- Banking
- Business process automation
Takeover, inventory and stabilization of an undocumented CRM system in a corporate environment
1.5 K
11 M
6 wks
12 wks
Challenge
System taken over without documentation – reporting on the edge of failure
Finture took over a CRM system from the bank’s internal team. The initial state included multiple fragmented, siloed databases, a lack of consistent documentation, degraded SQL queries, and an application with an undocumented frontend/backend layer.
Against this backdrop, ad-hoc reporting serving 1 500 users was unstable, increasingly slow, and difficult to maintain – while business units within the bank were generating new reporting requirements faster than they could be delivered.
Key Requirement
Project
6 weeks of analysis, 12 weeks of rebuild
The Finture team carried out a comprehensive inventory of all data sources, database structures, SQL queries, and application logic (both frontend and backend). Based on this, a redesign plan was developed for database provisioning processes, with a particular focus on the reporting module, which required both stabilization and optimization for an increasing number of concurrent queries.
Solution
Documented, scalable CRM ready for further development
After 18 weeks of intensive analysis and development work, the CRM system was equipped with redesigned database provisioning processes, complete documentation of system structures and application layers, and stable, scalable reporting for 1 500 users working on 11 million corporate records.
Key Decision
Results
1.5 K
11 M
6 wks
12 wks
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Sector
Service
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Krzysztof Chyliński
Head of Advisory
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