Enterprise client engagement
From multi-page submissions to ready-to-use records
A long-running enterprise engagement that replaced manual data entry with a checked, end-to-end flow from submitted documents to business systems.
- Fact 1
- $37K+ engagement
- Fact 2
- 943 hours
- Fact 3
- Thousands of submissions daily
The problem
Staff had to read complex multi-page submissions, copy information into forms, check it against business rules, and move the result into CRM and ERP systems. The work was slow, repetitive, and difficult to scale.
What I built
I built a system that received each submission, extracted the required information, checked fields against the client's rules, and sent the approved result to the systems already used by the business.
The result
The platform processed thousands of submissions each day and reduced turnaround time from days to minutes. It was delivered across multiple phases with five-star outcomes and zero regressions.
Technical details
For technical reviewers, the delivery used the following tools and platforms. The business problem and result remain the primary scope.
- Python
- Custom APIs
- Form Assembly
- Cloud infrastructure