A work-life services provider transformed the care experience for its customers with a user-friendly, intuitive and responsive web platform.
Client
A leading provider of work-life services to caregivers
Goal
Enable caregivers to easily set up and manage care schedules
Tools and Technologies
HTML, CSS, JavaScript, Bootstrap, JQuery, Atlassian User Interface (AUI), AngularJS and Liferay DXP7.2
Business Challenge
Many young and middle-aged workers combine both work and caregiving responsibilities that cover not only children but extend to parents and pets. Research shows that employees who achieve greater work-family balance are more satisfied in their jobs and happier with their families. For our client, a leading provider of work-life services, the key to enabling that balance is the setting up of care schedules for dependent or vulnerable family members.
The client’s existing solution for managing such schedules, however, was not user-friendly, flexible, or mobile-responsive. The client's websites offered no provision to schedule premium services for care. The websites were served by a Liferay V6.2 content management system (CMS) as the common backend for which support ended in December 2020.
Solution
We designed and developed a web platform for scheduling care for family members including parents, children, self and pets, with e-mail notifications and quick access to customer care. We migrated the websites to Liferay DXP7.2 CMS backend. To improve the performance of the web application, we developed website forms as AngularJS-based single-page applications. We developed a responsive website that worked flawlessly across different-sized screens on desktops, tablets and mobile phones.
We used Agile methodologies right from the requirements-gathering phase until the final deployment of the web platform to shorten development time. To save cost and time, we used an almost identical codebase for both iOS and Android platforms (except for a few configuration settings and device specific features). Furthermore, our team performed continuous integration using automated build tools, and script and code repositories, to save time during the development, testing and deployment phases. We ensured that the sites we built followed the WCAG 2.0 and OWASP accessibility and security standards.
Outcomes
- The web platform we developed ensured the client’s care scheduling interface was user-friendly, flexible and mobile-responsive.
- Customers could easily create, change and cancel schedules. They also had easy access to records and historical data.
- The common codebase across iOS and Android ensured significant cost savings in the development and maintenance of the application.
- Agile methodologies and a high degree of automation reduced costs and shortened the development time.
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A robust platform for investment advisors
A prominent U.S. brokerage firm transformed its monolithic legacy apps for registered investment advisors (RIAs) into a microservices-based open platform and significantly improved user experience.
Client
A leading brokerage and wealth management firm based in the U.S.
Goal
Create a best-in-class platform for registered investment advisors (RIAs)
Tools and Technologies
Pivotal Cloud Foundry, Spring Boot, Spring Cloud Gateway, Angular 6, TIBCO AMX BW, SQL Server, Hybrid Automation Framework (Selenium, Appium, Perfecto) and AppDynamics
Business Challenge
With growing competition from nimble fintechs, custodians are under pressure to provide RIAs a differentiated experience. Many of them are looking to use advanced technology solutions such as machine learning, artificial intelligence and data and analytics to help RIAs improve the end consumer experience.
Our client had multiple legacy platforms built over the years that was preventing it from providing their RIAs with a secure, integrated and cost-effective solution.
Solution
Iris has played an integral role in transforming the client’s technology landscape from a legacy system to a modern, open, API-based architecture. The solutions we have implemented include:
- An open access platform with API architecture as part of the client’s go-to-market strategy. We continue to work on integrating third party vendor applications and RIA back-office applications onto this platform.
- The platform is highly reliable and secure with protection of data at rest and in motion using encryption. We have enabled encryption of data in transit to protect over 100+ integrations outside the client environment. We have used SAML and OAuth for user authentication.
- An SSO solution provides multi-factor authentication (MFA) and a framework for privileged access management to secure customer information. The Iris team has also ensured mobile security for iOS and Android devices and helped the client plug platform vulnerabilities.
- Developed responsive design as part of the UI transformation initiatives for core trading, advisory and educational solutions.
- Transformed monolithic application into micro services-based architecture.
- Provided flexible development capabilities with distributed Agile teams and extensive test automation reducing time to market and achieving significant cost savings.
- Digitized end-to-end client onboarding with features for bulk onboarding, advisor authorization and ability to submit statutory documentation online and offline.
- Created back-office solutions for money movement and cash and asset management that allowed RIAs to get a holistic view of clients and serve them on the go.
- Customizable workflow to serve needs of individual advisor firms.
Outcomes
- We enabled the client to securely integrate over hundreds of third-party apps and RIA back-office applications.
- Our test automation and Agile solutions helped the client reduce time to market for new features by 40%.
- Reduced the regression cycle duration by 60% with automated tests over six months.
- Improved performance of business transactions by 30% to 40% on the web platform.
- Addressed > 70% of security and vulnerability issues, leading to a better customer experience.
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Gain speed to market with DevOps solutions
A wealth management firm moved from a legacy application environment to a microservices ecosystem. The switch reduced the production time and expedited the roll-out of releases.
Client
The client is a leading wealth management firm in the U.S.
Goal
DevOps strategy to shorten production timelines and speed time-to-market
Tools and Technologies
JIRA, Jenkins, GitHub, AWS, ECR, Docker, EKS and Helm
Business Challenge
The client used multiple legacy applications with a highly complex codebase to run its operations. As a result, it had long production lifecycles and spent several person-hours in integration and deployment.
On the technology front, the client faced challenges in the way server-side applications were defined, stored and managed. Its IT team also had to manage the deployment of multiple Kubernetes manifest files.
Solution
Iris recommended that the client move to a microservices ecosystem. Here’s how we deployed the solution:
- We defined an enterprise-level DevOps strategy using Helm
- Identified the scope of apps that needed to be onboarded across the enterprise
- Implemented a DevOps pipeline for microservices on the Kubernetes cluster
- Deployed the infrastructure, dependencies and applications with Kubernetes using Helm
- Delivered continuous improvement through Helm release updates and rollbacks
Outcomes
The DevOps pipeline significantly improved time-to-market for new releases.
- 20x faster release cycle
- 40% improvement in quality with end-to-end traceability
- 15x improvement in the mean time to deployment (MTTD)
We also put in place robust security control and validation processes, and provided auditable release requests.
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