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Business Requirements

  • Manual Process

  • Less Control

  • Scattered Records

What was the Problem?

Data being imported manually from multiple entries such as Xero and Sassu was Time-consuming, Tedious in nature, and Scattered as one single platform wasn’t there for Storage. Lack of full-control for Planning, Finance Management and drawing Unparalleled Insights from a common platform was the pain-point for the client.

  • Digital Process

  • Full Control

  • Single Platform

And What was the Need?

To create an Advanced Financial Planning and Analysis Solution to provide powerful features with Business Intelligence, more enhanced in nature and functionality than the existing solutions. For this, the client needed a well-equipped development team.

What Zealous 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.

The Journey

  • Agile methodology was followed

  • User and Subscription Management Module was developed as per the demand

  • Business Analyst team documented the entire scope


A Tough Fight

When there is a lot of data involved, there is a lot of base to be built! (Pun intended)

The most crucial part was to move database from in-house server onto Microsoft Azure, the database syntax being different in both.

Followed by this was the creation of User Identities, which was a time-consuming process.

Client also wanted to create a firewall rule on Azure using which, all of its users can create a safe-list of IP addresses.

A different issue was lurking in the hindsight; untimely payment of subscription fees by the users, which led the client to check it manually each time. To resolve this, a new PayPal IPN (Instant Payment Notification) was setup with which a notification was immediately sent to the client upon late payment or other payment-related issues of subscription fees.

From Flaws to Features

Flexible Reporting

Users can easily design reports and dashboards, which can be linked with users’ live data. In a nutshell, users can share reports as normal Excel or publish them on the web with Detailed Security rights options.

Effective Planning and Modelling

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.

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 the information relevant to the current user

System Workflow

Technology Stack

  • JQuery
  • Entity Framework
  • SQL Server 2012
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