CRM for a Debt Restructuring Leader
Client Overview
A leading debt restructuring and financial services company with over 1,000 employees and a client base spanning individuals and businesses engaged Perigeon Software to modernize their core platform. Handling over 1 million data transactions monthly, the client needed a system capable of streamlining case management, improving operational visibility, and supporting rapid growth.
Project Objectives
- Modernize the existing legacy system with a cloud-ready architecture
- Build a secure, high-performance web application to manage debt case processing, agent workflows, and client tracking
- Implement role-based dashboards and granular access control for multiple departments
- Enhance scalability to support over a million monthly transactions
- Create a robust backend with caching and optimization for high concurrency
Key Challenges
Challenge
Legacy System Bottlenecks
Outdated infrastructure led to performance limitations and hindered scalability.
Perigeon's Implementation Approach
Perigeon Software provided a dedicated project team that collaborated closely with the client’s leadership, operations, and compliance stakeholders throughout the 18-month engagement.
Technology Stack
- Frontend: AngularJS with dynamic form rendering, dashboard components
- Backend: .NET Core APIs with layered architecture and token-based security
- Data Layer: SQL Server with stored procedures for high-throughput operations
- Caching: Redis Cache for real-time performance across agent dashboards
- Infrastructure: Azure-hosted environment with staging & UAT support
Project Delivery Highlights
- Workflow modules for onboarding, case documentation, repayment tracking
- Admin portal for user provisioning, access controls, and audit logs
- Reporting engine for operational insights, compliance metrics, and performance reviews
- Data integrity and consistency measures for concurrent edits and version history
- Weekly agile iterations with monthly UAT and deployment milestones
Results & Business Impact
Operational Efficiency
Reduced case handling time by 40% through the implementation of centralized dashboards.
Scalability Achieved
Successfully processed over 1 million data entries monthly with zero data loss.
Process Digitization
Digitized 95% of internal workflows, improving traceability and process speed.
User Experience
Improved usability led to higher adoption rates across various user roles.
Long-Term Success
Ongoing engagement extended beyond core implementation to support roadmap-driven features.
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