Case Study

Operational Reporting and Content Automation for Investor Communications

A custom web platform replacing hard-to-maintain WordPress workflows with structured reporting and publishing automation.

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Operational Reporting and Content Automation for Investor Communications hero
Client: Kina Asset Management
Website: kaml.com.pg

The Operational Problem

Kina Asset Management was left without dependable technical support after the previous developer stepped away. Their existing WordPress setup had become difficult for the internal team to maintain, especially for recurring investor content and report publishing.

The site needed to be both easier for staff to run and more useful for stakeholders. KAML required a branded way to present NTAS performance data, better handling for annual report uploads, and a content workflow that did not rely on manual design adjustments each time.

Why Off-The-Shelf Failed

Template WordPress stacks could display static pages, but they did not solve KAML's operational problems: structured financial charting, polished report presentation, and repeatable publishing patterns for a non-technical team.

What We Engineered

Programmable Soda designed and developed a custom website experience aligned to KAML's brand, then implemented purpose-built modules for operational reporting. We introduced dedicated charting for NTAS results so performance information is clear, consistent, and visually integrated into the site design. For annual reports, we extended the upload workflow to automatically extract the report front cover and render a bookshelf-style layout, eliminating extra manual design work for internal staff. The end result is a maintainable publishing system that gives stakeholders a better reading experience while reducing day-to-day administration for the KAML team.

Systems Integrated

  • Custom NTAS Charting
    Purpose-built charts present NTAS results in a format that matches KAML's branding and reporting style.
  • Automated Annual Report Bookshelf
    Report uploads automatically pull front covers to generate a polished bookshelf view without extra editing.
  • Maintenance-Friendly Content Workflow
    Publishing tools were simplified so internal teams can manage updates confidently without developer reliance.
  • Branded Investor Communications Layer
    Custom templates keep reports, results, and updates consistent across the website experience.

Business Outcome

KAML now has a maintainable digital platform after a difficult support transition. Staff can publish annual reports and recurring updates with significantly less manual handling, while stakeholders get clearer access to NTAS reporting and investor information in a consistent format.

“The new platform removed a lot of manual work for our team and made our reporting content far easier for stakeholders to navigate.”
— Syd Yates, Kina Asset Management