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Success Story

Modernizing a CRM software for UK’s leading global FinTech firm

Services used

Software Modernization
Custom CRM Development
Software Engineering

About the client

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The client is a leading global investor in sustainable infrastructure, casting their influence across the globe within a diverse spectrum of asset classes. These include energy infrastructure, long life Infrastructure, digital infrastructure, real estate, and private equity. Leveraging an extensive legacy of global business operations, the client has extended its footprint to an impressive network of 17 international offices.

Headquartered in London, UK, the client is a signatory to the United Nations Principles for Responsible Investment (UNPRI), an investor initiative developed by the UNEP FI and the UN Global Compact.

Business Situation

The client was facing a series of pressing challenges in its home-grown CRM application. With an outdated technology stack and limited scalability, the existing system hindered the organization’s ability to efficiently manage and process a growing volume of deals.
Additionally, the fragmented deal management process resulted in collaboration issues and delays, while the lack of robust security measures posed risks to sensitive deal-related information.

Most critically, the existing application failed to meet the evolving needs of the client’s expanding business. These formidable challenges necessitated a transformative solution that would modernize the system, centralize deal management, enhance security, and future-proof the application for continued growth.

Key challenges faced by the client were:

 

  • Client's CRM was built on a legacy tech stack, leading to performance and security issues
  • CRM couldn't keep up with the growing business demands, causing deal processing delays and affecting revenue.
  • Lack of a unified system for deal management led to inefficiencies and missed opportunities in deal creation and closure.
  • Application lacked features for managing the deal lifecycle, resulting in process bottlenecks and delayed closures.

The Solution

Recognizing the pressing need for a technology transformation and the development of a more robust and centralized CRM application, the client engaged Daffodil Software as their trusted technology partner.

Team Daffodil conducted a thorough analysis of the client’s needs and expertly delivered the following tailored solutions:

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Technology stack upgrade
Team Daffodil recommended and implemented a modern and robust technology stack that included technologies like .NET Core, Angular, and other industry-standard tools and frameworks. This upgrade ensured improved system performance, security, and scalability.

Centralized CRM application
Daffodil Software re-architected the system to create an improved & centralized CRM product. The upgraded application allowed the client to manage all deals and stakeholders from a single platform. The application featured a comprehensive dashboard that provided users with a holistic view of their deals. The dashboard included deal overviews, platform lists, and a reports section, offering quick access to critical deal-related information.

Additionally, it offered a unified view of the entire deal lifecycle and its seven-stage deal-creation process, covering prospecting, pre-screening, IC screening, pre-IC, final IC, and more.

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Azure Active Directory Single Sign-On
To enhance security and user access control, Daffodil Software integrated the solution with Azure Active Directory Single Sign-On. This allowed for secure user authentication and authorization, ensuring that only authorized personnel had access to the system.

Seamless document management
Users could seamlessly access and manage documents related to deals, with a direct link to SharePoint and file explorer view within the application. This integration improved document tracking and version control.

Real-time notifications
Daffodil Software implemented a real-time notification system that provided instant updates on any actions performed in the deal lifecycle. Users received timely notifications on deal progress, ensuring that no critical updates were missed. This feature greatly enhanced transparency and collaboration among team members.

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ABP integration for future flexibility
Our developers, driven by a commitment to excellence, proactively equipped themselves with the intricacies of the ASP.NET Boilerplate (ABP) framework. This rigorous self-training and research phase enabled them to master the ABP framework and seamlessly integrate its module into the solution. By doing so, our team not only delivered immediate benefits but also empowered the client with the agility to add new functionalities and features to the application as their requirements evolve.

The ABP module’s built-in customization and scalability features, coupled with our team’s expertise, ensure that the platform remains adaptable to future needs.

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Development of the admin portal
Daffodil designed and developed a comprehensive admin portal, allowing administrators to manage user rights, roles, and permissions efficiently. It gave them control over the access and actions of different users, ensuring that only authorized personnel could perform specific tasks within the system.

The admin portal also enabled administrators to manage various projects and other applications. This centralized control ensured a unified approach to project management and streamlined the entire deal-management lifecycle.

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The Impact

Daffodil Software's transformational efforts resulted in a much more robust CRM application, surpassing the capabilities of the previous system with a cutting-edge technology stack. The performance of the development team garnered attention, leading to the addition of business analysts and quality assurance professionals, and the expansion of their involvement in other projects. Daffodil Software's partnership with the client was a strategic collaboration that modernized and revitalized the client's CRM platform, setting the stage for a future-ready, adaptable, and competitive solution.

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