endorsedOngoingOrion Platform Development for Pegasus Legal Capital
Services Covered:
Industry
Financial Services
Duration
91 months
Budget
1M - 10M
Start Date
1 January 2019
Team Size
11-15 Employees
Engagement Model
Offshore
Project Capability Score (PCS)
73/100
Good
Project Capability Score (PCS) estimates how capable Zitec 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
Pegasus Legal Capital
Deerfield Beach, United States of AmericaProject Summary
Zitec provides ongoing custom software development for Pegasus Legal Capital, building a PHP-based platform called Orion to centralize lead generation and automate contract generation and signing. The vendor implemented reporting and decision-making modules and migrated services onto Microsoft Azure to meet stricter security requirements. As a result, the client centralized data, drastically reduced contract generation time, and increased digital signing adoption.
Key Challenges
- Digitally transform the business to lower operating costs and automate processes
- Centralize lead generation and management because a generic CRM was no longer viable
Project Deliverables
- PHP-based Orion platform
- Automated lead intake and contract generation with digital signatures
- Reporting and decision-making module
Project Solution
Zitec developed and continues to enhance a custom PHP platform (Orion) that automates lead intake, contract generation and digital signing, and provides reporting and decision-making modules for managers. The team translated the client's business needs into software, prioritized performance and time-to-market, and deployed the solution on Microsoft Azure for availability and security compliance.
Project Outcome
- Lead generation and management data was centralized in a single software application (down from 4 tools)
- Contract generation time was reduced by over 30 times to less than 30 seconds
- Digital signing of contracts increased from less than 10% to over 50%
- By building Orion on Microsoft Azure, the client complied with stricter security policies and gained a highly available, scalable foundation
Platforms
SaaS
Tech Stack
Azure
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
5 out of 5 starsTimeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Zitec is able to streamline and centralize the client's app and significantly reduce contract generation time. The team was highly receptive to process and feedback, and internal stakeholders praise the vendor's communication skills.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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