Case Study

Salesforce

Empowering a Leading Financial Services Firm with Lean IT Expertise

A leading Indian financial firm partnered with Lean IT to digitize its retail loan process through a B2C model.
  • Implemented fully digital loan process

  • Integrated APIs for real-time eligibility checks

  • Automated Salesforce sales lifecycle and docs

  • Enabled data verification and instant disbursal

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Delivering Next-Gen Solutions for a Top Financial Services Client

Lean IT delivered Loan, Insta Credit Card, and Reward Redemption modules, boosting efficiency, customer experience, and competitiveness.
  • Developed Insta Credit Card for instant virtual cards and no-cost EMI

  • Implemented fully digital loan process, reducing time and paperwork

  • Automated Salesforce sales processes for higher efficiency and accuracy

  • Enabled credit limit reappraisal and secure reward points redemption

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Salesforce implementation for a Talent Assessment Firm

A company offering assessment and hiring solutions, serving major IT clients like Accenture and Cognizant.
  • Executed Salesforce implementation for B2B model with data migration from VTiger

  • Designed data architecture and system setup aligned with business needs

  • Implemented validation rules and automation to improve data quality and sales efficiency

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Transforming CRM for Smarter Sales and Business Success

Driving Sales Efficiency and Business Growth with Salesforce Automation.
  • Efficient lead and opportunity lifecycle management with strong Salesforce adoption

  • Built custom solutions for 360° visibility and real-time status updates for managers

  • Implemented marketing automation via Active Campaign with detailed analytics in Salesforce

  • Developed custom order & invoicing module and integrated Salesforce with ERP for revenue tracking

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SAP

SAP Ariba Implementation for Real Estate Client

A leading Real Estate Development Group based in UAE, managing large-scale residential and commercial projects through multiple subsidiaries
  • 40% reduction in sourcing cycle time

  • 100% digital supplier onboarding and qualification

  • Improved compliance and audit-readiness with complete transaction logs

  • Enhanced end-to-end visibility in procurement transactions

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SAP BTP Implementation for Manufacturing Client

A prominent Indian Manufacturing Enterprise producing precision components for automotive and industrial applications, operating across multiple plant locations.
  • Real-time visibility into shop floor KPIs and production metrics

  • 60% reduction in manual data handling via automation

  • 30% faster supply chain response through predictive analytics

  • Improved operational efficiency and data-driven decisions

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Oracle

Transforming the Financial Services Industry

A mid-sized financial institution looking to enhance its fraud detection capabilities and streamline compliance reporting
  • Legacy tools couldn’t detect fraud patterns.

  • Manual compliance caused audit risks.

  • Lean IT implemented OFSAA and AI-driven risk models.

  • Achieved 60% faster fraud detection and reduced audit exceptions.

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Transforming Retail Operations with Smarter Supply Chains

A multi-brand retail chain operating in APAC with complex supply chain operations and limited visibility into demand forecasting.

  • Fragmented inventory systems led to delayed replenishment and stock issues.

  • Lean IT implemented Oracle SCM Cloud for inventory, order management, and planning.

  • Integrated Oracle Analytics Cloud for real-time demand insights.

  • Achieved 30% reduction in stockouts, optimized supply planning, and improved customer satisfaction.

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Streamlining Operations for Higher Education Excellence

A prestigious UK-based higher education institution seeking to modernize its financial, HR, and grants management processes.
  • Legacy systems led to fragmented data, manual reporting, and billing issues.

  • Lean IT implemented Oracle ERP and HCM Cloud, integrating GrantsNow.

  • Streamlined billing, HR workflows, and analytics dashboards.

  • Achieved 40% improvement in planning efficiency and automated regulatory compliance reporting.

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Cloud Computing

Data Archival Implementation for Large Financial Institution

Data Archival Solution for a Large Financial Institution

  • Client: Confidential BFSI

  • Challenge: Rising storage costs, slow archival access

  • Solution: Deployed Data Archival Pro with compliance-focused framework

  • Results: 40% lower storage costs, 30% faster data access

 
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Digital Transformation for Global Manufacturing Company

Digital Transformation and Modernization Solution for a global Manufacturing Company
  • Client: Global manufacturing company

  • Problem: Legacy systems hindered scalability, integration, and efficiency

  • Solution: Migrated to AWS & Azure cloud-based agile solutions

  • Outcome: 70% higher efficiency, 50% less downtime, improved scalability

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Enterprise Data Lake for Global Retail Chain

Enterprise Data Lake on AWS for a global Retail Chain

  • Client: Global retail chain

  • Problem: Struggled with managing multi-source structured & unstructured data

  • Solution: Built Enterprise Data Lake on AWS for centralized, real-time analytics

  • Outcome: 50% faster data retrieval, 35% better decision-making, improved operations & targeting

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Data Migration for Leading Insurance Provider

Data Migration for a leading Insurance Provider

  • Client: Leading insurance provider

  • Problem: Legacy on-prem systems caused high costs, slow processing, limited scalability

  • Solution: Migrated to Azure cloud for scalable, secure, high-performance infrastructure

  • Outcome: 40% cost reduction, 60% faster processing, improved security compliance

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Artificial Intelligence

Enhancing Customer Experience for a Leading Retailer

A leading omnichannel retailer with a diverse product portfolio and a large customer base
  • Challenges: High cart abandonment, inconsistent experience, and manual processing.
  • Solution & Outcomes: AI recommendations and Salesforce Einstein led to 20% higher conversions, 35% increase in order value, and improved accuracy and satisfaction.
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Optimizing Financial Services with AI-Driven Solutions

A mid-sized financial services provider specializing in wealth management
  • Challenges: Inefficient data analysis, high compliance costs, and limited cross-sell insights.
  • Solution & Outcomes: AI analytics and automation cut onboarding time by 40%, reduced compliance costs by 25%, and increased cross-sell revenue by 18%.
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