THE BRIEF
The client required a bespoke syndicated loan management system to replace a combination of Microsoft Access databases and spreadsheets that had become increasingly difficult to maintain as the business expanded. They needed a more reliable way to manage investor and loan data, automate complex calculations, improve reporting, and create a scalable platform for future growth. This project delivered a centralised software solution that improved control, traceability, and decision-making across their loan management processes. The original case study states the system was created for the Helmsley Group, replacing Microsoft Access and spreadsheets with a consolidated multi-user application for investor and loan data management and reporting.
Introduction
Managing syndicated loans through disconnected databases and spreadsheets creates friction fast. As data volumes grow, teams can end up spending too much time checking figures, duplicating entries, correcting inconsistencies, and compiling reports manually.
That was the challenge here. The client was relying on Microsoft Access and multiple spreadsheets to manage critical loan and investor data, but those systems were becoming harder to support as the business expanded. They needed a modern syndicated loan software solution that would centralise information, improve accuracy, and give staff and directors better visibility into performance and client data. The original page explicitly says their legacy process used Access plus spreadsheets, and that growth had made those systems increasingly difficult to maintain.
Axisware worked with the Helmsley Group to develop a bespoke syndicated loan management solution to manage and report on their investor and loan data
The Brief
Axisware worked with a specialist Commercial Property & Asset Management company to develop a custom software application. Using the latest technologies and an innovative approach we delivered a multi-user solution which provides state of the art self-service Business Intelligence and Reporting.
Our customer had been using Microsoft Access in combination with a number of spreadsheets to manage their loan and investor data. As the business was growing fast these systems were becoming more and more difficult to maintain.
Using Microsoft SQL and .Net along with our BaseCamp framework we quickly developed an application to consolidate all the customer’s database into a single application.
Data from the existing systems and spreadsheets were automatically imported into the new system and data cleansed to ensure no existing data irregularities were carried forward into the new system.
Dynamic and modular
We designed the system with a modular architecture to enable additional features and functionality to be added at a later stage. The Axisware BaseCamp framework used to create the software allowed for the integration with other systems we had developed for the customer. Our framework also enables the customer to design additional features, change skins even add fields to the database without any technical knowledge.
Benefits
Audit and traceability
Behind the scenes our audit framework keeps track of changes. Each time the user actions the database the system keeps track of what, when and by whom was changed. Even recording the old and new values.
Powerful reporting and business intelligence
Using the Axisware BaseCamp Framework automatically integrates an extremely powerful yet easy to use report designer. The framework also gives access to the dashboard designer allowing the customer to create custom interactive dashboards with drill down and master filters straight from their data.
Project Details
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