Attracting

5000+

New Users Every Year!

EXECUTIVE SUMMARY

The AZAD web app helps users achieve financial freedom through sound management of their financial plans. The app acts as a bridge between users and certified AZAD Coach Financial Experts (ACE).

CHALLENGES

The Business Owner’s core need was to use technology to effectively help his end-clients plan their financial future.
The Company required a Web Application with:

* A customer-friendly look with easy navigation

* Data Analysis and Presentation as graphs

* Financial Plans and Reports easy for users to manipulate

* Interactive features for rich Expert – Client Interactions

* Fast Response

The Company also needed rapid development to support its go-to-market strategy

PROCESS FOLLOWED

Extensive visits and interaction with staff and business owners
Balsamiq mockups of the solution
Poker Planning
Agile methodology with daily standups, sprints and retrospectives
Test Driven Development
Code and Progress of work shared with Client on Git and Trac
Daily 15 min interaction with Client during stand-up, to ensure maximum communication and quick reactions

FEATURES OF THE APPLICATION

Full analysis of a Client’s current financial status – including income, savings, loans and assets
Draw up a comprehensive plan for Client to achieve financial freedom over a chosen target period
Track progress on goals, notofications and remainders to Clients and course corrections to meet goals.

TECHNOLOGY

Ruby on Rails, EmberJS, Ember Data, jQuery, Twitter Bootstrap, Developed for Web, PostgresSQL, AWS, Jenkins for CI, Rspec, Cucumber for Integration, Testing and Capistrano for Deployment, Balsamiq Mockups, RubyMine IDE, Git Repository, Trac for Ticketing

RESULT

Through timely application development, Serengeti-Ventures achieved rapid go-to-market for AZAD
AZAD is attracting over 5000 New Users every year
Interactive features are ensuring continuous client engagement with AZAD
Clients can observe benefits by comparing results with previous years