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Strategic Architecture Advisory for a Global Investment Management Firm

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Overview.

The client is a global investment management and operational services leader, catering to institutional investors, financial institutions, and individual clients. As the organization scaled its platform to support increasing assets under management and user growth, it required expert architectural consulting to streamline transformation, reduce complexity, and enhance operational efficiency.

Challenges

Faced with fragmented DevSecOps processes, rising platform costs, and limited visibility across applications and infrastructure, the client sought a strategic partner to shape its IT architecture and transformation roadmap. Key priorities included optimizing delivery cycles, improving observability, and enabling cost-efficient scalability.

Solution

SEI engaged Coforge to provide enterprise architecture advisory and consulting services. Coforge delivered strategic assessments, technology recommendations, and implementation roadmaps to align IT initiatives with growth and service delivery goals. Key initiatives included:

  • Transformation Acceleration & DevSecOps Unification: Coforge assessed the client’s existing DevSecOps tools and recommended GitLab as a unified platform. The adoption streamlined deployment processes and environment releases, resulting in a 40% improvement in CI/CD performance and notable cost savings from tool consolidation.
  • Cost Management at Scale: As platform usage and assets under management grew by over 15% annually, Coforge advised on scalable automation and machine learning techniques to drive productivity. A key gap identified was the absence of a unified observability layer for applications and infrastructure.
  • Observability Strategy & Monitoring Optimization: Coforge proposed and developed a roadmap for implementing Dynatrace SaaS, enabling consolidated monitoring, automated diagnostics, real-time dashboards, and ITSM integration for auto-ticketing. This enhanced the client’s ability to detect, triage, and resolve issues efficiently.

The Impact

  • 15% reduction in year-over-year incidents
  • 50% faster issue analysis and resolution through unified observability
  • 60% improvement in deployment cycles, enhancing release velocity
  • Zero unplanned downtime across managed middleware platforms
  • On-time, on-budget project delivery, meeting all transformation objectives

This engagement highlights Coforge’s ability to provide architecture-led advisory services that accelerate transformation, control costs, and enhance resilience in complex financial environments. Coforge empowered the client to scale with agility and precision through tailored strategies and technology alignment.

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