endorsedCompleted

Custom Sales Support Software for Mortgage Broking Company

Services Covered:

Custom Software Development • API Development • Application Integration

Industry

Financial Services

Duration

14 months

Budget

200K - 999K

Start Date

1 June 2019

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

71/100

Good

Project Capability Score (PCS) estimates how capable Decerto 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

NOTUS Finanse S.A.

Poland

Project Summary

A top-3 Polish mortgage broking company (NOTUS Finanse S.A.) hired Decerto to build custom software tools to support their sales process. Decerto delivered a Hyperon Studio–based sales support system developed using Scrum, which included discovery workshops, interface mockups, CRM integration, a client portal and REST API. The final product significantly reduced service time per customer and stakeholders praised Decerto’s technical care and ownership of the project.

Key Challenges

Need to rapidly update offers and sales processes due to frequent, short-notice changes
Requirement to hire highly qualified specialists to build a new sales support tool
Coordination challenges across members from different vendors with limited mortgage domain knowledge
Project management difficulties and COVID-19 related complications; some scope items (documentation, full CI/CD) were not fully completed

Project Deliverables

Configurable sales support system
Hyperon Studio–based offer definition management
REST API for integrations
CRM integration
Client portal
Online document submission with GDPR compliance

Project Solution

Decerto was selected from six vendors for their competitive pricing and specialists; they proposed using Hyperon Studio to manage offer definitions. The team used Scrum, starting with a discovery workshop to produce analysis and interface mockups, then developed the system while defining the environment. After six months the product had its first public release; the following three months focused on additional planned functionality and responding to user feedback. The vendor supplied a five-person core team (tech lead, two back-end developers, DevOps, automation tester) while the client provided Product Owner and Scrum Master and other vendors supplied additional resources.

Project Outcome

Significant drop in time to service one customer
System integrated with existing company systems such as CRM
REST API implemented to support future integrations
Single-entry client data across multiple bank applications
Client portal and online document submission implemented in a GDPR-compliant way

Platforms

Tech Stack

REST API

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Decerto was able to deliver an efficient and optimized product that provided a significant improvement in service time. Stakeholders were impressed with how much the Decerto team took over the project and how much they cared for its progress.”
Arkadiusz Tarkiewicz
Director of IT
Date: 11/24/2020