PROBLEM CONTEXT
Audet wanted to address a widespread frustration within the Accounting Industry of inadequate work organization options for accountants. Universally, accountants grappled with the management of client documents, facing difficulties in traditional file room systems. The existing approach not only led to lost files but also contributed to communication difficulties among team members and with clients. This lack of adequate organization options created inefficiencies, hindering overall productivity and transparency in daily operations.
This called for a transformative solution that could address the intricate nature of client interactions, streamline communication, and ensure the seamless coordination of tasks within accounting firms. The goal was to provide accountants with a solution that could adapt to the dynamic nature of their work, fostering a more productive and organized professional environment.
In pursuing a remedy, they sought a partnership with a company that could transcend conceptual ideas and translate them into a functional product. The chosen collaborator needed experience in software development and a proven track record in building solutions that could navigate the intricacies of the accounting industry.
AWS SERVICES USED
AWS LAMBDA
Amazon API Gateway
AWS CloudFront
AMAZON SES
AWS Amplify
AWS Cognito
Amazon CloudWatch
AWS Batch
AWS Chime
AWS RDS
DynamoDB
AWS S3
AWS ECR
SOLUTION OFFERED
The Solution Analysts at 7EDGE carefully analyzed the unique problem statement. We recognized the inherent limitations of traditional software solutions in addressing Audet's needs. They had recognized that companies similar to their business face the same pain points and it was an ask by a few of the close circle business owners. This led to the idea of spinning off the platform as a SaaS offering to resell the solution to similar companies, we developed a custom cloud-native SaaS solution, delivered through the cloud, to revolutionize work organization within accounting firms.
The collaboration with 7EDGE yielded a transformative business outcome for Audet, addressing the pervasive challenges in the accounting industry by streamlining operational efficiency, improving communication and collaboration, ensuring transparent audit processes, and providing comprehensive reporting and analysis. The custom solution not only facilitated efficient client onboarding but also demonstrated scalability and adaptability, positioning Audet with a competitive advantage. The positive user experience resulting from the user-centric design further solidified Audet's success, establishing it as a leader in offering innovative and streamlined solutions for the accounting industry.
AUDET'S LEAP TO EFFICIENCY: A CLOUD-POWERED ACCOUNTING JOURNEY WITH 7EDGE
ARCHITECTING MODERN SAAS APPLICATION ON AWS
Joshua Askew - Operations Manager, Audet
We partnered with 7EDGE to transform a conceptual idea into a functional product. Armed with wireframes from a previous provider, our goal was to develop an engagement management software, with 7EDGE contributing not only to the execution but also to brainstorming ideas for marketplace differentiation and creating a unique user experience.
ABOUT US
7EDGE is a Digital Product Engineering Company based in Bengaluru, India. Our core expertise lies in crafting modern applications with cloud-native services, specializing in microservices and serverless architecture tailored to the requirements of enterprises and startups alike. We are committed to delivering unparalleled solutions to industries and companies across the globe.
Our team, comprising over 85 cloud-certified engineers, is dedicated to excellence. We excel in building cloud-native applications embedded with AI capabilities on serverless architecture. Our proficiency extends to transforming legacy monolithic applications into API-driven microservices applications, fostering scalability and agility. Furthermore, we leverage serverless architecture and cloud-native services to deploy highly scalable infrastructure, ensuring businesses stay ahead in the digital landscape.
BUSINESS IMPACTS
50% Reduction in Operational Time
Tangible Cost Savings
Operational and Financial Excellence
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Streamlined Workflows and Tasks
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Streamlined Workflows and Tasks
50% Reduction in Operational Time
Tangible Cost Savings
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Operational and Financial Excellence
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EXPLORE HOW WE CAN DEVELOP A CUSTOM SAAS PLATFORM FOR YOUR FIRM
© Copyright 2010-2024 7EDGE Private Limited.
All Rights Reserved
BUSINESS OUTCOMES
This section explores how the solution leverages the architecture of AWS to deliver a secure, scalable multi-tenant environment for accounting firms. The solution utilizes a pool isolation pattern, which optimizes resource utilization. By pooling resources instead of dedicating them to each firm, the solution achieves cost savings and improved efficiency. As the number of accounting firms grows, the pool can easily be scaled by adding more resources to meet the increased demand.
ABOUT NOTIS
Notis is the smart engagement management software for accountants to collaborate with clients. Notis is designed to improve an accounting firm's efficiency. Notis does this by using optimal organizational systems, enhancing communication methods, and using predictive analytics to highlight opportunities and operational gaps.
Frustrated with lost files and communication hurdles within traditional file room systems, Audet sought a transformative solution to revolutionize their operations. In the collaborative partnership with 7EDGE, Audet discovered a capable software development ally and a strategic collaborator who transcended conceptual ideas into a functional product. They developed Notis - An Engagement Management Software. The result? Audet witnessed enhanced operational efficiency, improved communication, and a transparent audit process, solidifying their position as innovators in the accounting realm.
This comprehensive B2B SaaS solution addresses the immediate challenges Audet faces and ensures scalability, security, and efficiency in managing audits. Integrating modern technologies and user-centric features delivered through the cloud, this solution aims to revolutionize auditing, providing a seamless and productive experience for all stakeholders involved.
For the Audit Firms
Audit Firms subscribe to the service and create individual accounts within the system. They act as tenants and have administrative privileges. The application streamlines operations and enhances collaboration. It covers user authentication, license/subscription management, internal team administration, client onboarding and management, a comprehensive workflow for initiating and managing audits, reporting functionalities, configurable notifications, and profile settings.
For the Clients
The Clients are the external users who collaborate with the Audit Firms. They would use the Client application for functionalities like viewing audit progress, accessing documents, and receiving notifications. Their access would be granted by the Audit Firm they are working with. The web application provides a user-friendly interface for transparent collaboration. It covers secure user authentication, a dashboard displaying audit progress and document status, audit history, configurable notifications, and profile settings.
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TECHNOLOGY INTEGRATION
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HTML5
CSS3
Javascript
ReactJS
Python
NodeJS
WHY DID AUDET CHOOSE 7EDGE?
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The decision-making process involved a series of interactions, including a meeting with 7EDGE's development team and UI designers. During these discussions, 7EDGE showcased its proficiency in building software and understanding the intricate challenges faced. The proposal presented by 7EDGE aligned with Audet's vision, emphasizing a transformative solution that would revolutionize how accountants manage client documents.
The factors that played a pivotal role in Audet's decision to choose 7EDGE include the company's ability to analyze and address the unique problem statement carefully. 7EDGE proposed a custom solution with an extensive set of features covering the needs of administrators, audit firms, and clients. This comprehensive approach and 7EDGE's expertise in building cloud-native applications on a modern technology stack resonated with Audet's requirements for scalability, efficiency, and user-friendly interfaces.
Notis is the smart engagement management software for accountants to collaborate with clients. Notis is designed to improve an accounting firm's efficiency. Notis does this by using optimal organizational systems, enhancing communication methods, and using predictive analytics to highlight opportunities and operational gaps.
Frustrated with lost files and communication hurdles within traditional file room systems, Audet sought a transformative solution to revolutionize their operations. In the collaborative partnership with 7EDGE, Audet discovered a capable software development ally and a strategic collaborator who transcended conceptual ideas into a functional product. They developed Notis - An Engagement Management Software. The result? Audet witnessed enhanced operational efficiency, improved communication, and a transparent audit process, solidifying their position as innovators in the accounting realm.
________
Audet wanted to address a widespread frustration within the Accounting Industry of inadequate work organization options for accountants. Universally, accountants grappled with the management of client documents, facing difficulties in traditional file room systems. The existing approach not only led to lost files but also contributed to communication difficulties among team members and with clients. This lack of adequate organization options created inefficiencies, hindering overall productivity and transparency in daily operations.
This called for a transformative solution that could address the intricate nature of client interactions, streamline communication, and ensure the seamless coordination of tasks within accounting firms. The goal was to provide accountants with a solution that could adapt to the dynamic nature of their work, fostering a more productive and organized professional environment.
In pursuing a remedy, they sought a partnership with a company that could transcend conceptual ideas and translate them into a functional product. The chosen collaborator needed experience in software development and a proven track record in building solutions that could navigate the intricacies of the accounting industry.
________
________
________
For the Clients
The Clients are the external users who collaborate with the Audit Firms. They would use the Client application for functionalities like viewing audit progress, accessing documents, and receiving notifications. Their access would be granted by the Audit Firm they are working with. The web application provides a user-friendly interface for transparent collaboration. It covers secure user authentication, a dashboard displaying audit progress and document status, audit history, configurable notifications, and profile settings.
For the Audit Firms
Audit Firms subscribe to the service and create individual accounts within the system. They act as tenants and have administrative privileges. The application streamlines operations and enhances collaboration. It covers user authentication, license/subscription management, internal team administration, client onboarding and management, a comprehensive workflow for initiating and managing audits, reporting functionalities, configurable notifications, and profile settings.
The Solution Analysts at 7EDGE carefully analyzed the unique problem statement. We recognized the inherent limitations of traditional software solutions in addressing Audet's needs. They had recognized that companies similar to their business face the same pain points and it was an ask by a few of the close circle business owners. This led to the idea of spinning off the platform as a SaaS offering to resell the solution to similar companies, we developed a custom cloud-native SaaS solution, delivered through the cloud, to revolutionize work organization within accounting firms.
This comprehensive B2B SaaS solution addresses the immediate challenges Audet faces and ensures scalability, security, and efficiency in managing audits. Integrating modern technologies and user-centric features delivered through the cloud, this solution aims to revolutionize auditing, providing a seamless and productive experience for all stakeholders involved.
________
The factors that played a pivotal role in Audet's decision to choose 7EDGE include the company's ability to analyze and address the unique problem statement carefully. 7EDGE proposed a custom solution with an extensive set of features covering the needs of administrators, audit firms, and clients. This comprehensive approach and 7EDGE's expertise in building cloud-native applications on a modern technology stack resonated with Audet's requirements for scalability, efficiency, and user-friendly interfaces.
The decision-making process involved a series of interactions, including a meeting with 7EDGE's development team and UI designers. During these discussions, 7EDGE showcased its proficiency in building software and understanding the intricate challenges faced. The proposal presented by 7EDGE aligned with Audet's vision, emphasizing a transformative solution that would revolutionize how accountants manage client documents.
________
________
________
The collaboration with 7EDGE yielded a transformative business outcome for Audet, addressing the pervasive challenges in the accounting industry by streamlining operational efficiency, improving communication and collaboration, ensuring transparent audit processes, and providing comprehensive reporting and analysis. The custom solution not only facilitated efficient client onboarding but also demonstrated scalability and adaptability, positioning Audet with a competitive advantage. The positive user experience resulting from the user-centric design further solidified Audet's success, establishing it as a leader in offering innovative and streamlined solutions for the accounting industry.
This section explores how the solution leverages the architecture of AWS to deliver a secure, scalable multi-tenant environment for accounting firms. The solution utilizes a pool isolation pattern, which optimizes resource utilization. By pooling resources instead of dedicating them to each firm, the solution achieves cost savings and improved efficiency. As the number of accounting firms grows, the pool can easily be scaled by adding more resources to meet the increased demand.
________
By implementing these strategies, the 7EDGE Audit solution leverages AWS services to create a secure, scalable, and multi-tenant.
Joshua Askew - Operations Manager, Audet
We partnered with 7EDGE to transform a conceptual idea into a functional product. Armed with wireframes from a previous provider, our goal was to develop an engagement management software, with 7EDGE contributing not only to the execution but also to brainstorming ideas for marketplace differentiation and creating a unique user experience.
________
7EDGE is a Digital Product Engineering Company based in Bengaluru, India. Our core expertise lies in crafting modern applications with cloud-native services, specializing in microservices and serverless architecture tailored to the requirements of enterprises and startups alike. We are committed to delivering unparalleled solutions to industries and companies across the globe.
Our team, comprising over 85 cloud-certified engineers, is dedicated to excellence. We excel in building cloud-native applications embedded with AI capabilities on serverless architecture. Our proficiency extends to transforming legacy monolithic applications into API-driven microservices applications, fostering scalability and agility. Furthermore, we leverage serverless architecture and cloud-native services to deploy highly scalable infrastructure, ensuring businesses stay ahead in the digital landscape.
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