Case Study
Chang Financials
Financial operations
Secure client portals and automated document workflows.
Problem
Manual document handling and slow client updates.
Solution
Client portal with secure uploads, automated reminders, and status tracking.
Results
Reduced back-and-forth and faster client turnaround times.
Approach
- Discovery: clarified constraints, users, and success metrics.
- Architecture: designed modular services with secure integrations.
- Build: shipped fast iterations with QA and observability baked in.
- Launch: hardening, runbooks, and handover to client teams.
What we delivered
- Product strategy and UX flows mapped to revenue/ops outcomes.
- Production-ready frontend and backend with monitoring.
- Integration playbooks and documentation for client teams.
- Post-launch support and iteration backlog.
Next
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