awaiting corrected files or proceeding with available data and making subsequent modifications.

Integration and production roll-out: For countries utilizing API calls, we set up data import mechanisms and validate the accuracy of data transformations before loading the finalized data into Dataverse. The transition to production involves the parallel operation of the test and production environments, with the former serving mainly for training and feature testing purposes. This phase marks the culmination of initial setup efforts, transitioning to a state where new data inputs from client users either directly enter Dataverse through the client’s products or continue to be sourced from API calls, with minimal intervention required on our part.

Automated data mapping and AI-powered cleansing: Our solution leverages Azure’s capabilities for automated data mapping, reducing manual efforts and the risk of errors by identifying data field correlations across various CRM systems. An AI-powered data cleansing module further ensures the integrity of the migrated data by identifying duplicates, incomplete entries, and other inconsistencies.

Custom integration APIs and Azure services utilization: We developed custom integration APIs within the Azure environment to accommodate the diverse data formats and structures encountered across different pharmaceutical CRM systems. These APIs, alongside Azure services like Data Factory, Blob Storage, and SQL Server, provide the scalability and security necessary for efficient data migration and management. As a result, we achieved a seamless data transfer and high-quality ETL processes.

Industry-specific focus: Our framework is specifically tailored to meet the unique needs of the pharmaceutical industry, incorporating considerations for handling sensitive data such as patient information, drug details, and sales records, in compliance with standards and regulations.

User interface optimization

To enhance the user interface of the CRM for the pharmaceutical sector, we focused on several key improvements:

  • First, we adapted the interface to be responsive across all devices using CSS Grid and Flexbox and ensured every user had a smooth experience, whether on a desktop or mobile.

  • Our next step was to refine responsiveness with media queries, optimizing for touch screens and small devices essential for field representatives on the move.

  • We streamlined the navigation to minimize the steps needed to access vital information, making the CRM more intuitive and user-friendly.

  • Introducing customizable dashboards was another focus. Dashboards allow users to personalize their workspace for their unique needs and workflows.

  • To make data retrieval fast and accurate, we enhanced the search functionality with advanced filters and predictive text.

  • Recognizing the need for timely updates, we integrated push notifications to keep field representatives informed with real-time alerts.

  • We embedded interactive data visualization tools within the CRM to provide users with immediate access to analytics and insights for informed decision-making.

  • Lastly, we added offline functionality to the mobile app, ensuring uninterrupted access to critical data, with automatic syncing once online connectivity is restored.

Technologies

Back-end

.NET, Microsoft Dynamics 365, MS Dataverse, Azure Dynamics365, Azure Functions, Azure API Management

Data Management

Azure Data Factory, Azure Storage account, SSMS, XrmToolBox, MS Azure Storage Explorer

Database

MS SQL Server, MS Azure SQL Database

AI

Python, NLP, Matching Models, GPT-3, OpenAI API, Azure Cognitive Services, Azure Data Factory, Databricks

Security

Azure Active Directory, Azure Key Vault

UI Optimization

CSS Grid, Flexbox, media queries

client5
Avari
AWS
BitDelta
CromWell
Crowne Plaza
DBS
Dubai Chamber
Intercontinental
Maybank
Pepperdine
PowerWheels
RedCastle
Rio
Rupeezy
Scloss
Why Choose INFINITY INFOSOFT?
  • ✅ Established Expertise: Backed by years of experience and industry best practices.
  • ✅ Global Reach: Local presence in Singapore with international delivery capabilities.
  • ✅ Client-Centric Approach: Your goals drive our strategy and execution.
  • ✅ End-to-End Service: From strategy to support—we’re with you at every stage.
  • ✅ Innovation-Driven Culture: Constantly evolving to keep you ahead of the curve.

24/7 Global Support

We hire and build your own remote dedicated development teams tailored to your specific needs.

At INFINITY INFOSOFT, we believe software is more than just technology—it’s a transformative force that empowers businesses and reshapes industries. Partner with us to unlock your digital potential.