Case Study

Facing challenges due to inconsistent implementation of Dynamics AX 2012, the client sought a solution to streamline operations. Leveraging Sonata's proprietary Platformation framework for digital transformation, a Dynamics 365-based solution was meticulously crafted on the Azure cloud, ensuring a seamless transition and enhanced performance.

A major Indian mutual fund management firm faced challenges such as disjointed customer support procedures, a lack of a one-stop shop for all customer queries, etc. Sonata assisted the client in developing an integrated customer service management solution using Dynamics 365 Customer Service.  It resulted in significant enhancements to customer service management including a decrease in Turn Around Time. 

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.

As one of the world's largest independent providers of claims management services, the client faced challenges with fragmented systems for handling FNOL, causing delays in claims processing and subpar customer experiences. Sonata utilized its unique Platformation™ approach, leveraging Microsoft's Azure Cloud platform and other technologies to develop a robust FNOL solution. The solution not only ensures security but also delivers an easy and intuitive customer onboarding experience.

A prominent investment bank and mortgage broker in the U.S., the client encountered issues with their loan management system, causing delays in application processing and hindering scalability. To address the evolving needs of the real estate industry, Sonata initiated a strategic overhaul of loan services. The outcome? Enhanced market penetration and improved customer engagement.

The client, financial arm of a global automotive giant, witnessed rapid expansion. However, operating in the auto finance sector necessitated substantial technology investments to manage various business facets. With an in-house IT infrastructure, the company encountered typical operational challenges. Sonata proposed a infrastructure management services solution aimed at ensuring uninterrupted business operations and reducing costs.

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.

Founded in 2008, the California-based client is a financial services company that specializes in the origination, acquisition, and servicing of mortgage loans. The company operates through two primary business segments: loan production and loan servicing.