Solution:
Spring 2020. COVID lockdowns…
- Banks need to QUICKLY build software for field managers (couriers) that visit customers to provide bank services that can’t be provided remotely: opening an account for new customer, a new credit card, etc.
- Optimally plan work activities and routes for hundreds of bank couriers, considering:
- location of customers and desired time of visit
- desired location of the start and end day of the courier
- transportation of couriers by car or public transport
- predicted and actual real-time traffic jam
- Customer scoring algorithms
- Bi-directional integrations with other banking systems
- Admin panel and rich end-user web GUI
- Reporting subsystem, exports to Excel
Tech stack:
- PHP and Yii2 framework for rapid-development and easy integration with other PHP/Yii2-based bank systems
- Vue.js for admin panel
- API / Swagger for other bank systems written on Angular
- Integration with external address parser and normalizer + caching
- Integration with external routing service
- Domain Driven Development (DDD) approach
- Unit testing, Codeception
- Docker, CI/CD process, and test environments with test data for all auto tests
Results
- The system was quickly developed, deployed and started to work in the bank (our client’s client)
- The system helped the bank to attract many new customers everyday. And the customers receive all services without visiting the bank.
- The bank’s couriers are now utilized in the most optimal way: optimal route schedule for every day for each courier, monitoring performance in real-time, optimal replanning when visits should be cancelled / shifted / added
- The system is ready for scaling for other banks - so our client will multiply the profit