BH Technologies® Case Study

Migration & Modernization


This Fortune 500 financial services organization was undergoing a mainframe retirement / systems modernization project and had outsourced their work products to an offshore development partner. That partner missed several mission-critical deadlines and was unable to complete the work due to COVID-19 quarantine restrictions within India. Our client had a vision to move off the mainframe-based infrastructure to a modern technology cloud-based solution that would reduce operational, infrastructure, and maintenance costs, as well as eliminate legacy skill dependency. The in-scope mainframe application stack could be segregated into three towers—commercial portfolios (DMS), student loan portfolio (FFELP), and private credit portfolio (PCCPM). Concierge, a portfolio management application, was used for placing accounts to external collection agencies and monitoring their effectiveness, managing movement of inventory to increase payments, and motivate top performers.


Leveraging our Human Capital as a Service (HCaaS) delivery model to complete this urgent project, our client did not have time to interview team members. Therefore, Beacon Hill Technologies not only technically vetted each resource—we also developed a culture and project fit assessment prior to assembling the right-fit team of consultants. We assembled and deployed a team of twenty-two resources, including five SMEs with knowledge of COBOL / IDMS / JCL / Syncsort, to write descriptions by extrapolating requirements from batch jobs; eleven developers with .NET 4.5, SQL Server DB, and DMX Syncsort knowledge; five testers for integration; and one overall program test lead.

The work is completed and continues to be supported by our delivery team.