Converting Enterprise Report Systems for the Banking Industry

About the Client

Suntell is a national software development company providing full-lifecycle commercial loan management software to the banking industry. Their platform integrates multiple third-party components to deliver comprehensive reporting, compliance, and portfolio management capabilities to financial institutions across the country.

As the banking industry's reporting requirements evolved, Suntell needed to modernize their report generation infrastructure — a critical component that underpinned daily operations for their banking clients.

The Challenge

Suntell needed to convert over 500 pre-defined reports to a new report engine. Their software integrates multiple third-party components, adding complexity to what was already a large-scale conversion effort. The project required developers who could work independently with minimal oversight while maintaining consistent quality across hundreds of report templates.

The engagement required:

  1. Large-scale conversion. 500+ pre-defined reports needed to be accurately migrated to the new report engine without disrupting existing banking operations.
  2. Independent execution. After a kick-off meeting and receiving component licensing and specific instructions, the team needed to work autonomously with periodic delivery checkpoints.
  3. Non-disruptive communication. Suntell needed a partner who could deliver results without excessive meetings or communication overhead that would pull their internal team away from other priorities.

The Solution

After a kick-off meeting, Active Logic received the necessary component licensing and specific instructions, then worked independently — periodically delivering results for review. Communication happened via Slack on an as-needed basis, described by Suntell's leadership as "not excessive, thereby not disruptive."

Autonomous Delivery

Active Logic's engineers ramped up quickly after the initial kick-off, working independently through the report conversion backlog. Periodic deliveries kept Suntell informed without requiring constant oversight or status meetings.

Precision at Scale

Converting 500+ reports required meticulous attention to detail across every template. The team maintained consistent quality standards throughout the engagement, ensuring each report met Suntell's specifications for their banking clients.

Efficient Communication

Using Slack on an as-needed basis, Active Logic eliminated communication overhead while remaining responsive when questions arose. This approach respected Suntell's internal team bandwidth and kept the project moving without friction.

The Outcome

The project was successfully completed with satisfactory quality within the original estimate. Running from April through September 2021 with a budget of $50K-$199K, Active Logic delivered the full 500+ report conversion on time and on budget — validating the efficiency of the autonomous delivery model for large-scale technical migration work.

"Incredibly bright and talented group of developers on the team and true professionals to work with."

Ronnie Wooten President & COO, Suntell

Technology

Custom Software Development Report Engine

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