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Investment Professionals Organization

Client

A non-profit organization in the finance and investment industries. It provides one of the most recognizable certifications for investment professionals.

Challenge

  • The client needed an outsourcing partner that could help it digitize professional exams.
  • Project had already begun in Salesforce CommerceCloud (SFCC), but the original vendor wasn’t able to deliver project on time because of numerous issues with SFCC.
  • Client had a non-standard selling flow, where the customer could only buy certain products (exam appointments) after meeting prerequisites (e.g. a customer needed to pass the Basic exam before they could buy the Advanced one).
  • Custom integration with Sovos tax provider was required.

Benefits

  • The system is now able to hold a high number of requests without any interruptions.
  • New products can be rolled out much quicker.
  • Platform with up-to-date technologies and processes to react quickly to business needs and requests.
Architecture Diagram
Architecture Diagram

Technology stack

BigCommerce

(e-commerce core, storefront)

Netsuite ERP integration via Dell Boomi

(integration platform)

Sovos integration

(tax provider)

React and Node.js
Azure AD B2C integration for SSO

Solution Highlights

  • Completed a quick proof of concept (PoC) and demonstrated that all features can be implemented with BigCommerce on time.
  • New solution supports SSO through Azure AD B2C.
  • Implemented custom integration with Sovos for tax calculations.
  • Integrated the solution into client’s enterprise ecosystem.
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