Modernizing Survey Management for JMI Reports

Rebuilt WRDS into a cloud-native platform that cut report turnaround by 45%.

Custom Software
Workflow Automation
Finance & Insurance
Deliverables
  • JMI CloudDataServer on Azure
  • API-driven Integration Layer
  • Customer, Inspector & Admin Web Portals
  • Cross-Platform Mobile Inspection App
  • BI & Reporting Dashboard
    • Services
  • Application & Database Design
  • Full-Stack Development & Testing
  • UX/UI & Mobile App Design
  • Agile Project Management & Support
    • Technologies
  • Microsoft Azure
  • .NET Core & C#
  • React & React Native
  • SQL Server
  • RESTful APIs
    • Deliverables
    Technologies
    Services

    Project Overview

    Rebuilt WRDS into a cloud-native platform that cut report turnaround by 45%.

    JMI Reports, Inc., a top U.S. risk-assessment firm, relied on its legacy WRDS system for scheduling inspections, generating reports, and integrating with third-party vendors. Aging code, performance bottlenecks, and vendor lock-in threatened JMI’s growth and service quality. MorelandConnect partnered with JMI to reimagine WRDS as a modern, modular survey management suite—giving JMI full code ownership, flexible integrations, and the scalability to support new lines of business.

    The Challange

  • Monolithic WRDS platform suffered from slow performance and limited extensibility.
  • Existing vendor controlled the roadmap and held the code, blocking rapid feature delivery.
  • Three distinct user groups (customers, inspectors, admins) required tailored interfaces and mobile access.

    • Our Solution

    We architected a cloud-native, API-first platform on Azure, segmented into microservices for core data, integrations, and analytics. Iterating in two-week sprints, our team delivered: a scalable CloudDataServer, a secure API layer, three responsive web portals, a mobile inspection app, and a BI dashboard. Continuous testing and DevOps pipelines ensured stability, security, and rapid releases.

    Features:
  • Modular REST API layer for seamless third-party integrations
  • Role-based web portals with intuitive dashboards
  • Mobile-first inspection app with offline data capture
  • Real-time analytics and custom reporting engine

    • The Results

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    35%

    Faster case completion

    90%

    Staff adoption in 2 weeks

    70%

    Reduced task duplication

    150M

    Annual cost saving through improved efficency

    The Results

    0%

    Budget Variance

    ‍

    30%

    Inspector Productivity Increase

    45%

    Report Turnaround Reduction

    ‍

    Summary

    Rebuilt WRDS into a cloud-native platform that cut report turnaround by 45%.

    Focus Area

    Project Overview

    JMI Reports, Inc., a top U.S. risk-assessment firm, relied on its legacy WRDS system for scheduling inspections, generating reports, and integrating with third-party vendors. Aging code, performance bottlenecks, and vendor lock-in threatened JMI’s growth and service quality. MorelandConnect partnered with JMI to reimagine WRDS as a modern, modular survey management suite—giving JMI full code ownership, flexible integrations, and the scalability to support new lines of business.

    The Challange

  • Monolithic WRDS platform suffered from slow performance and limited extensibility.
  • Existing vendor controlled the roadmap and held the code, blocking rapid feature delivery.
  • Three distinct user groups (customers, inspectors, admins) required tailored interfaces and mobile access.

    • Our Solution

  • Monolithic WRDS platform suffered from slow performance and limited extensibility.
  • Existing vendor controlled the roadmap and held the code, blocking rapid feature delivery.
  • Three distinct user groups (customers, inspectors, admins) required tailored interfaces and mobile access.

    • The  Impact

    Within weeks of launch, JMI’s teams were fully onboarded. Inspectors now complete field surveys 30% faster using the mobile app, and customers track order status in real time—eliminating manual status calls. Administrators configure templates and generate analytics reports in minutes. With full ownership of the codebase and a DevOps-driven delivery pipeline, JMI can now roll out new integrations and features on demand, positioning the company for rapid growth.

    “MorelandConnect delivered exactly what we needed—on time and within budget. We regained control over our platform, increased efficiency across the board, and have the flexibility to scale in the future.”
    Tim McKendry — President and CEO, JMI Reports

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    Our Clients Say It Best

    Behind every project is a relationship built on trust, communication, and shared success. Here’s what that sounds like.

    "The team is very personable; we feel like we're talking to friends."

    Bill Vasil
    Founder, CrewTrak

    "Collaborating with Moreland on this project was an absolute pleasure."

    Korey Silverman
    Director of Operations, General Pipe Cleaners

    "MorelandConnect has a great ability to keep the communication lines open with their clients."

    Amie Brock
    CEO, AIR Training Solutions

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