Major U.S. Investment Firm turns to MAKE Technologies for Legacy Modernization Guidance

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A large investment firm in the United States recently contracted with MAKE Technologies to review their old legacy computer systems and modernization approaches. MAKE's Strategic Modernization Roadmap (SMR) engagement revealed important information, helped shift project priorities, and detailed a comprehensive go-forward strategy for the firm.

The MAKE SMR engagement is increasingly being used by organizations as an 'informed catalyst' that simultaneously discovers, analyzes, mediates and navigates the way forward for the client

One of the largest investment firms in the United States recently turned to MAKE Technologies for strategic advice on modernizing their old legacy systems. With numerous financial industry mergers and acquisitions in recent years, integrating and modernizing old mission-critical computer systems has become a top priority for such firms.

Through the Strategic Modernization Roadmap (SMR) engagement, MAKE helped the client catalog their existing legacy system assets, review existing infrastructure plans, connect the objectives of business stakeholders with the information technology group, and chart a unified course to modernization.

Since most large organizations are already starting to deal with the legacy problem using multiple approaches, the client had a number of initiatives underway. MAKE's role was to not only conduct a "deep dive" technical and business review of these application initiatives, but to also recommend alternative courses of action, as needed, resulting from conclusions drawn from the deep analysis.

One of the key findings related to timing. In the client's baseline plan, modernization of the batch components at the heart of the legacy system had been deferred to the final phase of the project. However, as a result of the SMR, this aspect of the legacy system was identified as representing the greatest amount of risk to the entire modernization project due to its high complexity, dependencies and support of business requirements. A major recommendation of the study was to launch a proof-of-concept (POC) project immediately to create an on-demand version of the batch processes that would become a central component of the modernized application.

"On the content side," says Grant DeCecco, Director of Product Management for MAKE, "the SMR details a range of modernization options for the client, not just legacy replacement. Certain applications are more suitable for commercial off-the-shelf (COTS), rehosting, or simply retirement. Furthermore, the SMR can give the client a headstart on the Transformational Legacy Modernization (TLM) process if there are one or more applications suited to a legacy system replacement/rearchitecture strategy."

"The MAKE SMR engagement is increasingly being used by organizations as an 'informed catalyst' that simultaneously discovers, analyzes, mediates and navigates the way forward for the client," DeCecco continues. "It helps to break down internal barriers to communication and collaboration because our role is to act as a neutral third party, without any internal agendas that can often stall and complicate progress on large projects such as a modernization."

About MAKE:
Since 1999 MAKE Technologies has led the way in legacy modernization technology, helping organizations streamline business processes and replace aging legacy applications in a single engagement and at the lowest possible risk and cost. MAKE creates Java-based SOA (service-oriented architecture) solutions with its patent-pending Transformational Legacy Modernization (TLM) platform for clients directly and through global partnerships with IBM, Oracle, EDS and Unisys. MAKE is headquartered in Vancouver, BC, Canada.


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Chris Dollard
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