endorsedOngoing

Custom Monitoring and Reporting Systems for International Financial Institution

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

127 months

Budget

50K - 199K

Start Date

1 January 2016

Team Size

Confidential

Engagement Model

Offshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable Wishtree 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

Washington, United States of America

Project Summary

Wishtree Technologies built two monitoring and management systems for an international financial institution, replacing ad-hoc Excel reporting with user-friendly, customizable reporting and data-collection functionality. One system aggregated annual project updates in a panel-survey style and supported customizable reports for varied users; another was a pilot healthcare inspection reporting system for a low-income government. The client praised the quality, usability, and the vendor's responsive, accommodating approach.

Key Challenges

No internal IT team and reliance on Excel hindered reporting
Impossible to generate consolidated reports across hundreds of projects
Need for a system to collect multi-user feedback and deliver customizable reports

Project Deliverables

Two monitoring and management systems
Panel-style annual update/collection functionality
Customizable reporting engine tailored to different user roles
Pilot healthcare inspection reporting system for a low-income government

Project Solution

Wishtree Technologies developed two separate monitoring and management systems: one to collect annual updates in a panel-survey style and produce customizable reports for many user types, and another pilot healthcare system for inspections that generated facility-level reports. The stack included JavaScript, Bootstrap, HTML5, MongoDB, and hosting on AWS. The vendor provided a project manager as the main contact and delivered iterative improvements over a long-term engagement.

Project Outcome

Delivered user-friendly monitoring and management systems that met client needs
Improved internal processes and responsiveness; client adopted project management tools like Asana
High-quality deliverables with ongoing client satisfaction

Platforms

Tech Stack

JavaScript
Bootstrap
HTML
MongoDB
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The team at Wishtree Technologies delivered user-friendly work that met expectations. The client is pleased with the quality. Their accommodating approach made them stand out from other technical service providers.”
Anonymous
Senior Economist
Date: 02/23/2021