About the client
TRNSACT provides lending services and commercial equipment financing. Their user-friendly, secure and fast platform connects customers, equipment dealers, lenders, manufacturers, and aftermarket providers. The platform makes it easy to integrate finance and insurance products and use the client’s expertise to streamline and automate finance transactions, helping businesses succeed.
Country:
USA
Industry:
FinTech
Service:
Web development
Duration
May 2020 – ongoing
Model:
B2B/B2C
Team size:
1 front-end developer, 1 full-stack developer, 1 DevOps engineer, 1 QA engineer
Client’s challenge
The client came to NEKLO with a web application that needed substantial improvement and optimization due to using outdated resource-consuming technologies. TRNSACT's existing solution required optimization to handle its growing business. The audit revealed the following platform issues:


- Absence of basic testing & poor testing process
- No testing documentation
- Inefficient development methodology
- Hosting issues
- CRM failures in data updates
- Unsatisfactory platform security
Solutions
The NEKLO team has stepped into the project, auditing the platform and its issues and offering a custom solution.
Optimized website hosting
We transferred applications to the modern cloud platform and introduced lighter technologies. Moving the website to modern programming languages has significantly reduced the resources spent on hosting, ensuring a more cost-effective solution for the client.
Improved customizations
We improved customizations for online application forms, worked out the criteria, and gathered and analyzed data to introduce a high personalization level to highlight the client’s personal approach to the dealers.
Flexible form configurator
The Online Credit Application allows users to submit leasing or credit applications to dealers. However, each dealer had unique requirements for the application form and how fields were displayed. To address this, we developed a highly flexible form configurator. This internal tool enables quick and easy customization of the application form to meet the specific needs of each dealer.
Fixed CRM integrations
The project used a CRM without specific documentation on its setup and settings. Therefore, there was no assurance that system changes did not influence the production environment. Our team fixed the main problems related to CRM failures in data updates and sending emails.
Dealer and Lender Portal upgrade
We upgraded Dealer and Lender Portals and introduced a set of rules and restrictions that regulate how each form inside portals is displayed. The rules apply to loan requests and some other internal data.
Setting CI/CD cycle
We set up a highly efficient CI/CD cycle — a set of practices that automates the software development process from code commit to release. This allowed us to significantly speed up the development of services and ensure their high quality. Moreover, these services are now Jira-connected, further enhancing their efficiency through better task management, improved collaboration, and streamlined issue tracking.

Want to optimize your software's features and performance?
Anastasia Vasilevich
Business development manager

Technologies
Front-end
Node.js
TypeScript
Back-end
GraphQL
DevOps
AWS
AWS EC2
AWS ElastiCache
Amazon RDS
Amazon VPC
GuardDuty
Inspector
Deliverables
Back-end technologies upgrade
Hosting optimization
Improved platform architecture
Upgraded Dealer and Lender Portals
Application forms customization
Resource optimization
Releases delivery automation
Optimization of app forms builder
CRM integrations improvement
Object-relational mapping
System security improvement
Testing documentation
Show all deliverables
Results
Our experienced web and FinTech development experts adhered to the client's requirements and advanced the financial platform. We reduced and optimized the number of active resources, such as tools and services.
Importantly, NEKLO continues to support the project, deliver maintenance services, and actively develop new features, ensuring the project's ongoing progress. Today, the secure, compliant platform with finance management modules is more efficient, and brings better customer experiences.
80
%
cut in spending on infrastructure
