Case Study:
Revamping a SaaS Platform for a Financial Insurance Company
Since 2018
Proactively collaborating since 2018, with further initiatives planned for the future
Stable & Consistent Service
No changes have occurred within the 9-developer team
Key Results
The newly rebuilt platform now supports users from over 1,000 finance companies.
Client & Requirements
The client, an Australian financial insurance company, operated a SaaS-based management platform serving clients in Australia, New Zealand, and Canada. However, the outdated UI and long response times of the aging system hindered business development. In 2018, the client approached us to rebuild and upgrade the platform.
Challenges
Initially, the client’s requirement was to start with front-end development under a fixed-price model.
At the time, our engineers had limited understanding of the client’s business and existing system, and faced the pressure of a tight three-month deadline. Despite this, delivering high-quality work was essential to building trust with the client. Our team dedicated themselves to the project and successfully met the deadline.
The positive feedback from users on the client’s side greatly motivated our team, leading them to complete four more projects on time over the next seven months. As a result, the client hired our developers full-time, establishing an ongoing cooperation.
Cooperation
----- a Director from the insurance company
Continuous learning
The Shinetech 9-developer team has consistently invested time and energy into understanding the client’s business background and existing system from the very first task. This commitment to continuous learning became a habit maintained throughout the first two years of cooperation. It enabled us to communicate efficiently with the client, accurately understand their needs, ensure quality deliveries, and add significant value to their business.
Key technical upgrades
- We reconstructed the old system to better align with the client’s current business needs. The original independent server and PHP were replaced with a more advanced technical stack consisting of AWS, .NET Core, and Angular.
- To address slow loading issues, we implemented Single Page Application (SPA) technology, which improved loading times by 30% to 40%.
- We analyzed the existing UI and enhanced both the visual interface and feature set.
Strengthened security
Given the client’s industry requirements, we focused on data security by employing auditing, reinforcement, and scanning technologies to ensure the security performance of the cloud server, guaranteeing that the client’s data remains secure at all times.
The results
As we enter the fifth year of our cooperation, the trust between both parties has grown significantly.
While the newly built platform is currently 80% complete, encompassing seven sub-systems and two new systems for third-party integration, it is already widely used and serves users from over 1,000 finance companies.
The development team
The project’s successful completion in just six months is a testament to the dedication and expertise of our development team. Highlighting the value our clients place on Shinetech’s expertise, nine out of the original ten team members continue to work on the project, providing ongoing support and rolling out new updates while maintaining the system.
Leon is responsible for communicating with customers about software architecture, development planning, observing, and optimizing team workflow.
Keyon is working as a UI/UX designer on the project. He is a senior designer with over 8 years of experience, capable of handling the entire process of UI&UX design, including requirements gathering, mind map drawing, wireframe drawing, visual design, and design handoff. He also has experience in product management, requirements analysis, and product structure definition.
With 10 years of experience, Linda is proficient in both theoretical knowledge and practical application of software testing. She is good at software functional testing, performance testing, and automated testing of interfaces and UIs.
She is responsible for testing and quality control of each iteration, implementing automated testing, and improving the efficiency of problem discovery and problem solving.
Peter has been working closely with clients since 2019. With over 6 years of software development experience, he is a professional and efficient developer who specializes in PHP, C#, and web technologies.
Currently, he is based in Xinjiang and is responsible for the development and maintenance of a client's PHP sites and .Net systems.
Leon is responsible for communicating with customers about software architecture, development planning, observing, and optimizing team workflow.
Keyon is working as a UI/UX designer on the project. He is a senior designer with over 8 years of experience, capable of handling the entire process of UI&UX design, including requirements gathering, mind map drawing, wireframe drawing, visual design, and design handoff. He also has experience in product management, requirements analysis, and product structure definition.
With 10 years of experience, Linda is proficient in both theoretical knowledge and practical application of software testing. She is good at software functional testing, performance testing, and automated testing of interfaces and UIs.
She is responsible for testing and quality control of each iteration, implementing automated testing, and improving the efficiency of problem discovery and problem solving.
Peter has been working closely with clients since 2019. With over 6 years of software development experience, he is a professional and efficient developer who specializes in PHP, C#, and web technologies.
Currently, he is based in Xinjiang and is responsible for the development and maintenance of a client's PHP sites and .Net systems.
+5 experts
To address all the client’s requirements, Shinetech assembled a cross-functional team consisting of UX/UI designer, .Net developers and testers.
Similar work
System maintenance on a financial credit product
Client is an Australia-headquartered global provider of financial credit products and services. We built a 5-developer team responsible for the insurance and loan related software development. Tasks include:
- Customer support
- Operation and maintenance
- Data support/collation/report
- Custom development according to business changes
- Rules compliance and security inspection
Data support for a financial advisory company for 3+ years
For over 3 years, each day, Tim processes different types of live financial data according to the continuous and changing requirements from tens of financial analysts, help them judge the investment trends and make precise predictions.
The types of data format include SQL server, Mango DB, PostgreSql, mariadb and Neo4j.
Insurance management system development to increase business agility
Leo, specializing in SharePoint development, has been serving the Insurance broker company for over 7 years.
He is responsible to build and maintain a cloud based insurance management system that has replaced client’s 20-year-old intranet systems, and supports insurance policy inquiries from hundreds of users from client’s subsidiaries.
