Professional Services250-500 employees

Apex Consulting Group: Strategic AI Implementation

How we transformed operations and delivered a 390% ROI through intelligent automation.

99.9%
Data Consistency
accuracy
2 min
Search Time
from 45 min
$2.4M
Revenue Uplift
from insights
94%
Client Satisfaction
+22 points

The Challenge

Managing client data across 6 different systems led to inconsistencies, wasted time searching for information, and missed opportunities. No unified view of client relationships.

Key Objectives

  • Unify data across 6 disparate systems into single source of truth
  • Reduce time spent searching for client information by 90%
  • Enable real-time insights and predictive analytics
  • Improve client satisfaction through better data visibility
  • Identify upsell and cross-sell opportunities automatically

The Solution

Built custom Integration & Data Architecture solution that unified their CRM, project management, billing, and communication platforms. Real-time data sync with AI-powered insights dashboard.

Architecture & Deep Tech

Custom integration and data architecture solution built on a modern data warehouse with ETL pipelines connecting CRM, project management, billing, and communication platforms. AI-powered insights engine analyzes patterns and generates recommendations. Real-time sync ensures data consistency across all systems.

Execution Workflows

1
Real-time data synchronization across all platforms
2
AI-powered data quality validation and cleansing
3
Automated client insights and opportunity identification
4
Predictive analytics for project success and revenue forecasting
5
Unified search and intelligent data retrieval

"Data fragmentation was killing our productivity and client experience. Synopslabs' integration solution gave us a single source of truth and AI insights we never had before. It's like turning on the lights in a dark room."

Robert Chen
Managing Partner

Implementation Data

Timeline
5 months
Total ROI
390%

Technologies Used

Snowflake Data WarehouseFivetran ETLSalesforceAsana APISlack IntegrationCustom Analytics DashboardPython/dbt

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