What was the business need?
The previous WordPress-based solution could no longer keep up with the growing complexity of the foundation’s processes. The handling of applications and the settlement of contributions required more automation and better integration with financial and accounting systems. An additional challenge was to replace the external accounting system with a dedicated solution based on the Open Banking API.
Initially, the foundation outsourced the new system to another supplier, but despite the costs incurred, the results of the work were not visible. At this point, our team was asked to support with a code audit and evaluation of the project implementation.
What was the challenge?
- Working with a client with no previous experience of working with a software house – this required detailed definition of requirements and regular meetings involving analysts and UX/UI specialists.
- Need to integrate with the existing WordPress site – the system was to continue to present basic collection data on the existing site.
- Automation and security – mechanisms needed to be implemented to streamline verification and benefit payment processes.
- Replacement of external accounting system – implementation of dedicated financial and accounting solutions based on Open Banking API.
What was the solution?
After auditing the code provided by the previous contractor and redefining the requirements, the foundation decided to end its relationship with the original supplier and entrust the implementation of the new system to our team.
We adopted the following implementation strategy:
- In-depth requirements analysis and iterative collaboration with the client – holding regular meetings with the foundation to ensure full understanding of needs
- Creating mock-ups of the interface in Figma – this enabled the client to give informed acceptance of the designed solutions
- Implementation of a new system based on modern technologies
