Overview
Our client, one of South Africa’s top 10 largest investment management firm, built up an unprecedented track record for consistently strong investment performance courtesy their single-minded focus on achieving excellence.The firm is committed to transformation in business whilst acknowledging the imperative of achieving greater socioeconomic equality in all aspects of society.
Challenges
- Allowing Assigned To and Assigned To 2 users to Edit Contact Records Scheduled & Edit Account Records Scheduled
Workflow Authorisations-1
- Audit Table – Only certain fields will be monitored for changes and when these fields are edited a record of it is updated in the Audit Tables (accounts_audit, contacts_audit) . When the record has been added to the Audit Table, then a new case should be created to approve or decline the changes that have been made.
- Editing Records
- Creation of a Case
- Linking Contact to case created
- Viewing the Changes made to contacts & Accounts in a subpanel
Workflow Authorisations-2
- Cases Module – When the record status is New then particular Account should not be Editable, It should be in Lock mode. Same when the cases record status changed to Approved / Rejected / Closed then that particular Cases should be in Lock mode ( Not to be Edited ).
- SOAP API – With SOAP API that need to create or update Mandates.
- Rest API – With Rest API that need to show Accounts and Projects, so i need to pull projects related to accounts.
Workflow Authorisations-3
- Quotes Module – Fixed the issue in Quotes Module, when clicking on Add Group button functionality not working.
- Accounts Module – Both in Edit / Creation of Accounts – Hide the field ( Member of ) and Subpanel Entities base on field Institutional Client Type dropdown value equal to Entity.
- Contact Module – Hide the Edit Button in detail view depending on two rules (a) Current Logged in User is not the user on the Assigned To Field (b) Current Logged in User is not the user on the user’s fields.
Results
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4X growth in sales revenue.
-
73% increase in response efficiency.
- Slashed report generation time from six hours to just three minutes per report.
- Supported new modules to add functionality.
- Ensured compliance to strict government privacy and corporate guidelines.
- Improved forecasting and reporting.
- Increased transparency with clients.
Read more about KTree
KTree, a Global IT Company
What and how the processes are structured in KTree?
KTree's processes follow CMMi to ensure consistent, high-quality outcomes. With a focus on quality coding , code reviewing, and performance and load testing in our QA processes, we deliver reliable, scalable, and high-performing applications to meet our clients' needs.
Where is KTree's Web and Mobile application Development done?
KTree's web and mobile application development primarily takes place at our Hyderabad development center. Hyderabad is not only abundant in IT talent but is also known for its rich heritage and exotic food.
How KTree makes outsourcing project a positive experience?
KTree delivers high-quality applications that meet our clients' needs, by prioritizing collaboration, communication, visibility, traceability, and requirements engineering. While we charge a little premium for our services, we believe that it is important to provide the necessary resources and expertise to ensure project success.
What is Success mantra of KTree, as one of the respected web development company?
The success mantra of KTree as a respected web development company is combining Agile methodology with strong documentation, powerful web and mobile frameworks, and a solid KTree team to deliver great web and mobile applications within a specified timeframe.
Any other Differentiation which KTree has, which it can offer?
KTree's tremendous knowledge and expertise, gained from working on hundreds of web and mobile application projects, gives us a significant advantage that allows us to provide a head-start on projects, saving our clients many man-months.
What Development methodology KTree follows and why?
KTree's development team follows the Scrum framework of the Agile methodology, which improves Agility through its simplicity and flexibility. This allows us to adapt to changing project requirements and deliver high-quality products within the specified timeframe.
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