Development of a Scalable Multi-Mode SaaS Gift Administration Platform

The client is operating an outdated, monolithic Windows application for gift administration, which hampers incremental development and feature enhancement. They face increasing demand for flexible reporting, user-friendly interfaces, and seamless third-party integrations, with a pressing need to move to a scalable, cloud-enabled, multi-tenant SaaS platform supporting various deployment modes.

A mid to large-sized organization providing gift administration solutions to charities, foundations, banks, and asset managers, seeking modernization and multi-tenant SaaS deployment.

• Develop a web-based, multi-tenant application supporting standalone, behind-firewall, and SaaS hosting configurations from a unified code base.
• Ensure the platform is highly scalable and capable of onboarding an increasing number of clients efficiently.
• Implement a flexible, user-friendly reporting framework that minimizes redeployment and customization effort.
• Enhance the application with new functionalities including workflow and task management, and document storage.
• Achieve reliable migration and onboarding of existing clients aligned with their fiscal cycles to minimize operational disruptions.
• Deploy emerging SaaS technologies within the existing technology stack while managing deployment timing effectively.
• Maintain stringent architectural and operational security standards throughout development and deployment.

• Support for three distinct operation modes derived from a unified code base: standalone, behind the client's firewall, and SaaS hosting.
• Multi-tenant architecture enabling secure, scalable service delivery to multiple clients.
• Flexible reporting framework allowing custom reports without redeployment.
• Workflow and task management modules for operational efficiency.
• Secure document storage and management capabilities.
• Integration interfaces with third-party applications for enhanced functionality.
• Role-based access control and encryption to meet security standards.
• Responsive UI with wireframes and iterative user feedback incorporated.

• Third-party reporting tools
• Workflow and task management systems
• Document storage solutions
• Financial and client data systems

• Support in a multi-tenant environment with scalability to support increasing client base
• High performance with optimized response times
• Robust security protocols, including encryption and access controls
• Availability of 99.9% uptime
• Compliance with relevant data protection regulations
• Deployment flexibility with minimal downtime

The new platform aims to significantly reduce total cost of ownership by enabling hosted and multi-tenant deployment models. It will facilitate onboarding of smaller clients through flexible, scalable solutions, improve reporting agility, and enhance operational efficiency. The transition is expected to support continued growth, with the ability to add new features swiftly, ultimately driving increased revenue and customer satisfaction.