Case Study

Tom Irwin

Modernizing Internal Reporting with a Secure, Centralized Data Portal

Tom Irwin provides turf management expertise for recreational green spaces, including golf courses, parks, and sports fields. Their services span design, construction, and sustainability-focused management. As the organization grew, Tom Irwin relied on a legacy, on‑premise reporting system that was critical to sales operations but limited in usability, scalability, and cross-departmental reach.

To support ongoing digital transformation, Tom Irwin sought a modern platform that could unify data access, improve reporting clarity, and serve teams beyond sales.

Our Solution: A Secure, Cloud-Based Data Portal

Symphonize partnered with Tom Irwin to design and develop the Data Portal, a secure, cloud-based dashboard and reporting platform that replaces the legacy intranet. The new solution delivers a clean, intuitive user experience aligned with Tom Irwin’s existing Planner app while introducing a modern technology stack built for performance and growth.The platform was designed with a strong focus on defining user types, simplifying complex data views, and delivering role-specific insights that support daily decision-making across departments.
Role-Based User Experience: Defined user roles, workflows, and wireframes tailored to sales representatives, managers, and cross-departmental users.
Modernized Reporting: Introduced a new Performance Report that delivers actionable insights into sales activity and operational performance.
Granular Security & Permissions: Implemented two-factor authentication and widget-level permissions to ensure secure, role-appropriate data access.
Interactive Data Exploration: Integrated filtering and sorting tools to enable deeper analysis and engagement with reporting data.
Brand-Aligned Interface: Unified the portal’s visual language with the customer-facing Planner app for a consistent, cohesive experience.
Ongoing Platform Evolution: Continued enhancements include new user types, features, and reporting modules driven by real-world usage and feedback.

Secure, Granular Access Controls

Implemented two‑factor authentication and widget‑level permissions to protect sensitive business data while enabling flexible access.

Modernized Performance Reporting

Introduced a new Performance Report that delivers clear, actionable visibility into sales activity and operational performance.

Role‑Based User Experiences

Defined user roles, workflows, and wireframes tailored to sales representatives, managers, and cross‑departmental stakeholders to ensure relevant insights for every user.

Interactive Data Exploration

Integrated filtering and sorting tools that allow users to explore, analyze, and engage with reporting data more deeply.

Results: A Scalable Platform That Powers Smarter Decisions

The new Tom Irwin Data Portal establishes a strong foundation for centralized, data-driven operations. Sales teams benefit from clearer visibility into performance metrics, while the broader organization gains a secure, scalable platform that supports collaboration across operations, distribution, marketing, and finance.

With a user-first design and modern architecture, the Data Portal simplifies daily workflows today and positions Tom Irwin for continued digital growth and innovation in the future.
Interactive
Data
Modernized
Reporting
Granular Security

We deliver solutions to:

Patricia Campbell, Chief Operating Officer.
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Sean Johnston, Senior Vice President - Operations and Technology.
Huntington National Bank
"The Symphonize team makes it so much easier! They can see through the complexity and the outliers to pull together an elegant solution that makes a complex product more intuitive. The team is always great to work with, challenging us when needed and helping us see beyond our requirements. We’ve been thrilled with the results so far and look forward to what the future will bring."
Ed Rose, CEO.
Paqqets
"Symphonize brings the expertise we need to make good decisions and stay calibrated. Our teams work together seamlessly. If you sat in on a working session, it would be hard to tell the Symphonize folks from my team. They have a seat at the table for every important decision."
David Jones, CIO.
Meridian Medical Management
"Symphonize is a one-stop shop that supports us at every stage: from whiteboarding to architecture to development to implementation. They know what the market is doing and reliably guide us to next generation technologies that will put us ahead of our competition."
Fady Zoweil, VP of Professional Services.
Thales Group
"The Symphonize Solution Architects and development team are excellent. We can assign tough tasks and know they will do them right without creating complexity or delays. I trust Symphonize to deliver on our commitment and achieve our customer’s goals because they've been doing it for 8 years now."
Terry Leahy, CEO.
Meridian Medical Management
"We have been successfully partnering with Symphonize for many years on a broad variety of technologies and product roadmaps. From Big Data analytics product development to rapid development and deployment of RPA, Symphonize has been our key strategic relationship. Their team functions seamlessly as an extension of our product management teams, which has enabled us to dramatically increase release velocity and quality simultaneously."
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