BH Technologies™ Case Study
Modernizing Legacy Portfolio Management to Microsoft Core Technologies
Client Challenge
A Fortune 500 financial services organization embarked on a large-scale technology modernization program, aiming to retire its aging mainframe infrastructure. The legacy environment — spanning commercial (DMS), student loan (FFELP) and private credit (PCCPM) portfolios — was heavily dependent on COBOL/IDMS/JCL/Syncsort batch processes and legacy application frameworks, including Concierge, a critical portfolio management tool for external collections, agency performance tracking and inventory management.
Ongoing reliance on outdated systems increased operational risk, maintenance costs and constrained the organization's ability to scale and innovate.
Our Approach
Faced with urgent delivery timelines and limited onboarding flexibility, we mobilized a fully vetted delivery team aligned to both technical needs and cultural fit, eliminating the need for client interviews.
Our solution included:
- Legacy Requirement Decomposition: Senior consultants reverse-engineered batch job logic and application workflows to capture functional requirements and business rules.
- Re-architecture and Migration: Designed a new platform leveraging Microsoft .NET Framework 4.5, SQL Server, and modern orchestration tools, enabling a scalable and maintainable application environment.
- Agile Delivery Teams: Multi-disciplinary squads — including developers, integration engineers, and quality assurance specialists — worked iteratively to modernize core functionality.
- Testing and Quality Validation: A dedicated QA team ensured migrated functionality met business needs and maintained continuity through rigorous integration and user acceptance testing.
Outcomes and Impact
- Migrated critical portfolio management functionality from a mainframe-dependent legacy application to a modern Microsoft-based architecture.
- Reduced operational and infrastructure costs by retiring expensive legacy technologies and dependencies.
- Created a foundation for future cloud-native enhancements, including potential Azure-based optimizations and data-driven analytics.
- Maintained uninterrupted business operations while meeting aggressive modernization timelines.
