Legacy modernisation
Turn 21+ Excel workflows into an online platform with automated calculations and validation.
Case studies / Insurance / Insurtech
Insurance / InsurtechFrom 21+ Excel workflows to one consultation platform
Our client, a German insurance consultancy, runs client consultations with 80+ consultants. Every calculation lived in complex Excel files, with risks for accuracy, versioning and the onboarding of new consultants.
80+Consultants
21+Excel workflows replaced
1,680+Calculations a day
6 specialistsTeam
Client under NDA.
The challenge
Multi-user architecture
Role-based access and shared workflows for 80+ consultants.
Calculation engine
Subsidies (§10a EStG, VermBG), pension projections, investment comparisons and retirement-gap analysis.
What we built
Administrative portal
Consultant accounts, performance monitoring and analytics reports.
Consultant workspace
Client portfolios, documents, tasks and automated calculations with validation.
Calculation engine
Real-time recalculation, multi-scenario modelling, visual charts and automated reports with an audit trail.
Team
1 Solution Architect1 Project Manager1 UI/UX Designer1 Frontend Developer1 Backend Developer1 DevOps Engineer
Presentation
Tell us what you're building
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