Architecture review and modernization

Client Needs & Objectives

As part of its IT Transformation plan, our client wanted to redesign and modernize its end-to-end trade processing and move from a monolithic architecture towards micro-services, mainly because of:

  • Some exotic products not / not properly covered by the existing set-up
  • Double booking with other systems for PV and Risk calculation, clearing or booking purpose
  • Cost optimization opportunities due to several instances of the main system across different locations
  • Multiplicity of Back Office systems

Our approach

1. Scope the project, list key sub-processes to be analyzed and gather related documentation and flowcharts

2. Finetune and complete process mapping and flowcharts

3.a. Identify Client Onboarding/KYC process pain points thanks to workshops with key stakeholders within CLM, Ops, Compliance and F/O in terms of turnaround time, quality of processing etc.

3.b. Perform “on the field” analysis to identify inefficiencies, errors, wastes, redundancies, bottlenecks and other operational issues

3.c. Compare Client onboarding processes with market practices (turnaround time, sizing etc.)

4. Analyze root causes and propose efficiency levers such as process redesign, workload reallocation, organizational changes, IT enhancements, digitalization and potential for automation

5. Assess costs and benefits of some efficiency levers and select 2 to 3 emblematic use cases to demonstrate and promote tangible benefits

6. Based on concrete results of the diagnosis phase, define with Management priorities based on level of complexity and expected return on investment

Client Benefits & Main Results

  • Architecture modernization with better agility and interoperability

  • Synergies with other departments thanks to shared micro services

  • 8M€ recurring revenue growth thanks to a better coverage of products

  • Cost optimization related to the rationalization of instances (decommissioning of 3 platforms)

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