- Case Study
Info - CategoryData Solutions
Business Problem
- Client's management of one of the Forbes billionaire's estates, overseeing finance, accounting, and global property management.
- Existence of disparate systems for data generation, distribution, and reporting across different business lines.
- Manual data distribution processes and challenges in keeping various data sources synchronized.
- Implementation of Backstop and Microsoft SharePoint 2010 as information portals.
- Specific challenges faced by the client, including:
- Automating data distribution processes to reduce operational risk associated with manual uploads on the SharePoint portal.
- Publishing and distributing a single version of the truth.
- Integration with Backstop, involving: Accessing Backstop holdings data (both summary and detail) via web services to establish a unified "Goldencopy."
- Creating graphs using historical performance data.
- Generating custom PDF reports by aggregating and manipulating various Backstop data elements.
- Ensuring application and data security.
- Managing historical data requirements.
- Implementing role-based access control.
Our Solution
- Specialized knowledge in enterprise content management and a deep understanding of unique workflows in the wealth management industry.
- Leveraging reusable assets to swiftly assemble a proficient team consisting of designers, developers, testers, and project managers, resulting in a project completed within an exceptionally short timeframe.
- Utilization of web services APIs to interact with Backstop for extracting necessary data, performing real-time manipulation to generate PDF reports, and seamlessly publishing them to SharePoint.
- Facilitation of a single version of truth for end users through the integration with Microsoft SharePoint 2010.
- Application of customized C# code to publish to the SharePoint portal, ensuring that the same access control and role-based security mechanisms already in place for the client's SharePoint environment are upheld.
Ahmedabad, India
New York, USA 