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Salesforce Custom Application Development for Enhanced Data Management and Business Process Automation

spyro-soft.com

Financial services

Information technology

Data Management and Business Process Inefficiencies

Redburn Atlantic faced challenges in managing data from various internal and external sources, leading to inefficient business processes. They required a system to effectively prepare, analyze, distribute, and report on data, ensuring data consistency, integrity, and compliance with regulatory standards. The existing systems lacked the necessary integration capabilities and data transformation functionalities to support their growing operations and evolving business needs.

About the Client

A financial services company specializing in equity analysis, providing research, execution, and equity capital markets services to investors, traders, and corporates.

Project Goals

Develop and implement custom applications on the Salesforce platform to streamline data management and business processes.
Enhance data quality and consistency through data modification, cleaning, and aggregation.
Improve operational efficiency by automating data preparation, analysis, and reporting.
Ensure seamless integration between internal and external systems.
Maintain data security and compliance with relevant regulations.

Functional Requirements

Data ingestion from internal and external systems.
Data cleansing and validation.
Data transformation and aggregation.
Customizable data templates and formats.
Automated report generation and dashboarding.
Role-based access control.
Data encryption and security measures.
API management for system integration.

Preferred Technologies

Salesforce

Azure

Docker

Kubernetes

SQL

Angular

Required Integrations

Various internal systems (to be specified during detailed requirements gathering)
External supervisory bodies (for regulatory reporting)

Non-Functional Requirements

Scalability to accommodate growing data volumes and user base.
High performance for data processing and report generation.
Robust security to protect sensitive data.
High availability and reliability.
Compliance with data privacy regulations.

Expected Business Impact

This project is expected to significantly improve Redburn Atlantic's operational efficiency, reduce data management costs, enhance data quality, and ensure compliance with regulatory requirements. By streamlining data processes and providing tailored solutions, this initiative will enable Redburn Atlantic to make more informed decisions and improve its overall business performance.