Financial Platform Design, Development, and QA

The Client is a company headquartered in Germany and operating worldwide. Its platform serves as financial performance management software for the B2B sector, automating processes and presenting financial data in a transparent, easy-to-understand way.    

The Client’s existing software faced usability challenges, complicating onboarding and implementation. To address this, the company had to enhance system intuitiveness and transition it to a SaaS Corporate Performance Management (CPM) platform.  There was also a need to redesign the UX/UI to improve usability and align with modern standards for a better user experience. Additionally, we addressed gaps in their Quality Assurance (QA) process by implementing a structured testing strategy and introducing automated tests at the integration and end-to-end (E2E) levels. 

Web Application Development 

We migrated the platform from Java desktop to an Angular-based web application for financial reporting, supporting large data volumes with lazy loading for efficient performance. The system aggregates data, allows for data filtering, and displays charts, running smoothly even with massive datasets. 

UX/UI Design 

Our team analyzed the existing system, conducted discovery workshops, and created a design system to ensure consistency. We focused on clear guidelines, intuitive interfaces, and self-explanatory microcopy, using tools like Figma, Angular, and Quarkus. 

Quality Assurance 

We developed a structured QA strategy, including custom data visualizations and traceability across the Software Development Life Cycle (SDLC). We implemented a QA Handbook, test plans, and automated tests, ensuring thorough validation and the execution of test scenarios. 

The Client was pleased with our work because we took proactive care of the quality of the entire software development process. Within two weeks, we proposed an interactive mock-up of the application with ready-made views. These fast results impressed the client, especially given the level of domain knowledge required.  

We focused on creating automated tests and employing Quality Assurance specialists on our Scrum teams. Thanks to this approach, our team of 20 specialists has built a solid, trust-based relationship with the Client, which improved the efficiency of our work.