Challenge
Solutions
Results
Impact
200+
high value customer requested user stories with acceptance criteria delivered and implemented
50+
client executives upskilled on digital transformation and product development best practices
KGI Asia, a leading wealth manager, faced a critical challenge: attracting a younger, tech-savvy audience expecting seamless, mobile-first investing experiences. Extensive research revealed the need for a streamlined, intuitive app that would simplify onboarding and deliver instant access to portfolio research and trading. Boet Consulting was brought in to spearhead the design and development of this solution. Our mission? Build a frictionless mobile experience that would allow new clients to onboard in under 10 minutes, while granting access to KGI’s full suite of model portfolios for easy research and trading.
Timely Release and Adoption
Despite the project's complexities, Asia Power Trader was successfully launched on schedule. Our strong focus on deadlines, requirements, and quality was key to this achievement. The application met its target adoption rates and enabled new customers to onboard in under 10 minutes, proving its value to both users and stakeholders. Additionally, comprehensive client training ensured they could independently manage the product after our engagement ended.
100%
of model portfolios successfully migrated for analysis, reporting and transacting on the new platform
DevOps Transformation
To streamline development operations of the new application, we took charge of training and rollout for Azure DevOps. This powerful platform streamlined:
Requirements management: Clear traceability from user stories to implementation.
Build processes: Efficient code compilation and deployment.
Backlog management: Prioritization and planning.
Sprint execution: Agile development cycles.
Defect tracking: Swift resolution of issues.
Comprehensive Test Coverage
Prior to the engagement, test coverage was non-existent. By creating a comprehensive test plan and test cases, the application was performant, stable and secure at release.
Client Training
Comprehensive training sessions were delivered to numerous client executives on topics ranging from building product roadmaps, to implementing Azure modules.
Holistic Approach to Requirements
Personas and journey maps were created to understand the end-to-end user experience. These visual representations helped identify user pain points and opportunities for improvement.
Insights from personas and journeys were translated into user stories, capturing specific user needs, scenarios, and interactions. Acceptance criteria were also defined for each feature, providing clear guidelines for quality assurance and validation.