Financial CRM/ERP System


Our strategic customer asked us to help him in making conversion to Web application of one of his financial CRM/ERP system based on WinForms.

This system is a classical financial software with millions of records in database and thousands of operations each day. The system is a mix of ERP and CRM and the most of functionality of the system is connected with financial transactions between our client and his thousands of vendors. Main feature of the system is saving each data and each transaction for the last 20 years for a total number as 300 million of US dollars each year.

The main goal of conversion was saving about 80 % of the existing functionality and adding the new bunch of functions the same as creating detailed project documentation in the shortest terms. The main requirement to new version of this financial system was visible development process and easy support in the future (the system is in the development process of new features almost all the time).

We had knowledge about existing WinForms application system as for the previous 8 months we were making enhancements. That provided us with an almost clear vision of the existing financial system.


After a long process of supporting WinForms application, the exact project team was finally created and the first sprint was planned. We proposed to use Agile approach for development the same as creating project documentation step by step for each new module. We agreed with the Customer that we will use Angular JS as the main framework and unit testing. Also, we used flexible approach for creating project architecture and this allowed us to add new modules without any issues. Finally, all developed sprints were covered by auto tests.

All used solutions and approaches: using Angular JS, Unit Testing and QA automation provided high quality and fast development of requested new Web application.

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Technologies and platforms

ASP.NET MVC 5, Entity Framework 6, ASP.NET WebApi 2, Newtonsoft.Json 7.0, Autofac 3.5.2, AngularJs 1.3.15, jQuery, Bootstrap, MS Test 2013, Log4net, iTextSharp


6 man-months


Business Process Management, Enterprise Resource Planning