Case Study: Financial Services Company/Business Process Documentation

Client profile:

  • This client has a business process which collects portfolio information from their asset management system, compares daily returns to industry benchmarks and competitions, and distributes performance data to customers.

The need:

  • Process consolidation
  • System provided limited documentation

iSynergetics solution

 
  • We analyzed the process
  • Developed maintenance and operation documentation
  • Extended the lifespan of the existing processes
  • Solution involved Advent AXYS, Microsoft Excel, Factset Financial Analysis API
 

Case Study: Financial Services Company/ETFs Valuation Systems

Client profile:

  • The client was building an agile solution to provide for their growing offering of Exchange Traded Funds.
  • They had recently made a commitment to SOA and an enterprise service bus offering.

The need:

  • System design and development
  • Mentoring to implement base components of a business workflow system to value their offerings

iSynergetics solution

 
  • We helped to specify and implement web services from the business architecture
  • Developed mid-tier and service information models
  • Constructed and maintained the Business Process choreographer, a custom-built event handler operating on their service bus
  • Aided in the establishment and implementation of the contingency architecture and implemented alert management to indicate when Service Level Agreements were exceeded
  • Provided mentorship to other teammates and infrastructure troubleshooting for the deployment of components on JMS/MQ and web services
  • Provided PL/SQL development for stored procedures and assisted in troubleshooting UI issues
  • Solution offering uses IBM WebSphere Application Server, Rational Application Developer, Tibco BusinessWorks ESB and Tibco Collaborator, IBM MQ Series, JMS queue and topic messaging
 

Case Study: ERP System

Client profile:

  • This client had a diverse collection of independent IT tools and databases in place to manage the various shops responsible for management of their campus.

The need:

  • A centralized and integrated solution to manage unplanned work requests, parts and labor contracts, procurement activities, and schedule preventative maintenance.

iSynergetics solution

 
  • Performed a product evaluation of Commercial Off-the-shelf ERP System
  • The implementation of the selected system consolidated dozens of disparate systems into a centralized place
    • Critical to the project implementation was
    • the migration of each of the data repositories associated with the replaced systems;
    • the reproduction and validation of reports;
    • the modification of a commercial product;
    • the development and integration of financial modules beyond the capabilities of the commercial product
  • Solution offering used Oracle, Gupta SQLWindows, Tivoli Maximo
 

Case Study: Medical Product WebSite Migration/Single Sign On

Client profile:

  • This client engaged another vendor to convert their website from Cold Fusion to Websphere Application Server. The vendor was struggling with some critical architectural problems in portions of the application including EJB persistence issues and a complex single-sign-on algorithm between the primary site and a portion managed by a third party service provider. After a year of overrun on the project, the client was ready to throw in the towel.

The need:

  • A complete resolution to open issues, identifying of bottlenecks and overall solution to the website conversion
  • Migration of 90,000 users to the site

iSynergetics solution

 
  • We identified and resolved the outstanding issues and obstacles
  • Deployed the site and migration of the 90,000 users
  • We oversaw the deployment and integration of the website with several additional third party sites to add functionality, including an e-commerce application for tracking distribution of software updates to their products.
  • Implemented best practices for web maintenance
  • Streamlined the build and deployment processes in order to guarantee a quality deployment Introduced content management.
  • Solution offering used IBM Websphere Application Server, Websphere Studio Application developer, Oracle 9i running on Linux and AIX, and Documentum content management
 

Case Study: Financial Services Company/Sales Force Automation

Client profile:

  • To support marketing and distribution to Financial Institutions, Brokerage Firms, Independent Brokers and Financial Planners, this organization maintains a distributed infrastructure to support their Sales Force Automation needs. Based on Lotus Domino, the SFA system coordinated the synchronization of data changes, disseminates detailed product penetration information, and targets users for marketing campaigns. As our client’s business grew, they embraced a portal implementation strategy.

The need:

  • Review their infrastructure and data synchronization processes

iSynergetics solution

 
  • In our review, we recommended a strategy to migrate away from full data replication push technology and develop a system which pulls data on an as-needed basis
  • Our recommended strategy would cache data for short periods and allow updates to be queued on the local client to the host repository.
  • Our recommendation expects to reduce overhead activities involved in the maintenance of data dissemination systems and provide a faster to market solution for the client to introduce new products to market.
  • Solution offerings used Lotus Expeditor on mobile and desktop clients, IBM Websphere Portal, IBM Websphere Application Server, IBM DB2 UDB v9, IBM DB2/400, Rational Software Architect, Lotus Notes 8