Case Studies

A Fractional Executive Led Strategic Planning for a Fintech’s Core Product Refactor

March 24, 2025

About the company

Sell insurance online and have an App serving vehicle owners in Colombia.

Primary industry:
Fintech
Financing status:
Seed
Primary Office:
Bogotá Colombia
Website:

Problem Statement

  • The company is restructuring its tech architecture, shifting from an event-driven approach back to REST APIs, decoupling tightly integrated microservices, and raising code-quality standards for exposed APIs. While we have outlined the key changes, there are numerous critical decisions that require validation and refinement. Without guidance from an external, unbiased expert, we risk inefficiencies, technical debt, or misaligned implementation.
  • To navigate this transition effectively, the company needs an experienced professional—with at least 8 years in tech-driven organizations and a strong background in managing and implementing software architecture—to provide strategic insights and ensure best practices.

Case Study

Problem Statement

The company is restructuring its tech architecture, shifting from an event-driven approach back to REST APIs, decoupling tightly integrated microservices, and raising code-quality standards for exposed APIs. While we have outlined the key changes, there are numerous critical decisions that require validation and refinement. Without guidance from an external, unbiased expert, we risk inefficiencies, technical debt, or misaligned implementation. To navigate this transition effectively, the company needs an experienced professional—with at least 8 years in tech-driven organizations and a strong background in managing and implementing software architecture—to provide strategic insights and ensure best practices.

Project Type
Project-based
Primary Skillset
Engineering Management
Problem Type
Need additional senior talent in a short time
Potential negative Impact
Inefficient processes
Root causes
Lack of internal skill or seniority
Solution

The fractional executive provided strategic guidance on a major refactor plan for the company's main product, leveraging expertise in software engineering, product development, and cybersecurity to challenge architectural assumptions and improve decision-making. He also assisted in security assessments and team organization planning, anticipating the impact of new development templates and architecture. By reviewing code and providing targeted feedback, he helped refine the implementation while ensuring best practices. Amid leadership transitions, this project gave the team confidence, improved edge-case handling, and strengthened documentation, ultimately enabling a smoother rollout of the new architecture and processes.

Solution

The fractional executive provided strategic guidance on a major refactor plan for the company's main product, leveraging expertise in software engineering, product development, and cybersecurity to challenge architectural assumptions and improve decision-making. He also assisted in security assessments and team organization planning, anticipating the impact of new development templates and architecture. By reviewing code and providing targeted feedback, he helped refine the implementation while ensuring best practices. Amid leadership transitions, this project gave the team confidence, improved edge-case handling, and strengthened documentation, ultimately enabling a smoother rollout of the new architecture and processes.

Project Format & Description

The fractional executive leveraged deep industry expertise to provide strategic consultation, guiding the company in improving its software architecture and ensuring a more efficient, scalable, and well-structured implementation.

Time commitment

  •  1 week
  •  4 hours

Outcome and Impact

  • The project was completed in the agreed-upon time frame with a satisfactory outcome.
  • The advisor was responsive to the client’s needs and concerns in a timely fashion.