About Client
Our client is a document management and collaboration software innovator in the capital markets sector. The company specializes in cloud-native and regulated primary bond issuance infrastructure and marketplaces, enabling seamless digital execution and real-time price discovery for fixed-income securities. Its products focus on documentation creation, negotiation, management, and lifecycle services, providing financial institutions with tools that meet both efficiency and regulatory standards.
As a rapidly growing organization, our client required a robust technology partner, a company that delivers web development services, to help modernize its existing prototype into a scalable, production-ready platform while addressing the complexities of documentation workflows in bond issuance. Their initial request included document collaboration platform development.
Business Challenge
Our customer initially operated on a C++ prototype that was functional document management and collaboration software, which was not but not scalable. The system lacked the architectural stability and integration capabilities needed for large-scale adoption in the regulated financial sector.
The client needed document collaboration platform development, and contacted Elinext, a company that delivers QA and software testing services, to:
- Refactor the existing prototype into a scalable, production-grade solution with improved architecture, integrations, and performance.
- Develop a document collaboration platform tailored to bond issuance workflows, supporting creation, negotiation, and lifecycle management of agreements.
- Replace third-party document generation services with a custom in-house solution to cut costs and gain greater control over document management.
- Implement and evolve test automation, starting with Protractor and Selenium, and later transitioning to WebdriverIO to support the Angular-based frontend.
Process
Engagement & Team Formation
Elinext quickly assembled a cross-functional team of 20 specialists, including developers, QA engineers, an expert in delivering devops development services, a business analyst, and a dedicated project manager for document management and collaboration software development. The client was referred to Elinext by a freelance developer, and Elinext’s value-for-cost pricing further solidified the partnership.
Architecture Refactoring as Part of Document Collaboration Platform Development
The team re-engineered the original C++ prototype into a scalable, cloud-ready platform with a stronger architecture, improved integrations, and optimized performance for production deployment.
Document Collaboration Platform Development
A custom-built platform was developed to streamline bond issuance workflows, automating agreement creation, enabling real-time collaboration, and simplifying compliance-heavy processes.
Test Automation Evolution
Elinext established document management and collaboration software QA workflows and implemented automated testing. Initially built with Protractor and Selenium, the automation suite was later transitioned to WebdriverIO to align with the Angular-based frontend, ensuring faster and more reliable test execution.
Agile Delivery as Part of Document Collaboration Platform Development
The project followed an Agile methodology, flexibly shifting between Scrum and Kanban to adapt to evolving stakeholder requirements. This ensured continuous delivery, even under changing priorities and tight deadlines.
Final Product Overview
The collaboration resulted in a production-ready document management and collaboration software that included:
- A scalable document management and collaboration software platform designed for regulated financial markets.
- A custom document generation module replacing costly third-party tools.
- Refactored, optimized architecture for performance, scalability, and compliance.
- A robust QA and test automation suite, evolving from Selenium/Protractor to WebdriverIO.
- An Agile-driven development approach, ensuring adaptability to changing requirements
Business Effects for Client
The project of document collaboration platform development was concluded, including delivered clear, measurable outcomes:
- Reduced operational costs by replacing third-party document generation tools with an in-house solution.
- Streamlined workflows for bond issuance, allowing faster agreement creation and negotiation.
- Improved platform stability and scalability, preparing the system for broader adoption.
- Enhanced QA efficiency with test automation, improving defect detection and accelerating release cycles.
In the process of document collaboration platform development, our team maintained timelines despite shifting priorities, thanks to Agile flexibility and proactive communication.
