Transforming Projection Genie from Excel to SaaS

Client Overview

Projection Genie is a financial planning software designed to help small business owners make informed decisions without relying on expensive CFO or CPA services. Originally a successful Excel spreadsheet tool for business projections, the client sought to modernize their offering by transitioning it into a scalable SaaS platform.

Challenge

The client's Excel-based tool was widely used and effective, but they needed a SaaS version to expand its reach and functionality. The transition required managing a large volume of complex data calculations for 1-, 3-, and 5-year projections, while also maintaining user-friendly workflows like Q&A-based data collection and flexible adjustments for monthly expenses or income.

Solution

John Shipp provided leadership and technical expertise to bring Projection Genie to life as a SaaS platform:

Solo Development: Started the project by independently building the SaaS foundation. Team Building: Assembled a small development team to maintain momentum while adhering to budget constraints.
Complex Algorithms: Engineered the advanced algorithms required for financial projections, ensuring precise calculations and flexibility.

Key Challenges

Data Complexity: Designing a system to handle intricate financial calculations for various timeframes while ensuring accuracy and performance.
Scalability: Transforming a standalone Excel tool into a scalable SaaS platform with room for feature expansion.
Budget Management: Delivering a robust product within a tight financial framework.

Results

Successfully launched the SaaS platform in beta, adding new features regularly to enhance user experience.
Transitioned into a senior technical advisor role, supporting the client as they enter the marketing and growth phase.
Positioned the product as a competitive financial planning solution for small business owners.

Client Feedback

Daniel: "John is extremely detail-oriented and highly skilled. I knew from the interview that he was the right choice. So much in fact, that I canceled two other interviews I had scheduled with other candidates. You definitely won't go wrong hiring John for your software development project. You'll get someone who communicates well and knows their stuff."

Highlighted Success Stories

Below is a curated selection of our standout projects. These highlights showcase just a glimpse of the hundreds of successful endeavors we've delivered, reflecting the breadth and depth of our expertise.

Marketing Attribution SaaS

Transformed an Excel-based concept into a robust SaaS platform capable of processing millions of data points daily. Transitioned from solo development to building and leading a senior team as CTO.

Tech Stack: PHP, Laravel, MySQL, Singlestore, AWS, Vue.js, Tailwind CSS
AI Financial Software

Developed a beta platform integrating Plaid, AI-driven transaction categorization, and personalized financial insights. Leveraged cutting-edge AI strategies to achieve 99% accuracy and positioned the product for a successful launch.

Tech Stack: PHP, Laravel, MySQL, OpenAI, Tensor Flow, Vector Databases, Plaid API, AWS, Vue.js, Tailwind CSS
CashPhone

Refactored and rebranded an outdated codebase into a scalable, modular platform ready for global markets. Built robust metrics tracking for better revenue analysis and implemented modern tools like Tailwind CSS and CI/CD pipelines.

Tech Stack: Tailwind CSS, AlpineJS, Git, Server Admin, CI/CD, Clickbank, Digistore24
Brides Who Budget

Developed an all-in-one budgeting and planning tool for brides. Delivered innovative table planning and guest management features while staying under budget. Built both the app and its marketing website in Webflow.

Tech Stack: Proprietary Algorithms, Webflow, SaaS Development Tools, Tailwind CSS, Laravel, PHP, Vue.js
Projection Genie

Developed an all-in-one budgeting and planning tool for brides. Delivered innovative table planning and guest management features while staying under budget. Built both the app and its marketing website in Webflow.

Tech Stack: Proprietary Algorithms, SaaS Development Tools, Tailwind CSS, Laravel, PHP, Vue.js

Partnering with Leaders Who Set the Standard

Our core team brings a wealth of experience, having collaborated on projects ranging from small business startups to high-profile Fortune 500 initiatives. We are deeply passionate about our work and always excited to partner with innovative people and tackle exciting new projects.

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...of professional experience.: 28
Years
...fully satisfied and thriving.: 200+
Clients
...in every project we take on.: 100% Success

View Case Studies >

How It Works

Our process is built to deliver results with clarity and efficiency.

Step 1: Initial Consultation

The process begins with a short 20 minute interview and consultation session. This initial interview is scheduled to determine whether John and the client are a good fit. During this interview, the client presents ideas, desires, timeline, budget and other aspects of the project with John.

Step 2: Project Estimate

John reviews the results of the interview and develops an estimate for the project. This estimate uses an algorithm that incorporates Optimistic, Realistic, and Pessimistic financial projections into the final number - he calls this the "ORP".

Step 3: Estimate Delivery & Follow-Up

The estimate is delivered to the client and a follow up call is scheduled to discuss the finer point and/or answer any questions or concerns.

Step 4: Scope Definition

If the estimate is accepted, a consultation session is scheduled to elaborate on the scope of the project, develop landmark goals, and a timeline for completion.

Step 5: Project Execution

After completion of the 30,000 foot view in Step 4 and project has been mapped out completely, work starts!

Step 6: Path to Project Completion

Daily/Weekly updates are conducted via Loom reviews, Slack, phone, email, and other methods to ensure everything is going according to plan. Then, we all celebrate when we reach the finish line!