Tesorio Case

Django and React Consultancy

Tesorio

2018

Fintechs have been a hot topic all over the world for a few years now. At the 2015 Y Combinator batch, almost a third of the companies were fintechs. Among these companies was Tesorio. Born as a way to speed-up the payment between companies and their vendors, they pivoted to build a cash management platform that streamlines B2B collections and cash flow forecasting. Their goal as a company is “to help the Fortune 5,000,000 run as if they had a Fortune 500 finance team”.

Tesorio has been growing quickly and has hired people to work on the more strategic areas (like their own development team and machine learning experts). They also cared a lot about following the best development practices for their stack, Django and React. Nonetheless, they were looking for external consultants to help to advance their frontend development.

After seeing a talk from Flávio Juvenal’s, one of Vinta's founders, on linters, they saw an opportunity to partner with a company that could help them to speed-up their frontend development, as well as to bring new ideas as how to keep their best practices up-to-date, as would a consulting firms do.

One of the main advantages and reasons for companies to outsource part of their work is the ability to increase the number of developers working on a project in a very quick loop. Not worrying so much about training and culture adjustments. Those are things Vinta has very well defined processes to take care of. We start every project with rapid diagnosis and onboarding in the first sprint, involving either the PM or the PO, who then introduces us to the team we’ll be working with.

After the diagnosis phase, as we get more used to the code and the way the client’s team works, we start proposing improvements. Going from design/UX, passing through testing and code best-practices, all the way to code architecture. In Tesorio’s case, the main focus was to use our expertise to bring fresh ideas to their already well-thought codebase. We were able to introduce our best practices and discuss new and old architectures with their team of excellent engineers.

Regarding effective communication: we believe that it works best in a bottom-up fashion where information is shared on a daily basis through one-on-one conversations along with periodic syncs. Tesorio had a similar culture to ours. During our engagement, we had weekly planning meetings and daily syncs with their team in order to prioritize, inform how the development was going, give and receive feedback. That level of integration has the increased benefits of reducing noise, improving productivity and guaranteeing that external and internal development teams are always exchanging knowledge (ideal for the growth of your team so the improvements last longer than the project itself).

After improving the development process and implementing a good number of features, Vinta transitioned Tesorio to a partner company. We made all the arrangements following our transition process, and we wanted to make sure that no knowledge was lost in this exchange. To do that, we pair programmed with them and shared our opinions on where there was still room for improvement and how to better integrate with Tesorio’s team. 

We focused on all that so Tesorio could concentrate on their primary goal, as said by their Co-Founder and CEO, Carlos Vega: “To make finance folks realize that they are strategic, not just a cost center for the company. Their role is to connect what is being found in the data, the finances, the bank states, to what people are doing day-to-day.”

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