Business Context
The client had spreadsheet-heavy planning workflows, inconsistent forecasting logic and no unified data source across teams.
They wanted a secure SaaS model with subscriptions, tenant isolation, and white-label reporting for advisors and enterprise clients.
Core Challenges
- Inconsistent planning models and duplicated financial data.
- Manual reporting that consumed significant analyst hours.
- Need for strict tenant isolation for enterprise subscriptions.
- Limited product analytics for customer behavior and feature usage.
Solution Delivered by RDIGI WORKS
RDIGI WORKS designed a modular SaaS architecture with reusable calculation engines, configurable dashboard widgets and role-based user journeys.
We delivered subscription-ready billing flows and a planning interface optimized for rapid scenario modeling with version tracking.
- Tenant-aware architecture for secure account segregation.
- Custom planning modules with reusable formula templates.
- Executive dashboards with live KPI summaries and alerts.
- Integrated subscription management and trial conversion flows.
Technology & Architecture
The platform was engineered for speed, reliability and future scaling with a modular service architecture.
- Next.js frontend for fast, SEO-friendly experience layers.
- Python services for heavy calculation and planning logic.
- PostgreSQL schema designed for tenant segmentation and history.
- AWS infrastructure with observability and deployment automation.
Outcomes & Impact
- 58% reduction in report preparation time for pilot clients.
- 3.1x improvement in scenario analysis turnaround.
- 27% trial-to-paid conversion in early GTM phase.
- Higher retention driven by dashboard adoption and reporting clarity.
Execution Process
- Requirements mapping with finance analysts and product owners.
- Rapid prototype of scenario builder and reporting dashboards.
- Phased sprint delivery with UAT from early adopter clients.
- Launch hardening, billing QA, and analytics instrumentation.
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