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14 November 2019

Form and workflow solution – Private Bank

Digital Factory

Geneva privata Bank Worflow

Company Description

This private bank is one of the largest in Switzerland. Based in Geneva, it mainly offers wealth management, asset management and investment services to private and institutional clients. It employs more than 4,000 people and has financial services centers around the world.

Business Challenges

The bank needs a tool to manage the new activities managed by the risk team using a web-based forms and workflow solution. Forms must support a large amount of information with complex business rules.
This customized workflow involves a dynamic set of stakeholders and tracks their tasks on ongoing activities.

Our solution

We proposed a two-phase project:

  • Complete rewrite of the back-end.net in the heart of the current solution (including a major overhaul);
  • Integration with Azure DevOps (pipeline construction, Azure environments, Docker image delivery);
  • Development of a new set of forms and a new workflow in our forms factory.

This project was launched at the same time as several previous projects. It includes a set of tools that facilitate the development of complex forms:

  • Excel template to retrieve fields and rules;
  • Code generation for user interface and backend;
  • Database driven architecture (Display, Security…)

Duration

The Initialization Phase lasted 40 days, and the Project Phase 150 days.

Profiles

  • ​1 Enterprise Architect​
  • 1 Solution Architect ​
  • 1 Scrum Master ​
  • 1 Senior Developer

Technologies

  • Azure DevOps
  • Docker
  • SQL Server
  • .Net Core 3.0
  • Angular

Méthodologies

  • Agile frameworks

Type de contrat

  • Initialisation phase (refactoring / containerization): Time and Material.
  • Project phase: Fix price.

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