Evolution and Engine ODC

In Canada, many people have money but are not confident about investing. So, they let banks or investment funds manage their money and generate returns.

The client works with fund management companies to provide a system that helps users view, manage, and analyze investment data. The system has many parts, but the two main ones are Engine and Evolution.

Evolution (EVO) is a desktop app used by banks and investment funds to manage money and data. It helps users:

Analyze their investment portfolios
Understand profits and performance
Generate reports (monthly, quarterly, yearly)
Track cash flow clearly

The system is regularly updated to meet market needs and improve user experience.

The Engine is the core of the system. It:

Calculates investment data
Processes profits and financial metrics
Uses complex formulas that require technical expertise

The client partnered with TechTIQ Inc. to build an Offshore Development Center (ODC).

The team helped develop and improve the Engine and Evolution systems by providing strong technical expertise and tailored solutions.

What The Client Required

Main features:

Portfolio management
Document generation
Admin panel
Investor relationship management
Multi-tenant support
Evolution system

Our Technologies

Specifically, the TechTIQ Inc. team utilized the following technologies for the project:

Old system:

Angular 9
.NET 4.6
SignalR
RabbitMQ
MySQL / SQL Server
TeamCity

New system:

Angular 9 + Nx.dev
.NET Core
Azure App Services
Azure Logic Apps
CosmosDB
Azure DevOps

Challenges

Very complex calculation formulas
Limited time for knowledge transfer
Time zone differences (late meetings)
Outdated documentation
Difficult testing for automated logic
High data security requirements
Need to quickly learn finance knowledge
Strict security rules
Zero downtime requirement
Large team with different roles

Solutions

Assigned a senior developer to learn and handle the system step by step
Set one main contact for client communication
Prepared content before meetings to save time
Held regular meetings for training and clarification
Encouraged self-learning and Q&A
Conducted team training before changes
Used secure remote access
Encrypted and protected data
Controlled access based on user roles
Used audit logs and regular reviews
Followed strict maintenance processes

Reporting

The team held two weekly meetings with the client to discuss progress, share knowledge, and align with the Product Owner on ongoing tasks. In addition, daily updates were sent via Slack to keep the client informed about progress and any issues. This ensured clear communication, continuous tracking, and quick response throughout the project.

Building A Team

Form up team:

The team follows the workload for each sprint:

Planned and defined by the client
Aligned with project priorities and timelines

QC leads manage test planning:

Create detailed test plans
Submit plans to the client for approval

Manual QC members:

Focus on functionality and regression testing
Understand business logic and requirements
Create test cases and prepare test data in Zephyr

QC leads ensure test quality:

Review test cases for accuracy and coverage
Conduct peer reviews with BA/PO

Test execution and tracking:

Execute test cases systematically
Record all results and evidence in Zephyr

Communication and reporting:

Provide daily updates to clients via Slack
Track progress and documentation in Jira/Confluence

Automated QC members:

Develop test suites for high-priority test cases
Perform regression testing efficiently
Report results and improvements to the client

Defect management:

Log and categorize defects clearly in the system
Prioritize issues based on severity and impact
Collaborate with developers to resolve defects efficiently
Verify fixes and ensure no regression occurs

Advantages Partnering With TechTIQ Inc.

Customer Satisfaction

The client was highly satisfied with the team’s performance and delivery quality. Bug reports were clear and detailed, critical issues were handled with the right priority, and communication remained open and effective throughout the project.

Strong Testing Process

The team maintained a strong testing process with transparent reporting and clear progress tracking at every stage, helping the client stay fully informed and confident in the project’s direction.

Stable System Operation

With support from TechTIQ Inc., the client successfully maintained and operated the Engine system smoothly and continuously, ensuring long-term stability and reliability.

Better Performance & Maintenance

The upgraded system improved overall performance by processing data faster, reducing waiting time for users, and making the system easier to maintain over time.

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Evolution and Engine ODC