Optimizing Operational Cost and Time to Go-Live
Transitioning manual investor onboarding processes to automated, cloud-native validation channels on AWS.
RefactorQ - We don't just write code, we craft the solution.
The Challenge
The client manually managed the investor creation process, which was slow and limited to a core group. Inefficiencies and data errors led to inaccurate reports.
The team spent hours compiling donation statistics and running reports due to lack of master data synchronization.
Our Approach
RefactorQ partnered with the client to build an automated, cloud-native investor creation system:
Proposed and designed a cloud-native end-to-end investor onboarding system
Began by auditing and breaking down all features of the client's legacy system layout
Migrated all transaction historical data and database master records to AWS cloud
Created an intuitive administration dashboard containing clean visual reporting tools
Established server validation tasks to check data integrity during onboarding
Architecture & Workflow
System Flow
Manual Investor Flow
AWS Migrated
Onboarding Auto
Replacing legacy records spreadsheets with structured PostgreSQL schemas running in managed AWS database clusters.
Impact
Better Decision Making
Supported leadership with synchronized, clean investor analytics.
Seamless Process
Enabled decentralized onboarding profiles, removing manual database entries.
Accurate Admin Data
Reduced reporting execution timelines from hours to seconds.
Cloud Economics & FinOps
Turn multi-cloud infrastructure bills into actionable engineering metrics with team-level cost attribution and waste elimination.