endorsedCompleted

Financial Dashboard for Large Private Bank

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

3 months

Budget

Confidential

Start Date

1 February 2020

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable WalkingTree Technologies 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

Mumbai, India

Project Summary

Walking Tree Technologies developed a roughly 16-screen financial dashboard for a large private bank in Mumbai, delivering BRD finalization, design documentation, development, UAT and production implementation. The vendor delivered under aggressive timelines and launched the product on time. Communication was handled via GitHub, MS Teams and email, and stakeholder demos received positive feedback.

Key Challenges

Develop an intuitive financial dashboard with near real-time financial data reporting
Deliver the project in an accelerated two-month timeline that would ordinarily take 4–5 months

Project Deliverables

BRD finalisation
Design Document preparation
Development
UAT release
Production implementation
Financial dashboard (approximately 16 screens)

Project Solution

Walking Tree was engaged to deliver a near-real-time financial dashboard under an accelerated two-month timeline. They produced BRD finalization and a design document, developed the application (Java used as the key technology), conducted UAT and implemented the product to production. A small vendor team of five (PM, UX/UI designer, senior developer and two others) executed the work and coordinated with the client via GitHub, MS Teams and email.

Project Outcome

Launched the dashboard on time despite aggressive timelines
Delivered quality outputs that produced smooth stakeholder demos
Maintained effective agile project management and timely communication via GitHub and MS Teams

Platforms

Web
Cloud

Tech Stack

Java

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Walking Tree Technologies' project had a favorable outcome. With their efforts, the company can launch the project on time. The team kept in touch through GitHub, MS teams, and email. Best of all, their demos gained positive feedback from stakeholders.”
Arvind Jatoliya
Senior Manager
Date: 08/14/2020