Online portal for innovative digitalization in the financial sector

A leading company in the financial industry has successfully taken a pioneering step into digitalization. To this end, it commissioned CONET to develop a tailor-made online portal. The portal aims to combine comprehensive functions such as fund management, document management and event organization in a single, user-friendly platform.

Table of contents

introduction

The project was realized through the collaboration of several specialized service providers. One of the partners provided the basic infrastructure while The CONET experts took care of the event components. Another service provider took over the adaptation and further development of an existing system, while the design was developed by a creative agency.

Each service provider worked on its own microservice or web component, which was then integrated into the central platform. Through regular sprint planning, weekly meetings, reviews and retrospectives Seamless integration and high functionality are ensured.

Project goal

The main goal of this project was the development of a unified portalthrough which the customer can view all relevant information – including funds, documents and events – centrally and without switching between different applications.

Evaluation phase

Before starting the project, a comprehensive study was carried out to analyze the strengths and weaknesses of the existing applications. This study helped to capture user expectations of the new platform. The collected requirements were then passed on to the design team.

Designphase

In the design phase, the design team developed prototypes for each module using the Figma tool. A Consistent design was ensured through the integration of SD3 components. This ensured that all modules that were brought together in the central platform had a uniform appearance.

Development phase

The front-end framework Angular was used to develop the portal. SD components supported the design, and the connection to Dynamics was carried out via Azure API Management. What is particularly noteworthy is that a global web component was developed in Angular, which consists of various smaller building blocks such as buttons, text, teasers and images. These blocks use SD components, to ensure a consistent design. Over the course of the project, the components were continuously developed in sprints and tested through unit tests.

Test phase

The test phase started a few weeks ago and is currently running as planned. In this phase will be All functions and components are intensively tested for functionality and user-friendliness. The goal is to identify and resolve potential errors before the portal is fully operational.

Advantages of the application

The portal offers several advantages for our customers:

• Central contact point: The customer no longer has to switch between different applications, but can access everything via a single platform.
• Modern Design: The new portal offers a uniform, modern design that significantly increases user-friendliness.
• Customer satisfaction: This application should result in higher customer satisfaction.

Challenges in project management

The project management faced several challenges:

• Coordination of many actors: Several service providers worked independently on their sub-projects, which had to be combined into a uniform solution.
• Integration of different systems: The challenge was to bring together databases, CRMs such as Dynamics, document management systems, etc. in one application (user interface).

Conclusion

The portal is an outstanding example of how through the collaboration of specialized service providers and the use of modern technologies created an innovative and user-friendly solution for industrial customers can be. The numerous challenges in project management were successfully overcome. This enabled a central portal to be created that enables customers to use it efficiently and conveniently.

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Juan Albors works at CONET as a project manager in the Microsoft Business Applications area. There he is responsible for planning, implementing and monitoring projects related to the digitalization and automation of business processes based on the Microsoft Power Platform range of solutions.