Cloud Transformation and Business Intelligence for 360 View

Сhallenge

Overcoming legacy product constraints by making a strategic and cost-effective move to a hosting-agnostic (cloud/on-prem) solution

360 View offers a CRM platform for banks and credit unions, providing necessary tools for improved productivity—from comprehensive customer profiling to custom dashboards, marketing automation, and reporting.

The company approached Trinetix with the need to overcome legacy product constraints and make a strategic and cost-effective move to the cloud. Existing monolith architecture prevented 360 View from meeting the customer expectations and making their product accessible via the cloud.

Due to the heavy leverage of on-prem hosting and the platform’s manual setup, the company’s team spent a lot of their time on support-related activities. This required additional resources for customization, support, and updates—significantly increasing the onboarding time for end-users.

Understanding the options and defining a clear and cost-effective path to independent hosting of the solution were crucial to ensure the product’s relevance and unrestrained scalability.

Solution

Taking a phased, strategy-first approach to enable the product’s sustainable growth, flexible hosting options, and enriching the customer experience with custom BI components

To ensure the platform’s flawless performance, we’ve split the project into three phases:

• Phase 1: transformation and migration strategy
• Phase 2: shift to a hybrid architecture
• Phase 3: refactoring and product modernization

During the initial discovery phase, our team analyzed the client’s current state, end-user needs, and business challenges to identify the best-fit solution.

This included:

• Conducting a UX audit, presenting findings, and providing design recommendations for improved accessibility
• Reviewing and validating design concepts, cloud providers, and migration approach
• Identifying what needs to be modernized and customized for enhanced operational efficiency
• Developing an actionable migration strategy for each module
• Designing an intuitive hybrid architecture solution supporting incremental cloud transition and simplified deployment

Aligning with the client's needs and future solution functionality, we’ve presented a strategic transformation roadmap, modern tech stack (.Net Core and Angular v12), and a refined UI/UX design vision.

Throughout phases 2 and 3, we’ve incrementally shifted from monolith to microservices architecture, enabling critical modules evolution, and automating new environment setup (using Infrastructure as Code approach).

Our team implemented transparent release planning and ensured cost-efficiency for cloud hosting options. Additionally, we’ve ensured database compatibility with Microsoft Azure SQL Database and introduced a new way of hosting the application using Service Fabric with containers.

As a result, Trinetix provided seamless migration for clients and transformed the platform into a flexible, hosting-agnostic solution. To foster the product’s sustainable growth, we’ve enabled continuous delivery of new features and implemented technical controls. Our team also created a design system (UI kit), providing a shared visual language to reduce redundancies and accelerate feature development.

For phase 4, our client wanted to enrich the customer experience and use of data with personalized UI dashboards. In response, we’ve reviewed available options and presented a custom BI approach. Such an approach provides complete freedom to prioritize required steps and build a more adaptive and flexible user interface (UI).

Implementation of this easy-to-configure dashboarding module will enable more effective use of available data, robust reporting, and potential extensibility with third-party data sources.

Impact

Trinetix’s strategy, close collaboration with the client’s team, end-users, and phased approach to the cloud helped 360 View:

• Enable flexible platform hosting options for end-users (cloud, on-prem)
• Decrease the customer onboarding time
• Unlock unrestrained product growth and scalability
• Cut operational costs
• Speed delivery and reduce time-to-market for new features
• Reduce dependency on the support team

With the deployment of the BI dashboarding component, 360 View will empower its customers with even better process visibility and insights for real-time operational intelligence.