Problem

A global financial SaaS platform that powers accounting and reconciliation for large enterprises faced growing friction as it scaled. The root issues stemmed from two recurring bottlenecks:

1. Client Onboarding:
   Each new client had unique compliance rules, reconciliation logic, and approval workflows that had to be hardcoded by engineers. There was no self-serve or configurable system for business or delivery teams to manage logic independently. As a result, onboarding timelines often stretched into months, especially when working with enterprise clients that required granular customizations for financial workflows.

1. Monthly Change Requests (CRs):
   Once a client was live, frequent CRs would follow—such as tweaks in approval thresholds, exception rules, or compliance checks. However, since every rule update had to be routed through engineering, even small CRs took weeks to implement. This created a backlog of unshipped requests, leading to slower SLAs, frustrated clients, and loss of agility in managing financial operations.

Compounding the issue was the company’s dependency on IT for every logic or workflow iteration. Business teams had no way to preview, test, or deploy changes on their own. This bottleneck limited operational scale, delayed time-to-value for clients, and forced the company to choose between growing its dev team or slowing down delivery.

Solution:

To eliminate this dependency loop and increase delivery velocity, the company deployed Nected as an on-premises, white-labeled rules engine and workflow automation platform for internal teams.

Here’s how it transformed operations:

1. On-Prem + White-Labeled Deployment:
   Nected was deployed within the company’s secure infrastructure and rebranded as an internal tool. This ensured full data control, enterprise-grade compliance, and smooth alignment with existing IT security protocols.

2. Per-Project Logic Configuration:
   Instead of hardcoding business logic for each new client, delivery teams now use Nected’s visual rule editor to define, update, and manage custom logic. From reconciliation thresholds to multi-level approval paths, everything is configured using Decision Tables, Formulas, and Workflows—all without writing code.
   
   Each client instance is scoped using Nected’s per-project licensing, allowing isolated logic environments with dedicated rule sets for each enterprise customer.

3. Self-Serve Change Request Handling:
   Business teams can now independently make CR-related updates using Nected’s no-code interface. Whether it’s updating a financial exception rule or changing a risk-check parameter, CRs are deployed within hours or days—not weeks.
   
   This has freed the engineering team from repetitive configuration work and enabled faster response times for high-value clients.

4. Real-Time Testing & Publishing:
   With built-in versioning, preview modes, and test environments, delivery teams can safely experiment with logic before pushing to production. Each rule update includes audit trails and rollback options, ensuring both speed and safety for financial rule deployments.

5. Future-Proof with Embedded Client Access:
   The company is now preparing to roll out Nected’s embed feature, allowing clients themselves to log in and manage certain business logic directly inside the product interface. This will further reduce delivery overhead, improve client autonomy, and allow for real-time customization.

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