Iris replaced a legacy SharePoint solution with a modern, scalable system that improved deal and issuer data management, efficiency, and insights.
Client
The large NY-based insurance and investment company
Goal
Develop a modern, scalable system to manage deal and issuer data efficiently while eliminating legacy costs and inefficiencies
Tools and Technologies
.Net Core 6(API) , Background Service, Angular 14, SQL Server
Business Challenge
The client’s SharePoint-based system for managing deal and issuer details faced major limitations. As data volume and user count increased, the platform became slow, difficult to customize, and expensive to maintain. Integration with other critical tools was limited, reducing efficiency and scalability. These constraints created risks to effective deal management and hindered the ability to scale operations.
Solution
- Built a modern web-based system using Angular (front-end), .NET Core (back-end), and SQL Server (data storage)
- Developed a self-service portal for internal teams to easily manage deal and issuer data
- Automated data ingestion, cleaning, and storage with a background service for accuracy and consistency
- Integrated Splunk and Application Insights to enable real-time monitoring of system health and performance
Outcomes
- Substantial cost savings by eliminating SharePoint licensing and maintenance expenses
- Improved performance and scalability with faster system response and ability to support more users
- Enhanced user experience through a modern, intuitive, and efficient interface
- Increased automation, reducing manual tasks and errors while saving time
- Real-time reporting and accurate deal projections for better decision-making
