A financial services company wanted to rapidly develop a transactional portal for storing customer financial data and make the data available to customer service personnel.
PROBLEMS / CHALLENGES
The organization had made significant investments in its digital platforms and business optimization efforts but needed to streamline processes (such as allowing the customer service organization to access client records).
In a microservices architecture, multiple technologies are physically separated by a network and communicate with each other. For the end user, microservices create a seamless user experience. As a technology, microservices enable service level scaling and reduce infrastructure costs. Of course, poorly integrated systems can undermine these benefits resulting in data loss and integrity issues
The organization wanted to switch from their existing technologies to a modern microservices architecture. The new solution would be based on Salesforce.com, Cloudlanding.com, Amazon Web Services (AWS), and other platforms. The goal was to enable greater efficiency, and scalability, as well as reduce maintenance and support costs.
From a business perspective, the goal was maximum flexibility and versatility with as little code as possible.
Sphere’s developers embraced simplicity because simplicity is a prerequisite for reliability. The goal was code that is easy to understand, easy to change, and easy to debug. Services implemented were built on top of an AWS cloud architecture utilizing the following components:
- AWS Elastic Beanstalk – Rails & RoR services
- AWS Lambda – Clojure, Python
- AWS EC2 – Java
- ReactJS frontend
- Customer Dashboard
- Bank Verification
- State machine (decides what is the current step and what is next)
- Email/SMS Sender
- Live Chat
- Contract Generator
The financial portal takes login, user profile, transactions, notifications, and other reports as separate services defined by the business functionalities.
The approach for this project was all about flexibility and pairing the right tools to each microservices integration. The goal is to achieve the most flexible and scaleable microservices architecture.
The modernized, scalable solution uses microservices, has a high fault tolerance, and can be infinitely scaled as the company grows. More specifically, through the use of microservices, agile methodologies, and DevOps, applications are being created faster. In fact, deploying hotfixes (which used to take days) is now completed in just a few hours. The solution was implemented with no incidents.
How do you strike the right balance between feature development and the handling of technical debt? New white paper now available.
Talk to the team that worked on this project
Related Case Studies & Resources
Fernando DeLeon is Co-Founder and Chief Product Officer of Innovare, a software solution seeking to improve the quality of education across the U.S. and Mexico. During a recent Chicago TechDebate, Fernando talked about his technology product...
Peter Caron, Chief Product Officer at UBIX.AI, was one of the participating panelists in our July TechDebate discussing the challenges and merits of agile development. Peter has spent his career in product management, and much of this...
At our July TechDebate in Chicago, the panel discussed the value and challenges of agile development methodology from several different perspectives. After the event, I had the opportunity to have a follow-up conversation with the event’s...
Belinda Hardman is a senior project manager/Scrum master for Morningstar. She shared her wealth of project management expertise within the technology sector during a recent TechDebate in Chicago in which the panel discussed the applications...
At a recent TechDebate in Chicago, we discussed implementing agile and apply agile to traditionally non-agile scenarios. We had a lively exchange, and fortunately, I had the chance to discuss the topic further with one of the panelists,...
George Michelson is a software development and business process expert with Sphere. He has extensive experience managing both in-house and remote teams around the world. Earlier this year, George participated on a TechDebate panel discussing...
Agile Planning - Creating and Reaping the Benefits of an Agile Organization The legendary boxer Mike Tyson once said, "Everybody has a plan until they get punched in the mouth." While Tyson has plenty of areas of personal weakness, his...
Sphere’s Preferred Products for the Digital Workplace - Remote Team Productivity Tools For Aligning Tools, Culture and Collaboration By Rita Ginsburg When your remote teams don’t get free cupcakes, onsite massages, or Foosball tables, how can...
OVERVIEW The client - developers of a proprietary secondary loan marketplace that automated the process of combining and splitting loans across multiple lenders - wanted to provide immutable smart contract access for all buyers and sellers. BLOCKCHAIN CONSULTING...
Improving Process, People, and Culture to Boost Remote Productivity Without proper communication and process, working with remote consultants can be difficult. In the broadest sense, it can be a problem of context. Without context, remote...