Anonymous Case Study

Minimising the Risk
of System Upgrades in Financial Services

Cloe Shaun and Adeel - Perform Team - June 24
Change SquadsTechnical Transformation and Modernisation

The Challenge

The client engaged Perform Partners to address challenges in upgrading their legacy banking platform and associated ecosystem applications. With various upgrades necessitated by end-of-life operating systems and application support, particularly the migration from Microsoft SQL 2012 to 2019, they lacked internal expertise and documentation.

Perform Partners were engaged to provide proactive, independent, and efficient support in engaging stakeholders and third-party suppliers. The client required a partner capable of delivering high-quality, timely documentation for the current project that could also be used for future initiatives. They required a proactive technical team with upgrade expertise to ask critical questions, find solutions, and generate comprehensive documentation, crucial for subsequent planning, design, test and delivery.

Our Approach

Our team of IT Analysts and an IT Delivery Manager were the driving force behind our success. Here’s how they made it happen:

  • Investigated all applications slated for 2023 upgrades, acknowledging potential impacts for the client.
  • Recommendation papers were produced for understanding and informed decision-making.
  • Authored technical & business impact assessment documents for all in-scope applications.
  • Consulted client’s testing teams, service transition managers, and the platform team to define support models.
  • Ensured compliance with customer governance processes and continually updated analysis of applications as prioritised by the client.
  • Collaborated with third-party stakeholders, supporting the identification and communication of risks, issues, dependencies and challenges.
  • Conducted timely reviews of application discovery documents provided by third parties and the client’s architecture impact assessments.
  • Provided consultation for implementation planning and go-live approaches.
  • Oversaw and challenged third party development, test planning, implementation, and go-live approaches.
  • Detailed performance testing requirements, supported IT security & third-party collaboration for penetration testing, monitored progress, reported to the client on quality and performance, and managed the client’s technical deliverables.
  • Provided support for the production of comprehensive regression test packs.
  • Adhered to customer standards for various documents and assessments.
  • Produced weekly progress reports and distributed, outlining investigation status.

The team’s governance, collaborative spirit and unwavering commitment to producing quality documentation was superb. Our contributions yielded positive outcomes, providing clarity for complex upgrades.


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