Finmap Online

Redesigned online platform for financial planning for small and medium businesses.

case image

AT A GLANCE

Our client needed to enhance its online service for managing company finances to attract more users and improve user satisfaction. As a result, Finmap Online received positive feedback from users and experienced improved conversion rates. Our team helped develop the platform’s engineering and data analytics components, ensuring its effectiveness and relevance.

THE CLIENT

The client, Finmap Online, is a forward-thinking online service provider in the specialised finance industry. It primarily focuses on serving the needs of small and medium-sized businesses (SMBs) and start-ups. The company aims to empower these businesses by offering innovative financial management solutions that streamline processes, improve financial planning, and enhance overall efficiency.

BUSINESS CHALLENGE

The platform lacked support for the English language and dedicated iOS or Android applications, restricting its accessibility to a broader user base. The existing one had vulnerabilities in data security, posing risks to users’ financial data. Its design and features needed improvement to enhance user satisfaction and attract more users.

SOLUTION SUMMARY

The Computools team recognised the significance of addressing these weaknesses to enhance the platform’s usability, security and appeal. Key solutions included:

  • A complete overhaul of the platform’s design.
  • Implementing robust 256-bit SSL encryption, an industry standard for security.
  • Enhancing accessibility by adding support for the English language.
  • Developing dedicated iOS and Android applications.

IMPACT

This service encompasses features like automated financial reporting, seamless synchronisation across diverse devices, debt management, an intuitive calendar for precise financial planning, facilitated scheduled transactions, robust API integration, proprietary algorithmic tools, multi-currency support and personalised analytics. Notably, the service allows the critical capability to efficiently oversee both individual and corporate financial portfolios through a web-based application. Moreover, it provides a mechanism for granting selective access to designated components, thus enabling the generation of in-depth financial reports and identifying potential fiscal vulnerabilities.

WHY COMPUTOOLS

Computools was the ideal choice for the Finmap Online project due to its deep expertise in specialised finance and comprehensive project approach. The collaborative and client-centric approach fostered open communication and ensured that the project’s objectives were understood well and executed in alignment with the client’s vision. Computools employed cutting-edge technologies, established a robust communication framework and had a proven track record of successful project deliveries, instilling confidence in their capabilities.

STORY IN DEPTH

Background

The primary challenges included limited accessibility, data security vulnerabilities, and the need for improvements in user experience and features. These challenges hindered the platform’s ability to attract more users and enhance user satisfaction.

Approach to solution

The client initiated the selection process by conducting a thorough evaluation of potential contractors, as this project was important to them. Several technology firms were in contention, each with its own set of credentials and strengths. Finmap Online recognised the necessity of aligning with a partner who not only possessed the technical prowess to execute the project but also had a deep understanding of the specialised finance industry.

Computools role

Our team participated in various aspects of the project, focusing on both generalist and specialist roles to deliver comprehensive solutions tailored to the client’s needs.

Key decisions and outcomes

The result of cooperation was an updated page of financial services, which quickly received many positive reviews from customers. Also, user-to-customer turnover has increased several times over. Our engineers developed and applied necessary updates for existing services, made a complete page redesign, and provided extra protection and safety of the customer’s financial data.

Design

The design tasks collectively contribute to the successful transformation of Finmap Online, making it a visually appealing, user-friendly and highly functional platform for managing company finances, catering to the needs of start-ups and small to medium-sized businesses.

USER PERSONA → SITE MAP → WIREFRAMES → USER INTERFACE
finmap user persona

USER PERSONA

Creating a fictional profile representing a typical platform user.

finmap site map

SITE MAP

Visual representation of platform structure and content hierarchy.

finmap wireframes

WIREFRAMES

Basic layouts outlining page elements and their placement.

finmap user interface

USER INTERFACE

Final design with graphics, colours and interactive elements.

DIGITAL PLATFORM & TECHNOLOGY

PROJECT MANAGEMENT METHODOLOGY

The methodology is selected individually for each project. A waterfall was selected for this project. Waterfall methodology is a linear project management approach where stakeholder and customer requirements are gathered at the beginning of the project. Then, a sequential project plan is created to accommodate those requirements. This management methodology has at least five phases that follow in strict linear order, where a phase can’t begin until the previous phase has been completed. It has some important benefits. Because project requirements are agreed upon in the first phase, planning and scheduling are simple and clear. With a fully laid-out project schedule, we can give an accurate estimate of your project cost, resources and deadlines. It’s easy to measure progress as we move through the phases and hit milestones. Customers aren’t perpetually adding new requirements to the project, delaying production.

Scrum

PROJECT TIMELINE

finmap project timeline

WHAT OUR CLIENT SAID

The Computools team mapped a workflow according to our preferences. After that, they determined the project’s strengths and weaknesses and advised on the features better suited for the finished product. Upon devising the development plan and selecting the best-suited technology stack, the distributed team set to the project realisation.

They provided very reasonable services. Also, I like their attitude, they are always ready to accept any technical challenge and, most importantly, things. They dealt with all the challenges very sharply.

CONTACT US

Let's collaborate to enhance usability, security, and user satisfaction. Reach out to us at info@computools.com to start the conversation today!

Thank you for your message!

Your request will be carefully researched by our experts. We will get in touch with you within one business day.