Our Recent ESS Case Studies
House Owner Association Verified AI Tool
HOA Verified leverages advanced AI, powered by LLMs and RAG, to streamline document management, simplify adherence to local and state regulations, and enhance communication with residents. By combining intelligent search with contextual understanding, the platform delivers actionable insights, tailored compliance solutions, and robust community resources—reducing administrative burdens and fostering thriving, well-managed communities.
AI-Powered Calling Agent for Real Estate Teams
smartData was engaged by a mid-sized real estate company based in Australia to address inefficiencies in their lead management and communication process. The client was spending significant time on repetitive phone calls, and missed follow-ups were becoming common. We proposed and developed a custom AI calling solution that acts as a virtual assistant to automate key inbound and outbound tasks. The system connects with the company’s CRM and calendar to make sure leads are handled on time and appointments are scheduled accurately.
MyDNA MS-Dynamics CRM
This case study outlines how smartData designed and delivered a scalable CRM and reporting solution for a leading Australian-American genomics company. The client provides DNA-based health, wellness, and pharmacogenomic insights through accredited labs across Melbourne and Houston. With a global footprint spanning North America, Europe, and Asia, they required a centralized system to streamline patient engagement, lab workflows, genetic reporting, and accreditation compliance.
Proptech Solution for Streamlined Maintenance & Tenant Support
smartData Team was involved in business consulting to a large shopping center in Northern Territory of Australia. We addressed their challenges by streamlining their maintenances and tenant support operations. Proposed solution is able to connect all departments involved along with members for better coordination & plan actions accordingly.
IRUSA Donation App
This case study details the development of a comprehensive mobile application designed to empower the Muslim community through technology—simplifying donations while enhancing daily spiritual life. The app blends essential religious utilities with secure fundraising features, creating a centralized platform for both spiritual engagement and charitable giving. With a focus on inclusivity, mobility, and trust, this solution aims to support users throughout their religious journey while meeting community-driven philanthropic goals.
Non-Medical Homecare Compliance & Automation
Compliance & Automation SaaS-based Platform, state-wise configurable software solution built to address the pressing documentation and regulatory needs of non-skilled, non-medical eldercare service providers across the U.S. The solution streamlines document-heavy workflows, ensures real-time compliance tracking, and enhances agency productivity. The phased development integrates form automation, caregiver onboarding, service tracking, and compliance verification under a scalable architecture.
Simply Recruited
This innovative platform bridges the gap between aspiring tennis players worldwide and college tennis coaches in the USA, creating a streamlined and efficient recruitment process. By offering advanced features like real-time UTR ranking integration, profile matching, multilingual support, and secure in-app communication, the platform enhances opportunities for players and simplifies the search process for coaches.
Retail Commercial Property
This case study explores how Retail Commercial Property Marketplace partnered with a development team to design and implement a comprehensive property listing platform tailored to streamline the discovery and leasing of retail spaces in Australia. The solution integrates advanced property search capabilities, interactive maps, and robust communication features, creating an intuitive and centralized workflow for tenants, landlords, and agents.
Gospel
This case study highlights the successful development of a mobile and web application designed to provide an engaging platform for discovering, learning, and interacting with gospel music clips. The application caters to both amateur and professional musicians, offering apersonalized user experience, extensive content management capabilities, and advanced video playback features.
Tabadulat App
The problem addressed by the Tabadulat App is the lack of a comprehensive, Sharia-compliant investment platform for Muslims. The Tabadulat App provides a Sharia-compliant investment platform that enables Muslims to trade and invest confidently while adhering to Islamic financial principles.
Recent Portfolio Projects
Rental Automation & Compliance Intelligence Platform
Objective of the Rental Automation Platform was to digitize and automate rent collection, lease management, and jurisdiction-based compliance workflows for landlords and tenants across multiple regions.
Traditional rental operations require manual tracking of payments, late notices, lease terms, and legal compliance — all of which vary by province/state and create operational risk and administrative overhead. The goal was to design a unified SaaS platform that embeds regulatory intelligence, automates rent workflows, and provides an audit-ready system for dispute or legal proceedings.
Platform is designed to:
- Automate rent collection and payment reconciliation
- Generate legally compliant notices based on jurisdiction rules
- Track physical and digital delivery of notices for legal proof
- Provide AI-driven compliance validation and rule automation
- Enable secure tenant–landlord communication and audit trails
- Deliver real-time dashboards for payments, leases, and compliance
- Maintain immutable logs for dispute resolution and hearings
The solution transforms rental operations into a compliant, data-driven, and highly automated ecosystem for both landlords and tenants.
Car rental marketplace
The proposed mobile app addresses the potential gap in the market for a specialized retail platform focused on electric vehicles, which could make it easier for consumers to find and purchase electric vehicles. It provides a comprehensive solution for buying, selling, and renting electric vehicles, with a focus on educating and encouraging consumers to make the switch to electric vehicles.
With EVs poised to become more popular, the platform's unique approach and focus on education could lead to quick expansion and growth. It is similar to Turo with two interfaces, one for buyers and sellers and one for administrators, with multiple user roles in between. The business model of the platform is based on commissions or fees charged for each transaction made through the platform by charging a commission on the sale or rental of electric vehicles made through the platform.
Sonic Voice – Restaurant Calling Agent
An AI phone agent for restaurants, designed to automate and enhance customer interactions over the phone. It handles orders, reservations, FAQs, and customer queries while seamlessly integrating with POS systems. With the ability to manage unlimited simultaneous calls, upsell intelligently, and provide real-time analytics, it reduces missed opportunities and improves customer satisfaction.
CPA Portal
1. The CPA Portal is a secure, cloud-based document management and client communication platform built for accounting firms. In this phase, it is tailored specifically for internal use by a single CPA firm to streamline document collection, review, and collaboration between staff and clients. Clients receive secure, time-limited upload links via email or SMS—no login required—to submit documents directly, which are automatically stored and organized in integrated Google Drive folders.
2. The platform includes staff dashboards, document triage tools, audit logs, Google SSO for internal users, and automated reminders, offering a compliant and efficient workflow to support tax preparation, bookkeeping, and other accounting services.
AI Powered Calling Agent for Real Estate Teams
Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.
