DealCloud / Workflow Automation FinTech

Dealcloud: Fostering connections in finch

DealCloud is the leading provider of private capital market software for sourcing, origination and deal management for hundreds of principal investing firms and investment banks.

YEARS'

COOPERATION

WEB SOLUTIONMOBILE APPS

Challenge

Before engaging iTechArt, DealCloud engineered a SharePoint-based CRM system. DealCloud’s goal was to come up with a more versatile yet feasible and cost-effective web application. iTechArt was to overcome the following challenges:

Picking the right technology stack
Implementing functionality for the initial administration and data input. This includes creating and managing users and their rights as well as developing basic entities on which users could enter the data to the CRM system
Setting up dynamic dashboards where widgets could be placed in the desired form and order
Migrating existing customer data from the SharePoint app to a new one

Solution

iTechArt’s developers delivered a coherent suite that comprises web and mobile applications. The project is based on the following cornerstones:

We successfully developed dynamic dashboards framework for visualizing the important metrics.
iTechArt’s team also delivered a standalone web application for importing data from the previous system to a new one while preserving connections and relationships between the entries.
The backend-related activities involve engineering core functionality and the internal system for working with back-office data, developing reports, notifications and marketing modules, as well as integration of third-party data providers.
Through test design techniques (boundary value analysis and equivalence partitioning) and various testing types (functional, ad-hoc, sanity, regression, etc), we ensured the applications remained intact in spite of the number of users and queries.

We managed to grow the team from 6 to 45 professionals. The Client continues to collaborate with iTechArt.