About Customer

A national non-profit organization in the supplier diversity sector that manages certification and supplier data for minority-owned businesses. The organization relies on technology to streamline certification processes, maintain accurate records, and ensure seamless access for corporate partners and certified suppliers.

‍

Industry: Non - Profit Organizaton

Location: New York, India

Applications and Services Used: UiPath RPA

‍

‍

Challenge

The organization wanted to migrate data from the legacy AdaptOne system to Zoho Creator and Zoho Catalyst, which presented several challenges.

• System Sunset: The existing platform was being decommissioned, creating a need for full data migration and long-term continuity.
• No API Access: The legacy system lacked an API, complicating real-time data extraction.
• Need for Daily Updates: The data needed to stay current during the transition.
• Complex Data Logic: Transformation involved handling inconsistencies in formats, addresses, and classification codes.
• Validation Requirements: Ensuring certified statuses, correct location data, and standardized NAICS codes was critical.

Solution

An automated migration framework was developed to ensure accuracy, continuity, and minimal manual intervention:

• RPA with UiPath: Bots were configured to log in daily and extract updated data from the legacy system.

• Scripts handled data cleaning, transformation, formatting, and keyword generation using the ChatGPT API.

• Zoho Creator: Used as the new operational platform for managing certification and supplier data.

• Zoho Catalyst: Enabled a public-facing portal for real-time data access.
  • Daily data extraction via RPA.
  • Structured Workflow.
  • Transformation and keyword enrichment via Python and AI.
  • Upload to Zoho Creator with cross-verification.
  • Final data pushed to Zoho Catalyst via secure API integration.

Results

The project delivered a robust data infrastructure:

• Successful baseline migration completed on schedule.

• Daily sync operating smoothly, ensuring always up-to-date data.

• Full automation eliminated manual involvement.

• Improved data quality through automated validations.'

• Seamless portal experience for external users and stakeholders.

‍