Streamlining Settlement Distribution

Objective: Maximize financial management efficiency with a web-based accounting software seamlessly integrated with Microsoft Dynamics Great Plains, providing comprehensive distribution and settlement capabilities.

• Target Users: Accounting dept., paralegals and attorneys
• Features: defendant and check mgmt., distribution management, check distribution, letters generation, integration with Great Plains, SSRS
• Technology Stack: .NET 4.5, MVC, JS UI components, SQL Server.
• User Experience (UX): Focus on intuitive navigation, fast performance on intensive tasks, asynchronous task processing with status updates
• Visual Design: Focused on clean design, intuitive screen flows
• Development Process: Iterative development process
• Deployment and Hosting: Deployed on IIS and hosted on-prem
• Challenges Faced: Understanding user workflows in entirety
• Lessons Learned: Early and continuous user feedback and testing are essential. Importance of changing regulatory landscape
• Key Takeaways: Prioritize user experience and adapt quickly to evolving user needs