Data Archival and Migration for an Insurance Group
An insurance group needed to decommission legacy OpenText ALM and PPM platforms while keeping historical data, attachments and audit trails accessible — without staying tied to the legacy vendor.
Case study · Asset Management Platform
Digital Advisory Platform for an Asset Management Firm
Client context
An asset management firm whose specialist investment consultants worked with a legacy platform.
The challenge
The firm's legacy platform could not scale. Outdated workflows, poor usability and siloed collaboration were slowing down its specialist investment consultants.
What the team did
The team designed and built a new web platform from scratch — covering planning, design, development, testing and full rollout. The solution has a microservices backend, a React frontend, secure authentication and containerized deployment.
The result
Planning, service mediation, activity tracking and invoicing moved onto the new platform, with invoicing automated. Manual workflows were replaced by digital ones.
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