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Case study · Financial Services

Modernising a Financial SaaS Platform and Building a Dedicated Delivery Team

An Australian financial insurance company approached Shinetech to rebuild an ageing SaaS platform. The engagement began with fixed-price projects and developed into a dedicated team supporting the core product.

AWSASP.NET CoreMicroservices
Illustrative financial services SaaS workspace showing an application form, compliance checks, review history, and masked customer details.
Illustrative application and compliance workspace; not a production screenshot.
Client
Australian financial insurance company
Markets served
Australia, New Zealand and Canada
Initial constraint
Three-month deadline
Team
Grew from 2 to 8 people

The situation

The business need and starting point

The client’s SaaS management platform had an outdated interface and slow response times that were limiting growth. In 2018, the company approached Shinetech to rebuild and upgrade it.

The initial deadline was three months. The team also had limited knowledge of the client’s business and existing system, so learning the product and maintaining delivery quality were important parts of the engagement.

The project questions

Key Questions

Could a new team learn the business while delivering?

The team began learning the business and system from the start and continued that work over the first two years.

How would a project engagement become ongoing capacity?

After four fixed-price projects over seven months, the client chose an Offshore Development Center model.

What needed to improve beyond the interface?

The work included performance, cloud security and ongoing core-platform development.

The solution

What the implementation covered

The programme covered interface and functionality improvements, platform upgrades and stronger cloud-server security. The source identifies AWS, ASP.NET Core, microservices and Redis within the technical context.

Security work included auditing, reinforcement and scanning.

The team became responsible for core-platform development. Its cross-functional capability included UX/UI design, .NET development and testing, with automated testing contributing to iteration quality.

How the work unfolded

From requirements to delivery and support

01 · Initial projects

Deliver within a constrained starting engagement

The collaboration began with fixed-price work and an initial three-month deadline. Four fixed-price projects were completed over seven months before the client moved to a dedicated-team model.

02 · Platform improvement

Address performance, usability and security

Upgrade the platform, improve its interface and functionality, and carry out cloud-server auditing, reinforcement and scanning. The source reports performance improvement without specifying the measurement method.

03 · Dedicated delivery

Build business knowledge and a broader team

The team grew from two engineers into a cross-functional group of eight. Continuous learning of the client’s product and business supported communication and subsequent development decisions.

Technology and delivery context

The tools and working practices used in this project

AWSASP.NET CoreMicroservicesRedisUX/UI designAutomated testing

The result

What changed for the client

From projects to a dedicated team

The client continued with an ODC engagement after the initial four fixed-price projects.

Reported performance improvement

The source reports a 30–40% improvement. It does not define the benchmark, so this is presented as a source-reported result.

Broader product responsibility

The source describes improved platform stability and an integrated team handling core-platform development.

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