Custom Permissions Management Solution for the Fintech Sector

Challenge

Multiple complex factors needed detailed planning before execution, although the general project idea seemed simple enough. Throughout development, the client took an active role. Through active and early involvement, stakeholders discovered and solved future potential problems, which resulted in a trouble-free development process free from major impediments.

The project team maintained close collaboration with stakeholders to align requirements with business objectives. The team handled all emergent problems through early discussions to achieve efficient solutions.

Solution

A-listware developed a solution that operated entirely throughout the NetSuite ecosystem using different essential components. Through customization and automation, the solution provides centralization to handle both permission request submission and approval.

Key Features of the Solution

• Centralized Permissions Request System: The solution allows users to submit requests for permissions in a single application interface. This centralization simplifies the initial step in the process, enabling users to quickly identify and request access to the necessary external systems or modules within NetSuite.
• Automated Approval Workflow: A custom workflow was developed using SuiteScript 2.0 to automate the approval process. Once submitted, the system automatically routes the request to the designated business owner for review, ensuring that all approval tasks are carried out efficiently.
• Flexible Permissions Setting: Business owners remain in control of the actual permissions settings, which gives them the power to determine access levels for the users in their departments. This arrangement fosters accountability and transparency while also allowing for compliance with internal policies.
• Quarterly Reporting: The solution facilitates the generation of quarterly reports that provide insights into all users with access to specific platforms. These reports inform business owners of current permissions, allowing them to review and manage access effectively.
• Enhanced Transparency and Compliance: The automated system provides an auditable trail of all permission requests, approvals, and changes made to user access. This transparency helps to ensure compliance with industry regulations and fosters trust among stakeholders.

Technologies Used

To achieve the project’s objectives, A-listware leveraged a range of technologies and tools integral to the development of the solution:

• NetSuite ERP: As the core platform for hosting the permissions management system, NetSuite provided the necessary infrastructure for implementing various customizations and workflows.
• SuiteScript 2.0: This advanced scripting language enabled A-listware’s developers to create customized features and automation processes, ensuring an efficient and effective execution of the approval workflow.
• NetSuite Modules Customization: Various NetSuite modules were customized to optimize the solution specifically for the company’s requirements, allowing for a more user-friendly experience.
• NetSuite Automation: The focus was on automating manual tasks, enhancing efficiency, and minimizing human error.
• Azure DevOps: This tool was utilized for project management and version control, allowing for smooth collaboration among the project team members and efficient tracking of project milestones.

Team Structure

The project team included one QA engineer, two full-stack developers, and one designer. The team collaborated as one unit to create and test the solution and develop its design. The integrated teamwork between team members delivered crucial benefits for meeting the strict performance expectations of the fintech client.

Results

Implementing the custom permissions management solution resulted in significant improvements across various facets of the organization. Key outcomes included:

• Enhanced Security: By centralizing permissions requests and approvals, the organization significantly mitigated risks associated with unauthorized access. The enhanced approval workflow ensured that access was granted strictly on a need-to-know basis, aligning with security best practices.
• Increased Compliance: The solution helped the organization maintain compliance with industry regulations and internal policies. The quarterly reports contributed to ongoing oversight, enabling business owners to remain informed about who has access to their platforms and the permissions granted.
• Improved Transparency: Stakeholders benefited from increased visibility into the permissions management process. The user-friendly interface made it easy for employees to request access, while business owners could quickly track and manage these requests, enhancing overall accountability.
• Streamlined Processes: Automating the approval workflow reduced the time and effort required to manage permission requests manually. The organization gained greater operational efficiency by eliminating lengthy approval chains and minimizing administrative burdens.
• User Satisfaction: The solution provided a transparent and efficient method for requesting and tracking permissions, leading to increased user satisfaction. Employees appreciated the ease of submitting requests and the clarity around approval timelines.

Conclusion

A-listware’s partnership in developing a comprehensive permissions management solution has transformed how the finance industry organization manages access to its systems. By centralizing the submission and approval processes, improving transparency and compliance, and empowering business owners to manage their permissions, the client has reinforced its operational foundations.

In an increasingly regulated environment, having robust and efficient management controls is essential for safeguarding organizational data and ensuring compliance. The successful implementation of this project underscores the value of tailored software solutions in enhancing operational efficiencies and security.