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Legacy System Modernization and Cloud Migration for Automated Invoice Processing
  1. case
  2. Legacy System Modernization and Cloud Migration for Automated Invoice Processing

Legacy System Modernization and Cloud Migration for Automated Invoice Processing

99x.io
Business services
Financial services
eCommerce

Identifying Challenges in Legacy Systems Hindering Innovation and Scalability

The client operates multiple legacy systems that limit the pace of innovation, scalability, and the deployment of new features. These outdated systems result in slower development cycles and impede the ability to rapidly adapt to market demands. Additionally, manual testing processes reduce efficiency and increase time-to-market for new functionalities. There is a need for a comprehensive modernization strategy to enable faster development, seamless integration, and improved operational agility.

About the Client

A mid-to-large-sized company specializing in digital transformation services, providing automated invoicing and document management solutions to a broad client base, with a focus on integration versatility and rapid innovation.

Goals for Modernizing Legacy Infrastructure and Enhancing Automation Capabilities

  • Transition existing legacy systems to a cloud-based infrastructure to improve scalability and flexibility.
  • Expand development capacity by establishing a dedicated engineering team specializing in cloud migration, automation, and quality assurance.
  • Automate manual testing processes to accelerate deployment cycles and ensure higher quality standards.
  • Enable rapid innovation by supporting diverse development needs, including core development, mobile app enhancements, performance testing, and user experience improvements.
  • Achieve a scalable, secure, and high-performance platform capable of supporting automation for a large customer base.

Core Functional Specifications for the New Cloud-Based Invoicing Platform

  • A unified interface for receiving, approving, and distributing invoices and documents, enabling a completely paperless work environment.
  • Flexible APIs and connectors to integrate with multiple ERP systems, ensuring broad compatibility.
  • Automation modules for end-to-end processing, including data validation, approval workflows, and document dissemination.
  • Testing automation framework covering manual, automated, and performance testing to ensure quality and reliability.
  • User experience enhancements with responsive design and usability improvements.
  • Performance monitoring and analytics dashboards to track system responsiveness and process efficiency.

Preferred Technologies and Architectural Approaches

Cloud platforms supporting scalable deployment and management.
Automation tools and frameworks for testing, performance, and deployment automation.
RESTful APIs for system integration.
Microservices architecture to modularize system components.
DevOps practices for continuous integration and deployment.

Essential External System Integrations

  • ERP systems for invoice and document exchange.
  • Testing tools for automation workflows.
  • Monitoring and analytics platforms.
  • User authentication and security systems.

Critical Non-Functional System Requirements

  • System must support at least 1,000 simultaneous users with high availability.
  • Response times for core transactions should be under 2 seconds.
  • System must comply with data security standards relevant to financial documents.
  • Scalable infrastructure to handle increasing transaction volume.
  • Maintain 99.9% uptime with disaster recovery capabilities.

Projected Business Benefits and Success Metrics

The modernization effort aims to enable faster development cycles and reduce time-to-market for new features, leading to increased customer satisfaction and competitive advantage. Expected outcomes include enhanced automation reducing manual testing efforts by over 50%, improved system scalability supporting over 1,000 concurrent users, and higher process efficiency through real-time analytics, ultimately driving increased revenue and operational agility.

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