Orchestrating Digital Growth Through Innovation for an Investor Portal.

Venture Investors Portal

The project was developed in two phases: first, updates and maintenance for the existing fund manager web portal. In the second phase, new features were developed.

Why were we hired?

The client required maintenance of fund and investment management software.

Technologies

  • Javascript

  • React

  • Python

  • Docker

Actors involved

  • Companies: Businesses in need of financing

  • Technical areas: They supervise territory teams and schedule adn organize activities

  • Technical areas: They supervise territory teams and schedule adn organize activities

  • Fund Managers: Manage funds uploading information and documents, and inviting new investors

  • Investors: Manage each own investments, view statistics, uploads and documents

Goals

  • 1.

    To implement solutions. Implement holistic processes in experience design and development to achieve results consistent with people’s needs and technological capabilities:

  • 2.

    To update the library. Improve and update the design of the Material UI library components, to obtain a better interaction based on usability:

Challenges

  • Optimizing the existing database to improve system performance.

  • Optimizing the existing database to improve system performance.

  • Achieve solid communication with clients and incorporating a new language.

  • Achieve proposals that speak to both the clients’ needs as well as technological possibilities, keeping in mind security restrictions and the available information

How have we worked?

In 2 stages. In two phases First, updates and maintenance for the existing fund manager web portal In the second phase, new features were developed:

By sprints. Depending on requirements and projected changes, each sprint lasted from two to three weeks:

The team consisted of: . Backend developer, Frontend developer, QA Tester, UX/UI designer

The solution

  • On the development side of things, we implemented opt-in Multi Factor Authentication with Auth0, with certain app processes requiring it, leading to increased security for all users.

  • We improved the existing design system in terms of visual accessibility throughout all portals and pages, achieving a consistent system for all roles. We migrated to the latest (v5) version of the Material UI component library. We adapted the various themes’ color palettes in the pursuit of higher accessibility.

  • We improved the existing design system in terms of visual accessibility throughout all portals and pages, achieving a consistent system for all roles. We migrated to the latest (v5) version of the Material UI component library. We adapted the various themes’ color palettes in the pursuit of higher accessibility.

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