Insights - Case study

A premier mutual fund management company faced challenges in addressing customer inquiries efficiently, leading to delays and inefficiencies. Sonata assisted in building an integrated customer service management system using Dynamics 365 Customer Service On-Premises. The implementation resulted in reduced turnaround time for query resolution, better manpower planning, and seamless integration with other systems for a 360-degree customer data view.

In response to the needs of a leading retail bank's merchant services division, Sonata devised a comprehensive strategy to enhance their UPI-based Payment Platform. This involved establishing a COE team for platform development, introducing new features and enhancements, and orchestrating a platform’s cloud transformation. The results were significant, with over 10,000 merchants seamlessly integrated with the APIs and a notable 30% reduction in incident volume

Following a merger in July 2023, a prominent financial institution faced the daunting task of upgrading over 450 applications to DevOps by 2023 end. Opting for GitHub Actions for CI/CD orchestration after acquiring GitHub, the client encountered challenges with manual and time-consuming workflows, along with complex processes beyond GitHub's capabilities. Sonata stepped in to implement DevOps in the client landscape, focusing on streamlined governance and automated deployment. The result? A 25% reduction in TCO.

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.