Situation:
✨ Digitized invoicing, accounting, automated workflows
🏪 Small business economy
🏢 Medium-sized businesses (SMBs)
💻 Helps SMBs create professional invoices (GST & non-GST), manage stock, collect payments & automate reminders
📊 Generate business reports (GSTR, stock & sale summary)
🏦 Integrated banking, payments, insurance, credit financial services

*Challenge: *
🤯 Complex data
📱 Online, offline and across multiple platforms
📈 Manage billing and inventory in both online and offline environments
🔗 Sync seamlessly to ensure accuracy of data
💯 Available 100 percent of the time online and offline

Invoice challenge:
📋 Hundreds of potential fields of data, variable data types
🔖 Offering discounts, variations on products, different formats

MongoDB advantage:
🌐 Fully managed cloud database
🧩 Flexible document model

MongoDB Charts:
📊 Visualize deployment
🔍 Monitoring data

Use case 1:
📈 Investment ratings:

• Morningstar
• Predicts an investment will perform compared to others on market
• Funds, equities, and stocks to produce ratings, analysis, and opinions
• Help customers decide where to invest their money
• Data to be easily accessible, real-time, and personalized

MongoDB Atlas:
🌐 Personalized Morningstar dashboards
🚀 New strategic platform for financial advisors
🌍 Multi-region cloud instance of MongoDB Atlas
🔍 Lucene-based text matching
📊 Manage additional data sets, ETL pipelines
🗃️ Pull, collect, and aggregate data from backend sources

Use case 2:
💳 UK payment processing business:

• Dojo
• 🚀 Event-driven
• 🔒 Highly secure interactions between multiple third parties
• 🔍 Heavily regulated industry
• 🔧 Microservices: release new features quickly
• ⚡️ Scalable, fast, reliable, and compatible with multiple clouds
• 🌍 Across geographical regions

AWS:
💵 Settlement, clearing, billing

MongoDB Atlas:
💻 Sales, services, onboarding, reconciliation

Kafka bus:
🔁 Event that consolidated in MongoDB Atlas to make sure data is correct

Reference:

Revolutionising and taking the world of payment processing by storm with MongoDB Atlas
https://www.mongodb.com/solutions/customer-case-studies/dojo

https://www.mongodb.com/solutions/customer-case-studies/morningstar
Morningstar & MongoDB: A wise investment with MongoDB Atlas

https://www.mongodb.com/solutions/customer-case-studies/mybillbook
FloBiz's myBillBook is digitising millions of SMBs in India with MongoDB's Developer Data Platform

Editor

Danny Chan, specialty of FSI and Serverless

Kenny Chan, specialty of FSI and Machine Learning