Upgrade to exploit the latest Pega Platform capabilities to the fullest with AI/ML, RPA and CRM features alongside BPM

Pega Upgrade

Client is a 125-year old national professional organization of Certified Public Accountants (CPAs) in the United States. Client has more than 418,000 members in 143 countries providing services to private companies, public practice, government, education, student affiliates and international associates. Client sets up ethical standards for the aforementioned entities.

Business Challenges

• Highly customized UI with cross browser incompatibilities
• Complex transaction data purging and archiving needs
• Need for simplified system administration of the Pega deployment landscape
• Need for the latest Pega Knowledge Management features

What we did

• Upgraded the platform and frameworks from Pega v7.2 to v8.1 resulted in reduction in application defects with the purging of deprecated components and inclusion of advanced features
• Enhanced the look and feel of the application by leveraging Pega 8.1.6 OOTB controls and using the updated style guide available in 8.1 UI Toolkit
• Configured the latest OOTB System Administration features

Program details

• Technology stack: Pega 7.2 to 8.1, Pega CS 7.21 to 8.1, Pega KM 7.21 to 8.1
• Engagement model: Onshore (15%) – Offshore (85%)
• Team size: 10
• Time to production: 12 weeks

Business Benefits

• Enhanced user experience with the latest responsive UI/UX standards
• Additional browser (MS Edge) support was provided
• Richer Reporting and Export-to-Excel capabilities delivered
• Simplified System Administration (Cluster Management on Admin Studio)
• Advanced version 8 capabilities (DevOps, Purge/Archive, RPA, CS, Web Chat) readily available for strategic application needs

Our Pega Practice

• Total Pega Practice of 800+
• Pega Platinum Partner
• 2000+ Person Years of Pega expertise
• 300+ successful Pega Implementations
• > 115 Certified Lead System Architects (CLSA) 
• A Certified Pega Upgrade Partner
• Specialist Pega BA and QA Practice
• Global ODC’s Bangalore, Hyderabad and Nearshore UK
• Nearshore North American Development Center