endorsedOngoing

SaaS Platform and AWS Multi-tenant Application Development for Financial Management Company

Services Covered:

Software Maintenance and Support • Cloud Consulting and Services • Custom Software Development • UI/UX Design • Website Development

Industry

Financial Services

Duration

86 months

Budget

Confidential

Start Date

1 June 2019

Team Size

16-20 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable Waverley Software 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

San Francisco, United States of America

Project Summary

Waverley Software provided UI/UX design and development services for a financial management company's SaaS platform and a scalable AWS application. Over a multi-year engagement they delivered frontend and backend development, integrations, QA, DevOps, and system design. The client reported rapid, on-time delivery, no deployment downtime, a low defect rate, and high responsiveness from the vendor.

Key Challenges

Rapidly build and optimize an innovative SaaS solution with compelling UX, multiple integrations, and complex business logic
Deliver a scalable, secure, resilient application on AWS using microservices and SaaS best practices

Project Deliverables

AWS-hosted multi-tenant solution based on infrastructure as code with rolling updates and resilient infrastructure
AWS cost optimization (monitoring, cost reduction, reporting)
Intuitive UX to support marketing teams
Machine learning for metric prediction and document interpretation
Scalable architecture to support more customers and larger customer data
Agile team management including sprint reporting
Manual QA testing and reporting
Fully automated end-to-end QA automation
Third-party integrations (SAML 2.0, Salesforce, Google Ads, LinkedIn Ads, Facebook Ads)
Logging, monitoring, and documentation to support security and privacy audits

Project Solution

Waverley built and evolved the client's SaaS product over a multi-year engagement, providing system design, UI/UX, frontend (Angular) and backend (Python/Django) development, QA (manual and automated), DevOps, and integration management. They delivered an AWS-hosted multi-tenant platform implemented with infrastructure-as-code, rolling updates, resilience and support for security/privacy audits, plus machine learning features and third-party integrations. They also performed AWS cost-optimization and ongoing agile team management and reporting.

Project Outcome

Rapid development with consistently on-time delivery
No downtime during deployment
Low defect rate
SaaS solution that fulfilled customer expectations and delivered customer satisfaction
High system uptime and stable production performance

Platforms

SaaS
Web

Tech Stack

Angular
Python
Django
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Waverley Software's work meets the client's expectations, and the software hasn't experienced downtime during deployment. The team shows impressive expertise and delivers work fastly and on time. Waverley Software's team is flexible and extremely responsive through email and virtual meetings.”
Bridges Smith
VP Product
Date: 07/07/2023