Tailored Onboarding: Custom Application and Adaptable Project Management
Maximizing Efficiency with personalised apps and adaptable project management
Overview
One of our financial client’s Project had undertaken the ambitious goal of transforming the onboarding process of new partners. Handled by conventional methods, this endeavor can be fraught with hurdles, characterised by an extensive and intricate maze of steps across different departments. However, the real challenge isn’t just centering around the process itself but ensuring that the technology in place can adapt and respond to the dynamic demands of modern business operations.
Challenge
Onboarding new partners presents a significant challenge. From due diligence to integrating diverse partner needs, a customized approach is vital but can hinder progress. The substantial time, manpower, and resource investment in this process pose a challenge, impacting the client’s scalability and innovation.
Operating within the client’s dual-database system named \Config\ and \Core\ brought its own set of complexities. The interdependence without direct connectivity demanded a sophisticated multi-database handler approach. A further technical hurdle was encountered with the storage and retrieval of JSON data within these databases, a task demanding parsing prowess and advanced SQL capabilities, all while attempting to minimise database dependencies to streamline the processes involved.
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Solution
The solution for their ongoing needs was found in a dynamic project management and delivery mechanism, built on the foundation of robust discussions, regular client engagement, and the implementation of a flexible, technology-centered strategy. This adaptive process began with an in-depth analysis of each interface design provided by the client, identifying the appropriate data connections and crafting the necessary additional data tables.
The creation of front-end and back-end APIs, handled separately but integrated seamlessly, allowed for a meticulously constructed application capable of meeting the client’s evolving requirements. This is where the agile model shines, sculpting the development process to accommodate a changing landscape of user inputs.
Technology we used:
Github.
Postgres.
React JS(Front End)
– react
– redux
– axios
– mui
– Azure Microsoft Login
– JWT
– react-tostify
– tailwind
– DataGrid(MUI)
– react-router-dom
Node JS(Backend)
– ExpressJS
– winston
– multer
– jsonwebtoken
– cors
– bcrypt
– helmet
– pg
– puppeteer
– uuid
– morgan
– nodemailer
– countries-and-timezones
Benefits
Last-Minute Customization
The iterative development model allows the client to incorporate last-minute features and changes based on real-time user input. This responsiveness ensures that the final application precisely caters to their evolving needs without compromising timelines.
Efficient Issue Resolution
The client’s direct involvement in UAT issue reporting, coupled with the swift creation and assignment of Jira tickets, facilitates efficient issue resolution. This streamlined process ensures that identified problems are promptly addressed, contributing to a smoother development cycle.
Technology Stack Alignment
The chosen technology stack, including Github, Postgres, React JS, and Node JS, aligns seamlessly with TerraPay’s existing systems. This compatibility ensures a smooth integration process and optimal performance, contributing to the overall success of the project.
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