BI Platform Development
Migration of Entire
Reporting Infrastructure to Cloud
industry
Banking
technology used:
Migration of Entire
Reporting Infrastructure to Cloud
Outline of the Challenge:
A prominent German bank sought to modernize its reporting infrastructure by migrating from an on-premises setup to a cloud-based solution. The existing on-premises reporting system was becoming increasingly difficult to maintain and scale, leading to inefficiencies and high operational costs.
The bank needed a comprehensive migration strategy that included regulatory reporting, self-service sandbox environments, and extensive user training. The new solution had to ensure data security, compliance with strict regulatory standards, and seamless integration with existing tools and processes.
Proposed Solution
Data Hiro proposed a complete migration of the bank’s reporting infrastructure to the cloud using Microsoft Azure, Power BI, and Azure Data Factory. This solution aimed to provide a scalable, secure, and efficient reporting environment. The migration strategy included setting up regulatory reporting frameworks, self-service sandboxes for business users, and comprehensive user training programs to ensure smooth adoption and operational continuity.
Team Size
6 Data Experts ranging from Data Architect to Power BI Developer
BI Platform Development
Project Journey
1
Assessment and Planning:
○ Conducted a thorough assessment of the existing on-premises reporting infrastructure.
○ Defined the project scope, objectives, and key performance indicators (KPIs) to measure success.
○ Developed a detailed migration plan outlining timelines, milestones, and resource allocation.
○ Ensured alignment with regulatory requirements and data protection standards.
2
Design and Architecture:
○ Designed the cloud architecture on Microsoft Azure, incorporating best practices for security, scalability, and performance.
○ Developed a comprehensive regulatory reporting framework to ensure compliance with local and international standards.
○ Created self-service sandbox environments using Power BI to empower business users with data exploration and analysis capabilities.
3
Migration and Integration:
○ Migrated existing data and reports to Azure using Azure Data Factory for efficient and secure data transfer.
○ Recreated and optimized existing reports in Power BI, ensuring they met performance and usability standards.
○ Integrated the new cloud-based reporting solution with existing systems and workflows.
4
Deployment and User Training:
○ Deployed the new reporting solution in phases to minimize disruption to the bank’s operations.
○ Conducted extensive user training sessions to ensure staff were proficient in using the new tools and features.
○ Provided training on self-service capabilities in Power BI, enabling users to create and customize their reports and dashboards.
○ Offered continuous support and troubleshooting during the initial rollout phase.
5
Monitoring and Optimization:
○ Implemented monitoring tools to track the performance and usage of the new system.
○ Collected user feedback to identify areas for further improvement.
○ Made ongoing enhancements to optimize functionality, security, and user experience.
1
Assessment and Planning:
○ Conducted a thorough assessment of the existing on-premises reporting infrastructure.
○ Defined the project scope, objectives, and key performance indicators (KPIs) to measure success.
○ Developed a detailed migration plan outlining timelines, milestones, and resource allocation.
○ Ensured alignment with regulatory requirements and data protection standards.
2
Design and Architecture:
○ Designed the cloud architecture on Microsoft Azure, incorporating best practices for security, scalability, and performance.
○ Developed a comprehensive regulatory reporting framework to ensure compliance with local and international standards.
○ Created self-service sandbox environments using Power BI to empower business users with data exploration and analysis capabilities.
3
Migration and Integration:
○ Migrated existing data and reports to Azure using Azure Data Factory for efficient and secure data transfer.
○ Recreated and optimized existing reports in Power BI, ensuring they met performance and usability standards.
○ Integrated the new cloud-based reporting solution with existing systems and workflows.
4
Deployment and User Training:
○ Deployed the new reporting solution in phases to minimize disruption to the bank’s operations.
○ Conducted extensive user training sessions to ensure staff were proficient in using the new tools and features.
○ Provided training on self-service capabilities in Power BI, enabling users to create and customize their reports and dashboards.
○ Offered continuous support and troubleshooting during the initial rollout phase.
5
Monitoring and Optimization:
○ Implemented monitoring tools to track the performance and usage of the new system.
○ Collected user feedback to identify areas for further improvement.
○ Made ongoing enhancements to optimize functionality, security, and user experience.
Results
Migrating to a cloud-based solution significantly improved the efficiency of the bank’s reporting processes, reducing maintenance and operational costs.
The new Azure-based architecture provided the bank with the flexibility to scale resources as needed, supporting future growth and increasing data volumes.
The implemented regulatory reporting framework ensured full compliance with all relevant standards and regulations, providing peace of mind for the bank’s stakeholders.
The self-service sandbox environments enabled business users to explore data, create custom reports, and make data-driven decisions more effectively.
Comprehensive training and support facilitated quick adoption of the new tools, with positive feedback from users regarding the system’s ease of use and functionality.
BI Platform Development
Key findings
This case study demonstrates Data Hiro’s ability to deliver comprehensive cloud migration solutions that enhance operational efficiency, ensure compliance, and empower users through advanced reporting and data analytics capabilities.
● Seamless Transition: A well-planned and executed migration strategy ensured a smooth transition from on-premises to cloud, with minimal disruption to the bank’s operations.
● Enhanced Data Security: Leveraging Azure’s robust security features ensured that data was protected at all times, meeting stringent regulatory requirements.
● Increased Agility: The cloud-based solution provided the bank with greater agility to adapt to changing business needs and regulatory landscapes.
● Operational Transparency: Enhanced reporting capabilities and real-time data access improved operational transparency and decision-making processes.
● Future-Ready Infrastructure: The new infrastructure positioned the bank to leverage advanced analytics and AI capabilities in the future, driving further innovation and efficiency.
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