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Project Overview

Financial Navigator publishes a commercial software package that helps high net worth individuals manage the accounting problems that are unique to their situation.  We were brought aboard to reengineer an existing, dated, system to give it new life without trying to rewrite all of the existing code.


Our approach was to use modern technologies to make all planned feature additions, but to keep the existing functionality in the existing technology.  As features were built that overlapped the existing older technology, the old was replaced by the new, allowing the application to continue to meet release deadlines throughout the reengineering process.

Technical Details

The original system was written in VB6 using a MS Access back end.  We were brought in to update this technology to C# using SQL Server.  The decision was made to keep it running as a Windows application instead of porting it to the web, in order to continue providing the fast keyboard response the package had become known for.  This meant we built all new interface components using WPF and the MVVM pattern, while using a services pattern to slowly replace the existing VB code.

Latest UI technology at the time
Migrated from MS Access to SQL 7
Financial information meant hightened security


  • Improved Customer Retention – The additional features we introduced filled the gaps in functionality that were in the product, and which the existing customers were asking for.  It also allowed us to deploy these features more quickly than if we had tried to rewrite the application from scratch in the new technology.

  • Increased Revenue – The additional features also provided more selling points the sales team could use when discussing the application with new customers.

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