Data & BI DevOps Modernization for a Finance Firm

A leading financial services organization sought to strengthen its analytics foundation by migrating critical workloads from OLTP systems into a scalable data warehouse, while modernizing BI development and automating delivery. Reporting delays, manual deployments, and fragmented data pipelines were creating friction for both business users and technical teams.
Executive Summary

A leading financial services organization sought to strengthen its analytics foundation by migrating critical workloads from OLTP systems into a scalable data warehouse, while modernizing BI development and automating delivery. Reporting delays, manual deployments, and fragmented data pipelines were creating friction for both business users and technical teams.

Through a structured modernization initiative, the program introduced automated provisioning, standardized BI DevOps practices, optimized data models, and a unified deployment workflow. The transformation reduced risk on OLTP systems, accelerated report delivery, and established a consistent, high-performance analytics environment.

Business Impact:
  • BI deployments accelerated by 40-50% through standardized pipelines
  • OLTP load was reduced by 35-45% after warehouse migration
  • Fresher reports delivered faster through optimized ETL pipelines
  • IaC provisioning reduced operational effort by 20-30%
  • Improved audit compliance via controlled release and monitoring frameworks

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