Insights - Case study

A Giant Health Insurer faced challenges such as high ownership costs and low return values on CRM investments. Sonata Software helped the Fortune 50 Healthcare Payer modernize their sales process by migrating from their current CRM system to Microsoft Dynamics 365 CE. Sonata Software provided customized solutions accelerators with AI capabilities, enabling a seamless migration process. Benefits of this migration included a 50% savings in CRM license cost, enhanced business performance, streamlined workflows, improved agent productivity, better customer service, and reduced overall sales cycle.

Sonata Software helped a multinational travel and tourism company to streamline the process of summarizing legal contracts, Statements of Work (SoWs), and other legal documents into a concise one-page format. Leveraging advanced document analysis and content extraction technologies, Sonata significantly reduced time and manual effort while decreasing dependency on legal experts.

A prominent US-based consumer products company specializing in household items, particularly in the food and beverage packaging sector, faced challenges stemming from inaccurate and delayed trade promotion analysis, hindering its growth potential. To tackle this issue, Sonata provided a solution that integrates a customizable dashboard, automated KPI monitoring, Generative AI insights, and visual trends, all aimed at optimizing trade promotions and fostering sustained growth.

A global leader in cloud-based technology solutions for clinical research faced challenges in test case creation and coverage. With Sonata’s solution, they significantly improved their testing process by integrating user stories from Jira with Gen AI, resulting in a 40% faster test case generation.

A global Technology leader had a revenue reporting system for a segment of customers with huge data volumes. There was a migration process underway to move databases from the SQL server on Azure to Synapse Analytics. The legacy system was not scaling and performing for the growing volumes of data resulting in user experience degradation.