challenge
After being acquired by a private equity firm, our client, a FinTech company specializing in automated invoice-to-payment accounts receivable (AR) solutions, had aggressive growth targets they needed to meet. Their current product was limited in its UI/UX design flexibility and their customers were asking for more advanced filters and views of AR data and reports. They were using time-consuming manual processes in order to view and manipulate data, which wasn’t serving the needs of its customers. Without a modernized platform, our client would likely not be able to expand and meet their new growth goals.
solution
In order to combat our client’s current limited data filtering capabilities and the inflexibility that the Ruby on Rails technology offered, we delivered a brand-new UI components library based in React. It served as a foundation for functionality that’s easily adapted into each new application of views, sorting and filtering. By modernizing with React, it gave the platform scalability, increased speed and a huge performance boost. It also interacted better with the newly enhanced UI and offered a more seamless touchpoint by eliminating non-value-added clicks, selections and other steps that created an undesirable customer experience. This allowed users to receive their data faster and with greater accuracy than they could previously, as well as keep all actions in the application instead of having to export to Excel to get the result they needed. We also implemented a new Agile product management delivery process with our client, so they could accelerate development with more frequent release schedules.
results
After completion of this work, a major growth barrier was removed for our client. The product was now easier and faster to use, while improving overall functionality. In addition, by implementing a product management delivery process and introducing Agile principles, our client was able to extend the use of the components library and continue its implementation after we transitioned off of the engagement. Our expertise in UI/UX also led to our client naming one of our colleagues as their interim Director of UI/UX, who went on to hire a full-time Director, defined the UI/UX process within our client’s product area and then hired, trained and coached the new UI/UX team members.
Ensuring 100% Data Accuracy for a Global Tech Company
Our client, a global technology company, needed to launch an internal revenue reporting system for ingesting and tracking federal revenue data. The project required coordination across a large number of teams, ERP systems and virtual desktops, with significant manual work needed to fix data issues. Learn how we helped.
Faster AI-Powered Mortgage Origination Process for Major Bank
A large bank’s mortgage origination department struggled with a time-consuming, labor-intensive application process. Reviewing and analyzing submitted documents took too long, leading to longer processing times and limiting how many applications Document Specialists could handle. The bank sought to automate the process to improve efficiency for both employees and customers. Learn how we helped.
Scaling Dropship Operations to Increase Customer Satisfaction for Global Retailer
Our international clothing and lifestyle client saw increased demand for larger items, but their retail stores lacked storage space. They needed a dropship system that used their warehouses for storage and integrated with their existing processes and inventory system. Learn how we helped.
Unlocking Actionable Intelligence Through Data Transformation
A global payments company needed insight into how marketers were utilizing email contacts so they could convert website visitors into active users for additional revenue growth. However, this exposed long-standing technical debt in their marketing systems. Learn how we built an upgraded platform so they could make better use of their data.