Technical Assessment and Code Audit for a Finance Client from the USA

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Case Study

DevCom delivered code audit services to a client in the finance industry. Over several phases, the DevCom team assessed the code, optimized the CI/CD setup, and established clear task tracking in Jira. We also provided the client with numerous documentation templates and examples used in the software development process.

The Client and the Challenge

A finance and insurance service provider from the US contacted DevCom for a comprehensive technical audit to improve their system’s code quality, architecture, security, and overall software development lifecycle. The client was specifically looking for a vendor with proven technical assessment skills, CI/CD optimization insights, and recommendations that bring results.

The Solution

The DevCom team, which consisted of three people, including a technical lead, immediately got to the task. Through the course of the audit, they delivered the following services:

  • Initial assessment and planning

    The project began with a kickoff meeting to clarify the scope and set goals. DevCom’s team worked with the client to outline resource allocation and develop a roadmap for the audit project.

  • System audit and technical analysis

    We conducted a thorough audit, focusing on code quality, security, CI/CD practices, and design patterns.

  • Documentation and process setup

    DevCom set up structured task management in Jira and provided documentation templates to standardize workflows and establish a consistent testing process.

  • Technical debt management

    Recognizing the client’s rapid development needs, DevCom offered recommendations for managing their technical debt. Implementing these ensured future growth without compromising code maintainability.

  • Feedback loops and process improvement

    Throughout the project, we used AI tools to streamline the code audit processes, enhance documentation efficiency, and refine communication with the client.

  • Final deliverables

    The project wrapped up with a detailed project closure report (Tech Audit Summary), a custom audit checklist, and documentation templates we designed for the client.

Results and Impact

The audit helped the client meet their goals, improving system efficiency and clarity around task management. The structured approach and AI-driven improvements laid the foundation for scalable enhancements to the client’s system.

The experience illustrated the importance of early resource planning and clear scope definition. It also highlighted how using tools (like Jira, SonarQube, and AI-based apps) can streamline the code quality audit process and make it more effective.

TOOLS AND TECHNOLOGIES USED

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