Hitachi Vantara (Hitachi) Case Studies CGI's Enhanced Client Experience through Efficient Data Migration to Digital Wealth Platform

	CGI's Enhanced Client Experience through Efficient Data Migration to Digital Wealth Platform Hitachi Vantara (Hitachi)

CGI's Enhanced Client Experience through Efficient Data Migration to Digital Wealth Platform

Hitachi Vantara (Hitachi)

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Buildings Finance & Insurance
Applicable Functions	Product Research & Development
Use Cases	Inventory Management Time Sensitive Networking
Services	System Integration
Challenge	CGI, a global business and technology consulting company, faced a significant challenge in simplifying data migration when onboarding clients to their proprietary wealth management platform, Wealth360. The platform was designed to automate and simplify portfolio management, fund accounting, and fund allocation. However, the Data Migration and Conversion team had to develop new code for every data source, which could include up to 200-plus data files in various formats. This made the process time-consuming and complex. The team envisioned creating an automated ETL (extract, transform, load) data migration process that was based on a single, flexible, and reusable script. Read More
About Customer	CGI is a global business and technology consulting company with 77,000 consultants and other professionals across the globe. The company delivers an end-to-end portfolio of capabilities, from strategic IT and business consulting to systems integration, managed IT and business process services, and intellectual property solutions. The Global Wealth & Capital Markets team sells proprietary software to large financial services clients. CGI’s Wealth360 solutions are designed to simplify and automate portfolio management, fund accounting, and fund allocation. Read More
Solution	CGI deployed Pentaho Data Integration to automatically migrate data with a single, reusable script. They had been using Pentaho Data Integration to support its Wealth360 solution since 2016, initially using the Community Edition and then migrating to the Enterprise Edition as data volumes increased. In 2020, CGI enhanced its ETL capabilities with the solution’s MetaData Injection (MDI). The Data Conversion and Migration team uses the Pentaho MDI feature around once a week, either to onboard new clients or to update existing clients to the latest version of its wealth management platform. The solution provides reports so the team can reconcile source and target systems at a glance. CGI is also planning to improve its data migration capabilities with additional Pentaho Data Integration features, including using its reporting capabilities to create real-time dashboards that deliver continuous status updates. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Buildings

Finance & Insurance

Applicable Functions

Product Research & Development

Use Cases

Inventory Management

Time Sensitive Networking

Services

System Integration

Challenge

CGI, a global business and technology consulting company, faced a significant challenge in simplifying data migration when onboarding clients to their proprietary wealth management platform, Wealth360. The platform was designed to automate and simplify portfolio management, fund accounting, and fund allocation. However, the Data Migration and Conversion team had to develop new code for every data source, which could include up to 200-plus data files in various formats. This made the process time-consuming and complex. The team envisioned creating an automated ETL (extract, transform, load) data migration process that was based on a single, flexible, and reusable script.

About Customer

CGI is a global business and technology consulting company with 77,000 consultants and other professionals across the globe. The company delivers an end-to-end portfolio of capabilities, from strategic IT and business consulting to systems integration, managed IT and business process services, and intellectual property solutions. The Global Wealth & Capital Markets team sells proprietary software to large financial services clients. CGI’s Wealth360 solutions are designed to simplify and automate portfolio management, fund accounting, and fund allocation.

Solution

CGI deployed Pentaho Data Integration to automatically migrate data with a single, reusable script. They had been using Pentaho Data Integration to support its Wealth360 solution since 2016, initially using the Community Edition and then migrating to the Enterprise Edition as data volumes increased. In 2020, CGI enhanced its ETL capabilities with the solution’s MetaData Injection (MDI). The Data Conversion and Migration team uses the Pentaho MDI feature around once a week, either to onboard new clients or to update existing clients to the latest version of its wealth management platform. The solution provides reports so the team can reconcile source and target systems at a glance. CGI is also planning to improve its data migration capabilities with additional Pentaho Data Integration features, including using its reporting capabilities to create real-time dashboards that deliver continuous status updates.

Impact #1	The deployment of Pentaho Data Integration has significantly simplified the migration of client data and decreased the risk of data loss or errors. It has also reduced the development time by up to 80%, freeing up the team for platform improvements. This has enhanced the client experience and boosted CGI's competitive advantage. The solution has also decreased complexity while increasing agility, enabling the team to react more quickly to changes. The ability to reconcile source and target systems at a glance has also improved efficiency.

Impact #1

The deployment of Pentaho Data Integration has significantly simplified the migration of client data and decreased the risk of data loss or errors. It has also reduced the development time by up to 80%, freeing up the team for platform improvements. This has enhanced the client experience and boosted CGI's competitive advantage. The solution has also decreased complexity while increasing agility, enabling the team to react more quickly to changes. The ability to reconcile source and target systems at a glance has also improved efficiency.

Benefit #1	Reduces development time by up to 80%
Benefit #2	Zero data loss during migrations
Benefit #3	Increased agility as the team can react more quickly to change

Benefit #1

Reduces development time by up to 80%

Benefit #2

Zero data loss during migrations

Benefit #3

Increased agility as the team can react more quickly to change

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Overview

CGI's Enhanced Client Experience through Efficient Data Migration to Digital Wealth Platform

Operational Impact

Quantitative Benefit