How we helped a leading FinTech client supercharge user experience with a Salesforce solution

The challenge: Enhancing user experience to drive growth

Checkout processing. Merchandise management. Data analytics. Our client is a FinTech company specializing in innovative POS solutions for small businesses across various industries. Their primary goal is to relieve small business owners of tedious tasks and help them focus on their core operations.

Having multiple product teams, they wanted to tackle multiple challenges, including: 

• Acquisition and growth – They wanted to make the user experience smoother at every step, from the moment merchants consider the product to when they start using it and eventually recommend it. The focus was on streamlining the onboarding process and keeping engagement high.
• Merchant management – The client wanted to develop a CRM system that would support the company’s growth. This involved tailoring internal tools to users’ needs, refining workflows, and choosing the right technologies to boost efficiency and scalability.

They were looking for a software development partner with expertise in their industry and technical knowledge that would blend with their product teams and give them the skills and capabilities they needed to make these ideas come true.

The solution: Improved processes and streamlined user experience

Knowledge and experience sharing

The client was looking for a team that would exchange experiences with them and offer coaching and support when required. Through knowledge sharing in product management and process optimization, we empowered internal teams to work more efficiently and make informed decisions. Some aspects of the knowledge transfer involved:

• product discovery
• stakeholder analysis
• roadmap definition
• requirements gathering and management
• backlog ordering
• project planning
• Jira workflow
• process improvement
• removing blockers

The transition from Scrum to ScrumBan

We shifted from Scrum to ScrumBan to improve product backlog management and delivery. We implemented a new process related to requirements submission and prioritization, as well as user story preparation. As a result, refinement meetings were more productive, and transparency was improved. Everyone knew the status of different tickets in Jira and how they related to the overall product goals and OKRs.

Subscription Manager development

When they contacted us, the client had already used Salesforce. They had an initial front-end solution that displayed a list of subscriptions and key details about them. Upon clicking, users can view more details about the selected subscription. They were looking for experienced front-end and UI developers to add new features to their subscription lists.

The middleware of the application was written in Nest.js and involved multiple endpoints (APIs) that performed various calculations and set subscriptions based on them. The middleware was built using a microservices architecture. The main task of our back-end developers was to maintain and improve microservices, keeping everything in sync.

On the backend, we worked on a range of tasks, such as adding APIs to search for users who haven’t paid their bills and notifying them via email. Our work on the app middleware contributed to the overall quality and stability of the system, complementing our Salesforce development efforts.

Quality assurance

We worked on improving the client’s existing software. Our QA team performed full regression testing every two weeks before the release.

Apart from daily tasks, we also participated actively in improving the in-house team’s QA processes. For example, we wrote new test plans, test cases, and test runs in the Testrail app and created thorough documentation within Confluence pages. We have also worked on refactoring and improving automation e2e tests, written in Cypress.

Having noticed the value we have brought to their in-house processes, the client included us in other important aspects of the project. We are also to support the Android team when needed, as well – we helped them test the new app for Android that was recently released on the Play Store.

The results: Driving business growth and development efficiency

Through the improvements mentioned aboce, we helped the client scale efficiently and boost both product quality and overall business performance.

Equipping the client for faster time to market

By streamlining backlog management and optimizing workflows, we sped up feature development, reduced delays, and boosted productivity.

The transition to ScrumBan allowed the client to adapt more quickly to changing priorities, making their development process more flexible and responsive to market needs.

Higher product stability and scalability

We improved QA processes, automated testing, and created better documentation to enhance product stability. That way, we minimized bugs and ensured smoother, more reliable releases.

Additionally, by optimizing the microservices architecture and improving subscription management, we made the system faster and more scalable. The platform became more efficient, supporting the client’s long-term growth while maintaining stability.

The full tech stack:

• Nest.js
• Google Cloud Platform (GCP)
• Zuora (billing platform)
• Sendgrid (email templates)
• Salesforce