AWS Migration for an Investment Management Solution

The successful execution of our AWS migration strategy led to the migration of legacy systems to AWS, resulting in enhanced scalability, reduced operational costs, improved disaster recovery, and better regulatory compliance. This positions the firm for future growth and innovation.

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Customer Overview

Our customer is a leading investment management company offering extensive asset management services to institutional and retail clients. As its portfolio expands and their expectations rise, the firm aimed to improve its operational efficiency and scalability by transitioning from outdated systems to a more powerful cloud-based infrastructure.

A frustrated professional sits on the floor throwing papers amid office work chaos.

Challenges

The customer faced multiple challenges with their existing on-premises infrastructure:

  • Scalability Issues

The firm’s legacy systems struggled to handle fluctuating workloads, leading to performance bottlenecks during peak trading hours.

  • High Operational Costs

Maintaining on-premises servers resulted in high maintenance costs and a need for frequent hardware upgrades.

  • Limited Disaster Recovery

The existing infrastructure lacked a comprehensive disaster recovery plan, putting critical data and operations at risk.

  • Regulatory Compliance

The investment management industry is heavily regulated, necessitating robust data security and compliance measures that were difficult to implement in the legacy environment.

Solution

Yesoft Consulting was engaged to facilitate the migration of the client’s investment management solution to Amazon Web Services (AWS)

Our approach included the following key phases:

Assessment and Planning

Our team thoroughly assessed the existing infrastructure, applications, and workflows. We collaborated with the client to understand their specific needs and set clear objectives for the migration. A detailed AWS migration strategy was developed, including timelines, resource allocation, and risk management plans.

Architecture Design

We designed a cloud-native architecture tailored to the client’s needs, leveraging AWS services such as:

  • AWS Lambda for serverless computing to handle event-driven processes
  • Amazon EC2 for scalable computing capacity
  • Amazon RDS for managed database services
  • Amazon S3 for secure and durable storage

Migration Execution

Yesoft Consulting implemented a phased migration approach to minimize downtime and disruption.

Key steps included:

  • Data Migration

We utilized AWS Database Migration Service (DMS) to transfer data securely and efficiently with minimal downtime, ensuring data integrity and consistency.

  • Application Migration

Applications were migrated to the AWS environment using containerization and microservices architecture (EKS), allowing for easier management and scaling.

  • Testing

Rigorous testing was conducted post-migration to ensure that all systems functioned as expected and met performance benchmarks.

Post-Migration Support

After a successful migration, Yesoft Consulting provided comprehensive support, including:

  • Compliance and Security

We assisted in configuring AWS security features to align with industry regulations, ensuring data protection and compliance.

  • Training

We conducted training sessions for the client’s IT staff to ensure they could manage and optimize the new AWS environment.

  • Observability

Implemented AWS CloudWatch with third-party services for continuous monitoring of system performance and resource utilization, enabling proactive management.

AWS Services We Used

Results

The AWS migration led to significant improvements for the client:

50%

Cost Savings

Transitioning to AWS reduced operational costs by eliminating the need for physical hardware maintenance and enabling a pay-as-you-go pricing model.

3x

Enhanced Scalability

The new cloud infrastructure enabled the firm to handle increased workloads seamlessly, improving performance during peak trading hours.

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Disaster Recovery

Significantly improved RTO by 200% while successfully decreasing RPO up to 100 milliseconds.

SOC 2

Compliance

The enhanced security features of AWS provided peace of mind, helping the firm to meet strict regulatory requirements.

Conclusion

In conclusion, Yesoft Consulting Company successfully executed a comprehensive migration strategy during the final phase, employing a big bang approach for the database and database-dependent applications. This simultaneous transition was pivotal in preventing potential performance issues associated with a gradual migration. Our meticulous planning ensured that all of customer’s database-dependent applications, each with unique connection strings, were thoroughly documented and incorporated into the migration scripts.

With a strong focus on data integrity, our team implemented robust backup solutions and updated connection strings accordingly. The well-defined roadmap and checklist facilitated a seamless switchover, allowing us to maintain data consistency throughout the process. Our DevOps team adeptly managed the migration of over 40 applications and sites, leveraging advanced monitoring tools to swiftly identify and address any errors or disruptions.

Following the successful migration of data and applications, we ensured that all DNS records were promptly updated to align with the new network configuration in AWS, utilizing low TTLs for efficient testing and updates. Today, Yesoft Consulting’s dedicated support team continues to enhance and expand customer’s solution, guaranteeing system scalability, uninterrupted operation, high security, and 24/7 performance. Our commitment to excellence remains steadfast, ensuring that their infrastructure is robust and responsive to future needs.

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What Our Clients Say

Anas M.
Anas M.

CTO

Partnering with Yesoft was great! Their deep understanding of DevOps practices helped streamline our development workflows, and their expertise in cloud migration allowed us to scale up quickly without compromising on security. 

Mateusz F.
Mateusz F.

Business Development

Yesoft Consulting streamlined our ML pipeline deployment on AWS SageMaker. Their expertise in MLOps automation saved us time and improved model performance significantly. Highly recommended for ML infrastructure.

Emily T.
Emily T.

Head of Development

Their expertise in DevOps practices streamlined our deployment pipelines, significantly reducing our release times. The team was professional, responsive, and truly understood our needs. We couldn’t be happier with the results!

Robert M.
Robert M.

Project Manager

Thanks to their diligent work, we’ve automated key processes that improved our efficiency and reduced our operational costs significantly. The cloud migration was seamless, and we’ve noticed a remarkable increase in our app’s performance.

Transform Your Ideas Into Innovative Software Solutions

At Yesoft Consulting, we are excited to partner with you to create custom software solutions that drive innovation and achieve your business goals. Contact us today for a consultation, and let’s turn your ideas into reality!

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