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Global Money Management Firm
This client is a global money management firm with 65 years of investment experience; hundreds of billions of dollars in assets under management, nearly 1,000 institutional clients, and millions of shareholders and retirement plan participants. Their broad range of investment products includes institutional portfolios; 401(k)s, IRAs and other retirement plans; mutual funds; variable annuities; and alternative investments for institutions and high-net-worth investors.
Client Opportunity
- The client needed a partner to work with them on their web-based technology initiatives. Over the past few years, the client had created a number of active sites that varied in terms of architecture and adherence to open, reusable frameworks.
- The client also made a number of technology investments in Sun, Interwoven, Oracle, Verity, and more recently Epicentric (now Vignette). The client was seeking advice in developing an appropriate architecture to serve as a platform for current and future online applications.
- The architecture needed to exploit existing technology investments, yet needed to be open, component-based, and flexible to accommodate future growth and needs.
- The client also wanted to migrate existing sites to the new platform to realize an improved level of reusability and maintenance.
- In addition, the client wanted to leverage its Epicentric investment by prototyping the migration of a key existing site to the platform.
Niteo's Solution
- Niteo worked with the client to assess their current web applications, define a future state portal architecture, and prototype implementation best practices.
- The project included working collaboratively with the client to assess their current web applications, define a future state portal architecture, and complete a prototype site based on the future state platform.
- Niteo conducted information sessions with application architects and reviewed existing documentation and source code to understand the client's current web applications as well as to assess the client's Epicentric work to date.
Client Result
- Niteo developed a view of the client's various systems and how they integrate with each other, and identified key challenges with the current systems that would impede future growth and development.
- Niteo also identified the key technologies for the client to apply in future development; specifically WSRP, JSR 168, and Service Oriented Architecture (SOA).
- Niteo derived requirements for the future state platform, identified gaps between current and future states, and create several migration options.
- The systems evolved to Future State Architecture, and Niteo suggested best practices for Epicentric development.
- Niteo identified the key components of the site that should be migrated to the Epicentric platform, and developed those components utilizing software engineering best practices in alignment with a Future State Blueprint.
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