Lockdown brought smarTians face to face with the unknown. The way operations have continued for over 100 days is a testimony to precise planning, continuous monitoring, and exemplary hard work and dedication towards work and the associated livelihood. Video conferencing has helped. The water cooler talks have been replaced with virtual settings. There have been numerous talk sessions and video conferences for the last three months. The calls have been both formal settings to discuss work and informal off work conversations. This has been a great way of conversing with people and knowing how they are doing in these heightened state of anxiety due to pandemic & offering help and support and solace in any way possible. Some of the continued efforts by the different group which requires mention are given below :-
Feasting on Wisdom: Trainees' Barrier-Busting CEO Lunch encapsulates the enriching experience where trainees indulged in not only a delicious meal but also a unique opportunity to break down barriers between themselves and the CEO. During this event, trainees engaged in insightful conversations and exchanged ideas with the CEO, transcending traditional hierarchical boundaries.
Padamasadhana, our CFG Initiative, embraces employee wellbeing holistically. Through mindfulness sessions, fitness activities, and mental health support, it cultivates a harmonious work-life balance. This program fosters resilience, reduces stress, and enhances productivity. Padamasadhana embodies our commitment to nurturing not only professional growth but also the overall health and happiness of our workforce.
smartData's 2022 Gratitude Party celebrated a dual triumph - the completion of rigorous training and the elevation to software associates. An evening of camaraderie, it honored the journey from learning to leading, highlighting dedication and growth. Amidst jubilant music and shared stories, mentors and management were lauded for their role in nurturing talent.
On Independence Day, smarTians took strides towards fostering employee wellness through an invigorating walkathon. As a display of unity and commitment to well-being, the walkathon encapsulated the spirit of the occasion. This CFG initiative underscores our dedication to promoting a healthier workforce and echoes the values of unity and wellness that Independence Day represents
Independence Day echoes with fervor at smartData as our Mohali, Nagpur and Dehradun branches join the nationwide celebrations. The spirit of patriotism unites us as we commemorate the occasion, while our #CFG walkathon exemplifies our dedication to promoting a healthier India. smarTians showcased mesmerizing patriotic dances, joined by Prasanchetas NGO. A perfect fusion of tradition and modern zeal.
Inter-branch visits serve as a catalyst for improved communication, knowledge sharing, and expertise exchange. Recently, smarTian from the Nagpur branch visited the Mohali branch to optimize workflows and share best practices and processes. This collaborative effort enhances efficiency, promotes cross-branch learning, and fosters a culture of continuous improvement, benefiting the organization as a whole.
In a tapestry of joy, our three branches intertwine to celebrate cherished moments. Birthdays, work anniversaries, and wedding anniversaries are commemorated collectively, reflecting the bond that unites us. These celebrations transcend locations, highlighting the warmth and camaraderie that define our organization. Together, we cherish milestones, weaving a sense of togetherness into the fabric of our journey.
Marking our 25th Foundation Day, celebrations resonated across all three branches. A harmonious blend of nostalgia and aspirations colored the events. Honoring our journey, employees engaged in interactive sessions, relived memories, and envisioned a future of collective success. The festivities embodied unity, inspiring us to strive for even greater achievements in the years ahead.
In commemoration of our 25th Foundation Day, An engaging online quiz conducted across all three branches. In this celebration of knowledge, collaboration, and unity, we are reminded once again of the remarkable journey we've undertaken over the past 25 years. Our appreciation to all participants for their active involvement and congratulations to the winners for their outstanding performance. In commemoration of our 25th Foundation Day, An engaging online quiz conducted across all three branches...
The software is an online quoting and submission system. It works like amazon for insurance. It solves the problem of long waiting time for work completion in insurance industry and gets policy numbers out in few minutes. The product lines include contractor general liability, workers’ compensation, business owner’s policy & small business insurance, inland marine, builders risk, excess, commercial auto and contract bonds.
The platform is a managing general agent/ broker for commercial insurance. The software allows filling application online and sends application to underwriter to write policy and process submission after checking the consistency of information in application.
Scalable Construction Supply ERP with AI Automation and Financial Integration
The objective of this project was to transform a fast-growing construction materials supplier into a fully integrated, AI-enabled digital operations platform.
The client was managing bulk orders, warehouse coordination, supplier procurement, and accounting across disconnected systems. This resulted in delayed responses, manual reconciliation, limited stock visibility, and heavy dependency on staff for routine customer queries.
Our goal was to build a unified ERP ecosystem using ZohoOne, fully integrated with MYOB for financial control, while embedding AI Agents to automate customer communication and operational support.
The AI Agents were designed to:
Instantly respond to customer queries related to order status, invoices, and delivery timelines
Reduce dependency on manual call handling
Provide 24/7 support without increasing headcount
Assist internal teams with quick data lookup and order insights
Improve response time and customer satisfaction
This solution was not only about automation - it was about creating an intelligent operational backbone that improves efficiency, reduces overhead, strengthens financial accuracy, and supports scalable growth.
We are developing a comprehensive, NDIS-compliant CRM platform for allied health service provider in Australia, focused on supporting children and young people with disabilities through therapies such as Occupational Therapy, Speech Therapy, Psychology, Physiotherapy, Counselling, and Behaviour Support.
The platform streamlines end-to-end operations including client onboarding, service agreement management, therapist workflows, session scheduling, case notes, and compliance-driven billing. It enables accurate NDIS service code mapping, automated invoicing aligned with different funding types (Self, Plan, and NDIA-managed), and real-time budget tracking to prevent over-claiming and reduce payment errors.
This project is based on OCR using python. The data from documents (hand written or scanned), images, excel, CSV is read and converted into structured data using NLP (natural language processing) and natural language tool kit (NLTK). Important data fields related to patient's visit to clinic or hospital are extracted and stored for further analytics.
An enterprise-level fintech & document-driven workflow automation platform. integrated document workflow solutions transform traditional roadblocks like accounts payable processing, document management, forms, and inventory/project management for industries including aged care, mining, retail, and manufacturing. It's an integrated platform allowing companies to plugin within other third-party platforms to handle & transmit data/info/processes etc in a secure & efficient manner.
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.