01 — Financial services
Replatforming a regional lender's customer portal
Eighteen months, phased, with no planned business-hours outage and a 61% reduction in support tickets.
18
Months
0
Planned outages
61%
Fewer tickets
The situation
The client operated a customer portal built in 2013 and customised continuously since. No single person understood the whole of it, the vendor's supported version was four major releases ahead, and an upgrade had been attempted twice and abandoned twice. Support volume was rising and the operations team was spending roughly two days a week on password and access issues alone.
What we did
We began with a six-week discovery. The most valuable output was not the architecture diagram but the inventory of customisations, each mapped to the business rule it was implementing and the person who could confirm it. Roughly a third turned out to be implementing rules that had since been withdrawn.
Rather than upgrade, we built a new portal alongside the old one and moved customer segments across in eleven tranches. Identity was federated first, which removed the password and access workload early and paid for a substantial part of the programme before anything else had shipped.
What went wrong
The fourth tranche was rolled back. We had assumed a data-quality rule held for all customer records because it held for every record in the sample, and it did not hold for accounts created before 2011. We lost three weeks and had to write a reconciliation process we should have written at the start.
What we would do differently
Profile the whole dataset, not a sample, before the first migration tranche. Sampling is appropriate for understanding shape; it is not appropriate for establishing an invariant you intend to rely on.