Soluzione IT Services Private Limited

Soluzione IT Services implemented a customized Microsoft Dynamics 365 CRM for Ascend Canada, a 5,000-member nonprofit, in just 12 weeks, delivering up to 30% higher member engagement and a 50% reduction in manual administrative workload. The solution integrated Eventbrite with a public-facing Angular portal to make event registration three times faster while eliminating manual errors, and added AI-driven segmentation, Power BI reporting, and CASL-compliant email automation on Azure. The project replaced an outdated, poorly integrated CRM with an automated, compliance-ready platform that gave Ascend Canada leadership real-time insights and a foundation for future growth.

Soluzione IT Services migrated the Australian Institute of Professional Education (AIPE) from end-of-support Dynamics CRM 2011 to the latest cloud-based Dynamics 365 with full data continuity and zero major operational interruptions. The project cleaned and transferred core education entities—leads, contacts, accounts, opportunities, cases, students, and enrollments—while customizing workflows for student lifecycle management and integrating Microsoft 365 for mobile access and real-time analytics. AIPE eliminated legacy security and maintenance risks and gained a scalable, automated platform that improved stakeholder experience and data-driven decision-making across sales, marketing, student management, and support.

Soluzione built a fully digital insurance distribution platform on Microsoft Dynamics 365, Angular, and .NET for SureCo, a California health technology brokerage, automating end-to-end application-quote-policy (AQP) workflows and unifying access to over 5,000 health plan options from 140+ carriers. The solution replaced error-prone manual and paper-based processes with customizable rule engines, integrated audit trails, API-based real-time carrier synchronization, and digital signature, as the brokerage scaled from 30 to over 100 employees. It stands out as a reference for insurance distributors seeking regulatory-compliant workflow automation with measurable efficiency gains.