Central administration for around 1,000 funds - efficient, flexible, automated

The Challenge

The investment company Union Investment wanted to enable employees from several departments to quickly and reliably access all relevant fund information - such as currencies, benchmarks or investment limits. The aim was to create a central application for around 1,000 funds that would standardize and simplify processes. Creating and editing funds should also be faster and possible independently of the IT department. At the same time, there was a bottleneck in quality assurance: manual testing delayed releases and tied up experienced specialists.

Our solution

Together with Union Investment, we developed FondsProfiler—a user-friendly application that allows portfolio managers to independently create new funds with up to 500 data fields. To implement the project efficiently, we took over test automation in parallel with development. This enabled us to completely replace manual testing and accelerate the release process.

The result

The project was completed on schedule—despite several adjustments during the course of the project. A total of 1,800 specialist tests were automated. This allowed 30 internal specialists to concentrate on their core tasks again. The quality of the application increased noticeably, and development became faster and more flexible. Union Investment now has a scalable solution that removes both technical and organizational hurdles.

TL;DR: The most important points in a nutshell

Technologies

  • APEX
  • PL/SQL

Discover our digital solutions

You too can benefit from our extensive experience with projects involving companies of all sizes.

Reduce manual tasks and effectively lighten the workload for teams

Reduce system load and make production data available on mobile devices

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Reduce licensing costs and modernize logistics processes

Manage complex master data efficiently and flexibly

Avoid the risk of legal warnings and automate price listings

Modernize line-of-business applications faster and use resources efficiently

Reduce packaging waste and ensure compliance with ESG requirements

Manage configurations efficiently and support electric mobility

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Accelerate communication and significantly reduce system costs

Standardize intranet pages and reduce maintenance efforts

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Develop new services faster and analyze data flexibly

Increase delivery speed and improve collaboration in the long term

Targeted talent development and faster filling of internal positions

Treat wastewater efficiently and significantly reduce resource consumption

Pass audits faster and reduce compliance costs in the long term

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Ensure deadlines are met and significantly reduce administrative burdens

Strengthen customer loyalty and proactively prevent churn

Boost sales success and better identify profitable target audiences

Coordinate waste disposal orders more easily and attract new customers

Identify risks early and reliably comply with legal requirements

Identify vehicles faster and streamline processes

Reduce security risks and efficiently automate processes

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