The post How Outback Steakhouse, Abbraccio, and Aussie Brazil Cuts Cloud Costs by 30% appeared first on Beyondsoft Consulting Inc.
]]>Outback Steakhouse, Abbraccio, and Aussie Brazil operate over 190 locations supporting 14,000 employees. By 2022, the company faced a costly problem: their cloud infrastructure was expensive, sluggish, and lacked the controls needed to scale efficiently.
When you’re operating at this scale, speed and reliability aren’t negotiable. We were overspending on cloud services without the governance or agility we needed. Every technology investment has to deliver returns, so we brought in expertise to help us get there.
Reinaldo Faria, CISO & Head of ICT at Outback Steakhouse, Abbraccio, and Aussie Brazil
Outback Steakhouse, Abbraccio, and Aussie Brazil partnered with us to redesign their cloud infrastructure. The engagement focused on cost transparency, waste elimination, and the implementation of governance and security best practices.
The outcome: cloud expenses dropped 30% on average. The company used those savings to migrate their restaurant websites to Microsoft’s platform, improving site performance and customer experience. The infrastructure became faster and more adaptable, making it easier to add new workloads without ballooning costs.
By stabilizing the cloud cost curve, we also delivered a more agile and scalable infrastructure, enabling efficient migration of additional workloads to the cloud. A great example was migrating the website to the Microsoft platform, which leveraged the savings generated and improved the digital experience for end customers. Our role was that of an active partner, ensuring every step of this digital journey added value to Outback, Abbraccio, and Aussie’s IT environment while reinforcing customer satisfaction.
Eduardo Mecking, Head of Microsoft Alliance, Beyondsoft Americas
We stabilized our spending and gained the flexibility we didn’t have before. That opened the door to strengthening our digital presence and planning confidently for the future.
Reinaldo Faria, CISO & Head of ICT at Outback Steakhouse, Abbraccio, and Aussie Brazil
What’s next is generative AI. Outback Steakhouse, Abbraccio, and Aussie Brazil are now exploring how to apply AI to sales processes and business forecasting, building on the stable foundation they created.
Governance and cost control gave us room to innovate. We’re focused on AI and staying ahead operationally. We’re doing it from a much stronger position than we were three years ago.
Reinaldo Faria, CISO & Head of ICT at Outback Steakhouse, Abbraccio, and Aussie Brazil
If your organization needs to resolve rising cloud cost issues our team is ready to share what this approach could look like for you. Get in touch with us.
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]]>The post FINK Modernizes its IT infrastructure with Beyondsoft, Eliminating Legacy Servers and Strengthening Security appeared first on Beyondsoft Consulting Inc.
]]>This customer story was first published on Beyondsoft Brazil and translated to English.
FINK, a leader in national and international logistics, has modernized its information technology (IT) infrastructure through a 24/7 managed service provided by us, a strategic partner for more than 20 years. More than a technical support provider, we act as an extension of FINK’s IT team, ensuring stability, operational continuity, and fast response to any request. The model includes continuous monitoring, proactive analysis, and human-centered support: covering everything from simple user requests to major incidents. This approach prevents potential issues before they can impact operations, creating a safer and more efficient environment.
Through our partnership, FINK eliminated the need for legacy servers and domain controllers, reducing management complexity and on-premises maintenance. Centralized provisioning via Intune now allows automatic policy deployment, greater mobility, and remote work without the need for a VPN. Our preventive approach ensures that potential failures are detected and resolved before affecting daily operations, critical in a sector where every minute of downtime can generate losses. In addition, advanced security policies such as Intune baselines, Microsoft Defender for Endpoint, and Defender for 365 reduced risks associated with ransomware, phishing, and malware, ensuring compliance with global best practices.
The transformation also had an impact on financial efficiency. By retiring all servers, our client do not manage expenses related to new hardware acquisition such as Windows Server licensing, cooling systems, and UPS devices. Eliminating these costs significantly reduced infrastructure spending and increased predictability in the IT budget, resulting in a more sustainable environment aligned with current operational demand.
For Laura Ganon, CEO of FINK, the partnership has had a direct impact on the company’s daily routine: the team became more productive and less burdened with IT demands that were previously unresolved.
The agile and human-centered support, along with efficient prioritization of requests, gives us confidence in our operation. I had difficulty finding a company that worked with ‘Notes’, and Beyondsoft was recommended to us. It was a very positive surprise. The service is immediate, and I know there are real people looking after FINK.
Laura Ganon, CEO of FINK
Our support includes weekly meetings with performance reports, preventive analysis, training, and continuous alignment with the FINK team. We operate as an extension of the internal department. This close engagement, combined with 24/7 readiness, reinforces our role as a strategic partner that anticipates needs and drives improvements to avoid any interruption.
I like to question problems as if I were a user. It helps me better understand the need and offer solutions that truly make a difference without impacting the end customer. Problems will always exist; the important thing is how you approach and resolve them without disrupting the user or the client.
Igor Kelvin, MSP Coordinator at Beyondsoft
Our client’s IT transformation has set the stage for a new phase of innovation. With a stable foundation and trusted support in place, our client invests in modern systems that align with their strategic goals. They are expanding their digital initiatives with confidence, backed by the same level of reliability and security that drives operational continuity.
We continue to help modernize, secure, and simplify our client’s IT environment. By doing so, their internal teams focus on growth and transformation, not technical firefighting. Our proactive support model positions us as their trusted advisor, not a regular service provider.
If your organization wants to modernize systems and strengthen security posture, our team is ready to share what this approach could look like for you. Get in touch with us.
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]]>The post Senac RJ Reduces Processing Time by 40% with Azure VMware Solution appeared first on Beyondsoft Consulting Inc.
]]>This customer story was first published on Beyondsoft Brazil and translated to English.
Senac RJ, a reputable 80-year-old education institution in Rio de Janeiro, faced a critical infrastructure problem. They needed to migrate over 240 virtual servers because their physical data center required major renovations and could no longer support business demands.
Our client was under intense pressure to redesign their course offerings, adopt new teaching tools, and modernize old applications to ensure students were able to access their new and existing courseware without delay.
We had to move fast. Our infrastructure was obsolete and inflexible right when our business was changing dramatically. We were redesigning our course portfolio, adopting new teaching tools, and modernizing legacy applications. We needed infrastructure that let us adopt innovative solutions quickly and securely.
Betsy Ferreira, Executive Technology Manager at Senac RJ
Senac RJ decided to migrate their entire data center to Microsoft Azure using Azure VMware Solution (AVS). They partnered with us, a Microsoft partner with experience running AVS migrations, to help execute the move.
Over 12 weeks, the teams migrated more than 240 virtual servers and 80 TB of data to the cloud. We provided consulting and technical support throughout, working closely with Senac RJ’s IT team to ensure nothing broke during the transition.
The complexity was significant, but the execution was smooth. Users didn’t notice anything. Daily operations continued without outages or incidents.
Senac RJ’s IT team saw a 40% reduction in processing time after moving to modern servers with all-flash storage in the cloud. The infrastructure now scales when needed and integrates with over 200 Azure services.
As the project leader, I can say adopting Azure VMware Solution was our best decision. We modernized our environment while keeping everything running.
Luckas Fernandes, Microsoft Specialist at Senac RJ.
Microsoft also recognized the project as a success story and cited Senac RJ as a pioneer in education sector cloud migration. For Senac RJ, the move positioned them as a technology leader among regional education companies.
Senac RJ now has infrastructure that supports continuous innovation. The IT team can adopt new solutions faster and more securely than before. They’re rolling out improvements gradually, bringing innovation to users without disruption.
We’re on a different level now. We are more confident in keeping up with technological evolution in the market.
Fernando Carvalho, Infrastructure and Security Lead at Senac RJ.
If your organization is exploring to migrate from legacy infrastructure to the cloud, our team is ready to share what this approach could look like for you. Get in touch with us.
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]]>The post How One Tech Company Cut Through Licensing Complexity? appeared first on Beyondsoft Consulting Inc.
]]>Our client, a USA-based tech giant, wanted to streamline a major revenue stream: service coverage revenue tied to large volume licensing agreements in the public and private sectors. These agreements use a simple calculation based on a percentage of an organization’s annual license spend, which works well when each agency or department purchases and manages its own software.
The problem arises when a head office purchases licensing on behalf of many affiliates and subsidiaries. Our client has little visibility into how those licenses are distributed across regions, affiliates, or agencies. As a result, the system calculates service pricing as if the head offices intend to cover every affiliate, even when many of those affiliates have their own IT teams and support structures. This creates a service bill that is far higher than what the tech giant’s customer expects or needs.
This issue surfaced in a significant way with our client’s customer, a government in Asia. Their central office held the license agreement for more than 100 affiliates, including major departments such as Police and Education. When they requested service coverage, the automated calculation produced an estimated list price of just under $7M dollars for the first year. The customer wanted a plan that covered only selected affiliates for specific license types. To move forward, our client’s sales and pricing teams needed to pinpoint which licenses belonged to which agencies and build a service proposal that matched those exact requirements.
The complexity of this task meant that tools alone could not solve the problem. An experienced partner was needed to interpret licensing data, guide internal discussions, and produce an accurate and fair model that the customer could approve. We stepped in to lead that work.
Our client turned to us because of our long tenure working within their pricing and licensing ecosystem. Our specialists bring more than a decade of direct experience across licensing, contract structure, and revenue planning.
For this engagement, my team and I led the work in partnership with several stakeholders across the client’s organization.
Our familiarity with both the business model and the internal systems allowed us to accurately review usage, confirm license allocations, and develop a structure that met the customer’s needs while staying within required guidelines. Additionally, our prior projects with the sales team created trust, shared understanding, and a strong foundation for collaboration.
We partnered with our client’s sales team to understand what the customer needed and how their licenses were used across internal groups. Using multiple internal systems, we validated each set of licenses, confirmed their functional allocation, and rebuilt the analysis from the ground up.
The goal was to create a service structure that reflected real usage rather than a single aggregated purchase amount. This provided clarity for the customer and gave the sales team a model that aligned with internal policies.
Our approach also created a repeatable framework for future engagements involving centralized purchasing and large multi-group license footprints.
Phase 1: Discovery and Validation
? Reviewed all available data across internal tools to confirm how licenses were allocated.
? Identified discrepancies between centralized purchasing records and actual usage.
? Collaborated with the sales team to confirm service expectations for each internal group.
? Documented the scope required to prepare a sustainable pricing model.
Phase 2: Pricing Analysis and Structure
? Calculated service costs for individual groups to establish baseline comparisons.
? Modeled combined service scenarios to show how rate brackets influenced total cost.
? Prepared a service structure aligned with the client’s expectations and internal guidelines.
? Ensured all work met legal and ethical requirements.
Phase 3: Final Review and Proposal Support
? Created a clear pricing framework that reflected actual license distribution.
? Prepared detailed calculations for the sales team to support internal reviews.
? Built documentation that could be reused for future renewals.
? Helped our client present a model that gave their customer clarity and confidence.
We delivered detailed documentation of the calculations, structure, and validation steps. This ensures our client’s sales and pricing teams can repeat the process for future renewals or for other customers with similar centralized purchasing challenges.
Our client’s customer now has a clear and sustainable path for yearly renewal reviews. Our client can apply this framework across similar accounts, saving time and maintaining clarity across all teams involved.
Our analysis showed that purchasing service agreements separately would have resulted in a combined cost of more than twelve million dollars for the customer’s internal groups. By validating actual usage and combining the coverage under a single agreement, the customer qualified for more favorable rate brackets.
Our goal was to bring clarity to complex licensing renewals. By validating each allocation and rebuilding the structure with care, we helped our client present a model their customer could trust. Clear analysis and strong collaboration made the results possible.
Chad Hartley, Senior Delivery Manager, Beyondsoft
The final approved service structure came in at $6.34 million for the first year, matching the tech giant’s initial target range and giving the customer a clear understanding of how the cost was calculated.
This work secured a major service win for our client. The contract received attention across the company, and our contribution was recognized in company-wide communication.?
If your organization manages complex licensing portfolios and you want to create a clear path to renewal, our team is ready to share what this approach could look like for you. Get in touch with us.
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]]>The post One?Calendar?View?Solves?Ad?Placement?Chaos for?a Top Tier Streaming?Company? appeared first on Beyondsoft Consulting Inc.
]]>A top tier streaming media Company manages a high volume of advertising placement requests each month across multiple lines of business. These requests support internal stakeholders and external partners who depend on accurate scheduling and timely delivery of marketing assets.
The company previously used a manual calendar process for planning and tracking placement activity which took upwards of 100 hours per month to complete. Each request required teams to navigate to the correct timeframe, enter extensive details, and ensure that key attributes were correct. The process created information overload and required repetitive data entry with little room for efficiency.
Because the legacy workflow operated in isolation and was not connected to Salesforce, teams struggled with limited visibility, inconsistent data, and an elevated risk of human error. The absence of real-time updates made coordination more difficult, especially as placement volume continued to grow.
We were already working with the client on other initiatives and understood how their marketing operations teams collaborate. Our Salesforce expertise and familiarity with their environment made us a reliable partner to examine the challenges and introduce a practical path forward.
We identified prolonged data entry and fragmented visibility as key issues. Our approach focused on simplifying the workflow, consolidating data, and reducing manual effort through a centralized and real-time experience built directly into Salesforce.
Phase 1: Discovery and Process Analysis
Phase 2: Design and Improvements
Phase 3: Implementation and Enablement
The solution we built replaced a manual workflow with a centralized, real-time calendar that is easier to use and more reliable for high-volume planning cycles.
A perspective on our impact from our client:
The Salesforce calendar is a reliable mechanism that consolidates data from separate projects in an easy-to-understand layout. One of the most helpful features is that the calendar is linked to separate Salesforce projects that show merchandising details. This makes it easier to find, and schedule granted campaign inventory and has cut search time in half.
Launch Manager, Streaming media client
Operational Impact
We?give?our?client?and their stakeholders?a clear and unified way to manage high-volume planning. By moving this workflow into Salesforce, we helped them reduce manual effort, improve accuracy, and work with real-time information that supports better decisions.
Jose Alfaro, Salesforce Developer, Beyondsoft
After the success of the calendar project, our client requested two additional calendars for related processes. Their new requests show they trust us to improve more of their workflows.
If your teams are managing complex planning cycles and want to improve clarity, reduce manual effort, and maintain consistent delivery, we are ready to help you explore what is possible. Get in touch.
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]]>The post A?Hyperscaler?Improves?Data Center Operations with Robotic Automation and Tighter Process Control? appeared first on Beyondsoft Consulting Inc.
]]>Our client, a major data center hyperscaler, began a rapid buildout of hyperscale compute to support new AI workloads. The company has committed billions of dollars for AI infrastructure, including new data centers and large GPU deployments. Multiple multi-gigawatt campuses were coming online, which collectively span a footprint of several square miles.
Daily operations at this scale require significant planning. Human safety concerns grew with repetitive heavy tasks, and data center operations require 24/7 monitoring. The organization needed a way to automate physical workflows in live facilities without slowing production.
We focused on readiness and operations inside active data centers. The goal was to introduce robotics that reduce errors, strengthen safety practices, and shorten time to scale, while meeting the client’s security requirements.
Why we were selected
We have an existing relationship with the client’s infrastructure groups and a history of delivery across robotics research, lab management, field deployment, software, and mechanical design. Our teams work across client extended teams in the U.S. and integrate both in-house and third-party robotic systems under strict security policies. We are also committed to investing in domain expertise, sourcing, and ongoing support.
Phase 1: Discovery and Readiness
Phase 2: Build and Integration
Phase 3: Deployment and Operations
Our client?operates?one of the most complex data center environments in?the United States.?The results show what can be achieved when robotics and disciplined operations are combined. When?visibility improved across sites?and teams gained a consistent way to manage activity at scale, we helped our client and their stakeholders to?stay focused on building data center infrastructure at unprecedented scale. In parallel, we used robotic automation to improve?uptime, reduce?workplace injury,?and?provide better visibility to site operations.
Wing Liu, Head of High Tech, Beyondsoft
We’re deploying robotics to new data centers and expanding into more regions. Coming next: visitor support, environmental monitoring, and emergency response using aerial or ground systems where permitted.
We track energy consumption, travel reduction, and automation metrics to meet ESG targets. Our team work alongside with our client’s operations and engineering groups to maintain reliability as they scale.
If your data centers are growing and you want a reliable way to reduce manual effort, improve accuracy, and scale with confidence, our team is ready to talk through what is possible. Contact us.
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]]>The post Eneva’s Engineers Cut 20 Hours in One Month Using Microsoft 365 Copilot? appeared first on Beyondsoft Consulting Inc.
]]>Eneva is Brazil’s largest private natural gas operator, handling exploration, production, and energy generation. The company runs 15 natural gas fields across Brazil’s major basins and operates thermal power plants in multiple states, plus solar facilities in Bahia, with a total power generation capacity of 6.8 GW.
As AI (artificial intelligence) tools became mainstream, Eneva is promoting the use of AI through the adoption of Microsoft 365 Copilot, providing employees with an assistant to support their daily activities and they saw an opportunity for their employees to solve problems more efficiently across its natural gas and power generation operations. Their goals were simple:
Eneva chose Microsoft 365 Copilot because they were already using the Microsoft 365 suite. Adding Copilot was easier and more secure accelerating time-to-value.
They knew they needed help with change management and AI adoption, so they partnered with us.
Led by Luiz Frias, Head of Data & AI, and Renata Dannemann, Head of the Change Management Office, they launched the AI adoption project. Instead of forcing it on everyone, they let curious employees volunteer. The project combined technical training with hands-on mentoring to promote safe, efficient AI use.
We looked at daily tasks that Eneva’s team shared and showed them how Copilot could reduce repetitive work and deliver smarter results. The breakthrough came when we demonstrated the wide range of ways Copilot could save time and act as their digital co-worker.
It’s important to understand that change affects employees’ daily routines. With this project, Eneva wanted to increase engagement and encourage continuous learning through hands-on experience with Copilot.
Jo?o Labre, Change Management Specialist and Director of Modern Workplace
Engineering Team Gains 20 Hours Back Every Month
The star example was Civil Engineer Fernanda Cristov?o, who used Copilot and Power Automate to automate spreadsheet management and safety training reminders for numerical reservoir simulation work. His solution saves the Engineering team about 20 hours per month, freeing up time for strategic work.
“I use Copilot daily, and it’s been fundamental in improving my productivity,” said Fernanda. “I’m now a fan of artificial intelligence.”
The Ripple Effect
“Fernanda’s work and creativity got recognized, which motivated other employees to see how AI could improve their operations,” said Luiz Frias. “The community meets regularly to share experiences and show how they use AI. Different departments inspire each other.”
Copilot keeps Eneva’s data secure and private, so employees can use AI tools without worrying about information leaks. This gives the team confidence to use the technology, helping them work more efficiently and think differently about problems.
The project also created an internal AI community with regular meetings focused on sharing experiences and encouraging employees from different areas to use the technology, even those without technical backgrounds.
In partnership with us, Eneva achieved 97% AI adoption among active employees and aims to train at least 100 professionals by the end of 2025.
The partnership strengthens our position in the Brazilian market as a trusted advisor and partner to drive Microsoft 365 Copilot adoption. “We’re excited about the results this collaboration has brought. The integration of Copilot is changing the way employees interact with technology, and our commitment is to guide them to face future challenges with confidence,” says Jo?o Labre.
Curious to know how to drive change management in AI, please contact us.
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]]>The post A Global CDMO Replaces Scattered Communications with Centralized Collaboration Hub appeared first on Beyondsoft Consulting Inc.
]]>Our client is a global contract development and manufacturing organization (CDMO) which provides analytical services and drug manufacturing for some of the world’s biggest pharmaceutical companies. Customer project updates were managed by various makeshift solutions such as Excel spreadsheets, Microsoft Teams folders, Box and ad-hoc communications. These tools provided little consistency in how teams worked, and each update involved lengthy data gathering. Process inefficiencies included:
These inefficiencies limited transparency, introduced risks of miscommunication, and made it difficult for the CDMO to deliver the premium client experience expected by pharmaceutical partners.
Our CDMO client selected us for this project based on the successful work we’d done together previously and our depth of understanding of their business. We worked with them to design and deliver a secure, cloud-first collaboration portal built on Microsoft Azure. The new solution consolidated communications, documents, and project status into a single client-facing platform.?
Key deliverables include:
The portal was designed with an enterprise-grade architecture to ensure scalability and resilience:
Our experience in web and mobile application development, combined with DevOps culture and governance-by-design approach, ensured secure, high-quality delivery.
The collaboration portal delivered immediate value for both client services teams and pharmaceutical partners:
By partnering with our CDMO client to build a cloud-based collaboration portal, we helped improve transparency, streamline communication, and elevate the client experience. This solution positions them to scale seamlessly while preparing for future analytics and data integration initiatives.
Rohit Garg, Director, Account Management, Beyondsoft
The initial implementation lays the foundation for future growth. Planned enhancements include:
We continue to partner with the client to scale the platform, enhance reporting, and extend digital services to strengthen customer experience.
Interested in improving your operations? Contact us to discuss how a centralized collaboration hub can improve communications and speed up project management.
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]]>The post Global CDMO Builds a Modern Enterprise Data Lake with Beyondsoft? appeared first on Beyondsoft Consulting Inc.
]]>Our client, a global Contract Development and Manufacturing Organization (CDMO) with multiple subsidiaries and manufacturing sites, faced major challenges at their condition-based maintenance (CBM) location. Core enterprise applications, including Enterprise Resource Planning (ERP) and Manufacturing Execution System (MES), operated independently of each other. This created data silos, duplicate reporting, and slow analytics turnaround.?
Leaders needed a modern solution to unify data, enforce governance, and provide a single source of truth that supported both batch and streaming ingestion. Without this, business and operational teams lacked timely visibility into critical key performance indicators such as:
The absence of trusted metrics made it difficult to drive continuous improvement across manufacturing, supply chain, finance, and quality. Key pain points included inconsistent data across units, time-intensive Extract, Transform, Load (ETL) workflows, reporting bottlenecks, and a limited foundation to support advanced Machine Learning and AI initiatives.?
Our client set a clear goal: establish an Enterprise Data Lake (EDL) that would bring information from multiple systems into one place and give teams a single source of truth, make data easier to access, and improve both decision-making and compliance.?
Our prior work together built trust and a proven track record, so the CDMO turned to us. We were entrusted with full ownership of the project, from discovery through implementation, supported by our client and their stakeholders.
Our team knows our CDMO client’s enterprise data platforms inside and out, including Microsoft Azure, Microsoft Fabric, Databricks, Power BI, and other advanced data engineering tech stacks. But we also understand our client’s business: what drives ROI, how data decisions impact their bottom line, and where they need quick wins. From day one, we embedded governance by design with a clear approach to data cataloging, quality checks, role-based access control (RBAC), and compliance that matches what our client already has in place. We used proven accelerators, ran regular sprint demos, and quality checkpoints. We reduced risk and delivered results quickly without cutting corners. ?
We partnered with our client to design and deliver a Microsoft Fabric–powered enterprise data lake on Azure. The platform consolidated data across ERP, MES, Quality Management System (QMS), Laboratory Information Management System (LIMS), Computerized Maintenance Management System (CMMS), and other applications at the CBM site.
The project was executed in three phases:
Phase 1: Foundation
Phase 2: Reporting and Insights
Phase 3: Future Readiness
Our delivery approach emphasized collaboration and adoption. Agile sprints included demos and quality checkpoints, while train-the-trainer sessions empowered internal power users. User acceptance testing and hyper-care support ensured a smooth transition post go-live.
Within the first deployment cycle, our CDMO client achieved measurable improvements at the CBM site:?
By working with our CDMO client to build a Microsoft Fabric-powered data lake, we consolidated diverse systems into a single source of truth. This improved visibility, accelerated reporting, and prepared them for future growth in AI, ML, and advanced analytics.
Rohit Garg, Director, Account Management, Beyondsoft
We continue to work with our client to scale the solution across additional sites and business domains. Future initiatives include expanding real-time integrations and accelerating high-priority AI and ML use cases, building on the established data lakehouse foundation.?
Interested in improving your operations??Contact us?to discuss how a modern enterprise data lake can fix your workflows and speed up decision-making.?
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]]>The post From Bottlenecks to Breakthrough: Beyondsoft Helped a Global Media Giant Produce Static and Video Assets 60% Faster appeared first on Beyondsoft Consulting Inc.
]]>Our client, a global media company, needed a better way to manage creative production across hundreds of products and campaigns. Their teams were creating thousands of digital assets every month, from static graphics to promotional videos, each tailored to different platforms, languages, and regions.
Their process was slow and repetitive; designers and editors were spending hours on cumbersome manual work. They downloaded large Photoshop templates, updated creative files by hand, cross-checked requirements in spreadsheets, and uploaded finished assets to internal systems one by one.
There was little consistency in how teams worked. Documentation was incomplete, creative toolkits were scattered, and requests came through with different formats and expectations. Teams didn’t always have a clear way to track progress or avoid duplicate work which led to:
Although the creative teams were highly experienced, the manual nature of the work slowed them down and increased pressure across departments. Our client needed a better system that could meet both creative quality and business deadlines.
We were already working with the client’s Salesforce technical team on another project when we noticed opportunities to improve their asset production process. With support from our client’s key stakeholders, we were given the green light to design and build an automated system that would help reduce manual work, improve quality, and support creative teams across regions.
We started with a simple goal: make it easier for teams to go from a creative request to a finished, ready-to-publish asset without needing to do everything by hand.
Our team combined Salesforce knowledge with creative production tools like Photoshop, Premiere Pro, Figma, and Iconik. We developed an automation pipeline that connected these systems so that creative teams could focus less on repetitive steps and more on impactful work.
Here’s how we approached it:
This project goes beyond a technical fix. We worked closely with internal design, operations, and engineering teams throughout the process. Our flexible model allows us to adjust quickly, test with real users, and make sure the new system fits how teams work. Our understanding of the client’s tools, goals, and creative process helped us build something that feels familiar, faster, and more reliable.
The goal went far beyond saving our client time. We set out to make creative production less of a burden and more of a tool for scaling their smart ideas. By connecting Salesforce with creative tools, we built something that fits the way their teams work.
Matias Benamo, Salesforce Developer, Beyondsoft Costa Rica

The new system delivers measurable productivity gains within one year of implementation. Note: These improvements are based on delivery by a team that went from approximately 60 to 12. The other staff were re-directed to do strategy work.
By reducing repetitive work and improving consistency, creative and operations teams are able to spend more time on planning, messaging, and coordination. The automation system also gives our client a more reliable foundation for managing global campaigns at scale.
We continue to support the client with new feature development, maintenance, and improvements to the pipeline. Upcoming efforts include expanding automation to support new content types and improving planning for future campaigns.
Thoughtful collaboration and practical automation can help teams stay focused on what matters while delivering consistent results. Get in touch with us to explore what’s possible for your organization.
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