CUSTOMER STORY | CREDIT UNION TECHNOLOGY
Modernizing Credit Union Software from Windows to the Web
How EVIZI™ helped port important Sharetec features into the V10 web application while supporting product quality across releases.
Company Overview
Sharetec provides core processing and digital technology built specifically for credit unions.
Its connected platform brings together digital banking, member services, lending, accounting, back-office operations, reporting, and other capabilities that credit unions use to serve their members.
For more than 30 years, Sharetec has focused exclusively on credit unions. Today, its community includes more than 280 credit unions and continues to grow.
Headquarters
Fort Wayne, Indiana
Founded
1993
Company Size
51 - 200 employees
Supporting an Established Platform While Building Its Web Future
Sharetec’s product environment included a broad range of Windows-based applications supporting critical credit-union operations.
EVIZI’s engagement involved two parallel engineering priorities:
- Maintaining Sharetec’s existing Windows applications
- Porting important functionality into the Sharetec V10 web-based application
The work extended across the desktop application, web application, REST services, data layer, and Progress databases.
A Broad Credit Union Product Environment
The project covered functionality across six major areas of Sharetec’s platform.
eServices
Sharetec’s digital services supported member access and activity across online and mobile channels.
The functionality included:
- Online and mobile banking
- Credit-card single sign-on
- Electronic notices and alerts
- Personal financial management
Member Services
The member-services environment included tools supporting daily credit-union operations and member interactions.
These capabilities included:
- Electronic documents and receipts
Lending
Sharetec’s lending functionality supported the loan lifecycle from application through servicing and collections.
The project environment included:
- Charge-offs and collections
Accounting
The accounting environment included:
- 5300 Call Report preparation
- Asset-liability management
- Integrated general ledger functionality
Back-Office Operations
Sharetec’s back-office capabilities included:
- Automated month-end processes
- Automated transaction processing
Reporting
- The reporting environment included:
- Open Database Connectivity
The Engineering Requirement
Sharetec needed engineering support across an established Windows-based product while important functionality was being moved into its V10 web application.
The source project documented technical difficulties across the system that needed to be addressed as EVIZI™ worked within the existing architecture.
The modernization environment included:
- An Angular-based V10 web application
- A mid-tier REST controller built with the .NET Framework
- A Progress OpenEdge data layer
- Sharetec’s graphical Windows application
The EVIZI™ Approach
The team provided engineering support across the existing desktop platform and the emerging web environment.
1. Supporting the Windows Application Environment
EVIZI™ worked with Sharetec’s existing Windows applications and helped address technical difficulties within the system.
The team operated within a Progress OpenEdge environment that included graphical desktop components, controls, application services, and multiple connected databases.
2. Porting Important Features to Sharetec V10
The team helped move important functionality from Sharetec’s Windows application into the V10 web-based application.
The V10 environment used:
- C# and the .NET Framework for the REST layer
- Progress OpenEdge for the data tier
- JavaScript, HTML, and CSS for the web experience
3. Supporting Product Quality Across Releases
The team also helped maintain product quality throughout releases.
The work required coverage across the connected desktop, web, service, and data environments involved in the modernization.
Modernization Architecture
Sharetec’s V10 web application used an Angular frontend made up of templates, components, and services.
The frontend connected to a mid-tier REST controller built with the .NET Framework. That layer contained the models, controllers, and services connecting the web experience with Sharetec’s Progress OpenEdge data tier.
The data tier communicated with Sharetec’s Progress databases, including its main, posting, history, credit, and network databases.
Sharetec’s graphical desktop application continued to operate through the Progress OpenEdge environment.
This architecture allowed the existing desktop environment and the V10 web application to operate within the connected Sharetec system during the modernization work.
Technology Environment
Legacy Platform and Data
Progress OpenEdge
Backend and Services
C# and .NET Framework
Frontend
Angular, JavaScript, HTML, and CSS
Application Environments
Windows desktop application and V10 web application
Results
EVIZI™ helped Sharetec address technical difficulties within the existing system and port important functionality from its Windows application into the Sharetec V10 web-based application.
The documented results included:
- Supporting Sharetec’s existing Windows applications
- Porting important features into the V10 web application
- Working across the desktop, web, service, and data layers
- Helping maintain product quality throughout releases
The engagement provided engineering continuity across Sharetec’s established Windows environment and its expanding web-based platform.
Where Sharetec Is Today
Sharetec continues to provide connected core processing and digital technology exclusively for credit unions.
The company has dedicated more than 30 years to the credit-union market and reports a growing community of more than 280 credit unions.
*These company figures provide context for the scale and longevity of the Sharetec platform. They are not presented as outcomes attributed to the EVIZI™ engagement.
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