endorsedOngoing

Web-based Assessment Platform for Private Equity Firm

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

37 months

Budget

10K - 49K

Start Date

1 July 2023

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

80/100

Strong

Project Capability Score (PCS) estimates how capable Rootquotient 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

Chennai, India

Project Summary

Rootquotient developed a web-based assessment platform for a private equity firm to replace spreadsheet-based identity-aware proxies. The platform is hosted on AWS and built with JavaScript and MySQL. Although not yet launched, the client is satisfied with the team's responsiveness, documentation, and agile approach; UAT is complete with one change request remaining.

Key Challenges

Replace spreadsheet-based identity-aware proxies (IAPs) with intuitive software
Simplify due diligence and ongoing performance assessment of portfolio companies

Project Deliverables

Web-based assessment platform
AWS-hosted application
MySQL database
Documentation and user manuals
High-fidelity designs and design system
User stories

Project Solution

Rootquotient built a web-based assessment application hosted on AWS using JavaScript and a MySQL server. The vendor converted spreadsheet-based assessment data into a documented platform, created user stories, high-fidelity designs and a design system, and produced documentation, user manuals, and demonstrations for stakeholders. The team followed an agile methodology and handled development, testing support, and ongoing change requests.

Project Outcome

User acceptance testing completed; one final change request pending before production rollout.
Software was presented at the client's annual general meeting to inform portfolio companies and investors.
Thorough documentation, user stories, and agile process improved stakeholder engagement and validation.

Platforms

Tech Stack

JavaScript
MySQL
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Although the platform hasn’t been launched, the client is satisfied with Rootquotient’s quality work and performance. The team is engaged, responsive, and accommodating; they use an agile methodology for project management. Overall, they’re outstandingly thorough in their workflow.”
Anonymous
Operating Principal
Date: 05/24/2024