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A UK financial and investment advisory provider

Taking over a real-time foreign-exchange analysis system

2 weeks

onsite knowledge transfer

7 modules

structured handover

Real-time

foreign-exchange analytics

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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.

Challenge

01

The platform was large, complex and supported real-time data from major currency markets.

02

Documentation was fragmented and the handover schedule was tight.

03

The client needed an offshore partner to assume maintenance quickly without interrupting customer support.

Solution

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.

Tech:

JavaSolaris UNIXReal-time DataFinancial AnalyticsODC

How we worked

01

Assigned an onsite consultant because direct knowledge transfer offered the fastest and most accurate handover.

02

Divided the system into seven modules and prepared each day’s training in advance.

03

Recorded confirmations and questions after every training session to close knowledge gaps quickly.

04

Maintained daily reporting and documentation after the offshore team assumed responsibility.

Result

Completed knowledge transfer in approximately two weeks.

Took over the platform smoothly and rapidly through a dedicated offshore team.

Provided continuing maintenance, functional enhancement and customer support for the FX analytics system.

Industry

Finance & Insurance

Services

Custom Development System Integration

Technologies

JavaSolaris UNIXReal-time DataFinancial AnalyticsODC

Business Impact

Service ContinuityKnowledge TransferMarket Insight

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