endorsedOngoing

Enterprise Financial Planning Platform Development

Services Covered:

Website Development • Custom Software Development • Software QA and Testing • Software Maintenance and Support • Solution Architecture

Industry

Financial Services

Duration

177 months

Budget

50K - 199K

Start Date

1 November 2011

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

71/100

Good

Project Capability Score (PCS) estimates how capable Boston Technology Corporation is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

AdvisorAdit

Boston, United States of America

Project Summary

Boston Technology built an enterprise-class platform used by financial planning advisors and provided functional specification, technical design, open-source coding, and acceptance testing. The vendor delivered both backend (Java/Linux) and frontend (HTML/HTML5) development, plus deployment, QA and ongoing support. The client praised BTC's project management, commitment to quality, and accommodating partnership. The client is AdvisorAdit, which serves the independent financial advisor space.

Key Challenges

Client needed an outside company to build and maintain a technology platform
Client did not want to hire internal staff and required an end-to-end services partner
Needed a vendor capable of both backend (Java) and frontend development cost-effectively
Wanted an open-stack Linux/Java backend and a move toward HTML5 frontend

Project Deliverables

Functional specification
Technical design
Java backend
HTML/HTML5 frontend
Development and QA environments
User acceptance testing environment
Deployed enterprise-class platform
Ongoing support and enhancements

Project Solution

BTC provided end-to-end services including functional specification, technical design, and full-stack development. The team implemented a Java-based backend on a Linux/open stack and an HTML/HTML5 frontend, managed development and QA environments (offshore in India) and supported a UAT environment for the client before production. BTC continues to deliver enhancements, handle deployments and provide ongoing support, coordinating weekly with the client.

Project Outcome

Platform has been live for 4.5 years with only a few issues
BTC provided timely support despite offshore development
Vendor ramped up frontend/app design capabilities over time
Strong project management and partnership with efficient issue/feature tracking via Redmine

Platforms

Web
Embedded System

Tech Stack

Java
HTML

Client Endorsement

Overall Review Rating

4.75

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“BTC stands out because of their ability to develop both backend and frontend features, which makes them a cost-effective option. Their strengths include a commitment to quality results, project management, and an accommodating attitude.”
Stephen Buscema
Managing Partner
Date: 05/05/2017