An asset management firm has recently expanded their business to include consulting services in structuring occupational pension plans. In order to adequately counsel employers, asset managers require a way of illustrating differing pension fund benefits and comparing those to industry averages. A challenge faced in carrying out this task, is their reliance on spreadsheets to store and process data. Thus, limiting their ability to convey the hard to define variations in risk and savings plan benefits. A more transparent and structured approach for the presentation of information is needed.

Modernising these data management systems presents several challenges, one of which is the absence of a migration plan from traditional spreadsheets to database systems, and another is the risk of complicating processes through improper data application. By working with a student to develop a database system, for increased efficiency, and implementing a website, to boost user interaction, the client can overcome the limitations of the previous system. This project illustrates the creation of a centralized tool to present occupational pension plan benefits data to clients.

The project comprises four components: database modelling, development of website functionalities, design of a customer-facing website, and configuration for deployment from a local host to the client's network. Collaboration with the proprietors of the software was managed using an agile Scrum methodology with iterative sprints. Other objectives of the project is the creation of algorithms and graphs to calculate and display occupational pension fund information. The resulting software contains a database for data storage, a website for users to view their plans, and a database cockpit for administrators. Positive practical impacts of the software for the client include the time saved through the automation of pension fund calculations, improved accessibility with the software's interface, and the satisfaction of the fulfilment of their requirements.