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Business Challenge
In order to cut operating costs and increase profitability, our customer decided
to optimize the business processes associated with storing and processing information
about clients, their financial transactions, and investment portfolios.
Our customer had previously used stand-alone VB-based desktop software with limited
reporting capabilities. Although the system automated some operations, a lot of
man-hours were still required for processing client data.
Our customer required a comprehensive CRM solution to:
- Automate routine operations associated with processing client information, minimize
duplication of information, and reduce data entry
- Decrease operational and support costs
- Enhance analysis, forecasting, and reporting capabilities
- Enable managers to access and manage client investment portfolios via the Internet
Software Solution
Axmor Java programmers ported the application from
VB to Java to enable Web access and improve performance.
Portfolio managers can now manage client accounts from any Internet-connected PC
using Web interface. The new CRM solution sharply decreased operational costs primarily
by reducing data entry, duplication of information, and the reporting of production
cycle time.
During the project, Axmor Java programmers performed the following
tasks:
All these components reside on different networks. To ensure secure data transfer our
Java EE programmers completely re-designed the system architecture. An open-source
JBoss Application Server and MS SQL database were used as a development platform
to deliver an effective, yet inexpensive CRM solution. To address our customer’s
concern of decreasing the software support costs, only standard Java EE patterns were
used. As a result, the number of system failures sharply dropped, while maintenance
costs. decreased.
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Complex financial calculations
The application uses complex financial formulas and dependencies to calculate the
client’s profits and percentages. Our Java programmers gained an understanding of
the formulas and designed software algorithms that correctly implement this functionality.
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Integration of disparate systems
The application uses data from different sources. We had to effectively integrate
the developed solution with software of our customer's business partners - in one
case, an MS Access database. To integrate it seamlessly, no standard patterns were
available. Axmor’s Java programmers designed an advanced solution to solve this
task.
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Integration with MS Excel
The reports are visualized using Excel templates. The user can customize their look
and feel by using MS Excel functions. We also powered the inherent Excel functions
with advanced chart generation capabilities.
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Advanced security and user management
The software system is secure, and accessible only by authorized users. Axmor’s
Java programmers implemented a flexible user administration to assign different
access rights to a single user or group. Also, audit functions were added.
The developed CRM solution brought the company to a new level of customer relationship
management. Ongoing cooperation between Axmor Software and our customer allows constant
enhancement of the system's functionality and improvement of the reporting capabilities
of the application.
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