Custom Database Solutions & Business Automation Case Studies | Simetra //

Real Estate Investment: Scaling Beyond Spreadsheets

Client: Morgan Picks LLC (Real Estate Investment)

The Challenge: Morgan Picks managed 400+ properties using only Excel. As they grew, version control conflicts and a lack of metrics reporting became major roadblocks to their Purchase, Eviction, and Rehab processes.

The Simetra Solution: We engineered a robust SQL Server database with a user-friendly Microsoft Access interface.

  • Centralized Data: Enabled multi-user access to Purchase, Listing, and Escrow data.
  • Financial Integration: Linked directly to QuickBooks via SDK for real-time financial updates.
  • Mobile Connectivity: In Phase II, we deployed a mobile-ready offline interface. Property managers can now input scope data on-site without internet access, syncing automatically via MS SQL Merge Replication when back online.
View Project Details

Oil & Gas Engineering: Centralized Web Project Management

Client: JH Operating Company, LLC)

The Challenge: Managing complex project data—including AFEs, costs, and deliverables—across a network of interconnected Excel spreadsheets created versioning conflicts and limited visibility. The firm needed to scale without the administrative burden of fragile manual processes.

The Simetra Solution: Simetra developed a secure, web-based ASP.NET Core platform tailored to their specific workflows to replace the spreadsheet sprawl.

  • Centralized Operations: Consolidated AFEs, purchase orders, and vendor tracking into a single, intuitive interface using Telerik UI.
  • Full-Stack Deployment: Built the technical environment from the ground up, including SQL Server 2022 installation, SSL configuration, and secure external access for stakeholders.
  • Business Intelligence: Implemented data-warehouse-style SQL views to power real-time Power BI dashboards, giving leadership instant access to operational KPIs.
View Project Details

Automotive Logistics: Custom SQL Database & Title Processing

Client: Consolidated Automotive Services (Automotive & Finance)

The Challenge: Consolidated Automotive Services managed nationwide title and document processing using 16 disconnected Excel spreadsheets. As volume increased, this fragmented system created data silos, limited multi-user collaboration, and made accurate financial reporting impossible.

The Simetra Solution: We engineered a centralized SQL Server database with a custom Microsoft Access front-end, consolidating thousands of legacy records into a single, high-performance environment.

  • Automated Financial Workflows: Developed custom logic for automated payment and credit memo allocation, drastically reducing manual entry and eliminating costly user errors.
  • Seamless Data Migration: Executed a precision migration of all historical spreadsheet data to ensure zero operational downtime during the transition.
  • Business Intelligence Reporting: Built a suite of custom Excel-based and internal reports to provide management with real-time visibility into operational KPIs and financial health.

Secure Client Web Portal: Real-Time Title & Document Tracking

Client: Consolidated Automotive Services (Automotive & Finance)

The Challenge: The client needed to scale customer support by reducing manual status inquiries. They required a secure, 24/7 online platform for nationwide customers to track assignments and access sensitive financial documents independently.

The Simetra Solution: Simetra developed a high-security custom web application built on the .NET Framework using Razor Pages to provide a real-time window into their internal SQL data.

  • Self-Service Assignment Tracking: Enabled customers to log in and monitor the real-time status of title transfers and registration assignments, improving client transparency.
  • Dynamic Invoice Generation: ntegrated Telerik Reporting to allow users to generate and print accurate, real-time invoices directly from the web portal.
  • Encrypted Multi-Tenant Security: Implemented robust authentication protocols to ensure that each client can only access their specific account data, maintaining strict data privacy.