Case Studies

Aging on-premise servers were hitting end-of-life. Maintenance costs were climbing 15% year-over-year. The IT team spent more time firefighting than planning.

CSW designed and executed a phased Azure migration strategy. Workloads moved in waves, starting with non-critical systems, and ending with production databases. Zero-downtime cutover using Azure Database Migration Service.

$45K/year in infrastructure savings. 99.9% uptime SLA. IT team shifted from reactive maintenance to strategic planning. Full migration completed in 8 weeks.

The existing ERP was built on deprecated technology. New features took months to deliver. Order processing required manual workarounds that added days to fulfillment.

CSW conducted a full system audit, then designed a modern cloud-native replacement on .NET and Azure SQL. Built in agile sprints with weekly client demos. Data migrated cleanly from the legacy system.

60% efficiency gain across operations. Order processing now runs 3x faster. New features deploy in days, not months. The system scaled to handle a 40% volume increase without additional infrastructure.

Monthly compliance reports required pulling data from 5 separate systems, formatting it manually, and reviewing for errors, consuming 30+ hours of staff time every month.

CSW built an AI-powered workflow that pulls data automatically from all source systems, generates formatted reports, flags anomalies for human review, and delivers final reports on schedule.

120 hours/month saved. Error rate dropped 90%. Reports now generate in minutes instead of days. Staff redirected to higher-value client work.

Life insurance retirement plans (LIRPs) require precise handling across multiple stages, from initial presentation to policy servicing. The client’s financial advisors lacked digital tools to present, quote, and manage these complex instruments. Manual processes slowed the sales cycle, and policyholders had no self-service access to their accounts or fund allocations.

CSW developed a suite of three custom web applications using .NET, C#, and SQL Server, resulting in a dynamic advisor presentation builder with real-time data integration, an automated quote management system with versioning and audit trails, and a secure client portal for policy management with fund reallocation. The suite integrates with eMoney and Microsoft Dynamics CRM for real-time data synchronization.

Sales cycle accelerated with automated quoting and compliant proposals. Advisors now create data-driven presentations tailored to each client. Policyholders gained self-service access to view policies, monitor fund performance, and reallocate balances, positioning the client as a technology-forward leader in financial services.

Managing telecom expenses across multiple vendors, geographies, and service types was manual and error-prone. The client lacked visibility into inventory and usage, missed cost optimization opportunities, and couldn’t provide enterprise customers with self-service reporting or analytics.

CSW built a custom web application using C#, .NET, and SQL Server to centralize telecom asset management. The platform includes a customer reporting portal with detailed usage and cost analytics, integration with ERP and billing systems, and a modular architecture optimized for enterprise-scale data throughput.

Centralized visibility across all telecom costs and assets. Automated processes replaced manual tracking, reducing errors and freeing internal resources. End customers gained self-service access to usage reports, enabling better contract negotiations and measurable cost savings.

Traditional financial planning tools focused on individual accounts, missing the interconnected nature of modern financial households. Advisors couldn’t consolidate data across individuals and legal entities, lacked intuitive visualization tools, and spent excessive time on manual reporting and presentation creation.

CSW developed a web-based platform using Angular, .NET, and SQL Server. Key features include household management linking individuals and entities under unified strategies, a “3 Buckets View” for asset allocation by time horizon, an Asset Location Plan for tax-optimized investment distribution, configurable financial assumptions, and a one-click professional presentation generator.

Advisor productivity increased with centralized data and intuitive tools. Visual planning tools and polished presentations improved client engagement and trust. The platform supports growth with scalable architecture, third-party integrations, and enterprise-grade security for sensitive financial data.