Case Study:

Revamping a SaaS Platform for a Financial Insurance Company

Since 2018

Proactively collaborating since 2018, with further initiatives planned for the future

Stable & Consistent Service

No changes have occurred within the 9-developer team

Key Results

The newly rebuilt platform now supports users from over 1,000 finance companies.

Client & Requirements

The client, an Australian financial insurance company, operated a SaaS-based management platform serving clients in Australia, New Zealand, and Canada. However, the outdated UI and long response times of the aging system hindered business development. In 2018, the client approached us to rebuild and upgrade the platform.

Challenges

Initially, the client’s requirement was to start with front-end development under a fixed-price model.

At the time, our engineers had limited understanding of the client’s business and existing system, and faced the pressure of a tight three-month deadline. Despite this, delivering high-quality work was essential to building trust with the client. Our team dedicated themselves to the project and successfully met the deadline.

The positive feedback from users on the client’s side greatly motivated our team, leading them to complete four more projects on time over the next seven months. As a result, the client hired our developers full-time, establishing an ongoing cooperation.

Cooperation

“We have been working with Leon and his team for several years now and the experience has been very positive. The team is accommodating, providing good quality code and proactive in giving feedback when there is opportunity to improve functionalities. We are impressed with the breadth of services they offer, from web design to mobile apps developer and to test automation.”



----- a Director from the insurance company

Continuous learning

The Shinetech 9-developer team has consistently invested time and energy into understanding the client’s business background and existing system from the very first task. This commitment to continuous learning became a habit maintained throughout the first two years of cooperation. It enabled us to communicate efficiently with the client, accurately understand their needs, ensure quality deliveries, and add significant value to their business.

Key technical upgrades

  • We reconstructed the old system to better align with the client’s current business needs. The original independent server and PHP were replaced with a more advanced technical stack consisting of AWS, .NET Core, and Angular.
  • To address slow loading issues, we implemented Single Page Application (SPA) technology, which improved loading times by 30% to 40%.
  • We analyzed the existing UI and enhanced both the visual interface and feature set.

Strengthened security

Given the client’s industry requirements, we focused on data security by employing auditing, reinforcement, and scanning technologies to ensure the security performance of the cloud server, guaranteeing that the client’s data remains secure at all times.

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The results

As we enter the fifth year of our cooperation, the trust between both parties has grown significantly.

While the newly built platform is currently 80% complete, encompassing seven sub-systems and two new systems for third-party integration, it is already widely used and serves users from over 1,000 finance companies.

The development team

The project’s successful completion in just six months is a testament to the dedication and expertise of our development team. Highlighting the value our clients place on Shinetech’s expertise, nine out of the original ten team members continue to work on the project, providing ongoing support and rolling out new updates while maintaining the system.

Leon Wong
Project leader: Leon Wong

Leon is responsible for communicating with customers about software architecture, development planning, observing, and optimizing team workflow.

Keyon Du
Senior UX/UI Designer: Keyon Du

Keyon is working as a UI/UX designer on the project. He is a senior designer with over 8 years of experience, capable of handling the entire process of UI&UX design, including requirements gathering, mind map drawing, wireframe drawing, visual design, and design handoff. He also has experience in product management, requirements analysis, and product structure definition.

Linda Hou
Senior QA Engineer: Linda Hou

With 10 years of experience, Linda is proficient in both theoretical knowledge and practical application of software testing. She is good at software functional testing, performance testing, and automated testing of interfaces and UIs.
She is responsible for testing and quality control of each iteration, implementing automated testing, and improving the efficiency of problem discovery and problem solving.

Peter Si
Senior PHP & .NET Developer: Peter Si

Peter has been working closely with clients since 2019. With over 6 years of software development experience, he is a professional and efficient developer who specializes in PHP, C#, and web technologies.
Currently, he is based in Xinjiang and is responsible for the development and maintenance of a client's PHP sites and .Net systems.

Leon Wong
Project leader: Leon Wong

Leon is responsible for communicating with customers about software architecture, development planning, observing, and optimizing team workflow.

Keyon Du
Senior UX/UI Designer: Keyon Du

Keyon is working as a UI/UX designer on the project. He is a senior designer with over 8 years of experience, capable of handling the entire process of UI&UX design, including requirements gathering, mind map drawing, wireframe drawing, visual design, and design handoff. He also has experience in product management, requirements analysis, and product structure definition.

Linda Hou
Senior QA Engineer: Linda Hou

With 10 years of experience, Linda is proficient in both theoretical knowledge and practical application of software testing. She is good at software functional testing, performance testing, and automated testing of interfaces and UIs.
She is responsible for testing and quality control of each iteration, implementing automated testing, and improving the efficiency of problem discovery and problem solving.

Peter Si
Senior PHP & .NET Developer: Peter Si

Peter has been working closely with clients since 2019. With over 6 years of software development experience, he is a professional and efficient developer who specializes in PHP, C#, and web technologies.
Currently, he is based in Xinjiang and is responsible for the development and maintenance of a client's PHP sites and .Net systems.

+5 experts

To address all the client’s requirements, Shinetech assembled a cross-functional team consisting of  UX/UI designer, .Net developers and testers.

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