Wealth Management Advisory Product Software Firm with offices across the United States of America and Canada, delivering software products to more than 3800 Customers. The Software is a fully integrated platform providing wealth management advisors with planning capabilities, proactive guidance alerts, and a variety of practice management tools aimed at helping advisors scale their practice, increase client satisfaction, and most importantly, grow their business.
WATI while providing solutions for their technical challenges and issues with Connectivity and Network Performance, DB Scalability and Performance, On-premise to Cloud Connectivity; understood the need of an Agile Model combined with DevOps implementation to manage the future needs of the customer.
The Approach that WATI adopted from the first day of starting this DevOps Journey is to work with the development team on ground to identify the challenge areas both from the Process perspective and also the technology. This helped WATI consultants to define the road map better and to suggest the right tools, methods and manage the change effectively among the Project Manager, developers, testers, release managers, Infrastructure technology team and the DBAs. A custom solution approach based on industry best practices was adopted.
The journey started by establishing consistent Agile management practices, which were applied across all the players in the project life cycle. Engineering practices were adapted as applicable based on technology (version control for all source code, CI for Java using scripts, TDD, automated acceptance testing for all versions and scenarios). Continuous learning and improvement processes were put into place to adopt to the new processes and tools, that enabled to drive sustainability and scaling across all the functions.
The Implementation was multifold and was in parallel. While working on getting the process streamlined and implementation of SCRUM model, a lot of technology challenges were addressed in small and incremental basis. There were technology shifts made keeping the future state in mind.
Kept multiple version deliverables in a release-ready state and thereby reducing the time and cost of delivery. By Automating Deployment and Continuous integration through scripting reduced a lot of manual intervention and efforts resulting in significant cost saving.
Continuous delivery for customers with added functionalities and speed of execution and improved insights helped to accelerate timeto-value.
While the SCRUM model helps to do incremental small releases of the software based on end user requirements, the customer was able to deliver larger scale releases – based on the product roadmap, due to the fact that the solution that WATI delivered helped them with continuous data gathering. The Processes and Tools helped them to reduce the feedback cycle with their customers and increased their ability to respond with improved agility.
Continuous Integration and Delivery needs a lot of automation and lesser user intervention to maintain high Quality of the delivery and reduce rework. WATI delivered just that. By Automating from Code Modification to Compilations to Deployment to Auto Configuration of Servers – wrote custom scripts and there by ensured better quality of delivery and happier customers and less unplanned reworks.
