About the Client
The customer is a market leader providing Gift Administration Software solution to charities, foundations, banks and asset manager to help administer gift annuities, charitable trusts, pooled funds and several other types of planned gifts. The customer had been providing the software as a Windows application, in a licensed model over a decade. Trigent’s association with this customer has lasted for over ten years and a development effort of over 16,000 person-hours. We continue to maintain and support the application through a dedicated 24X7 team.
The existing software used outdated technologies that were reaching the end of their life cycle. Its monolithic architecture made incremental development difficult and expensive.In addition, there were several pending enhancement requests to provide additional reporting flexibility, improve ease of use, and better integration with allied third-party services.
The proposed solution was to re-write the entire application as a web based, SaaS enabled application capable of running in three distinct modes to meet their customer needs.
It was required that these three configurations be derived from a single code base. It was also important that the application be truly multi-tenant and scalable with increasing number of clients. In addition, several new functional enhancements such as workflow and task management and document storage were developed and integrated to the existing solution.
Trigent and the client worked together on a reliable development and roll out schedule for the new software version to ensure a smooth transition to thousands of existing licensed clients. Migration of clients to the new hosted system need to be coordinated with their fiscal year end processing and tax filing. The window of opportunity for the roll out was very small, and if missed, the roll out would be delayed by a year, severely impacting new revenue stream.
Careful project planning, scheduling and verification were highlights of this engagement. Adding complexity and challenge was deploying the still emerging SaaS technology components in the Microsoft stack and making judicious decisions about the timing and order of deploying this technology.
Some highlights of how we executed the project are presented here:
The following are the salient features of the solution: Security, Multi-tenant Efficiency, Configurability
The other benefits of the application: Client on-boarding, Volume, Growth