In this episode, we explore how a tech-enabled fund administration and investment services firm transformed its investment reporting by partnering with Datamatics to build a fully Salesforce-native IRR calculation engine that delivers real-time visibility into fund performance. Facing growing complexity in investment cash flows and challenges with manual Excel workflows, the firm needed a solution that could handle irregular intervals and evolving valuations with enterprise-grade accuracy. Datamatics embedded a custom IRR engine using XIRR logic directly into Salesforce, designed a flexible investment data model, and enabled dynamic classification and calculation without code changes, eliminating manual work and accelerating investor reporting. The result was faster, more accurate decision-making, reduced operational risk, and export-ready insights at the click of a button as fund data changes in real time — a step change in performance reporting for the client. https://www.datamatics.com/resources/case-studies/revolutionizing-fund-insights-with-a-salesforce-native-irr-engine (datamatics.com)

In this episode, we dive into how a leading North American Less-Than-Truckload (LTL) freight carrier overcame challenges with its Salesforce platform to unlock operational stability and scalability. Facing gaps in functionality, limited internal support, and rising usage pressures that hindered CRM adoption, the carrier partnered with Datamatics to stabilize and enhance both Sales Cloud and Service Cloud without disrupting business continuity. By conducting a thorough assessment of user needs and existing configurations, the team delivered targeted enhancements, knowledge transfer, and seamless integrations with systems like IBM i, SQL Server, Azure Data Factory, Confluent, Power BI, Okta, and Obsidian to unify data and boost analytics capabilities. The result: a centralized CRM that improved visibility, drove user adoption, reduced manual effort, and empowered sales and service teams to work smarter and more efficiently. https://www.datamatics.com/resources/case-studies/stabilizing-and-scaling-salesforce-for-north-americas-leading-ltl-carrier

In this episode, we explore how AI-driven automation can unblock cash flow in professional services by accelerating invoice processing, improving billing accuracy, and reducing days sales outstanding — helping firms streamline revenue cycles and optimize financial operations.

https://blog.datamatics.com/unblock-your-professional-services-cash-flow-with-ai-driven-automation

In this episode, we dive into how a process transformation for a data preparation unit helped streamline data workflows, improve accuracy, and accelerate analytics readiness. Discover how reimagining routine tasks with intelligent automation and structured data practices can eliminate bottlenecks, enhance data quality, and empower teams to focus on high-value insights.

https://www.datamatics.com/resources/case-studies/process-transformation-for-data-preparation-unit

In this episode, we explore how an AI service agent transformed the patient experience for a specialty healthcare center by automating support, reducing wait times, and delivering personalized interactions that enhance satisfaction and clinical outcomes — showcasing how intelligent virtual assistants can elevate care delivery while improving operational efficiency.

https://www.datamatics.com/resources/case-studies/how-an-ai-service-agent-transformed-patient-experience-for-a-specialty-healthcare-center

In this episode, we explore how an AI service agent transformed the patient experience for a specialty healthcare center by automating support, reducing wait times, and delivering personalized interactions that enhance satisfaction and clinical outcomes — showcasing how intelligent virtual assistants can elevate care delivery while improving operational efficiency.

https://www.datamatics.com/resources/case-studies/how-an-ai-service-agent-transformed-patient-experience-for-a-specialty-healthcare-center

In this episode, we highlight the must-have fundamentals of an AI-first data pipeline — from robust data ingestion and preprocessing, to scalable storage, continuous data quality checks, and seamless integration with AI/ML models. You’ll learn how building a solid, future-ready pipeline is critical for reliable analytics, real-time insights, and successful automation initiatives.

https://blog.datamatics.com/the-must-have-fundamentals-of-an-ai-first-data-pipeline

In this episode, we walk through how a global leader in banknote printing undertook a legacy-system transformation to modernize their core systems and future-proof operations. Discover how updating outdated infrastructure — replacing monolithic systems with scalable, resilient architectures — improved performance, compliance, and enabled faster time-to-market, helping the organization stay agile and secure in an evolving financial landscape. https://www.datamatics.com/resources/case-studies/legacy-system-transformation-for-a-global-leader-in-banknote-printing

In this episode, we unpack how Salesforce’s vision unveiled at Dreamforce 2025 signals an “agentic” shift—where AI agents amplify human decision-making instead of replacing it. We explore how unified data, conversational intelligence, and governed workflows come together to embed autonomous assistance across CRM, sales, service, and marketing, and what this means for productivity, experience design, and enterprise architecture as humans and AI begin to operate as true collaborators. https://blog.datamatics.com/the-agentic-shift-what-dreamforce-25-really-means-for-salesforce-users

In this episode, we explore how a major US-based house-leasing company scaled to manage 80,000+ properties across 17 states by transforming its invoice-processing operations—from slow, manual, error-prone workflows to a streamlined, intelligent automation journey. We walk through how AI-powered automation fused with structured finance workflows to eliminate human errors, accelerate approvals, and bring full visibility to accounts payable. The conversation highlights how a combined platform — one that integrates RPA, intelligent document processing, PO-invoice matching and automated validation — delivered 99.8% accuracy and turned AP into a strategic enabler rather than a bottleneck. https://www.datamatics.com/resources/case-studies/optimizing-accounts-payable-process-for-house-leasing-company