What makes the platform difficult to take over?
The platform was large, complex and supported real-time data from major currency markets.
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Case study · Finance & Insurance
Taking over a real-time foreign-exchange analysis system
A UK financial-services provider advising major global banks operated a large Java and Solaris system that combined real-time and historical currency-market data with economic and technical analysis tools.
- Client context
- A UK financial and investment advisory provider
- onsite knowledge transfer
- 2 weeks
- structured handover
- 7 modules
- foreign-exchange analytics
- Real-time
The situation
The business need and delivery constraints
The platform was large, complex and supported real-time data from major currency markets.
Documentation was fragmented and the handover schedule was tight.
The client needed an offshore partner to assume maintenance quickly without interrupting customer support.
Key Questions
What did this project need to address?
How can fragmented knowledge be transferred?
Documentation was fragmented and the handover schedule was tight.
How will maintenance and support continue?
The client needed an offshore partner to assume maintenance quickly without interrupting customer support.
The solution
The approach taken in this engagement
Used an intensive onsite knowledge-transfer programme to structure the system into seven modules, then established an offshore development centre for maintenance, enhancement and support.
How we worked
Engineering and collaboration in practice
01 · Delivery activity
On-site handover
Assigned an onsite consultant because direct knowledge transfer offered the fastest and most accurate handover.
02 · Delivery activity
Module-by-module training
Divided the system into seven modules and prepared each day’s training in advance.
03 · Delivery activity
Closing knowledge gaps
Recorded confirmations and questions after every training session to close knowledge gaps quickly.
04 · Delivery activity
Offshore support
Maintained daily reporting and documentation after the offshore team assumed responsibility.
Technology and delivery context
Technologies used in this project
JavaSolaris UNIXReal-time DataFinancial AnalyticsODC
The result
What changed for the client
Delivered capability
Completed knowledge transfer in approximately two weeks.
Product outcome
Took over the platform smoothly and rapidly through a dedicated offshore team.
Continuing value
Provided continuing maintenance, functional enhancement and customer support for the FX analytics system.
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