Textellent
Challange
Textellent offers a better way to engage and keep customers through text message marketing. To enable the Tax preparation services Textellent has to build the integration with different software such as Drake, Intuit ProSeries, Taxwise Desktop & Online, CrossLink Professional Tax Software, TaxWare, Tax Slayayer Pro, Lacerte Tax, Rig Tax and others.
Textellent has to build at speed and scale to handle clients’ info uploads of Textellent customers from various Tax software, before the import files required to be validated and then processed.
What Complere did?
Textellent, a leader in Business Texting Solutions and named to one of the top spots by Software Advice (a Gartner company) in the 2020 year-end FrontRunners Report for SMS Marketing Software. Textellent provides a robust, flexible platform with rich out-of-the-box functionality and strong integration capabilities with Tax Softwares.
Complere approach to building real-time Integrations as microservices using Talend ESB for each Tax Softwares, where we have split the problem into master, branches and slave concept. Masters service is responsible to route the validation or process request of the requested software branch, Branches are where validation or processing is done of the client info and the slave job is common for all the branches which are responsible to load the transformed data into the database.
The scope of the engagement included the following initiatives :-
Search and Build
Build the transformations from scratch specific to each Tax software.
Processing
Build the REST validation framework which should validate the client info uploads from Textellent customers, response error and its description in a realtime.
Fix Error
Build the error logging and rejects logging mechanism to identify and troubleshoot failures.
Validating
Build a robust REST framework to take the request from the Textellent portal and send the same for validation and processing.
Build Process
Build the standard slave process to consume processed files produces by the branches.
Result
Build a process to support both real-time client info validation and scheduled based client info processing
Complere solution benefited the Textellent in the following ways:
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The generic framework in the system requires minimal customization, which ultimately saves development efforts and significantly reduces the cost of future implementation.
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The Talend ESB tool based microservices reduced 70% efforts on the development side.
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The Talend ESB tool based microservices reduced 70% efforts on the development side.
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Real-time data validation solution increased the customer satisfaction score by identifying the mistakes in the client info uploads.
Summary
Complere provided Textellent with a simple, easy to handle and high-performance data transformation solution. With the new solution, Textellent can enable its customers to uploads their client info and manage the transformed data in a centralized location. Improved rate and quality of transformations would not only help them quickly realize high ROI on their investment but also enable them to acquire major customers with a large business base in the long run.