About the Client

The client is a multinational professional services network of firms based in London, England.

They are a coordinating entity for the global network of firms.

It manages the global brand, and develops policies and initiatives, to create a common and coordinated approach in areas such as risk, quality, and strategy.

They are committed to delivering quality in assurance, advisory and tax services.

The Challenges

The following are the features required for this web application:

  • Login and adding Organization
  • Creation of new Trial Balance for a period 
  • Check Bank Credit Worthiness
  • Compliance for Related Party Check
  • Compliance for Share Capital & Preference Share Check .
  • Performing Revenue ORR,Expense ORR And ORR Calculation
  • Creation of new Journal Entry
  • Stress Testing

The components in this platform are:

  • Web Portal for Admin


  • Client admin Dashboard
  • Organization Users Dashboard
  • Creating Periods and customization of columns
  • Map account page where the user can view and edit TrialBalance
  • Amount split : Bank credit worthiness check – Mapping, which defines how the account balance is divided when selecting particular values
  •  Users  list – Filter by user roles
  • The user(admin) should be able to create a new user to the client platform
  • Dashboard Analytics View-preview email with graph
  • Downloading the report of Organization details
  • Ticketing System-Google Forms

The Solution

  • Perfomatix derived a high-functioning solution for this application by delivering.
  • Web application front-end development.

Architecture Diagram

architecture diagram


web app dashboard


web app dashboard 2


web app dashboard 3


web app dashboard 4


web app dashboard 5

Technology Stack Used

Module Recommended Technology Stack
Web App Angular 9
Backend/API NodeJS v12.19.0
Hosting Azure VM
Database MSSQL
Email Services Client SMTP Services
Redis Service Azure Redis Cache

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