Portfolio management app for a Swiss financial software provider

Client: Swiss software provider and partner for companies activating in the financial sector 

Project: the creation of a new portfolio management application for the financial industry. 

The main goal of this project was to successfully launch a product that would improve the process of portfolio management for the financial industry. Delivering value in a short amount of time with a high-availability of the system and zero-downtime releases was also among our priorities. Some of the challenges for this project were: 

• Co-creating a viable product: specially designed to solve problems encountered by our client’s target-personas  
• Quickly validating initial business ideas and design principles: be sure that by using the data collected during the discovery workshop and the further calibration meetings, our product team was able to offer added-value to the end-product  
• Delivering value in a short amount of time: with a high-availability of the system and zero-downtime releases.  

• Being sure that we build the right product: while building a product is a rather hard task, being sure that we are building the right product requires maturity from both a business and a software point of view  
• Finding technical solutions that support the product idea: ensure that all possible failures are mapped and taken into consideration for the actual prototype. 

• Java 8, Spring stack (boot, core, web, security, data, JPA, Hibernate)  
• AngularJS 4, AWS, PostgreSQL  

• Apache Nifi, JBoss Drools  
• Docker, Nginx  
• Okta for SSO  
• Maven, Gradle, Jenkins  
• Agile, Scrum Methodology, multiple streams: coordination, functional, technical, DevOps 

For this project, we launched a product that improves the process of portfolio management. The collaboration continues with clear continuous-delivery steps that enable the delivery of a product that fits market needs.  

By collaborating with Accesa, our client benefits of: 

• An agile and mature partner capable of addressing efficiently and quickly all customer’s needs  

• Fast future workable prototypes and software increments to be used in validating the value proposition as well as the architectural and technological decisions that support the product idea  
• High transparency throughout delivery and complete control of efforts input that facilitated achieving all internal goals  
• An ongoing, solid partnership for continuous delivery and improvement of the product.