Manual data flows replaced with automation
A service provider in the insurance space worked with fragmented systems and a lot of manual data transfer between standard interfaces and internal tools.
Challenge
Data was moved manually between industry interfaces, the CRM, and internal systems — error-prone, slow, and hard to trace. The goal was to automate these flows without replacing the existing systems, and to stay GDPR-compliant throughout.
Approach
We connected the systems through robust API integrations and automated the recurring flows — with clean error handling and traceable logging. The Salesforce side was customized to fit, the processing built in Python and TypeScript, and run containerized so it stays reproducible and monitored.
Outcome
Manual intermediate steps gave way to automated, traceable data flows. The team could focus on the actual work instead of copying data — on a reproducible, monitored foundation.
Technologies
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