Cloud-Based SaaS Modernization for Legacy Payroll and Accounting Systems

The client currently operates a legacy payroll and accounting application built with deprecated technologies, lacking comprehensive documentation and support. The system is in desktop and legacy web forms, with third-party integrations no longer available, hindering scalability and modernization efforts. The client requires a modern, cloud-based SaaS solution to enhance usability, security, and integration capabilities.

A mid-sized financial services firm specializing in payroll, accounting, and human resource management solutions seeking to modernize their legacy desktop and web applications into a scalable, cloud-native SaaS platform.

• Modernize legacy payroll and accounting systems into a cloud-based SaaS platform to improve scalability and accessibility.
• Implement core SaaS features including company registration, user management, role and permission controls, login/reset functionalities.
• Develop employee management, payroll configuration, and automated payroll generation capabilities in compliance with relevant policies.
• Migrate existing reporting functions (e.g., Crystal Reports) to modern data reporting tools.
• Integrate secure cloud storage solutions for employee documents and related data.
• Deliver a phased implementation approach with clear deliverables and acceptance criteria.

• Company registration and onboarding module for client setup.
• User login, registration, password reset, and security authentication workflows.
• Role-based access control and permission management system.
• Employee profile management with detailed payroll configurations.
• Payroll generation engine capable of processing full-time employee salaries based on leave data and other configurations.
• Migration of legacy reports to modern, data-driven reporting modules.
• Secure integration with cloud storage services for storing and accessing employee documents.
• Admin dashboard for monitoring system performance, user activities, and report generation.

• Cloud storage APIs for secure document management.
• External authentication services for user security.
• Third-party financial and payroll APIs if applicable.
• Reporting services for data visualization and report generation.

• System scalability to support increasing client base with minimal latency.
• High security standards including data encryption and access controls.
• Reliable uptime of 99.9% to ensure continuous availability.
• Data compliance with relevant industry standards and regulations.
• Responsive UI for accessibility across devices.

The modernization project aims to significantly enhance system scalability, security, and functionality, enabling the client to serve a broader customer base efficiently. Expected outcomes include a reduction in maintenance costs, improved reporting capabilities, and faster delivery of payroll services, ultimately increasing customer satisfaction and operational efficiency.