CRM & ERP integrations

Enterprise resource integration for a manufacturing firm

Client:

Green Enterprise

Industry:

Enterprise

Region:

Asia

Duration:

5 months

Budget:

$100,000

We partnered with a fast-growing fintech startup to build a scalable SaaS platform designed to streamline digital payments, personal finance management, and regulatory compliance. The platform needed to serve as a secure, flexible, and high-performance foundation that could support the company’s rapid growth and evolving feature requirements. Our goal was to develop a future-proof system that would enable seamless user experiences, integrate with third-party services, and meet stringent financial regulations from day one.

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Our Approch

Our approach began with a thorough discovery phase involving stakeholder interviews and market analysis to understand the business goals and user needs. We mapped out the product roadmap, prioritized core features, and moved into a design and prototyping phase, validating user flows through early testing. Development followed an agile methodology, working in short sprints with regular feedback cycles. Security was treated as a first-class citizen, with threat modeling, secure coding practices, and regular audits throughout the build. We set up a CI/CD pipeline and monitoring tools to ensure rapid deployment, performance optimization, and long-term scalability of the platform.

The challenge

The project posed several complex challenges. Scalability was a major concern, as the platform needed to handle rising user demand and transaction volumes without performance issues. Compliance with financial regulations such as KYC, AML, and PCI-DSS across multiple jurisdictions added legal and technical complexity. Security was paramount, requiring robust data protection, authentication, and access controls to defend against potential threats. Additionally, delivering a simple yet powerful user experience that inspires trust—especially for financial products—was critical. Finally, we had to meet a tight deadline for the MVP launch without sacrificing quality or core capabilities.

The solution

To address these challenges, we implemented a cloud-native microservices architecture hosted on AWS, enabling horizontal scalability, fault tolerance, and efficient resource management. Security best practices were integrated throughout the platform, including strong data encryption, multi-factor authentication, and role-based access control. We also built a compliance engine with modular workflows for KYC and AML processes, making it adaptable to various regulatory environments. On the front end, we developed a modular design system with reusable components to ensure a consistent and user-friendly experience. Continuous integration and deployment pipelines supported faster iteration and ongoing improvements.

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Measurable results

25%

Lead generation increased

70%

The bounce rate dropped

50%

Page views increased

85%

User satisfaction ratings reached

Logan Meyer,

Marketing Director

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