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Overview.

Client is a 125-year old national professional organization of Certified Public Accountants (CPAs) in the United States. Client has more than 418,000 members in 143 countries providing services to private companies, public practice, government, education, student affiliates and international associates. Client sets up ethical standards for the aforementioned entities.

Challenges.

  • Highly customized UI with cross browser incompatibilities
  • Complex transaction data purging and archiving needs
  • Need for simplified system administration of the Pega deployment landscape
  • Need for the latest Pega Knowledge Management features

Solution.

  • Upgraded the platform and frameworks from Pega v7.2 to v8.1 resulted in reduction in application defects with the purging of deprecated components and inclusion of advanced features
  • Enhanced the look and feel of the application by leveraging Pega 8.1.6 OOTB controls and using the updated style guide available in 8.1 UI Toolkit
  • Configured the latest OOTB System Administration features

PROGRAM DETAILS

  • Technology stack: Pega 7.2 to 8.1, Pega CS 7.21 to 8.1, Pega KM 7.21 to 8.1
  • Engagement model: Onshore (15%) – Offshore (85%)
  • Team size: 10
  • Time to production: 12 weeks

The impact.

Enhanced user experience with the latest responsive UI/UX standards
Additional browser (MS Edge) support was provided
Richer Reporting and Export-to-Excel capabilities delivered
Simplified System Administration (Cluster Management on Admin Studio)
Advanced version 8 capabilities (DevOps, Purge/Archive, RPA, CS, Web Chat) readily available for strategic application needs

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