Mortgage Services Application Migration – From Third-Party SaaS To Proprietary Software
Leading mortgage services firm which originates, finances, and services residential mortgages looked to Intertech to lead this high visibility project.
Case Study: A leading mortgage services firm that originates, finances, and services residential mortgages looked to Intertech to lead a high visibility project. This mortgage services firm needed to move a previously hosted and maintained application (SaaS) in-house due to growing expenses and lack of control. This included the development of consumer and B2B portals. In the process, Intertech moved the application to the cloud for greater security and availability and became a strategic partner.
Featured
Case-Study
Technology Used
.NET
React
Azure
C#
Project
Migrates Mortgage Services Firm’s Customer Service Application
Project Requirements
Moving a consumer application from a third-party provider to an in-house development team raises many types of challenges. Understanding the code and how it works is a foundational challenge. However, having the expertise to identify opportunities for better scaling, optimization, and security was another important element of the move.
Moreover, the third party, who built both portals from scratch, was understandably protective of their portals, and the client anticipated pushback and non-cooperation. With these technical and organizational concerns in mind, the client’s leadership team sought out consultants with the technical and organizational savvy to anticipate, fend off, and if needed, overcome these obstacles.
Result
Control of the two portals has succeeded gradually, with control of the first business portal shifting entirely in-house with low risk and no impacts to reliability. With the successful transition of the first portal, a second portal will change hands from the third party provider by the end of the year.
Throughout the process, Intertech has become a trusted technical partner and advisor for the client. The client consults with Intertech on new initiatives on many levels, from business strategy, to team leadership, to technical implementation.
Overview
At the beginning of the consulting engagement, Intertech’s consultants started by reviewing the code and the business processes it supports. Early on, the important thing was to understand any modifications needed or unanticipated obstacles while also establishing relationships with the client’s new team to ensure its readiness to take over maintenance. Additionally, Intertech’s consultants facilitated the integration of the client’s new development team with the other client teams. Along the way, our consultants developed the technical and organizational processes to support the maintenance and stable hosting of the portals.
Throughout the transition from third-party to in-house, Intertech’s consultants provided technical implementation expertise. More importantly, though, the expert consultants served in a senior leadership and training role, helping the new team learn and adjust to the new application.
Intertech has been in business for nearly 30 years. Many of our projects are considered confidential by our clients. For this reason, and out of respect for our customer’s privacy, we do not mention companies by name regarding specific projects, with the clear understanding that the project outlined and presented is actual work Intertech and their consultants have completed successfully.
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