"Graphite Studio provided risk free digital transformation for the CDFI Fund Portfolio Monitoring - No more spreadsheets to manage our loan guarantees!"

Senior Federal Representative

U.S. Department of Treasury

  • 4 months Project Timeline
  • Cost SavingsRapid DevelopmentFully IntegratedRemove Manual ProcessesDigital Transformation


The U.S. Department of Treasury ("Treasury") is a large agency within the United States federal government. Treasury’s role is to promote economic prosperity and ensure financial security for the United States. Additionally, treasury acts as the steward of U.S. economic and financial systems, and as an influential participant in the world economy.

Treasury was looking for a rapid solution to better manage and monitor loans and bonds that were previously being managed in excel spreadsheets. The solution they needed would require integration amongst multiple existing applications, auditable tracking of user activity and precise monitoring and analysis of loan activity.


  • Sensitive data was being managed from Excel spreadsheets
  • No access to data analysis or reports
  • Existing loan management solution (Excel) did not allow users to work together concurrently


  • Graphite Studio rapid development
  • Web-based Loan Portfolio Management and Monitoring Application
  • Built-in Auditing and History Support
  • 508 Compliant
  • Analyze data and create reports
  • Real-time access to borrower’s financial condition
  • Email notifications


  • Sensitive data is highly-secure
  • Employees can access the system from multiple locations and devices
  • Treasury employees can work together seamlessly
  • Financial data is updated real-time