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The modern financial world dictates its own rules. By including the critical success factors in this area, one can distinguish effective management of relations with the client. Reliable CRM solutions guarantee this goal because they contribute to optimizing many processes, thereby increasing productivity and taking customer interaction to a new level. In this article, we would like to share with you the best CRM systems that have been created, taking into account the characteristics and needs of modern financial companies.

What Is CRM for Financial Services?

CRM for financial services is software designed to manage customer contacts and improve comprehensive business performance. The main goals of financial CRM software are to automate processes, provide detailed analysis of client data to understand customer requirements better, reduce financial costs, and increase the effectiveness of strategic planning. Thus, all of the above in the complex helps to boost profits and strengthen the company's and brand's positions in the market.

How to Choose a CRM for Financial Services

Let's not argue that choosing CRM software for banking industry is difficult. However, we are ready to help you with this task by providing detailed tips.

First, you should clearly define the specific goals and the needs you intend to achieve/satisfy using CRM in financial services. Do you need only a system to manage customer relationships, optimize marketing campaigns, or increase sales? Or do you want it all together? Once you decide on your own goals, you can automatically narrow down the range of potential options. 

Regarding security, you have to be sure that the CRM system fully complies with modern data protection standards and is designed considering all reliable encryption mechanisms. This not only reduces the risk of data duplication but also maximizes the efficiency of your work processes.

It is also worth checking the CRM provider's support and training. Reliable support and the opportunity to receive professional training guarantee rapid business growth without downtimes and human-made errors. That’s why you should research reviews about your chosen service provider to see how comprehensive their support is.

In the end, the cost of the CRM system should not be devalued. Conduct a comparative analysis of various CRM systems, taking into account both initial costs and, accordingly, future costs, including further maintenance and updating.

Therefore, the main recommendation is to choose a system that offers the best balance between its cost and the quality of possible results for your company in finance.

Top 5 CRM solutions for Financial Services Businesses

It's time to share the top-5 CRM solutions for financial services known for their versatility, reliability, and power to manage customer relationships. However, note that each CRM for fintech from our list has its own features, which you should pay attention to while choosing the best option for your business.

Salesforce CRM

Salesforce is one of the leading CRM solutions, and its development team is confident in bringing its expertise to the financial services industry. This system includes tools that have been designed to meet the needs of many private equity firms, as well as the needs of companies working in related fields (banking, mortgage insurance). Within its core is a vast database to better understand customers' needs, habits, and behavior patterns. Other distinctive feature of this software solution is the ability to create custom modules adapted to the individual tasks and goals of a specific business (however, it is important to understand that the cost of deploying and supporting such a customized system will increase significantly). Moreover, it is equipped with AI-based analytics, helping consultants obtain even more valuable customer insights in no time. Among its other benefits are the ability to consolidate disparate data and optimize lead management, as well as almost unlimited scalability and flexibility.

Its disadvantages include that its work fully depends on the stability of the Internet connection and that its price may be too high for growing businesses. In addition, this CRM has a lot of modules, and the initial setup of the system often requires the participation of a narrow-focused specialist.

Envestnet Tamarac CRM

This fintech CRM focuses on helping independent financial advisers provide more personalized investment expertise to individual clients. Envestnet Tamarac CRM offers intelligent real-time reporting to help track customer progress toward their financial goals. The presence of optimized business adaptation processes for new customers is worth noting, as it allows you to quickly and easily create new accounts through Salesforce. This system is built entirely on the Microsoft Dynamics platform with a familiar Microsoft Outlook interface. Also, in the mobile version, consultants can enter the system «as a client», which enables them to see the dashboard exactly as their client would see it.

The cons of this solution include poor collaboration functionality because, as we mentioned above, it was designed initially for individual consultants.

Wealthbox CRM

This platform is flexible enough to be suitable for a wide range of users—from financial consultants to custodians and large firms combining the functions of broker and dealer. CRM data management, multi-channel client communication, and integration with social networking platforms like Twitter. With it, you can customize «under yourself» business processes or rely on business process templates using conditional logic to automate routine tasks. Also, it provides the ability to use Kanban dashboards to track potential financial transactions and keep abreast of how to work with potential clients. Wealthbox CRM is popular because of its low entry threshold.

However, along with all these benefits, this solution has several drawbacks, too. For instance, some users are dissatisfied with the poor householding functionality. In addition, Wealthbox may not be suitable for people who need to sync with Outlook calendar.

Zoho CRM

Zoho financial CRM software helps collect and organize all customer data, including basic CRM-related information, financial documents, financial policy information, and insurance records. This fintech CRM software offers tools for working with so-called «assets under management» to track all your transactions with financial institutions and other companies (here, we mean AUM tools where AUM is Assets Under Management). With built-in support modules (case modules), you can match your customers' needs with more financial data to provide efficient support. It is worth mentioning «Zia» – the Zoho assistant based on artificial intelligence, which adds a thoughtful layer of forecasts and suggestions for customers and helps you know when and how best to contact them.

At the same time, some Zoho users complain about limited customization features, poor reporting capabilities, and inconvenient dashboards.

NexJ CRM

NexJ is an intelligent financial services CRM with highly specialized modules for financial and banking consultants (specifically, they can use the private equity management module). This CRM system focuses on the specifics of the regional market with experience in more than 60 countries, and all this is thanks to the active use of artificial intelligence, machine learning, and data analytics. These technologies, properly implemented in this solution, allow consultants to concretize their financial recommendations. 

In general, NexJ looks and feels like a highly professional system, but some users note that they feel confused when they have to leave their requests on its pricing. 

Conclusion

The range of financial services available today requires the integration of automated software solutions that are practical, flexible, and more affordable than traditional consultants, whose services were only affordable for some.

CRM for financial services, private capital management, debt resolution, and pension planning are sophisticated tools that go beyond conventional databases. They are designed to foster trust and build long-term relationships with your clients. As all financial services are future-oriented, financial CRM systems help you provide brighter and more profitable prospects for your customers, your company, and, of course, your personal and professional success as a consultant. Thus, the financial CRM system allows you to achieve the best financial results for your customers and provide them with the best service.

The future of healthcare is digital. In 2022 alone, the global patient portal market reached $2.9B, as the Grand View Research reports. By  2030, it’s projected to grow even higher—at a CAGR of 19.44%. This trend reflects how public and private healthcare organizations strive to digitize paper documentation and automate everyday business operations.

Indeed, the stakes in healthcare are high. Even minor errors can lead to incorrect diagnoses and worsen patients’ conditions. This is where patient portal software greatly minimizes errors, particularly those caused by human factors 

Below, read on how to create a patient portal. We’ll analyze the target audience’s needs, dive into the most successful examples of its implementation, and examine the nature of the target audience's requirements.

What is a patient portal system?

An online patient portal is a web or mobile solution (usually for Android and iOS platforms) that gives patients access to medical records, helps schedule appointments in a few clicks, and easily communicate with healthcare providers at any time. 

By automating the interaction between the parties via the patient portal, organizations can improve the quality of care while making their services more accessible and convenient for patients.

In particular, modern patient portal requirements are:

• Fast and secure access to their medical data and records with guaranteed privacy protection.
• High-quality medical services without the need to wait in long queues.
• A clear understanding of the treatment plan and progress.

Healthcare organizations instead aim to:

• Reduce their administrative costs – in particular, for maintaining paper documentation.
• Maximize personnel efficiency without the risk of burnout.
• Increase patient satisfaction through transparent interaction and remote patient monitoring.
• Comply with the healthcare regulations.
• Reach a new level of income by reducing expenses and attracting new patients.

That is why the patient portal system is the one-stop solution that, if implemented correctly, covers all the above-mentioned needs. This is typically achieved through the following features:

• Access to medical records (including medical history and test results).
• Appointment booking (with the option to select the date, time, and doctor).
• Online consultations (for example, via video calls and chats with doctors).
• Repeat prescription orders (automatic issuance of electronic prescriptions and reminders for refills).
• Online bill payment.
• Personal data management (including patient contact information).
• Push notifications (reminders for upcoming visits, tests, vaccinations, etc.).
• Educational materials.
• Feedback tools (surveys for patient satisfaction and forms for submitting complaints, etc.).

Types of patient portals: Which fits your healthcare needs?

Generally, there are two global types of patient portals: integrated and standalone. The former is presented as a component of electronic health records (EMR/EHR) and is fully tied to the infrastructure of a healthcare facility. Integrated portals ensure uninterrupted data exchange between doctors and patients but, in the case of ready-made solutions, are limited by the functionality offered by the specific healthcare provider.

Standalone portals, however, come in two forms: SaaS and on-premise. The former are hosted in the cloud and are available by subscription, which is especially convenient for healthcare providers within small organizations. Their advantage is quick deployment and configuration. At the same time, their customization options are often limited. 

As for the second category, these are software solutions installed on local servers of a specific healthcare organization. They provide comprehensive control over data but require significant infrastructure and support costs. They can also be difficult to scale and integrate with third-party solutions.

It is worth noting that every medical organization has its own regular processes and specific business tasks distributed among different departments. In particular:

• The reception desk keeps track of patient records.
• Laboratories collect, process, and store test results.
• The finance department is responsible for payments and insurance processes.
• Doctors and medical personnel work with medical records and appointments.

All the above processes can rarely be integrated into a single system, which makes it difficult to automate them using only one off-the-shelf patient portal. Moreover, medical institutions vary greatly in specialization (including clinics, dentistry, laboratories, hospitals, etc.), and ready-made products do not always meet their needs. 

If we add to this the need to comply with regional security standards for patient data, it becomes clear that out-of-the-box solutions may not be viable. This is the main reason why healthcare organizations are increasingly resorting to custom healthcare portal development.

Patient portal requirements: Key features and functionalities

Now, let's check the main functionalities and features that should be integrated into a patient portal.

User authentication and access management system

This portal component uses OAuth 2.0 and OpenID Connect for secure login. It protects users' credentials and enables multi-factor authentication. Usually, developers provide multi-level access with restrictions based on user roles (including patients, doctors, administrators, etc.). 

At the same time, when implementing role-based access, it is important to adhere to widely recognized patient data security policies, such as HIPAA and GDPR. Specifically, doctors and administrators should have full access to all patient data. In contrast, individual patients should only be able to view, edit, and delete their info.

Medical data storage

The storage is located on local or cloud servers using AES-256 and TLS 1.3 for data encryption. By the way, many cloud vendors have ready-made solutions for healthcare organizations that meet the standards of patient data privacy (including AWS HealthLake, Azure Healthcare, and others). It is also crucial to ensure that such storage is protected against data misuse and unauthorized access.

Integration with EHR systems

This integration is necessary for consolidating patient data. Thus, developers must adhere to FHIR and HL7 standards to ensure compatibility and data exchange. As for the integration itself, if we are not talking about legacy solutions, it is carried out through an API. 

Finally, to ensure that the patient portal system complies with the requirements of the National Coordinator for Health Information Technology (particularly, the ONC's Cures Act), it is essential that the platform could get full access to the patient, with all the ability to edit and delete.

Appointment schedules, doctors’ cards, and telemedicine tools

The first two components involve creating a catalog with therapists’ information and a scheduling system where patients can book visits. This can be achieved through RESTful API to synchronize with hospital calendars. Also, integrating with trusted video communication platforms like Zoom Healthcare can facilitate direct communication between patients and doctors.

Automation of bill calculations and online payments

Online payments are processed through integrations with payment gateways like Stripe or PayPal. In general, they must support PCI DSS standards. As for the automated billing system, this is essentially a regular calculator that “pulls up” data on the cost of services selected by the patient and sums them up (minus insurance and benefits, if any).

Integration with wearable devices

This is necessary so that doctors can monitor the condition of patients in real time. To do this, developers use APIs to collect data from devices (for example, from Apple HealthKit or Google Fit, as well as more specialized IoT equipment). At the same time, they must also implement a mechanism for obtaining prior patient consent to collect personal data.

Messaging 

It also makes sense to integrate a chat (with the ability to attach media files) for interaction with doctors, supporting end-to-end encryption (E2E) and using WebSockets protocols that provide real-time messaging.

User dashboards

The patient portal needs an interface for each user role. Basically, it should adapt the data and tools for doctors, admins, and patients. Among other things, it can also be enriched with advanced analytical tools. For example, Power BI or Tableau can be used to generate reports and visualize data (assessing attendance dynamics, treatment results, patient satisfaction, etc.).

How to develop a patient portal software: From concept to launch

When it comes to custom solutions, our telehealth website development services are provided in several subsequent stages. Let’s consider them in detail.

Ideation and requirements analysis

At this stage, our team consolidates the portal concept of custom healthcare portal development, according to your business goals, unique aspects of your internal business processes and IT infrastructure, the needs of the target audience, and an analysis of competitors’ strengths and weaknesses. Based on this blueprint, we create documentation indicating functional and non-functional requirements.

Architecture design

From now on, our patient portal development team has everything ready to define the project's technological stack (for the frontend, backend, and database) and choose a specific architectural approach. We also approve the necessary third-party Integrations (including EHR, payment gateways, telemedicine solutions, etc.). 

Finally, we select tools and protocols to ensure our portal has a proper security level, including data encryption, user authentication/authorization methods, diagrams of interaction between components, etc.

UI/UX design

This stage involves building interface prototypes and gradually transforming them into a full-fledged design after usability testing. At the same time, our patient portal app development experts always take into account the requirements for the accessibility of the user interface. Basically, they are most accurately outlined in the WCAG 2.1 and ADA guidelines.

Development

Now, we can start working on the frontend and backend of the patient portal. Once individual functional modules are ready, we conduct unit testing to prevent hard-to-fix bugs at later stages of the project. This stage also involves the implementation of security mechanisms and integration with third-party solutions.

Testing and quality control

When the code base is ready, our patient portal development experts conduct rigorous testing, including functional, load, security, usability, etc. This stage ensures that the solution meets the best specs and software quality standards in healthcare.

Deployment and launch

Before launching the portal, we prepare all the necessary infrastructure, build a CI/CD pipeline, and set up a monitoring system. If needed, we can train your staff on how to use the portal. After all the previous stages are checked—we usually start deployment.

Post-release support and updates

To better understand ​​​​its further optimization, our patient portal development experts regularly check the portal’s logs and metrics, collecting feedback. In addition, as post-release bugs are discovered, we fix them and, if necessary, implement new features.

Understanding the needs of your patients

A patient portal and medical website design should fully adapt to the target audience's problems. That is why it is essential to define them in advance. Based on our experience, we would like to highlight the following ones:

• Long wait time when making an appointment.
  Patients often encounter long wait times in phone and in-person queues. A patient portal can help. It lets users book online appointments 24/7 and choose a specialist. In addition, it sends SMS or push notifications to remind patients about upcoming visits.
• Lack of full access to medical data.
  Many patients are forced to visit clinics because healthcare organizations still document their test results manually. The patient portal gives access to electronic medical records, test results, and doctor recommendations, which can be easily downloaded or saved (for offline access).
• Lack of understanding of the treatment plans.
  Patients may find it difficult to track their treatments' progress, which may result in forgotten, delayed, or canceled visits and procedures. To prevent this, portals display the treatment plan and the current status of therapy. In addition, patients get notifications about upcoming procedures, calendars, and recommendations, which is very smart.
• Difficulties in paying for medical services.
  The need for patients to be physically present makes offline payments resource-intensive. Patient portals eliminate this headache with integrated payment systems, allowing users to view their payment history and current bills in just a few clicks.
• Insufficient communication with the attending physician.
  In-person appointments to explain test results and treatment plans can be time-consuming for both patients and healthcare providers. Patient portals streamline this process with online chat and video calling capabilities.‍
• Weak control over the treatment of chronic conditions.
  Patients with chronic conditions often lack convenient tools for regular monitoring. Portals can address this with real-time health data visualization, medication reminders, and appointment scheduling, as well as integrating with wearable devices for continuous data collection.‍
• Low involvement in the treatment process.
  Since some patients find it difficult to understand how their actions affect treatment results, the patient portal development team can also add interactive tools to the portal to track patients' treatment progress or provide educational materials.
  Gamification elements can enhance the effect.

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Patient portal development challenges and solutions

In this section, we will analyze the most typical challenges of patient portal software development and the most effective ways to overcome them.

• Ensuring compliance with regulations.
  Telemedicine hugely relies on strong data protection, first—to comply with laws like HIPAA and GDPR, and second—obviously, it is for patient trust. End-to-end encryption, role-based access control (RBAC), and multi-factor authentication are key practices, along with regular system audits and penetration testing to ensure security.
• Integration with existing solutions in the organization's IT infrastructure.
  Many healthcare providers still use older systems that don't easily connect with modern software. To solve this, developers can build 'middleware'—software that acts as a bridge—to automate data transfer between patient portals and other systems, ensuring everything works smoothly.
• Ensuring high performance and scalability.
  Many portals frequently freeze when user traffic exceeds the original design capacity. To solve this, developers can host the portal in a cloud environment that scales as users grow and use a microservice architecture to balance the workload across the portal's services. Additionally, they can optimize a database through indexing and caching.
• Ensuring intuitiveness. 
  ‍Since the target audience of patient portals is diverse (including the elderly, people with disabilities, and people with no technical literacy), there should be universal access to the full use of all portal functionality. To solve this, during the development of the patient portal software, the team should conduct user research and surveys to guide and optimize the software effectively. They should also adhere to the compliance of this software with the WCAG 2.1 guidelines. 

• Accessibility on mobile OSes.
  As patients increasingly manage their healthcare on digital devices, patient portals must offer a seamless mobile experience. Poor mobile optimization can lead to slow loading times and display issues. Developers can address this by building progressive web apps (PWAs) or cross-platform solutions, implementing offline access for key features, and optimizing content loading with techniques like lazy loading and data compression.

Patient portal software cost: What to expect

The cost of telemedicine app development depends on project complexity,  the team involved in the patient portal software development process, geographic location, development timeline, and the scope of features. Let's examine each of the points that influenced the cost in detail:

1. Project complexity

• Basic consultation apps with user registration, appointment scheduling, video calls, and messaging: $30K-$100K.
• Advanced telehealth platforms with multi-user portals, integrated EHR, and health analytics: $100K-$300K+.
• Telemedicine platforms with IoT/AI integration: $250K-$500K.

2. Team composition

A typical team for creating a basic patient portal usually includes:

• 2-3 developers: Where 1-2 are front-end developers, and 1 back-end developer.
• The project manager: Tracks the project goals and wins. 
• QA specialist: Tests the app to make sure it works correctly.

3. Development timeline

The time it takes for patient portal software development also affects costs. Most telemedicine apps take between 2 to 6 months to develop:

• Simple apps usually take about 2-3 months.
• More complex apps may take up to 6-12 months.

4. Geographic location

American tech experts can be expensive. For example, a front-end developer might earn over $100K annually, about $8K monthly. He might charge between $70K-$80K for a three-month project.

Hiring remote developers can save you money. For instance, Eastern European developers or other regions often charge between $2,500 and $3,500 monthly. You can easily hire a similar team for about $30K to $40K for the same project.

If you want to find out the patient portal software cost in your case, please fill out this contact form. 

Improving patient outcomes with data management: A case by Darly Solutions

From theory to practice—let's examine our relevant Darly Solutions experience through a top case from our portfolio.

In particular, we were approached by a HealthTech company specializing in consolidating unstructured medical data for organizations in the healthcare sector. They needed a custom digital solution to monitor clinical data. 

Faced with a tight deadline and the need for high precision, we meticulously planned and assigned all the UX/UI design, web development, QA, and project management tasks. We also reviewed the team's work schedule, as some members had to work overtime. Finally, we carefully chose the technology stack. We settled on Angular, HTML, CSS, Docker, ngRx, TailwindCSS, NGX Pagination, and JSON. 

Finally, our efforts paid off. We launched the product on time and met all design, functionality, and quality standards. As a result, the client has a competitive product with all the chances to thrive in the innovative telemedicine sector.

Find out more about this case here.

The future of patient portal development

In general, the future of patient portal software development is closely connected with the fast development of modern technologies, such as:

• Artificial intelligence and machine learning.
  These technologies will personalize the portal and related healthcare services. AI-powered chatbots, including ones with recognition of human voice commands, will assist with scheduling appointments and answering FAQs. In advance, machine learning can also analyze patient data and symptoms to provide preliminary diagnoses.‍

• Blockchain.
  The introduction of blockchain technologies in patient portals can be aimed at more secure storage of their medical records and ensuring access to them only to authorized users. In addition, with its help, each interaction with data (adding, editing, and deleting) will be recorded, increasing the system's transparency.

• Virtual and augmented reality.
  These technologies can form the basis of next-generation telemedicine solutions. In particular, in the future, patients will be able to interact with doctors at a distance without reducing the quality of service. AR interfaces will also help inform patients about upcoming treatment plans.
  ‍
• Internet of Things and integration with wearable devices.
  IoT solutions can provide end-to-end RPM in real-time (for example, portals will be able to collect and analyze data on the patient's pulse, blood pressure, oxygen level, and activity). Based on this data, doctors can receive instant notifications of critical changes regardless of patients' locations.
  ‍
• Big data and business intelligence.
  Examples of patient portals use big data to identify trends, such as tracking the rise in the incidence of a particular virus or assessing the effectiveness of treatments. Also, end-to-end medical data analysis ensures timely prediction of exacerbation of chronic diseases. Finally, doctors and administrators of healthcare institutions will be able to monitor departments' workloads and optimize appointment scheduling.
  ‍
• Biometric identification.
  Biometric mechanisms can give users access to the portal through fingerprint, face, or voice scanning, making the authorization process more secure and easier.

Conclusion

Now you know everything about patient portal development and can safely choose an off-the-shelf solution or search for a team to implement a custom one. If the second option is closer to you but you would not like to turn the search process into a real headache, you can contact us, and we will be happy to discuss the details of our future cooperation to implement your idea.

Interesting fact: there are approximately 8,462 project management methodologies to choose from. Every project manager understands that selecting the right methodology is crucial to getting the job right.

So, how to understand which one is right for your project?

There are many various ways to deliver projects. Generally speaking, these ways are our project management models—applying different principles, themes, frameworks, processes and standards to help provide structure to the way we deliver projects.

Agile is one of the more recognizable project management methodologies. This methodology is best suited for projects that are iterative and incremental. It’s a type of process where demands and solutions evolve through the collaborative effort of self-organizing and cross-functional teams and their customers.

Agile is a methodology that has methodologies within itself, such as Scrum and Kanban. Scrum methodology is one of the most popular and simple frameworks to put the principles of Agile into practice.

Let’s talk about the Scrum and how it works

Scrum is a subset of Agile. It is a framework for agile development that helps teams work together with the customers. Much like a sports team training for the big game, Scrum encourages teams to learn through experiences, self-organize while working on a problem, and reflect on their wins and losses to continuously improve. Its goal is to develop, deliver, and sustain complex products through collaboration, accountability, and iterative progress. According to this, it is not surprising that Scrum is the most widely-used one among the teams.

Scrum team roles

• Product owner: The product owner represents stakeholders, which are typically customers.
• Development team: Group of professionals that consists of three to nine individuals who have the business, design, analytical and development skills to carry out the actual work, solve problems and produce deliverable products.
• Project manager: Manager who ensures the understanding and execution of Scrum is followed. The manager’s responsibilities include coaching and motivating the team, removing impediments during the development, and ensuring that the team has the best possible conditions to meet its goals and produce deliverable products.

Phases of Scrum Model

Now, let’s take a look at the main steps of the development process that Scrum consists of.

Step 1. Product Backlog Creation

A product backlog is a list that contains features to be implemented during the development process. It’s ordered by priority and every item is called a User story. A user story is an informal, general explanation of a software feature written from the perspective of the end user or customer. It helps development teams capture simplified, high-level descriptions of a user’s requirements written from that end user’s perspective. The examples below show how these stories can look like:

• As an internet banking customer, I want to see a rolling balance for my everyday accounts, so that I can keep track of my spending after each transaction is applied

• As a manager, I want to be able to understand my colleagues’ progress, so I can better report our success and failures.
• As a customer, I want to receive an SMS when the item arrives, so that I can go pick it up right away.
• As Max, I want to organize my work, so I can feel more in control.

This structure is not required, but it is helpful for defining done.“Why can’t we just write features or tasks instead?”

Step 2. Sprint Planning and Sprint Backlog Creation

The sprint duration is very important so that the user stories are as small as possible. The typical average sprint duration lasts about 2 weeks. If the sprint duration is small, then the advantage is that more customer feedback can be received and most of the errors and bugs can be addressed earlier. If the sprint duration is long, then it allows the developer to work thoroughly.

The next stage is to do the sprint backlog creation. It consists of user stories that will be completed during the current sprint. The scrum team must select the important user stories and make them into smaller tasks. They need to plan on how to get the task completed. The Scrum team should be capable of finishing all these stories on time. Also, one important thing is to prioritize the necessary tasks.

For example, the goal for Sprint: “A website visitor can order a product”. We discuss with the team and product owner how to implement this. Roughly, customers have to go through three steps to order something: 1) select a product, 2) enter address and billing information, 3) perform the payment. We discover several exception paths. After the discussion about what technology we will use for this goal and how the team will implement this functionality, we start creating the Sprint Backlog.

Below are some of the items that can end up on the Sprint Backlog:

• When an order is placed, send an email to the sales department;
• Allow customers to pay for their order by credit card;
• Encrypt user information in order (e.g. email, address);

Step 3: Working On Sprint and Scrum Meetings

The actual user stories are moved as small tasks in the sprint backlog, where the actual work starts. This is where the implementation of a software application, such as website development, begins.

To begin with, a task board is made with a lot of cards is used. The cards specify the details about the tasks such as assignee, work details, due date or the time duration, etc. The cards can be arranged according to their importance. When work on a task has been started, the corresponding sticker is moved from the “To do” field to the “In progress” one. When work is completed, the sticker can be moved to the “Testing” field, and after the task is successfully tested, the sticker goes to the “Done” field.

For this activity, we use specialized software JIRA and Trello for this task.

In this step the scrum meetings are important as it is done to track the progress status and who is doing what status. The burndown chart is the output of this meeting, as it provides the details about how many tasks are completed and if there are any issues or problems in completing the tasks in the “Work In Progress” columns.

It is also important to notice one more Scrum feature is Daily Scrum meetings. These meetings’ main purpose is to get full information about the current project status and make sure that all team members are on the same stage. During Scrum meetings, every single team member should tell what he has done for the day, which tasks will be the next, and what problems team members faced during the work.

Day by day Scrum meetings help increase the flexibility of the development process. They also allow understanding of what changes should be made.

Step 4. Testing, Product Increment and Sprint Review

The result of every sprint in Scrum is a potentially shippable product increment that can be presented to the customer. After each iteration, the development team creates a new version of a software product and adds new features with increased value. In the end part of every sprint, there is Sprint Review where the overall results can be demonstrated and analyzed. According to this info, the stakeholders can make a decision about further project changes and plan the next sprint.

Step 5. Retrospective and Next Sprint Planning

Retrospective’s main goal is to consider the results and the ways how to improve the development process on the next step. The team should talk about the lessons learned and the pitfalls that were during the development part. An important feature is to improve the work of the Scrum team as a whole. The team should conclude what went well during the working process and what can be done better during future iteration. When the ways of improvement are defined, the team can start and concentrate on the next sprint planning.

Project Closure

The project closure phase represents the final phase of the project management. Around this time, the final product is ready for delivery. Here, the main focus of the project manager and the team should be on product release and product delivery. In this stage, all the activities related to the project are wrapped up.

Once the product is handed to the customers, the documentation is finalized and the project is closed.

Conclusion

The main differential features of Scrum are flexibility and constant progress. It’s provided mostly by regular communication and close cooperation between the stakeholders at each step.

When the sprint is done, the customer can assess the working product functionality at the current iteration and make decisions about how the project should evolve during the next sprints.

Use Case: Web Development

Problem Statement: Important changes need to be implemented on an existing company website.

Scrum team roles:

1. Product Owner: Team Lead
2. Development Team: Developers
3. Scrum Master: Project Manager

Basic Flow of Events:

1. The website needs to be updated.

Using Scrum:

1. Product Owner creates a backlog, i.e. the prioritized changes to make.
2. The development team and the QA team is created.
3. Sprint of 7 days is decided.
4. Project manager is assigned to set up the meetings and help with issues.
5. Tasks are assigned to the team
6. A daily 15-minute Scrum is set up for holding team meetings
7. The website is updated each day with the work done
8. QA notifies issues on the same day
9. Each week, the Sprint Review meeting is held with the CEO for an update on progress

Scrum is best suited for projects that consist of teams of less than seven people who need a flexible approach to deliver a product or service.