Strategy and Solutions

Zymr rebuilt the frontend using React, Material UI, and Tailwind CSS. The backend was re-architected to support multi-tenancy on Kubernetes, with data isolation via AWS Aurora. WebSocket-based collaboration using Yjs CRDT enabled real-time editing and versioning. GitLab CI/CD was set up with observability via Prometheus and Grafana. The backend was refactored into GraphQL and REST APIs, supporting integrations with Stripe, Xero, and QuickBooks.

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Cloud-Native Revamp of a Financial Planning SaaS Platform

About the Client

A mid-sized SaaS company offering B2B financial planning tools for SMEs and startups. The client needed to modernize its legacy AngularJS-based platform to support scale, extensibility, and collaborative workflows.

Key Outcomes

Feature rollout lead times dropped by 70%.
Real-time usage analytics boosted roadmap decisions.

Business Challenges

The legacy frontend made UI improvements difficult, while single-tenant architecture reduced scalability. The platform lacked real-time collaboration and modern APIs, limiting integration with tools like Stripe and Xero. Deployment cycles were manual, causing delays in feature rollouts.

Business Impacts / Key Results Achieved

User engagement increased by 40% due to collaborative UX, while deployment velocity tripled. Infrastructure costs fell by 25% and the platform gained higher ARR retention driven by integration capabilities.

Strategy and Solutions

Zymr rebuilt the frontend using React, Material UI, and Tailwind CSS. The backend was re-architected to support multi-tenancy on Kubernetes, with data isolation via AWS Aurora. WebSocket-based collaboration using Yjs CRDT enabled real-time editing and versioning. GitLab CI/CD was set up with observability via Prometheus and Grafana. The backend was refactored into GraphQL and REST APIs, supporting integrations with Stripe, Xero, and QuickBooks.

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