Banking Institution
Loan Platform Transformed with Power BI Integration
the Challenge
Modernizing a Loan Platform for Security, Accessibility, and Data Insights
A regional lending institution needed to modernize its online loan application platform. The organization serves blue collar and middle-class consumers and partners with retailers to provide financing alternatives to high-interest lending options.
The goals were clear: create a secure, user-friendly, mobile-responsive, and accessibility-compliant platform while also building stronger data capabilities. They wanted a partner who could stabilize the platform immediately, then build a foundation for future innovation, including advanced analytics through Power BI.
The solution
Agile Software Development with a Data-Driven Approach
Our three-year engagement began with a comprehensive Discovery audit and migration of applications from a previous vendor. Using agile best practices, we implemented a Scrumban process, built a prioritized backlog, and focused on improvements in security, analytics, and the customer journey.
A key milestone was the integration of Power BI. By replacing spreadsheet-based reporting with dynamic dashboards, the lender gained access to real-time analytics and actionable insights.
The Plan
Agile Sprints Delivering Continuous Value
Immediate Support: During the Discovery phase, we identified a range of issues and security vulnerabilities. These were prioritized and resolved quickly to stabilize the platform. We also seamlessly transitioned support and assumed responsibility for both consumer and retail-focused loan applications.
Long-Term Overhaul: We redesigned the front end of both loan applications to deliver a mobile-friendly, ADA-compliant, and secure experience. Monthly monitoring for Common Vulnerabilities & Exposures (CVEs) ensures proactive risk management.
Growth & Insights: Through our Development-as-a-Service model, the institution spread investment costs over time, including the buildout of a third retailer-specific loan application. Alongside feature development, we rolled out Power BI dashboards for real-time analytics, improved debugging, and streamlined vendor reporting—empowering the lender to grow strategically with data-driven decision-making.
"We reached out to Red Hawk Technologies due to an immediate need to transfer support of our online consumer loan application. Within a few short months, the Red Hawk team was providing rapid bug fixes, improvements, and strategic guidance," says the Chief Technology and Innovation Officer. "They are true partners—responsive, attentive, and committed to our success."
The Results
Stability, Security, and Strategic Insights
Our collaboration delivered measurable outcomes:
The Future
Expanding Agile Development and Power BI Capabilities
We continue to support this financial services provider by expanding Power BI capabilities and integrating workflow automation to further streamline operations. Ongoing support ensures their three loan applications remain stable, secure, and ready for future innovation.
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