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.

Achievements
-
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
Results
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.

Achievements
-
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
Results
Context
Amid increasing cyber threats and ongoing IT transformation, the client launched a comprehensive initiative to strengthen the protection of its digital assets and structure its cybersecurity governance. This effort takes place within a demanding regulatory framework, requiring alignment with multiple standards and regulations such as DORA, ISO 27001, and GDPR. The objective was to enhance operational resilience while embedding cybersecurity into business processes and IT projects. To support this transformation, the client relied on Avaliance to define its security strategy, deploy appropriate technical controls, and foster a transversal cybersecurity culture.
Challenges
The client needed to improve its cybersecurity posture while ensuring compliance with regulatory requirements and international standards.
Key challenges included reducing critical vulnerabilities, strengthening operational resilience, integrating security by design into IT projects, and building a shared cybersecurity culture across business and IT teams.

Achievements
-
execution of comprehensive risk assessments and business impact analysis
-
implementation of information security strategies aligned with DORA and ISO 27001
-
deployment of security solutions including EDR, WAF, and IAM processes
-
coordination of security audits, penetration testing, and crisis management exercises
-
integration of Security by Design principles and user awareness programs
Compliance & Technologies
Results
Context
In response to increasing cyber threats and the need to strengthen its security posture, an international player in the infrastructure and energy sector launched several initiatives to enhance cybersecurity governance and vulnerability management across its critical IT environments. To support this transformation, Avaliance worked alongside the CISO in a transversal role, covering vulnerability tracking, security audit coordination, incident management, and performance monitoring of cybersecurity KPIs.
Challenges
The client needed to improve its ability to detect and remediate cyber threats while embedding security more effectively into IT projects.
Key challenges included reducing critical vulnerabilities, improving responsiveness to security incidents, strengthening the reliability of cybersecurity KPIs, and establishing a robust governance framework around CISO activities.

Achievements
-
management and monitoring of vulnerabilities across critical systems and applications
-
integration of cybersecurity requirements into IT projects and patch management supervision
-
coordination and execution of technical security audits, risk analysis, and recommendations
-
enhancement and tracking of cybersecurity KPIs and performance metrics
-
management and coordination of security incidents and associated remediation actions
Core Focus Areas
Results
Context
In response to increasing cyber threats and the need to strengthen its security posture, an international player in the infrastructure and energy sector launched several initiatives to enhance cybersecurity governance and vulnerability management across its critical IT environments. To support this transformation, Avaliance worked alongside the CISO in a transversal role, covering vulnerability tracking, security audit coordination, incident management, and performance monitoring of cybersecurity KPIs.
Challenges
The client needed to improve its ability to detect and remediate cyber threats while embedding security more effectively into IT projects.
Key challenges included reducing critical vulnerabilities, improving responsiveness to security incidents, strengthening the reliability of cybersecurity KPIs, and establishing a robust governance framework around CISO activities.

Achievements
-
management and monitoring of vulnerabilities across critical systems and applications
-
integration of cybersecurity requirements into IT projects and patch management supervision
-
coordination and execution of technical security audits, risk analysis, and recommendations
-
enhancement and tracking of cybersecurity KPIs and performance metrics
-
management and coordination of security incidents and associated remediation actions
Core Focus Areas
Results
Context
As part of its IT transformation and in response to increasing regulatory requirements, the client initiated major upgrades to its applications dedicated to risk management and financial reporting. Two critical systems were involved: SCREAM, used to calculate risk indicators under Solvency II, and OLISFA, dedicated to financial reporting and the integration of processing scripts. To secure these evolutions and ensure the reliability of regulatory processes, the client relied on Avaliance to support technical developments, modernize deployment processes, and stabilize production environments.
Challenges
The client needed to ensure compliance with Solvency II requirements while improving the reliability of risk calculation and financial reporting systems.
Key challenges included automating deployments, reducing technical debt related to legacy scripts, improving the quality of financial reports, and stabilizing application environments in a highly regulated context.

Achievements
-
evolution and maintenance of the SCREAM application for Solvency II risk indicator calculations
-
implementation of automated deployment processes using Jenkins
-
development and enhancement of financial reports using Actuate
-
decommissioning of Groovy scripts and integration of processing logic into the OLISFA application
-
analysis and resolution of production incidents to stabilize financial reporting environments
Technologies Used
Results
Context
The client, a major international banking group, initiated a program to strengthen compliance, automation, and observability of its critical system environments. These environments, based on Windows and Citrix platforms, require high levels of reliability, security, and operational control to ensure service continuity and compliance with regulatory requirements. To support this initiative, the client relies on Avaliance to modernize monitoring tools, improve infrastructure reliability, and industrialize operational practices.
Challenges
The client needed to ensure that its Windows and Citrix environments comply with internal and regulatory standards while improving the quality of service delivered to users.
The challenges also included optimizing automation processes, effectively leveraging performance indicators (KPIs), enhancing infrastructure observability, and reducing operational risks associated with manual interventions.

Achievements
-
analysis and utilization of performance indicators for Windows and Citrix platforms
-
modernization of monitoring and management tools for system environments
-
integration of automation solutions to industrialize recurring operations
-
continuous security and compliance reinforcement of Citrix infrastructures
-
cross-functional coordination for incident and vulnerability management and industrialization of technical processes
Technologies & Tools
Results
Context
The client operates in a context of information system transformation, driven by modernization, governance, and IT environment security challenges. The mission was carried out for the IT department of a major environmental services company, covering both IT teams (Customer, Corporate, BI, Operations) and business departments (Accounting, Controlling, Billing). Avaliance’s intervention was part of a program aimed at securing financial processes and strengthening coordination between IT and business teams, specifically around the E-Invoicing program and financial closing processes.
Challenges
The client needed to address several structuring challenges to secure its financial processes and strengthen regulatory compliance.
Key priorities included compliance with the French E-Invoicing reform, stabilization of monthly and annual financial closing processes, and implementation of robust governance between IT and business departments. It was also necessary to ensure rigorous execution of IT audits on O2C (Order to Cash) and P2P (Procure to Pay) processes while limiting operational risks.

Achievements
-
steering of the E-Invoicing program scoping, including O2C/P2P process review and PDP selection
-
structuring and management of monthly and annual financial closing in coordination with IT and Finance
-
analysis and resolution of data discrepancies between billing systems, Finance ERP, and reporting tools
-
implementation of operational governance including pre-closing committees and incident tracking
-
steering and coordination of remediation actions resulting from IT audits and auditor controls
Focus Areas
Results
Context
In a highly regulated banking environment, counterparty management and rating are key elements in financial risk management. In this context, a leading investment bank launched initiatives to strengthen the reliability and governance of its rating processes, while improving data quality and ensuring compliance of access rights and authorization mechanisms within risk management applications. The mission is part of a broader transformation program aimed at structuring workflows, improving eligibility mechanisms, and supporting the implementation of new business functionalities.
Challenges
The client needed to improve and automate counterparty rating processes in order to enhance the quality of risk assessments and strengthen exposure management.
Key challenges included ensuring consistency of rating mechanisms, managing access rights and application authorizations in line with security policies, and implementing new business functionalities. It was also necessary to improve the quality of data used in risk analysis and secure operational processes to limit operational risks.

Achievements
-
implementation of derived counterparty rating mechanisms (FC/LC) and eligibility rules
-
structuring of the rating workflow, default management, and counterparty relationship qualification
-
implementation of Security Policy: management of access, authorizations, roles, and confidentiality
-
business requirements collection, backlog prioritization, and scoping workshops within an Agile framework
-
execution of UAT testing, deployment support (Day 1), user training, and post-go-live support
Technologies & Frameworks
Results
Context
In a banking environment subject to strong risk management and regulatory compliance requirements, collateral calculation processes play a key role in controlling financial exposure. In this context, a leading investment bank launched a program to modernize its collateral calculation tools to improve the reliability of existing processes and reduce technical debt associated with legacy workflows. The initiative notably aimed to migrate processes developed in SSIS (SQL Server Integration Services) to a more modern application architecture based on .NET, improving performance, maintainability, and overall consistency of the calculation chain.
Challenges
The client needed to modernize its collateral calculation models while ensuring the reliability of processes used in risk management.
Key challenges included removing technical debt associated with legacy SSIS workflows, harmonizing calculation mechanisms, and improving overall processing performance. It was also necessary to enhance tool maintainability and ensure the robustness of processes within a demanding financial environment.

Achievements
-
redesign and implementation of new collateral calculation models
-
progressive migration of legacy SSIS processes to a .NET-based application architecture
-
drafting of technical specifications and execution of technical and functional tests
-
contribution to Level 2 application support to ensure operational continuity