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Case study SaaS development

How The Vault has run its investor platform with Provis since 2012.

The Vault connects listed companies with their investors, analysts and journalists, with alerts from South African, Nigerian, Ghanaian and Indian listed issuers. Provis designed and built the platform and its three web products, with live stock-exchange data feeds, and has maintained and extended it ever since.

  • Investor relations SaaS
  • Stock-exchange data feeds
  • The Vault platform: a subscriber's dashboard of company announcements

A subscriber's dashboard; the announcements shown date from 2022.

Client: James HammertonDirector, The Vault
Results

Upgraded, never rebuilt, and 3 million+ alerts sent.

Start year and alerts: Provis. Listed companies and investors: The Vault's own figures (thevault.exchange).

2012
with Provis since
built, upgraded and still run by Provis
3M+
alerts sent
announcements, reports and invitations, to date
100+
listed companies
The Vault's own figure
35,000+
investors and analysts
The Vault's own figure

At a glance

  1. Problem

    Listed companies needed one place to publish what shareholders care about and reach their investors, with stock-exchange data arriving on its own.

  2. Solution

    A subscription SaaS platform: each company's own investor content, subscribers in company groups, one-click branded alerts, and exchange data through APIs.

  3. Result

    Listed companies run their investor communications on it. Provis has run it since 2012 and kept it current: up-to-date versions, cloud hosting and two more web products.

Client
The Vault (thevault.exchange)
Industry
FinTech: investor relations
Markets
Listed issuers from South Africa, Nigeria, Ghana and India
Platform
Web SaaS, by subscription
Services
SaaS development, data feeds and APIs, maintenance and support
Built with
WordPress and BuddyPress, kept on current versions; stock-exchange data APIs; cloud hosting
Engagement
Ongoing, since 2012
Project lead
Vivek Sharma

I can highly recommend Provis Technologies. Vivek & his team have been working with us for seven years now. They have helped us take our software, websites, & programming to much higher levels than we could ever imagined.

James Hammerton Director, The Vault · written seven years into the work Watch James on video (opens in a new tab)
The situation

Every announcement had to reach the right investors, fast.

The Vault serves listed companies, banks and investor relations teams. Each company publishes what its shareholders care about, and that has to reach investors, fund managers, analysts and journalists, with stock-exchange data arriving on its own. This is the route the platform had to carry.

How information reaches investors

  1. Stock exchangecompany data and announcements released
  2. Data feedspulled in through APIs, not typed in
  3. Group administratorspublish news, reports, dates and events
  4. Company groupssubscribers follow the companies they care about
  5. Branded alertssent to a group with one click
  6. Investors and analystsread, and book events and one-to-ones
“We required a powerfully built SaaS application that helps businesses, banks and professionals with end-to-end investor relations.” James Hammerton, Director, The Vault, on video, on what The Vault asked for
The problems, and what fixed each

Publishing was the easy part. Moving the data was the hard part.

The critical challenge was taking data from the stock exchange and delivering it to the right subscribers, at a volume that would keep growing.

  1. Live data from the stock exchange

    Company data had to come from the exchange, not be typed in, and reach subscribers without delay.

    What Provis builtStock-exchange data feeds through APIs

    Several data APIs integrated, so exchange data flows into each company's pages and into its subscribers' alerts.

  2. Many companies, each managing its own content

    Every listed company needed its own administrators to publish, edit and remove what shareholders care about.

    What Provis builtAn investor website CMS for each company

    Designated group administrators manage news releases, reports, calendar dates, shareholder analysis, directors' details and events.

  3. Investors who follow many companies

    One investor follows many companies, and each company reaches its investors in its own way.

    What Provis builtA stakeholder database built on company groups

    Subscribers join several company groups, can be added in different ways, and edit their own profiles. Each listed company sees and manages only its own investors and contacts: access is kept separate per company.

  4. Announcements at scale

    Every announcement had to reach the right subscribers, in the company's own branding, as the platform kept growing.

    What Provis builtOne-click branded alerts, on a backend built for volume

    Branded alerts and invitations go to a group with one click; the backend and database were built for bulk data and high traffic, and have carried 3 million+ alerts.

How the work ran

Built version by version, and still run by Provis.

  1. Requirements auditHow listed companies and their subscribers would use the platform
  2. Version by versionA separate feature list for every development phase and version
  3. Built for volumeA database and backend for bulk data and high traffic, with a front end for each audience
  4. Run and extendedUpgraded and extended since 2012: two more web products, cloud hosting, and listed issuers from four countries
  • Integrated, not retyped: stock-exchange data arrives through APIs and feeds each company's pages and its subscribers' alerts.

  • Three web products, all built by Provis: the investor relations engine first, then a media relations product and an investor communications product.

  • Stack chosen per product: OLiS, for example, runs on Laravel and React. Doing the same for your product: Modernise your SaaS without a rebuild.

  • Kept secure: security updates are applied as they come out, only named engineers on the Provis team can reach production data, with multi-factor login on the hosting accounts.

Upgraded, never rebuilt:

The Vault has never had to start again.

Provis has kept WordPress, PHP and the plugins on current versions and moved the platform to cloud hosting, upgrading and extending it since 2012.

Each upgrade is tried on a staging copy and tested by the QA team before it goes live.

No downtime for subscribers, and the platform and its database are backed up regularly.

How Provis builds and runs SaaS platforms
The platform

What subscribers and listed companies see.

Real screens from the platform: a subscriber's announcements, the company groups they can join, and a listed company's announcements and reports. The platform carries listed issuers from South Africa, Nigeria, Ghana and India, so these screens show Indian and South African companies. The announcements in them date from 2022. Tap or click a screen to enlarge it.

  • A subscriber's dashboard listing company announcementsA subscriber's dashboard listing company announcements
  • The company groups a subscriber can join, with exchange codes, sectors and countriesThe company groups a subscriber can join, with exchange codes, sectors and countries
  • A listed company's announcements pageA listed company's announcements page
  • A listed company's reports pageA listed company's reports page
Where The Vault is today

Live, and still being extended.

After launch

Provis still runs it.

The team that built the platform maintains, supports and extends it, and has done since 2012, with the same project lead throughout.

Provis also built and runs TrueWholesale's B2B ordering platform, in the app stores since 2022.

Every Provis build comes with 24/7 monitoring and support after launch.

How every Provis project runs

  • One project leadyour single point of contact
  • A written weekly update and a demoof what was built that week
  • A staging link and your repoyou see the work as it is built; the code goes straight into your repo
  • QA on every releaseour QA team tests every feature and every upgrade
  • Live until switch-overreplacing a system? The one you run today keeps running until the new one takes over
  • Yours from day onecode repo, cloud account and domain in your company's name; our team joins as collaborators, and you can remove access at any time
  • Our team works in India, on ISTUTC+5:30: 3.5 hours ahead of South Africa, where The Vault's team is; 4.5 ahead of London (5.5 in winter), 9.5 ahead of New York (10.5 in winter), 4.5 behind Sydney (5.5 in the Australian summer), 1.5 ahead of Dubai
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