endorsedOngoing

Financial Planning Web Application & Website Development

Services Covered:

Custom Software Development • Website Development • UI/UX Design • API Development

Industry

Financial Services

Duration

82 months

Budget

50K - 199K

Start Date

1 October 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Light IT Global 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

Confidential

Raleigh, United States of America

Project Summary

Light IT was hired by a software firm to build a financial-planning web application and accompanying website, including market research, UI/UX and architecture design, full frontend and backend development, integrations, testing, and deployment. The client reports accurate estimates, comprehensive processes using Jira and Confluence, and a proactive team that offers ongoing suggestions to enhance the product.

Key Challenges

Need full execution of software development including UX, frontend, backend, web design, and deployment
Require market research, architecture design, UI/UX, integrations, and comprehensive testing and deployment

Project Deliverables

Web application (financial planning software)
Accompanying website
Marketing research and specifications/user stories
UI/UX designs and functional overview
Technical architecture and development plan
Backend and frontend code, integrations (QuickBooks, Chargebee, Stripe)
Test cases, unit/automated tests and release artifacts

Project Solution

Light IT executed end-to-end software development for a financial planning web application and website: requirement elicitation, market research, architecture and UI/UX design, frontend and backend development (React.js/Next.js frontend; Python/Django backend), database implementation with PostgreSQL, integrations with QuickBooks/Chargebee/Stripe, testing (unit and automated), and deployment (Netlify mentioned for frontend). Project management used Jira and Confluence.

Project Outcome

Accurate cost and deliverable estimates
Comprehensive and efficient project management using Jira and Confluence
Proactive team engagement with continuous suggestions to improve the product and UX

Platforms

Tech Stack

React.js
Next.js
Python
Django
RESTful API
PostgreSQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Light IT effectively utilizes project management tools to track their development process and communicate with the client, leading to a comprehensive and efficient workflow. A proactive partner, they remain highly engaged and continuously provide suggestions to further enhance the products.”
Mark Buff
CEO & Founder
Date: 08/12/2021