Business Intelligence and Planning Solution For Accounting Systems
Business and Accounting Australia
Understanding your business needs, one solution at a time.
Defining The Problem
We have an itch to do deep research about the problem.
Data was imported manually from multiple sources such as Xero and Sassu.
The process was time-consuming, tedious, and fragmented due to the absence of a centralized storage platform.
The client faced challenges in terms of lacking full control over planning, finance management, and gaining valuable insights.
These challenges arise from the absence of a unified platform.
Understanding The Need
Our versatile portfolio makes this easy for us.
The client wanted to create an advanced financial planning and analysis solution.
The solution should offer powerful features with business intelligence.
The goal was to create a more advanced solution than the existing options.
To achieve this, the client needed a well-equipped development team.
What Zealous Proposed ?
Research. Understood. Proposed.
A User and Subscription Management Module as per the client’s need.
A Single Platform for all Financial Planning and Analysis.
A PayPal Instant Payment Notification to the client every time there is a late payment.
Project Initiation and Planning
Defined project goals, timeline, and budget for developing a Business Intelligence and Planning Solution for Accounting Systems.
Agile Development and Implementation
Developed the User and Subscription Management Module iteratively based on user demand using Agile methodology.
Documentation and Scope Definition
Engaged the Business Analyst team to document the entire scope of the solution, including requirements and integration points.
Testing and Quality Assurance
Conducted comprehensive testing to ensure functionality, data accuracy, and compliance with industry standards.
Deployment and Maintenance
Deployed the solution along with providing ongoing support, and continuously enhanced it based on user feedback and performance monitoring.
The fight was tough but so fun to crack!
The most crucial task was to transfer the database from the in-house server to Microsoft Azure, as the database syntax was different in both. Following this, creating user identities was a time-consuming process. The client also wanted to establish a firewall rule on Azure that would allow all users to create a safe-list of IP addresses.
Additionally, the client faced an issue with users making untimely payments for subscription fees.
Checking it manually every time was time-consuming for the client.
To address this problem, a new PayPal IPN (Instant Payment Notification) was set up.
The IPN would notify the client immediately in case of late payment or other payment-related issues with subscription fees.
What We Delivered
From nothing to a star!
Users can easily design reports and dashboards that can be linked with users' live data. In a nutshell, users can share reports as normal in Excel or publish them on the web with detailed security rights options.
Effective Planning And Modeling
Users can use extensive options for top/down planning on any level of model, which means users can easily modify structures according to their needs, such as simulating the introduction of a new product or organizational changes or acquisitions.
Powerful Calculation Engine
Users can easily carry out comprehensive calculations for financial formulas or more comprehensive business logic combining all areas of the system.
Premium Profile Management And User Rights
Users can setup their user rights including the specification of what they can/can't change. The report would only display information relevant to the current user.
Backup And Offline Access
This feature basically maintains a relational or multidimensional data model with all the accounting services' (Xero / Saasu) transactions that can be used offline with advanced reporting and ad-hoc options.
I have used Zealous for several of my projects, I have found the team to be very professional yet personable. When I work with Zealous, I know I am getting the best developers who understand my requirements before they start.
Sales Director at Digital Dilemma
I was retained by a client as a Software and Cloud Architect to support internal and customer-facing products. The client had existing mobile apps of poor quality built by another provider.
john bentley, II
CTO at 10XTS
From day-1 Pranjal and his team have been very good at delivering quality work on time to budget. They are dynamic, if resources need to be shuffled around depending on what work needs to be done.
Senior Product Manager at Ecentric Payment Systems Driving