Reporting Management System

Client Domain: Insurance Company
Location: Romania
Industry: Insurance

The insurance based client firm had a clear vision of possible application which could help him in meeting the requirements of their largely ignored user base, i.e., the sales and marketing people, who are mainly responsible people for actual content in many important documents. The most important requirement was to give the sales people a much easy to navigate and user friendly and quick accessible application, which can effectively reduce the time and drudge for getting the needed information. For achieving this their main aim was, the client firm contacted ValueCoders.

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Expertise

ISV
Insurance

Verticals

Insurance Company

Technologies Used

ASP.NET
C#.NET
Ajax
SQL Server 2005
Windows Server 2003
NET Framework 2.0
IE7

Client Requirements

Application for sales people for getting information about their clients.
Storing data of customers whom insurance policy will be given.

Challenges Faced

Developing application from scratch.
Collecting all the customer data to whom insurance policy was selled.
Making games run with both desktop as well as mobile phone web browsers.

Business Situation

The client approached ValueCoders and shared their thoughts for developing an application for their agents. They were looking for someone who can explore the thought and come up with a more advanced and with a better solution for their requirement. ValueCoders application development experience along with great technical expertise and experience in various software project helped the our Client firm in building stable system architecture and design for their prerequisite.

The Client Company deals in different type of business engines and sells variety of insurance policies. The engines were all built using Excel applications, which were driven by a complete business logic. The entire business logic was represented in the Excel application. These engines had their own interface which took the input parameters. Once these Engines got the data, the business logic transformed the information into a series of processes and then it showed up the vast and variety mass result as it was in the output sheet.

The biggest challenge for ValueCoders was to develop an application which can bring required interfaces for client’s engines dynamically according to the Client firm’s choice at any point of time and also that the application provides the output results from their Excel Engines in report format.

How the System/Application Works?

ValueCoders developed a web application, which could provide different options for building dynamic interfaces for client and according to the own choice for their Excel engines. The web application then connects to the Excel applications and put the information. After the data has been saved in the engine, the application then delivers the result from the engine and savs the information into database which is later shown as a report in HTML / PDF formats.

Multi-tier architecture was developed by separating the presentation, business/application logic and data management into many different layers.

Results

Developers at ValueCoders developed a web application, which provides different options to build dynamic interfaces for our client, according to their choice of Excel engines. Moreover, the web application automatically connects to Excel applications and put all the relevant information. Once the data is saved in the engine, the application gives the desired result from the engine and saves the information in the database which is shown as a report in HTML / PDF format later.

Future Relationship

ValueCoders successfully executed the Reporting Management Development system well within the time frame. The client achieved its target of making an user friendly Reporting Management System and adding custom functions for better customer experience.

It was a learning experience for ValueCoders to work on this development project that has helped the client and brought in repeat business as well. We ensured that the client and the development team were on the same page by frequent collaboration and regularly making use of project reporting tools. Agile methodologies were used throughout the time to discuss, improve and implement solutions before the final delivery of the application.

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