endorsedOngoing

Automated Data Analysis API and Reporting for Investment Management Firm

Services Covered:

Custom Software Development • API Development

Industry

Financial Services

Duration

103 months

Budget

200K - 999K

Start Date

1 January 2018

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

72/100

Good

Project Capability Score (PCS) estimates how capable Sombra 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

Kinston, United States of America

Project Summary

Sombra has been the software development partner for an investment and asset management firm, building data structures and an API to automate data analysis and reporting. The solution dramatically sped up internal analysis, enabling staff to perform analyses in seconds rather than weeks. The vendor maintained strong communication through Slack and task tracking via Jira.

Key Challenges

Build tools to automate analysis that existing data-collection tools could not provide
Create data structures and processes to collect, analyze, and merge client data with government datasets

Project Deliverables

API for data analysis and reporting
Data structures for multiple government datasets
Reporting functionality
Integration of collected data with government data

Project Solution

Sombra built foundational data structures, collected and analyzed client data, and merged it with government datasets. They developed an API and reporting functionality to automate analysis and reporting to clients. The implementation used Node.js and Python with PostgreSQL and Angular for the frontend; Neo4j is also referenced in the engagement. The team is expanding to include additional project managers and analysts to scale future work.

Project Outcome

Staff can perform analyses in seconds rather than weeks
Communication and task tracking are strong (Slack and Jira)
The vendor delivered a technically capable solution at a competitive price

Platforms

API/Integration Platform

Tech Stack

Node.js
Python
PostgreSQL
Angular

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“With the client's staff now able to complete analyses in seconds rather than weeks, the solution delivered by Sombra has been extremely impressive. The company has backed up this strong solution with proactive communication and project management.”
Anonymous
Senior Director
Date: 01/05/2021