Updating a Complex Broker System

▤ Summary

We assisted WMC in complex system migration, overcoming challenges like the lack of initial documentation and thousands of unique in-app use cases. Founded in 1981, it focuses on open-source business software and mainly serves the insurance brokerage sector and small—to medium-sized enterprises. • Each action, such as creating a task, had multiple contexts – from the user, through billing, to the calendar of meetings and leads of potential clients. • Each client had unique access keys, and the system had to verify and manage complex data structures and policies. We managed the entire project from start to finish, successfully retaining all features of the old version and adding new modules.

▦ Linked Companies

Stermedia

$1M to $5M