Technology Built for Real Business Problems
Explore how Cognic Systems applies AI, automation, data, custom software, and system integration to solve complex business challenges.
Our Work in Action
Every case study shows how Cognic approaches a real business problem, selects the right technology, and delivers a practical solution — with the business outcome as the measure of success.
AI Agent for Customer Support Automation
A fast-growing EdTech startup across the US and Latin America faced rising support volumes. Cognic deployed a custom AI Agent leveraging multilingual NLP and RPA frameworks for end-to-end customer support automation.
P&C Insurance (Home Owner) Product Development
Cognic supported a core insurance software provider in developing their flagship P&C Home Insurance platform targeting Florida-based policyholders. The system spans quote generation, billing options (1-Pay, 2-Pay, 4-Pay), claims automation, underwriter approvals, and Power BI reporting.
Medical Chart Processing System – MediPrompt
A renowned healthcare organization struggled with an outdated medical chart processing system. Cognic Systems built MediPrompt — a modern chart processing platform with GPT API-powered medical code mapping, secure PHI handling, Power BI dashboards, and automated data processing.
AI-Powered Invoice Processing and PO Automation
A multi-location pharmacy retail organization processed 500+ supplier invoices daily from around 700 suppliers in mixed paper and digital formats. Cognic built an AI-powered invoice processing platform combining Azure OCR, OpenAI validation, and Dynamics 365 Business Central integration.
Secure Data & Reporting Platform
A cybersecurity-focused organization needed a centralized platform for data ingestion, dashboards, and reporting. Cognic designed a secure web-based platform with modular data ingestion, interactive dashboards, and custom report creation.
AI-Powered Recruitment Automation
A growing U.S. sales organization managed recruitment across multiple markets with large field-screening volumes. Cognic designed an AI-powered recruitment automation approach covering the candidate journey from sourcing through onboarding.
AI-Powered Event Marketing & Partner Onboarding Automation
A global health and wellness organization wanted to improve event follow-up and partner onboarding across a partner-driven business model. Cognic implemented a centralized CRM and automation architecture connecting marketing, event registration, communication, and CRM tracking.
AI-Powered Lease Processing & Commission Invoice Automation
A commercial real estate brokerage firm managed lease transactions, broker commissions, and Broker Opinions of Value through manual workflows. Cognic designed an AI-powered platform automating the process from lease intake through payment tracking.
AI-Powered Referral Intake & Plan of Care Automation
A healthcare services organization needed to streamline referral intake and Plan of Care preparation. Cognic designed a secure AI-powered platform connecting document intake, OCR extraction, and AI-powered summarization with clinical review.
Healthcare Contractor Invoice & EVV Hour Automation
A healthcare services organization managing PCA and Private Duty Nursing services needed to automate contractor invoicing against EVV-verified hours. Cognic built a custom web-based invoice management and approval system covering the workflow from Axxess data through payment submission.
AI-Powered Outbound Prospecting & Lead Enrichment
A U.S.-based security training and learning management company needed to scale outbound prospecting. Cognic designed an AI-powered workflow combining lead enrichment, automated calling, CRM integration, and human follow-up.
Tax Form 8879 Automation
A U.S. tax advisory firm managed Form 8879 signatures manually across engagements. Cognic designed an automated Form 8879 workflow using Make.com to orchestrate Airtable, Dropbox Sign, and Dropbox.
Commercial Property Owner Intelligence & Outreach Automation
A Massachusetts commercial real estate brokerage maintained a long-established owner and property database. Cognic designed an AI-assisted lead intelligence workflow around the brokerage’s existing systems and data sources.
Bank Reconciliation Automation for a Multi-Entity Retail Organization
A North American multi-location retail organization reconciled bank accounts across physical stores and online channels. Cognic designed an automated reconciliation workflow connecting Azure SQL Managed Instance with Microsoft Dynamics 365 Business Central.
AI-Powered Bank Reconciliation Automation
A finance-focused organization managed 22 bank accounts across 7 banks and 7 corporate credit cards. Cognic implemented an AI-assisted reconciliation workflow using Make.com, Azure AI Document Intelligence, and Microsoft Dynamics 365 Business Central.
AI-Powered Quality of Earnings Automation for Financial Due Diligence
A financial advisory team performed Quality of Earnings analysis for middle-market M&A transactions. Cognic developed an AI-powered analysis platform combining financial anomaly detection, transaction classification, adjustment mapping, and document intelligence.
Scaling a NEMT Platform Through AWS Migration
A US-based non-emergency medical transportation company’s platform outgrew its original infrastructure as the network expanded. Cognic defined and executed a phased AWS migration strategy covering application, database, and operational workloads.
AI-Powered Claims Review Automation in Healthcare
A Texas-based healthcare provider group managing 200+ physicians needed faster claim reviews. Cognic deployed an intelligent Claims AI Review Agent integrated directly with the provider’s EHR and billing systems.
AppFolio Leasing Automation System
A leading property management company processed leasing applications manually across a large residential portfolio. Cognic built an end-to-end Leasing Automation System combining Electroneek RPA bots, Power Automate workflows, Google OCR, and OpenAI-powered document validation.
Utility Bill Processing Automation for Property Management
A mid-sized property management company processed utility bills manually across a diverse residential portfolio. Cognic deployed an AI-powered automation workflow combining advanced OCR document parsing, n8n orchestration, and AppFolio API integration.
AI Copilot for Clinical Workflow & Patient Scheduling
A prominent multi-specialty healthcare network needed to reduce clinical administrative load. Cognic deployed a Healthcare Copilot Agent built on Microsoft Copilot Studio and integrated deeply with Microsoft 365, Teams, and SharePoint.
RPA Solution for a Leading European IT Managed Service Provider
A European IT managed service provider’s first-line support team handled 15,000+ calls per month with heavy user-administration workloads. Cognic delivered an RPA solution automating repetitive support tasks across legacy and new applications.
Modernizing Automobile Insurance Operations with Legacy Application Migration
A New Hampshire automobile insurance company needed to move off an outdated ASP application that was difficult to maintain and scale. Cognic executed a phased legacy migration to .NET covering assessment, architecture, and modernization.
Elevating Customer Stories with Node, MongoDB, Flutter & Azure
A US-based software company wanted to aggregate and analyze customer feedback from social media, reviews, surveys, and support logs. Cognic introduced and implemented Tatvam, a customer feedback analytics tool with topic drill-down and sentiment measurement.
Creating an Engaging Fantasy Baseball Game with a Unique Twist
A US-based startup wanted an engaging fantasy baseball game built on live game data. Cognic developed a fantasy mobile app where users create groups, compete on live game plays, and win the points collected in the cup.
Streamlining HR Operations with a Secure Mobile App
A pioneering Middle East telecommunications provider needed secure employee access to HR information across multiple systems. Cognic delivered a secure mobile app centralizing HR information, requests, and access control.
Employee Assistant Chatbot for a Global Support Services Company
A world-leading support services company faced high volumes of employee queries across email, phone, and in-person channels. Cognic developed an employee assistant chatbot integrated with the company’s support workflows.
Have a Business Problem to Solve?
Tell us about the process, system, or workflow holding your team back. Cognic will help you evaluate the requirement and define the right technology approach.