RW Pierce

Building a Secure Analytics SaaS Tool for RW Pierce

Visual interpretation of data in an artistic style.

The Problem

RW Pierce wanted to give its credit union clients a powerful online reporting tool. The existing prototype was complex and needed to be reimagined as a commercial SaaS application.

Key requirements:

  • A simple interface to explore complex datasets

  • Intuitive demographic visualisation

  • Collaborative features to save, amend, and share reports securely

  • Scalable architecture to manage gigabytes of raw data efficiently and securely

The Idea

We began with an in-depth UX phase, redesigning the reporting interface to ensure ease of use and clarity. Our development team then built a robust SaaS platform using Ruby on Rails, PostgreSQL, and JavaScript, hosted on Heroku for scalability and third-party integrations.

Key features included:

  • Automated, versioned data import toolset for secure uploads and real-time processing feedback

  • Preview functionality for data validation before publishing to clients

  • Rollback capability to restore previous data versions

  • A flexible, intuitive report builder where users filter datasets, generate charts, and create tailored reports

  • Secure, performant querying of large-scale datasets

Close up of functionality selection of Holmes tool.

The Outcome

  • A scalable, intuitive analytics tool for credit unions

  • Interactive charts and maps providing insights into customer demographics and business performance

  • Improved efficiency in data handling and reporting

  • Empowered credit unions to identify trends, target new customers, and strengthen business growth

Image of informative charts embeded in the Holmes tool.

FAQs

  • What challenge did RW Pierce face with its prototype?

    It was complex and not ready for commercial use, requiring a redesign into a secure, scalable SaaS platform.

  • How did Ideas + Outcomes approach the solution?

    Through a UX-led redesign and development of a SaaS application using Ruby on Rails, PostgreSQL, and JavaScript, hosted on Heroku.

  • What features made the platform effective for credit unions?

    Secure uploads with validation, rollback capabilities, interactive demographic visualisations, and a flexible report builder.

  • What results did the new tool deliver?

    Greater efficiency, deeper customer insights, scalable reporting, and stronger growth opportunities for credit unions.

What next?
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