Report Generator for a Financial Services Company

I had the privilege of leading the development of a highly efficient and scalable Report Generator application for iMax Global Ventures. This project aimed to automate the time-consuming process of generating and emailing reports to clients, replacing the need for manual intervention.

As the Full-stack Developer and unofficial team leader, I played a vital role in bridging the gap between the development team and the company management. Working closely with a team of two other developers, we successfully built the application from scratch, ensuring a seamless user experience and robust functionality.

The Report Generator application offered a range of features to enhance the reporting process:

• Users could generate highly interactive reports in multiple formats, including tabular, matrix, and summary views.
• The application provided flexible sorting, filtering, and grouping capabilities, empowering users to manipulate data according to their preferences.
• We designed the application to be highly scalable and efficient. To avoid repetitive code, we developed a modular structure that allowed developers to add new report types by simply adding a new row in the database.
• User authentication was implemented using JSON Web Tokens (JWT) to ensure secure access to the system.
• We integrated a Banking API from Decimal Technologies, enabling seamless retrieval and storage of bank transactions in the client's database.
• To enhance the user experience, we implemented routes for downloading and emailing reports in PDF and Excel formats, leveraging the capabilities of Sendgrid for email delivery.
• Additionally, we integrated an API to facilitate sharing reports on WhatsApp, expanding the communication channels available for report distribution.
• A Chatbot API was also integrated into the application, providing quick answers to common user queries and further improving the overall experience.

The Report Generator application has made a significant impact on iMax Global Ventures and its clients. Hundreds of client companies now benefit from the automated report generation and delivery process, resulting in substantial cost savings. By eliminating the need to hire additional executives, the company saves over $10,000 annually.

Throughout the project, I demonstrated my expertise in a wide range of technologies, including:

• Backend development: Node.js and Express.js
• Frontend development: React and TypeScript
• Database management: Oracle Database
• Authentication: JSON Web Tokens (JWT)
• API Integration: Decimal Technologies (Banking API), Sendgrid (Emailing), WhatsApp API (Report sharing)
• Additional Integration: Chatbot API

I am proud of the collaborative effort and the successful outcome achieved with the Report Generator project. It was a rewarding experience that allowed me to apply my skills, contribute to a valuable solution, and make a tangible impact on the operations of iMax Global Ventures.