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

Case Type Migration of On-Premises Legacy Infrastructure to AWS Cloud, achieving cost reduction, performance enhancement, scalability, and improved delivery efficiency. 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.
1. 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.
2. 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.
3. 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.