A Seamless Data Migration from a Legacy Infrastructure to AWS Cloud for Increased Efficiency (+35%) and Cost Savings (+20%)

Partner Type: This migration encompassed data for diverse partner types hosted in an on-prem data center, including non-profit organizations, automotive membership services, and insurance providers.

Challenge:

1. Process Efficiency: Legacy systems depended on third-party vendor services, slowing workflows and limiting operational effectiveness.
2. Service Continuity: Ensuring uninterrupted delivery of client services throughout the migration was critical.
3. Dependency Mapping: Complex integrations between multiple processes, databases, and applications required thorough mapping.
4. Legacy Compatibility: Legacy applications needed to be compatible within AWS infrastructure.
5. Data Security & Compliance: Migrating sensitive customer data required strict adherence to ISO/ IEC 27001:2022 & SOC II Type 2 compliance standards
6. Complex Data Migration: The migration involved over 50 processes, several TBs of data, and more than 300 Tableau dashboards.

Solution: iSOCRATES’ IT and Operations teams worked closely with Production and Partner Success Teams to plan and execute a seamless migration to AWS, completed in just seven months.

Key Solution Elements:

• Collaborative Planning: Defined infrastructure requirements, dependencies, and timelines with all stakeholders for aligned migration phases.
• Incremental Migration: Migrated infrastructure in phases, setting up essential AWS components first for seamless transitions.
• Scalable Infrastructure: Utilized AWS’s scaling capabilities to handle dynamic demands without excess overhead.

Approach:

1. Assessment, Dependency Mapping, and Infrastructure Setup

Conducted a detailed assessment of existing systems, dependencies, and requirements, then established AWS infrastructure, including:

• Compute and Storage: EC2 instances, S3, SFTP for file exchanges, and MS SQL servers for database management.
• Data Processing and Analytics: Configured Alteryx and Tableau Cloud.
• Compliance: Integrated CASS for USPS Coding Accuracy Support.
2. Incremental Process Migration
• Migrated non-critical applications initially, followed by core processes.
• Ran parallel tests on both the Data Center and AWS to validate accuracy and ensure smooth transition.
3. Data Security and Compliance
• Configured AWS IAM for secure access, AWS Secret Manager for credential management, and AWS CloudTrail for activity monitoring.
• Implemented backup and disaster recovery through Amazon S3 and Glacier.
4. Team Training and Knowledge Transfer
• Conducted AWS operations training for the production team.
• Provided comprehensive documentation and best practices for AWS-based workflows.

Results: This structured, phased approach led to a successful migration with improved cost effectiveness and management efficiencies:

• Cost Reduction: Achieved approximately 20% savings in infrastructure costs and reduced reliance on third-party services.
• Enhanced Efficiency: Improved process execution efficiency by ~35%, with checkpoints ensuring 100% accuracy in deliverables.
• Scalability and Performance: AWS infrastructure scaled dynamically to meet demand fluctuations with minimal latency.
• Service Continuity: Phased migration ensured zero downtime, providing uninterrupted service to partners throughout.
• Strengthened Security and Compliance: Integrated advanced AWS-native security measures to safeguard sensitive data and maintain regulatory compliance.

This case study showcases how iSOCRATES successfully transformed a legacy system through AWS migration, achieving operational efficiency, cost savings, and enhanced service delivery for our clients.