Context

In a highly regulated banking environment, collateral and Initial Margin management are critical for risk monitoring and compliance with financial market requirements. In this context, a leading investment bank launched the modernization of its application dedicated to monitoring and calculating initial margins, used by teams in charge of collateral activities. This initiative aims to support the transformation of the information system by progressively migrating the application to a new Cloud-based technological platform (MPT) hosted on Microsoft Azure, while ensuring operational continuity and the reliability of financial calculations. To support this transformation, Avaliance worked within the Collateral teams to maintain the existing solution and support the transition toward the new Cloud architecture.

Challenges

The client needed to modernize a critical application while ensuring continuity of processes related to collateral margin monitoring and Initial Margin calculations.

One of the main challenges was maintaining the legacy application in operational condition while preparing its evolution toward a more modern and scalable Cloud platform. The migration also needed to guarantee the reliability of financial data, the security of processing, and the performance of calculations, while enabling the temporary coexistence of legacy and Cloud environments during the transition phase.

Avaliance Intervention

Achievements

Avaliance contributed to the modernization of the Initial Margin platform through the following actions:
  • maintenance and evolution of the Initial Margin application in its legacy environment

  • support to Collateral teams in stabilizing and optimizing processes related to collateral management

  • participation in the preparation and progressive migration toward the Azure MPT platform

  • integration of application evolutions to ensure continuity of financial processing during transition

Technologies & Domains

Microsoft Azure
Initial Margin (IM)
Collateral Management
Cloud Migration
Financial Risk Compliance
Hybrid Architecture

Results

Avaliance’s intervention delivered several operational benefits:
1
maintained stability and continuity of Initial Margin processing throughout the transition
2
progressive modernization of the platform toward a scalable Azure Cloud architecture
3
improved reliability of collateral data and complex margin calculations
4
enhanced maintainability and scalability of the business-critical solution
5
establishment of a more robust technological foundation for future margin management evolutions

Context

In a highly regulated banking environment, collateral management and certification are critical processes to ensure compliance and reliability of financial operations. In this context, a leading investment bank launched initiatives to strengthen traceability of application processes and to industrialize delivery and control mechanisms associated with applications dedicated to collateral calculation and certification. To secure these processes, Avaliance contributed to structuring development practices, industrialization, and technical governance around the related applications.

Challenges

The client needed to strengthen regulatory compliance and traceability of application processes related to collateral management.

Key challenges included implementing industrialized delivery mechanisms, improving development quality, and securing application deployments. It was also necessary to facilitate the adoption of regulatory requirements by both business and technical teams while improving the reliability of collateral calculation and certification processes.

Avaliance Intervention

Achievements

Avaliance contributed to structuring and industrializing application processes related to collateral through several key actions:
  • definition and implementation of application delivery procedures compliant with regulatory requirements

  • implementation and administration of industrialization tools: XLDeploy, Puppet, Jenkins, Nexus, and Docker

  • implementation of software quality best practices: code reviews, continuous integration, and Sonar analysis

  • design of a self-certification mechanism based on a rules engine for automated controls

  • implementation of a margin calculation simulation system to improve control reliability

Technologies & Tools

XLDeploy
Puppet
Jenkins Pipeline
Nexus
Docker
SonarQube
Rules Engine
Collateral Management

Results

Avaliance’s intervention delivered significant benefits for the client:
1
strengthened traceability and compliance of application processes
2
industrialization of delivery and deployment processes
3
improved quality and reliability of software developments
4
optimization of collateral certification processes
5
better control over margin calculation and monitoring mechanisms

Context

As part of its Cloud transformation strategy, the organization launched a Foundations initiative aimed at designing and industrializing cross-functional technical components to structure Cloud environments at group level. These foundations provide a shared framework to standardize development and deployment practices while ensuring compliance with governance, security, and operational requirements. To secure the implementation of these technical components and ensure effective coordination between DevOps teams and business stakeholders, Avaliance was engaged as Proxy Product Owner, supporting the internal Product Owner.

Challenges

The client needed to industrialize the delivery of Cloud technical components while ensuring efficient agile governance and rigorous prioritization.

Key challenges included structuring the product backlog, coordinating technical teams, facilitating agile ceremonies, and establishing a framework enabling continuous delivery of standardized technical solutions for Cloud projects.

Avaliance Intervention

Achievements

Avaliance contributed to structuring product management and facilitating the delivery of Cloud technical components through:
  • facilitation of agile ceremonies (daily meetings, sprint planning, reviews, retrospectives)

  • close coordination with the internal Product Owner and both technical and business stakeholders

  • organization and facilitation of scoping workshops with DevOps and architecture teams

  • prioritization, writing, and management of the product backlog

  • support for the continuous delivery strategy of Cloud technical building blocks

Technologies & Frameworks

Cloud Foundations
Agile (Scrum)
DevOps
Proxy Product Owner
Backlog Management
Standardized Architecture

Results

Avaliance’s intervention enabled the client to achieve structuring outcomes:
1
improved maturity of agile project management practices
2
better adoption of internal technical processes and Cloud standards by teams
3
strengthened governance and quality of cross-functional Cloud projects
4
increased visibility on process performance through reliable monitoring indicators
5
structured framework facilitating the launch of new products and accelerated Cloud adoption

Context

The client initiated the modernization of its Initial Margin application, a critical solution used for calculating and monitoring collateral margins in financial operations. This program aims to transition the existing environment to a Microsoft Azure-based Cloud architecture, while ensuring continuity of Collateral operations and stability of processing. To secure this transformation and ensure consistency between legacy and Cloud environments, the client relies on Avaliance to support application maintenance, manage progressive migration, and integrate new technical components.

Challenges

The client needed to carry out a sensitive application transformation within a demanding financial environment, while maintaining a consistent level of service for a critical margin management application.

Key challenges included managing the coexistence of legacy and Cloud platforms, progressively integrating Azure components, preserving calculation performance, and securing data flows related to collateral operations.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach combining application expertise, Cloud migration, and control of critical financial environments:
  • ensuring operational continuity of the Initial Margin application within its legacy environment

  • progressive migration toward a Microsoft Azure Cloud architecture and component integration

  • adaptation of application components to ensure interoperability between legacy and Cloud systems

  • optimization of performance related to margin calculation processes

  • securing data flows and stabilizing exchanges across the Collateral system components

Technologies & Frameworks

Microsoft Azure
Cloud Migration
Collateral Management
Initial Margin (IM)
Hybrid Architecture
Capital Markets IT

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
full continuity of Collateral operations throughout the transformation period
2
secure, progressive Cloud migration without service disruption for the business
3
stability of Initial Margin calculations despite major architectural changes
4
reduction of operational risks linked to hybrid environment coexistence
5
modernized application foundation ready to support future regulatory and business evolutions

Context

As part of its global digital transformation, the client launched a strategic initiative to migrate all its infrastructures to Azure and accelerate Cloud adoption at an international scale. This global program includes the definition of a group-wide Cloud strategy, large-scale migration of existing environments, the establishment of a Cloud Center of Excellence (CCoE), and support for executives and local teams across more than 70 countries. To manage this complex transformation and ensure successful execution, the client relies on Avaliance to define the strategy, coordinate international teams, and lead large-scale migration programs.

Challenges

The client needed to execute a global Cloud migration while ensuring security, compliance, performance, and governance across environments.

Key challenges included defining a global Cloud strategy, coordinating multiple international stakeholders, industrializing Cloud practices, reducing transformation risks, and accelerating Azure adoption within a controlled framework.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach to global Cloud transformation, built around the following pillars:
  • definition of a group-wide Cloud strategy (Cloud First and Cloud by Design)

  • management of an Azure migration program for 2,400 servers (IaaS/PaaS) across 70 countries

  • structuring and leadership of the Cloud Center of Excellence (CCoE)

  • implementation of executive dashboards to track consumption, performance, and $20M program budget

  • deployment of global Cloud adoption initiatives, technical assessments, and Azure training

Technologies & Frameworks

Microsoft Azure
Move to Cloud
Cloud Center of Excellence (CCoE)
IaaS & PaaS
Cloud Strategy
International Governance

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
successful large-scale migration to Azure, covering thousands of servers across IaaS and PaaS
2
implementation of a global Cloud governance framework aligned with international standards
3
significant acceleration of Cloud adoption across more than 70 countries
4
effective control of risks, costs, and timelines for the $20M transformation program
5
establishment of a sustainable Cloud operating model enabling long-term innovation and growth

Context

In the context of a global Cloud transformation, the client established a Cloud Center of Excellence (CCoE) to structure Cloud adoption and harmonize technical practices across its various entities. This initiative aims to define a common governance framework, establish global technical standards, and support Business Units in designing their Azure architectures. To drive this strategic initiative and ensure consistency of the Cloud model, the client relies on Avaliance to structure the governance framework, guide teams, and accelerate project delivery.

Challenges

The client needed to implement a unified Cloud governance model based on a global hybrid framework while defining common standards applicable across all entities.

Key challenges included designing robust and compliant Azure architectures, creating shared Cloud components, upskilling teams, harmonizing practices across Business Units, and coordinating IT stakeholders in a complex international environment.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach to Cloud governance and architecture, built around the following pillars:
  • definition of a global Cloud governance model and associated responsibilities (RACI)

  • implementation of shared standards (naming conventions, tagging, Azure Policies)

  • operational leadership of the CCoE and coordination of technical and business teams

  • design of scalable, resilient, and compliant Azure architectures

  • development of shared components (Data Lake, API Management, shared services) and support for Business Units

Technologies Used

Microsoft Azure
Docker & AKS
Azure Data Lake
Azure Data Factory
API Management
Azure Analysis Services
Logic Apps

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
implementation of a structured global Cloud governance framework adopted across all entities
2
standardization of Azure practices and architectures, ensuring consistency and compliance
3
accelerated Cloud project delivery through reusable components
4
increased maturity of internal teams, now aligned with group Cloud standards
5
establishment of a sustainable and operational CCoE, capable of supporting long-term Cloud transformation

Context

As part of its global digital transformation program, the client initiated a strategy to progressively migrate its infrastructure and applications to the Cloud. This transformation, carried out in an international and multi-cloud environment (Azure, AWS, GCP), aims to modernize the information system while ensuring security, performance, and service continuity. To manage and coordinate this strategic initiative, the client relies on Avaliance to oversee planning, governance, and operational tracking of Cloud migration projects across the group.

Challenges

The client set ambitious and phased Cloud migration targets, with clearly defined multi-year milestones.

Key challenges included meeting deadlines and migration roadmaps in a multi-cloud, multi-region environment, controlling costs and risks, and ensuring high levels of quality, security, and performance of deployed solutions. It was also critical to ensure effective coordination between technical teams, business units, and regional stakeholders.

Avaliance Intervention

Achievements

Avaliance deployed a structured and cross-functional program management approach built around the following pillars:
  • end-to-end planning and supervision of Cloud migration projects

  • management of migrations to public and hybrid Cloud environments

  • coordination of technical, business, and security teams within a unified framework

  • implementation of reporting and communication mechanisms for stakeholders

  • monitoring of performance, quality, and risks associated with Cloud services

Technologies & Frameworks

Multi-Cloud (Azure, AWS, GCP)
Program Management
Hybrid Cloud Migration
Risk Governance
Service Continuity

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
achievement of defined Cloud migration milestones, with over 95% of applications migrated within planned timelines
2
effective control of costs and risks in a multi-cloud and international environment
3
improved quality and performance of deployed Cloud services, benefiting business teams
4
enhanced coordination between regions and project teams, enabling better decision-making
5
implementation of a sustainable Cloud governance framework to support long-term digital transformation

Context

As part of its global Cloud transformation program, the client initiated a governance structuring effort to effectively manage Cloud initiatives at an international scale. To ensure consistency of actions, budget tracking, and coordination of Cloud activities across all regions, the client relies on Avaliance to implement a cross-functional governance framework focused on visibility, steering, and communication.

Challenges

The client needed a unified and reliable view of all its Cloud projects while ensuring full traceability of actions and precise monitoring of migrations and costs.

The challenges also included strengthening the reliability of tracking processes, improving consistency across regions, and streamlining communication around Cloud activities through shared KPIs and clear dashboards.

Avaliance Intervention

Achievements

Avaliance deployed a structured and cross-functional Cloud governance approach built around the following pillars:
  • implementation of a global steering framework for Cloud initiatives at an international level

  • definition and monitoring of key performance indicators (KPIs) through shared dashboards

  • management of Cloud projects, budgets, and resources within a common framework

  • facilitation of governance processes and coordination of stakeholders across different regions

  • structuring of communication around program progress and Cloud-related challenges

Governance & Steering

Cloud Governance
PMO Office
KPI Dashboards
Budget Tracking
International Program Management

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
consolidated view of all Cloud projects at an international scale
2
improved budget management and Cloud cost tracking through reliable and shared indicators
3
reduced governance gaps between regions through common processes and frameworks
4
enhanced coordination of teams and Cloud initiatives, enabling better decision-making
5
strengthened ability to steer the Cloud transformation program over time

Context

The client, a large international insurance group, initiated an initiative to harmonize and modernize the Cloud architectures across its various entities. This approach relies on both private and public Cloud environments and aims to strengthen the consistency, security, and performance of solutions deployed at the group level. To support this structural transformation, the client relies on Avaliance to define common Cloud architectures and support technical and business teams in their implementation.

Challenges

The client needed to ensure the consistency of Cloud architectures in a multi-entity and multi-environment context, while maintaining a high level of security, performance, and portability of solutions.

The challenges also included defining shared architecture frameworks, optimizing support for technical teams, and enabling the progressive scaling of Cloud infrastructures across the group.

Avaliance Intervention

Achievements

Avaliance deployed a structured Cloud architecture and governance approach, built around the following pillars:
  • support for technical teams in defining Cloud architectures across private and public environments

  • formalization of architecture principles and standards shared across the group

  • integration of security, performance, and portability requirements from the design phase

  • support for business and technical teams in adopting the defined architecture models

  • alignment of technical solutions with scaling objectives and industrialization of Cloud usage

Technologies & Frameworks

Hybrid Cloud Architecture
Multi-entity Governance
Security-by-Design
Industrialization
Portability Standards

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results, both operationally and strategically:
1
definition and deployment of shared Cloud architecture frameworks across all entities
2
improved consistency and security of architectures deployed in hybrid environments
3
reduced design and validation timelines through shared architecture models
4
facilitated scaling of Cloud infrastructures while maintaining performance and resilience requirements
5
increased efficiency of technical teams, better equipped to design and deploy Cloud solutions aligned with the group’s strategy

Context

The client initiated a Cloud transformation at an international scale to modernize its practices, tools, and ways of working. To ensure the success of this transformation beyond technical aspects alone, the client relies on Avaliance to structure a change management approach, raise employee awareness, and support the Cloud team responsible for the overall coordination of this strategic initiative.

Challenges

The client needed to ensure team adoption of the Cloud transition by overcoming cultural barriers and encouraging ownership of new practices.

The challenges included large-scale employee training, fostering a sustainable Cloud culture across the organization, and amplifying the impact of the transformation through targeted communication and the activation of local champions within different entities.

Avaliance Intervention

Achievements

Avaliance deployed a structured, adoption-focused change management approach, built around the following pillars:
  • design and deployment of a Cloud adoption strategy tailored to an international context

  • awareness-building and upskilling of employees on Cloud challenges, use cases, and benefits

  • definition and implementation of a targeted, multi-channel communication plan

  • support for the Cloud team in managing and coordinating the overall transformation

  • activation and facilitation of local champions to ensure long-term adoption across entities

Key Focus Areas

Change Management
Cloud Adoption
Employee Awareness
International Coordination
Champion Facilitation

Results

Thanks to Avaliance’s support, the client achieved concrete and measurable results:
1
training and awareness of several hundred employees on Cloud challenges and use cases
2
increased team adoption of the Cloud transformation, with gradual ownership of new tools and practices
3
widespread adoption of a shared Cloud culture across the group’s entities
4
establishment of a sustainable adoption framework, managed by the Cloud team
5
acceleration of the overall impact of the Cloud transformation through targeted communication and local champion activation
Logo