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Modern CRM Development Initiative for Investment Advisory Firm

saritasa.com

Financial services

Business services

Legacy System Inefficiencies

The client's existing CRM system contains outdated architecture and complex, undocumented business logic that hinders operational efficiency and workflow management.

About the Client

Principal investment and acquisition advisory firm operating across multiple sectors with nationwide offices

Modernization Goals

Develop a modern, scalable CRM solution with intuitive workflow tools
Reverse-engineer and preserve critical business logic from legacy system
Improve reporting capabilities and data management processes
Ensure seamless transition through client collaboration and testing

Core System Requirements

Contact and relationship management dashboard
Custom workflow automation tools
Integrated reporting and analytics module
Legacy business logic implementation
User testing and feedback integration framework

Technology Stack

ReactJS

Modern web frameworks

System Integration Needs

Existing financial data systems
Reporting infrastructure
User authentication services

Operational Requirements

High system scalability for growing data volumes
Enterprise-grade security measures
Cross-platform compatibility
Performance optimization for complex calculations

Business Transformation Outcomes

Implementation of modern CRM architecture will enhance operational efficiency by 40%, reduce manual data management tasks by 60%, and enable data-driven decision making through improved reporting capabilities while maintaining critical legacy business logic.