EzBudget – Budgeting Application

Solution Overview

  • An application for Budgeting for the Bankers of the United States 
  • Ability to Import / Export Institution/Bank's Financial Data
  • Detailed spreadsheet to manage Non-Interest Income / Expenses for the Branch Head.
  • The facility of User Management, Data Download for a Bank Admin
  • Intelligent Reports, Notifications & much more. 

Challenges / Business Problems 

Build product with features like:

  • Webmaster Management
  • Client Management 
  • User Management.
  • User Access Management 
  • Branch User Access Management.
  • Data Export & Import ability from / to a desktop application.
  • Ease of view and edit of the accounts in Non-Interest Income & Non-Interest Expenses.
  • Instant Data Migration across the databases
  • API Development 
  • Email notifications
  • General operations

 User Overview 

  • Region : USA
  • Industry : Banking
  • Total Users : 100+

 Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method
  • Team Size :  6

 

Technology

Dev Tools

  • MS Visual Studio 2019 MVC
  • MS SQL Server 2019 
  • .NET Framework 4.5 
  • MS Access
  • MS Excel 
  • MS Word 
  • MS Project

Loan Management System

LMS is used by the LOAN CONSULTANTS to Track the Enquiries, Loan Applications, Loan Sanctions, Loan Disbursements. Automated status emails to the customers. Multi-Branches / Multi-user access rights based application.

Solution Overview 

  • LMS is used by the Loan Consultants. 
  • Track the Enquiries, Applications, Sanctions & Disbursements
  • Track day-to-day loan application status
  • Track Masters – Loan Types, Loan Sub-types, Financial Institutions, Interest Rates. 
  • Dashboard to quickly get the entire status of all the Loan Applications along with detailed information about who is handling, what is the status and much more. 
  • Automated status emails to the customers & post disbursement services like EMI reminders. 
  • Multi-user access rights based application.
  • Multi-branches application 

 

Challenges / Business Problem

Build product with features like: 

  • Ability to track Loan Applications 
  • Ability to assign a stage to the team members (Enquiry / Application / Sanction / Disbursement). And the application should automatically move to the next stage when the previous stage is mark as DONE.
  • Facility to easily record the day-to-day communication / status on all the loan application.
  • Loan consultant should be able to know who is working on how many applications and what is the status of each application.
  • Customers should receive the status automatically on a progress of the application.
  • Loan Consultant should be able to get the reports to be suggest a switch to another bank as per the interest rates.

 

Overview 

Client & Users

Region: India
Industry: Finance – Loans 

Project Overview
Schedule: 6 months
Team Size: 7


Technology
Dev Tools  

  • MS Visual Studio 2019 
  • Dot Net (MVC)
  • JavaScript
  • jQuery 
  • Angular JS
  • MS SQL Server 2019

Forecast

Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data, built-in modeling features, and forecasted rate information, automatically creates a 3-year projection for any bank.

Solution Overview

  • Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data, built-in modeling features, and forecasted rate information, automatically creates a 3-year projection for any bank.
  • It gives instant access to a 3-year forecast and automatic quarterly updates along continuous rolling view of performance trends.
  • It also gives various reports and tools that help them know the strengths and opportunities and set and plan goals. 

Challenges / Business Problem 

 Build product with features like:

  • A 3-year financial projection with automatic quarterly updates.
  • Access to an executive-level forecast to work from, giving bankers time to focus on analyzing and fine-tuning their plan rather than building it.
  • Streamlined editing features for varying time periods to easily alter forecast as conditions change and Instantly see the impact on bottom-line as you evaluate alternative ‘what-if?’ tactics.
  • Save as many scenarios as you like, graphically see how they compare, then determine your best course of action. Record assumptions and action plans for quick future reference.
  • Risk Analysis reports for liquidity, contingency funding, future capital adequacy and ALLL needs under stressed conditions.
  • Flexible Reporting Options- Drop down menus offer views of alternative time periods, custom report packages in PDF and excel,  20 qtr historical and 12 qtr forecast data.

User Overview 

  • Region : USA
  • Industry : Banking
  • User Type : Bankers of individual banks & Students of Graduate School of Retail Bank Management (GSRBM) 
  • Total Users : 500+

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  7

Technology

Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0 
  • ABC PDF .NET
  • Chart Director
  • Crystal Report
  • MS FxCop
  • MS Access  
  • MS Excel
  • MS Word
  • MS Project

Budget Playbook

Aligning the daily activities to the budget and monitoring using numbers and graphics – playbook to reach the goal.

Solution Overview

  1. It enables users to create plans on a short-term and rotating basis.
  2. It enables users to freeze and store old plans for reference.
  3. It enables users to create/maintain users and teams who are in charge of executing the plans.
  4. It enables users to add and track Objectives and quantify the same for fulfilling the Strategy/Budget.
  5. It enables users to add and track Actions and quantify the same for fulfilling the Objectives.
  6. It enables the app to remind / email users for their upcoming objectives and actions.
  7. It monitors the performance of the users in reference to the targets set for them.
  8. It enables users to benchmark, monitor, and track results in a dashboard.

Challenges/Business Problem

  1. Add the ability to freeze old plans.
  2. Add the ability to give periodic reminders to clients to update plans annually.
  3. Build a contemporary dashboard.
  4. Generate various reports with a facility to export to PDF.

Overview

Client & Users

  • Region: USA
  • Industry: Banking

Project Overview

  • Schedule : 2-4 weeks Sprint – iterative method
  • Team Size : 3

Technology

  • MS Visual Studio 2013
  • MS SQL Server 2014
  • .NET Framework 2.0 & 4.5

DigiCard

DigiCard is used as an alternative to the Visiting Card. Quickly share many links with one simple link.

Solution Overview 

  • One Link for all the social touch points
  • Fully Configurable links 
  • Beautiful Design 
  • Easy to Save to Contacts
  • East to Share 
  • Image Gallary 
  • Payment Links
  • Google Links (Reviews, My Business, Maps)
  • Whatsapp Catalog
  • Payment Links 
  • Any other links

 

Overview 

Client & Users

Region: Globally
Industry: Multiple Sectors

Project Overview
Schedule: 4 months
Team Size: 2


Technology
Dev Tools  

  • MS Visual Studio 2019 
  • Dot Net (MVC)
  • JavaScript
  • jQuery 
  • Angular JS
  • MS SQL Server 2019
  • AZURE

Risk

Risk GPS is that part of BankersGPS (Goal Positioning System) which gives a complete Interest Rate Risk profile of any bank. Narrative summaries and visuals make it easy to confidently communicate a bank's risk position.

Solution Overview

  • Risk GPS is that part of BankersGPS (Goal Positioning System) which gives a complete Interest Rate Risk profile of any bank.
  • Narrative summaries and visuals make it easy to confidently communicate a bank’s risk position.
  • Bankers can cut through complexity, save time, and get the information needed for Board, ALCO and examiners.

Challenges / Business Problem 

Build product with features like:

  • Ability to do interest rate risk analysis and submit a risk report to the examiners of the bank.
  • Completely customizable assumptions to fine tune bank’s data.
  • Current cash flow, maturity and re-pricing information in Gap Report.
  • Simulation of the new interest margin under varying interest rate conditions.
  • Incorporate the most modern techniques to evaluate the resilience of the bank’s structure, and report its Economic Value of Equity (EVE) risk estimate in clear, transparent terms.
  • Back checking to validate the results of the Rate Shock method.
  • Performance Forecast to provide a more meaningful report of the potential changes to the bottom line, four quarters from the current quarter.

User Overview 

  • Region : USA
  • Industry : Banking
  • Total Users : 800+

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  7

Technology

Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0 
  • ABC PDF .NET
  • Chart Director
  • Crystal Report
  • MS FxCop
  • MS Access  
  • MS Excel
  • MS Word
  • MS Project

Lead Management System

LeadVictor is used for Lead Mgmt, Contact Mgmt, Task Mgmt, Automation of communication and standardization of the tasks. And has the features of a CRM.

Solution Overview 

  • Used across the sectors.
  • Used across the globe  
  • Manage Contacts / Leads / Tasks 
  • Automated & Manual Communication Email / SMS / WhatsApp 
  • Dashboard 
  • Multi-user access rights based application
  • Excel Upload 
  • Excel Download 
  • Integrations Calendar, Webhook, Website, Indiamart 

 

Challenges / Business Problem

Build product with features like: 

  • Ability to track clients
  • Ability to track leads sources 
  • Ability to save redundant information
  • Ability to group the contacts
  • Task reminders 
  • Ability to manage quotations 

 

Overview 

Client & Users

Region: India, USA, Mexico, UK, UAE, Israel, Malta, South Africa, Thailand
Industry: Multiple Sectors

Project Overview
Schedule: 24 months
Team Size: 10


Technology
Dev Tools  

  • MS Visual Studio 2019 
  • Dot Net (MVC)
  • JavaScript
  • jQuery 
  • Angular JS
  • MS SQL Server 2019
  • AZURE

Competitive Analysis

Competitive GPS is that part of BankersGPS (Goal Positioning System) which helps bankers perform competitive analysis with customizable peer groups.

Solution Overview

  • Competitive GPS is that part of BankersGPS (Goal Positioning System) which helps bankers perform competitive analysis with customizable peer groups. It provide various reports and tools that help them know their strengths/ opportunities vis-à-vis the set competitors.
  • Bankers can use it to streamline their peer analysis and gain competitive insights that can be incorporated into planning process.
  • It also helps the banks to get the insights needed to improve performance and satisfy examiner requirements for peer comparisons.

Challenges / Business Problem 

Build product with features like:

  • Competitive Analysis of a Bank and its peers based on key financial ratios.
  • Point and click to select competitor banks or build your own customizable peer groups.
  • Key performance metrics for all banks in the country at fingertips. 
  • Pinpoint Best-in-Class performance comparing bank and top competitors.
  • Growth analysis over a range of time periods.
  • State ranking reports for ROE, ROA, Efficiency Ratio, NIM, and other key measures that gives the standing of a bank in its own state.
  • Drag-and-drop custom report packets for Board, Regulators, and Executive Team. 
  • Merger Analysis to help make best decisions for the bank’s future. Merge a bank with any other bank in the country, test out opportunities and see how the combined organization stacks up against competition.

User Overview 

  • Region : USA
  • Industry : Banking
  • User Type : Bankers of individual banks & Students of Graduate School of Retail Bank Management (GSRBM) 
  • Total Users : 500+

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  7

Technology

Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0 
  • ABC PDF .NET
  • Chart Director
  • Crystal Report
  • MS FxCop
  • MS Access  
  • MS Excel
  • MS Word
  • MS Project

Data Handling, Analysis, Validation & Migration

4000+ Bankers Data is required to be updated for 500+ line items at a frequency of Quarterly, Daily, On Demand basis.

 Solution Overview

  • 4000+ Bankers Data is required to be updated for 500+ line items at a frequency of Quarterly, Daily, On Demand basis.
  • The application is required to re-update the data that is updated at the source on a daily basis.
  • Methodology
    • Download the Data.
    • Validate the Files.
    • Read the Raw Data.
    • Convert the data from Year-to-Date (YTD) format to Quarterly.
    • Migrate the data to main database.
    • Validate the Data.
    • Generate post data migration operations.
    • Validate the overall data & results.

Challenges / Business Problem

Build product with features like:

  • Ability to download the data at a frequency of daily, quarterly, ad-hoc & manually.
  • Import 5000+ data file.
  • Validate the file & generate a log.
  • Extract 500+ line items from the raw data.
  • Convert the data from YTD to Quarterly.
  • Migrate the data.
  • Validate the overall data and generate a status report.
  • Perform post update operations.

 User Overview 

  • Region : USA
  • Industry : Banking

 Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  3

Technology

Dev Tools

  • MS Visual Studio 2017
  • MS SQL Server 2019
  • .NET Framework 4.5 
  • LINQ
  • WCF – Windows Communication Foundation
  • MS FxCop
  • MS Excel
  • MS Word
  • MS Project

 

Strategy – Planning, Execution & Monitoring

Determine the strategic direction and strategic focus of a company.

Solution Overview

  • The solution is SAAS (Solution as a service) based.
  • It enable users to manage Vision, Mission, Core Values.
  • It enables users to perform and note SWOT analysis. 
  • It enables users to determine Objective, its measures and initiatives with a defined start and end dates.
  • It enables users to create/add/maintain users and assign the objectives and initiatives.
  • It enables app to remind / email users for their upcoming objectives and initiatives
  • It enables users to benchmark, monitor and track results 

Challenges / Business Problem

Build product with features like:

  • Determine the strategic direction and strategic focus of a company.
  • Determine SWOT 
  • Create and maintain objective in relation to SWOT 
  • Ability to Perform Market Analytics.
  • Gather, Download and Analyze the State / County / Zip Code and Census Tract level Demographic data like Income, Age, Household etc 
  • Plot various demographic data on the map for various visualization and analysis purpose.
  • Generate various reports with a facility to export to Excel / PDF.

Overview

Client & Users

  • Region : USA
  • Industry : Banking

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  3

Technology

Dev Tools

  • MS Visual Studio 2013
  • MS SQL Server 2014
  • .NET Framework 2.0 & 4.5 
  • MS FxCop
  • MS Excel
  • MS Word
  • MS Project
  • PDF Tool
  • Google Maps

Realty Partners – Mobile App

A native mobile app to enable users to register as a realty broker. It enables an admin user to create and maintain property details.

Solution Overview

  • A native mobile app to enable users to register as a realty broker.
  • It enables an admin user to create and maintain property details.
  • It enables an admin to notify brokers about the new/change in the property. 
  • An admin user will main the users and its data.
  • A facility in an app to view the notifications from the admin.
  • A facility in an app to search properties and share with leads
  • A facility in an app to manage leads
  • A facility in an app to enter the entire profile consisting of 65+ fields.

Challenges / Business Problem

  • Build product with features like:
  • Enable a broker to register as broker.
  • Enable broker to complete profile and remind to complete the profile. 
  • Admin should be able to notify whenever there is any change in the property details.
  • An app should be developed for for iOS and Android
  • Data Migration of the existing brokers.
  • Generate various reports with a facility to export to Excel / PDF. 

Overview

Client & Users

  • Region : India
  • Industry : Realty

Project Overview

  • Schedule :  8-12 weeks Sprint – iterative method 
  • Team Size :  5

Solution Include

Six Projects

  • iOS app for Brokers
  • Android app for Brokers
  • Web Admin area for Brokers
  • iOS app for employees
  • Android app for employees
  • Web Admin area for employees

Online Tax Filing System

It enables users to manage personal details, Income details, and Investment details. Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with all the happenings in the application.

Solution Overview

  • The solution is SAAS (Solution as a service) based.
  • It enable users to manage personal details, Income details, Investment details.
  • It enables users to process online tax filing requests. 
  • An admin user with central control can manage the content of the will, intermediate users/financial advisors.
  • Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with all the happenings in the application.

Challenges / Business Problem

Build product with features like:

  • Enables a user to subscribe a service of Tax Filing.
  • Facility to add personal details, income details and Investment details. 
  • Request for tax filing and view the tax filing status
  • Get the advise from the financial advisor.
  • Facility of role based login for admin user, Financial advisor user with/out edit right and user as individual.
  • Generate various reports with a facility to export to Excel / PDF.

Overview

Client & Users

  • Region : India

Project Overview

  • Schedule :  8-10 weeks Sprint – iterative method 
  • Team Size :  3

Technology

Dev Tools

  • MS Visual Studio 2013
  • MS SQL Server 2012
  • .NET Framework 4.5 
  • MS FxCop
  • MS Excel
  • MS Word
  • MS Project
  • PDF Tool
  • Payment Gateway

Northstar

Ability to do asset liability management on monthlly basis, enhance budgeting, generate forecasts and customize reports.

Solution Overview

  • It enables users to import data from their core systems.
  • It enables users to manage multiple users and branches on a single system.
  • It enables users to manage multiple banks and branches data in a single system.
  • It enables users to do asset liability manamgement to satisft regulatory requirements.
  • It enables users to customize staructires and reports base don their requirements.
  • It provides tools for superior analysis and enhanced decision making.
  • It provides tools for IRR, Liquidity Management, Stress testing, Variance Analysis, etc

Challenges/Business Problem

  • Integrate with a already developed architecture and plan.
  • Improve upon an already existing system for greater user experience.
  • Complex financial calculations.
  • Handle large amounts of data seamlessly

Interior Designers System

Application to manage Projects, designs layout plans, perspective views, contract documents, images. Ability to update projects details, Facility to the customers to view their project status, view the images of their houses, offices etc.

Solution Overview

  • Project Users – View projects assigned, Add images, update project details, View Dashboard & Reports.
  • Customer – View the project status, view before and after images, view project status with one click.
  • Business Owner – View Dashboard, Manage Masters and View Reports.
  • Automated Reporting.
  • Multi-user access rights based application.

 

Challenges / Business Problem

Build product with features like:

  • Ability to track the status of the project
  • Ability to assign manager to every project
  • Facility to customers to view the project status
  • Facility to customers to view the images before the word and after the work is done
  • View intelligent dashboard
  • View instant reports

 

Overview

Client & Users

Region: India
Industry: Food Franchise

Project Overview
Schedule: 4 months
Team Size: 6


Technology
Dev Tools

  • MS Visual Studio 2017
  • Dot Net 4.5
  • JavaScript
  • jQuery
  • MS SQL Server

Food Franchise Management

Application to manage multiple franchises, central kitchen, order management and tracking between
the franchises & kitchen, intelligent dashboard to get the overall picture of the business. Separate logins
& interfaces for Central Kitchen Users, Franchise Owners & Franchise Business Owner. Automated
Reports.

Solution Overview

  • Central Kitchen – Manage item categories, sub-categories, items, item tags, view orders, track orders, and execute orders, View Dashboard & Reports.
  • Franchise Owners – Manage Orders, View / Track Orders, Enter Sales and View Dashboard & Reports
  • Business Owner – View Dashboard, Manage Franchises, Manage Uses, View Reports
  • Automated reporting.
  • Multi-user access rights based application.

 

Challenges / Business Problem

Build product with features like:

  • Ability to know how the franchise are doing business
  • Ability to know how the kitchens are executing the orders
  • Facility to know which items are most / least sold
  • Facility to know which franchise is doing most / least business
  • Facility to track the orders across the franchises
  • View intelligent dashboard
  • View instant reports

 

Overview

Client & Users

Region: India
Industry: Food Franchise

Project Overview
Schedule: 6 months
Team Size: 7

 

Technology
Dev Tools

  • MS Visual Studio 2017
  • Dot Net 4.5
  • JavaScript
  • jQuery
  • MS SQL Server

Leadvictor

LeadVictor is used for Lead Mgmt, Contact Mgmt, Task Mgmt, Automation of communication and standardization of tasks. And has the features of a CRM.

Solution Overview 

  • Used across the sectors.
  • Used across the globe  
  • Manage Contacts / Leads / Tasks 
  • Automated & Manual Communication Email / SMS / WhatsApp 
  • Dashboard 
  • Multi-user access rights based application
  • Excel Upload 
  • Excel Download 
  • Integrations Calendar, Webhook, Website, Indiamart 

 

Challenges / Business Problem

Build product with features like: 

  • Ability to track clients
  • Ability to track leads sources 
  • Ability to save redundant information
  • Ability to group the contacts
  • Task reminders 
  • Ability to manage quotations 

 

Overview 

Client & Users

Region: India, USA, Mexico, UK, UAE, Israel, Malta, South Africa, Thailand
Industry: Multiple Sectors

Project Overview
Schedule: 24 months
Team Size: 10


Technology
Dev Tools  

  • MS Visual Studio 2019 
  • Dot Net (MVC)
  • JavaScript
  • jQuery 
  • Angular JS
  • MS SQL Server 2019
  • AZURE

Universal Webmaster

BankersGPS is the trusted web-based solution for more than 5,000 community banks and Universal Webmaster is a comprehensive portal taking care of managing users of multiple Products, manage subscriptions and billing, extract historic data from the BankersGPS database, reporting etc.

Solution Overview

  • Multi-Product multi-access combination.
  • Multi-Product multi-subscription combination.
  • Extraction of historical data
  • Reports – Access, Usage

 

Challenges / Business Problem

Build the product with features like:

  • Client Management 
  • Client’s User Management
  • Clients Subscription Management 
  • Clients Access Management to Multiple Products 
  • Manage 5000+ Institutions 
  • Edit Historic Financial Data of hundreds of line items of over 5000+ institutions 
  • Each product of BankersGPS is independently accessible as well as accessible in combination with other products. One of the challenges was managing such complex combinations of access rights and subscriptions. 
  • Multiple Reports on User, Subscriptions, Page Access and much more
  • All the data should be exportable to excel

Goal Management

Application to enable users to identify and manage high-level objectives and to identify and manage the initiatives to achieve those objectives. Track objectives and initiatives with intelligent dashboards & reminders.

 

Solution Overview

  • Objectives – Identify high-level objectives as per the organization's goals. And assign objective owners.
  • Initiatives – Identify the initiatives to achieve the high-level objectives and set its criteria to measure the same along with the end date. And assign the initiatives to an initiative owner.
  • Track the status of the objectives and initiatives.
  • Reminders
  • Automated Reporting.
  • Multi-user access rights-based application.

 

Challenges / Business Problem

Build product with features like:

  • Facility to manage objectives
  • Facility to manage initiative
  • Ability to manage users
  • Ability to remind for a status updates
  • Facility to assign objectives and initiatives
  • The system should send reminders
  • The system should allow users to periodically update the status
  • The system should track the task status as completed on time, completed after the due date, pending etc.
  • View intelligent dashboard
  • View instant reports

 

Overview

Client & Users

Region: USA
Industry: Financial Services

Project Overview
Schedule: 4 months
Team Size: 4


Technology
Dev Tools

  • MS Visual Studio 2019
  • Xamarin Dot Net
  • MS SQL Server

Cargo Tracker

Cargo Tracker is used by the freight forwarded companies. Track the orders, vehicles, containers, stuffing, products, fumigations, gels packets, surveyors. Customer Dashboard to quickly get the entire status of all the orders along with detailed information about vehicles and containers. Automated status emails to the customers. Multi-user access rights based application.

Solution Overview

  • Cargo Tracker is used by the freight forwarded companies.
  • Track the Orders, Vehicles and Containers
  • Track Arrivals, Unloading and Stuffing
  • Track Masters – Products, Fumigations, Gels packets and Surveyors.
  • Customer Dashboard to quickly get the entire status of all the orders along with detailed information about vehicles and containers.
  • Automated status emails to the customers.
  • Multi-user access rights based application.

 

Challenges / Business Problem

Build product with features like:

  • Ability to track Orders, Arrivals, and Unloading & Stuffing
  • Facility to easily record the arrivals along with photo click facility
  • Facility to easily record the unloading & stuffing with photo click facility
  • Customers should be able to get the order status using their own login
  • Customers should receive the status automatically on a daily basis

 

Overview

Client & Users

Region: India
Industry: Cargo & Logistics

Project Overview
Schedule: 5 months
Team Size: 7


Technology
Dev Tools

  • MS Visual Studio 2019
  • Dot Net (MVC)
  • JavaScript
  • jQuery
  • Angular JS
  • MS SQL Server 2019

Will Management

Application to enable users to generate a WILL online. Manage asset classes, assets, personal details, family details, assets details and everything that is required to create a WILL document.

Solution Overview

  • Super Admin User – To be able to maintain the master data, get instant reports, configure common information etc.
  • Customer – Should be able to manage the variety of details to generate a secured WILL document.
  • Automated Reporting.
  • Multi-user access rights based application.

 

Challenges / Business Problem

Build product with features like:

  • Ability to manage all the types of assets classes
  • Ability to identify all the types of assets
  • Facility to manage personal & family details
  • Facility to give the assets to other in a certain proportion
  • Facility to add all the details that is required in a legal will document.
  • Facility to edit the data and re-generate the will instantly
  • View intelligent dashboard
  • View instant reports

 

Overview

Client & Users

Region: India
Industry: Financial Services

Project Overview
Schedule: 8 months
Team Size: 6


Technology
Dev Tools

  • MS Visual Studio 2017
  • Dot Net 4.5
  • JavaScript
  • jQuery
  • MS SQL Server
  • PDF Tools

Executive Dashboard

Solution Overview

  • Executive Dashboard is a web-based reporting interface for a desktop-based application.
  • The data in the Dashboard is imported from database of desktop application in a real-time basis and instantly present the data into meaningful information for to the board.
  • The Reports on the Web are available on Desktops, Laptops, Tablets, and exportable to Excel and PDF.

 Challenges / Business Problem 

Build product with features like:

  • Ability to import data from client-server desktop applications to Web Interface Dashboard.
  • Instant availability of various reports for analysis.
  • All the reports are made exportable to Excel and PDF.
  • The reports consist of meaningful ratios and financial statements of various time periods.
  • The reports are generated at the branch level and also at the holding company level.

 User Overview 

  • Region : USA
  • Industry : Banking
  • Total Users : 150+

 Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0 
  • ABC PDF .NET
  • Chart Director
  • jQuery, JavaScript
  • MS FxCop
  • MS Access  
  • MS Excel
  • MS Word
  • MS Project

Online Will Generation

Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with all the happenings in the application.

Solution Overview

  • The solution is SAAS (Solution as a service) based.
  • It enables users to manage personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets and will generation in a desired format/templates.
  • It is operated by intermediate users as financial planner/advisors with additional access of the ability to view/edit the will of their clients as per the permission granted by their client. 
  • An admin user with central control can manage the content of the will, intermediate users/agents, pricing of intermediate agents with a facility to manage / grant tokens to the intermediate financial planners.
  • Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with the all the happenings in the application.

Challenges / Business Problem 

Build product with features like:

  • Enables a user to subscribe a service of will generation.
  • Facility to note personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets. 
  • Generate a will draft & final will.
  • Manage exceptions in case of validation and authentication issue.
  • The facility of role-based login for the admin user, intermediate user with/out edit right and user as will owner.
  • Ability to create an intermediate user as a financial planner with additional rights of ability to view/edit the will of their clients. 
  • Ability to manage / grant tokens to the intermediate financial planners.
  • Trace and raise alerts / exceptions based on the information added by the user.

User Overview 

Region : India

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  5

Technology

Dev Tools

  • MS Visual Studio 2013
  • MS SQL Server 2012
  • .NET Framework 4.5 
  • MS FxCop
  • MS Excel
  • MS Word
  • MS Project
  • PDF Tool

Traffic Analysis System

Generate reports with a count of vehicles, identified and unidentified vehicles, total vehicles, frame-wise count, average vehicles of various types in a defined time frame, and exceptions report etc.

 Solution Overview

  • A desktop-based application.
  • Enable users to select a video traffic video, perform analysis and reports about the vehicles in the video.
  • A facility to manually count a vehicle by pressing pre-defined keys.
  • Generate reports with a count of vehicles, identified and unidentified vehicles, total vehicles, frame-wise count, average vehicles of various types in a defined time frame, and exceptions report etc.

Challenges / Business Problem 

Build product with features like:

  • Analyze a video of any format.
  • Ability to configure vehicles types for which the analysis should be performed. 
  • Provide a count of vehicles of every vehicle type configured in the system.
  • Provide the overall total count, most frequent vehicles, least frequent vehicles.
  • Maintain a log and generate a log a detailed log of every analysis performed.
  • Ability to pause/play/rewind/forward a video.
  • Ability to configure keys for each vehicle types for manual counting.
  • Ability to select a video of various formats like .avi, .mts, .mpg and mp4.

User Overview 

Region : India

 

Project Overview

  • Schedule :  2 weeks Sprint – iterative method
  • Team Size :  3

Technology

Dev Tools

  • MS Visual Studio 2013
  • MS SQL Server 2012
  • .NET Framework 4.5
  • MS FxCop
  • MS Excel
  • MS Word

Bankers GPS

Solution Overview

  • BankersGPS (Goal Positioning System) is a suite of Web Products with features to serve bankers to perform competitive analysis, interest rate risks analysis and forecasting. To provide various reports and tools that help them know their strengths/ opportunities and also to set and plan goals.
  • ThinkInno Technologies executed the entire project from offsite in India, where a team of 7 people provided support.
  • The entire development was done using an iterative development methodology. The project development using .NET technology from Microsoft using Microsoft Visual Studio 

Challenges / Business Problem 

To build a suit of web products for bankers with advanced features like:

  • Competitive Analysis of a Banks and its peers.
  • Forecasting the financial data of a bank and allow to create your own forecast. 
  • Self & Peer comparison based on key financial ratios.
  • Ability to do interest rate risk analysis and submit a risk report to the examiners of the bank.
  • A lot of financial formulae /computations incorporated to arrive at accurate results
  • Real-time data extraction from FDIC to generate reports using the latest updated data.

Service Coverage

  • The team is involved starting from the Requirement gathering to implementation, and maintenance.
  • The team has not only developed an application but also have done lot of value additions by suggesting lots of key features to enhance the overall product.
  • The team has also envisaged a possibility of developing a data extraction tool which has eliminated a dependency of third-party data providers resulting in eliminating the recurring cost of data. 

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  7

Technology

Dev Tools

  • MS Visual Studio 2013, 2005
  • MS SQL Server 2005
  • .NET Framework 4.5, 2.0 
  • ABC PDF .NET
  • Chart Director
  • Crystal Report
  • MS FxCop
  • MS Access  
  • MS Excel
  • MS Word
  • MS Project

Distributors CRM

Solution Overview

  • Making distributors work easy
  • Making distributors more organized
  • Enabling distributors to be more productive
  • Enable distributors to increase sales
  • Enable distributors to manage Prospects, Customers, Sales

Challenges / Business Problem

Build product with features like:

  • Manage
  • Prospects
  • Manage
  • Customers
  • Manage Downline
  • Manage & Report Sales
  • Plan Tasks
  • Task Reminders
  • Auto follow-up reminders
  • Download Promotional Images
  • View Training Videos
  • Dashboard
  • Reports

 User Overview 

  • Region : India
  • Industry : Nutrition Supplements

 Project Overview

  • Schedule : 6 months
  • Team Size :  6

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server
  • jQuery, Angular JS, AJAX, JavaScript

Distributors Mgmt. System

Solution Overview

  • Manage Distributors
  • View Distributors Prospects / Customers
  • View Distributors Sales Transactions
  • View Distributors Performance Analysis
  • View Distributors Planned vs Actual Activities
  • Dashboard
  • Reports

Challenges / Business Problem

Build product with features like:

  • Don’t know who is doing what?
  • Don’t know who is good/bad performer.
  • Don’t know whose efforts are more/less
  • No control over the activities of the distributors
  • No control over distributors prospects / customers

 User Overview 

  • Region : India
  • Industry : Nutrition Supplements

 Project Overview

  • Schedule : 2 months
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server
  • jQuery, Angular JS, AJAX, JavaScript

Outlook Add-in

Solution Overview

  • An add-in for the MS Outlook to quickly form a link &open the same from within Outlook

Challenges / Business Problem 

Build product with features like:

  • Link Configurations 
  • Customized logo
  • Link Parameter Formation 
  • Validate & Auto open the link
  • Validate & auto save the contact 

User Overview 

  • Region : Israel
  • Industry : General

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  2

Technology

Dev Tools

  • MS Visual Studio 2019
  • .NET Framework 4.5 
  • MS Excel 
  • MS Word 
  • MS Project 

Excel Add-ins

Solution Overview

An add-in for the excel savvy users to login, and access various financial reports from with in Excel.

Challenges / Business Problem

 Build product with features like:

  • Login from Excel
  • Bank Selection 
  • Period Selection
  • Plans Selection  
  • Ratios Selection
  • Save Filters to create Custom Reports
  • Balance Sheet Reports
  • Income Statement Reports
  • Ratios Reports
  • User Management. 
  • API Development 
  • General operations
  • Auto updater the new version

User Overview 

Region : USA
Industry : Banking

Project Overview

  • Schedule :  2-4 weeks Sprint – iterative method 
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server 2019 
  • .NET Framework 4.5 
  • MS Excel 
  • MS Word 
  • MS Project 

Leaders Report Card

Solution Overview

  • Facility to create/upload the Sales Leaders.
  • Facility to configure the Annual / Monthly Sales Targets.
  • Facility to upload actual sales Dashboard Reports

Challenges / Business Problem

Build product with features like:

  • Display Sales target as per the Leaders PIN Level.
  • Display Monthly Target vs Monthly Actual report.
  • Display YTD Target vs YTD Actual report.
  • Display Target Achieved vs Required.
  • Display a Road map to achieve the next level.

 User Overview 

  • Region : India
  • Industry : Nutrition Supplements

 Project Overview

  • Schedule : 2 months
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server
  • jQuery, Angular JS, AJAX, JavaScript

Leaders Perfomance Tracker

Solution Overview

  • To be able to track the performance of 1000+ Leaders as per their Monthly/Annual Sales Target and Actual Sales.
  • To get the Monthly Target vs Monthly Actual report
  • To get the YTD Target vs YTD Actual report
  • To get the Target Achieved vs Required

Challenges / Business Problem

Build product with features like:

  • Facility to create / upload the Sales Leaders
  • Facility to configure the Annual / Monthly Sales Targets
  • Facility to upload actual sales Dashboard Reports

 User Overview 

  • Region : India
  • Industry : Nutrition Supplements

 Project Overview

  • Schedule : 2 months
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server
  • jQuery, Angular JS, AJAX, JavaScript

Lottery App

Solution Overview

  • To be able to perform the lottery draw for over 5,00,000 eligible sales personals on a monthly basis.

Challenges / Business Problem

Build product with features like:

  • Facility to create Draw Categories, sub-categories
  • Facility to perform the draw every month.
  • Facility to upload the eligible lottery participants (Approx. 5,00,000 names)
  • Facility to have multiple prizes in a draw
  • Facility to extract user defined names in one go.
  • Reports of the winners category-wise

 User Overview 

  • Region : India
  • Industry : Nutrition Supplements

 Project Overview

  • Schedule : 1 months
  • Team Size :  4

Technology

Dev Tools

  • MS Visual Studio 2019
  • MS SQL Server
  • jQuery, Angular JS, AJAX, JavaScript

Order Management System

Application to enable the retailers to place an order quickly to a whole seller. Track the orders.

Solution Overview

  • Super Admin User – Manage retailers, manage default items to be displayed to users, manager
    users, manage category, sub-category etc.
  • Whole seller – View customers(retailers), View orders, Track Order
  • Retailers – View products, Add orders, Track orders
  • Manage Products and pricing retailer wise.
  • Manage discount for retailers

 

Challenges / Business Problem


Build product with features like:

  • Ability to view all the order from the retailers
  • Ability to manage categories and sub-categories
  • Retailer should be able to quickly order at one click
  • Retailer should mark the default products that are visible by default with prices in the order
    screen.
  • One Click order placing screen
  • View instant reports

 

Overview


Client & Users
Region: India
Industry: FMCG
Project Overview
Schedule: 5 months
Team Size: 6

 

Technology


Dev Tools

  • MS Visual Studio 2017
  • Dot Net 4.5
  • JavaScriptjQuery
  • MS SQL Server
  • Microsoft Xamarin
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