Addepar

The Client

Addepar is a leading technology company that provides wealth management platforms designed for investment professionals. Their software helps firms consolidate and analyze financial data, making it easier to manage complex portfolios. As part of their ongoing technology evolution, Addepar sought to enhance their file management capabilities by integrating Box into their tech stack. This initiative was particularly important for a specific technology team at Addepar responsible for improving document storage, access, and collaboration.

The Problem

Addepar was not facing a traditional problem but rather an opportunity to improve efficiency. They needed to replace their current file management system with Box, ensuring a seamless transition while maintaining permissions, access controls, and user experience. To achieve this, they had to:

• Implement Box technology swiftly and effectively.

• Augment their team with frontend engineers to build new user interfaces.

• Ensure the backend integration of Box was properly structured.

However, Addepar lacked in-house expertise in Box, and their technology team was already at full bandwidth. To accelerate development and avoid delays, they needed additional engineers with specific experience in Box integrations.

The Solution

Through its partnership with Codelitt, Addepar successfully built the right team to execute its Box integration efficiently. By bringing in two senior React engineers and one senior backend engineer with extensive Box experience

The staff augmentation plan enabled Addepar to:

• Quickly augment their team with senior engineers skilled in React and backend development.

• Maintain flexibility by scaling resources up or down as needed.

• Ensure a smooth and cost-effective integration of Box within Addepar’s existing infrastructure.

Codelitt’s engineers were also a strong cultural and operational fit for Addepar’s fast-moving environment. The engagement provided the expertise necessary to fully leverage Box while keeping development timelines on track.

The Impact

Codelitt was the ideal partner for this initiative due to its expertise in building applications on the Box platform. With a proven record of developing and integrating custom applications using Box, Codelitt brought the necessary technical skills to the table. 

Addepar accelerated development while ensuring best practices were followed. The flexibility of the engagement allowed Addepar to adjust resources as needed, making it a highly efficient collaboration. 

Ultimately, Codelitt’s contributions helped solidify Box as a core component of Addepar’s technology stack, streamlining document management and enhancing operational efficiency.