Opportunity
ASI needed assistance with refreshing their current application, which had become outdated and no longer met the evolving needs of their clients. The legacy system relied on a suite of VB6 applications, a dBASE IV database, and Crystal Reports 8.5 for reporting.
VectorOne was tasked with identifying strategies for platform concept, trust management, customer service, contract lifecycle management, reporting, data conversion, and tax preparation. It was important to mirror the functionality of the existing system for both employees and external users, while also incorporating new features, streamlining processes, and improving the user interface.
STRATEGY
The strategy involved several key initiatives to modernize and enhance our platform suite. First, the team undertook the task of rewriting and modernizing the existing platform using contemporary languages and frameworks, alongside a complete upgrade of the database to a relational model. This transition was seamlessly executed, ensuring no interruption to ongoing business operations. All active and pertinent historical data was meticulously converted, ensuring no loss of valuable information.
System reports underwent a significant overhaul, with a focus on accuracy and consolidation of conversion data. Migrating to a cloud-based solution was pivotal, providing enhanced scalability, security, and reliability. A self-service component was introduced, empowering external users and minimizing duplicate data entry. The integration of tools for tracking changes and key events across records and reports further improved accountability and transparency.
With the platform's strategic goals, organizational needs, and evolving technological trends in mind, VectorOne prioritized providing historical audit information that supports user interactions. Leveraging cloud storage enabled digital retention of documents and notes, streamlining access to critical resources.
From a technological standpoint, VectorOne implemented a cloud infrastructure-based solution utilizing AWS. Angular and Typescript were used for frontend development, while NodeJS and the Serverless Framework handled backend logic and deployment of AWS resources. This architecture yielded substantial improvements in processing speed and stability while emphasizing efficiency and cost-effectiveness.
Secure login and document upload functionalities were seamlessly integrated, enhancing user security. ActiveReports Designer played a crucial role in generating updated and additional reports, enhancing data representation and accessibility.
TECHNOLOGY
"The results were transformative. Our platform now boasts a streamlined look and user experience, with reduced steps throughout each component. Visual data representation has been vastly broadened, clarifying relationships between various system resources. Batch-style data processing optimization has greatly improved speed and support for daily operations review. Report generation is now faster and more accurate, with newfound flexibility for changes and amendments. Internal and external user activities are now visible, significantly reducing time spent fulfilling report requests. "
ASI
