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

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

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.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach combining governance, security architecture, and organizational enablement:
  • 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

DORA Regulation
ISO 27001
GDPR
EDR / WAF
IAM (Identity Access Management)
Security by Design
Risk Assessment (GRC)

Results

Thanks to Avaliance’s intervention, the client achieved structuring and measurable outcomes:
1
significant reduction in critical vulnerabilities across IT and digital assets
2
improved operational resilience and incident response capabilities
3
progressive and verifiable compliance with DORA, ISO 27001, and GDPR requirements
4
sustainable integration of cybersecurity into business processes and new IT projects
5
development of a strong and shared cybersecurity culture throughout the organization

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.

Avaliance Intervention

Achievements

Avaliance contributed to strengthening cybersecurity governance and operational processes through several key initiatives:
  • 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

GRC (Governance, Risk, Compliance)
Vulnerability Management
Cybersecurity KPIs
Security Audits
Incident Response Coordination
Patch Management

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable outcomes:
1
reduction of critical vulnerabilities across IT and infrastructure environments
2
improved responsiveness to security incidents and associated remediation efforts
3
enhanced visibility of global cybersecurity posture through reliable and actionable KPIs
4
strengthened security governance and formalized remediation processes
5
more systematic and effective integration of cybersecurity requirements into IT projects

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.

Avaliance Intervention

Achievements

Avaliance contributed to strengthening cybersecurity governance and operational processes through several key initiatives:
  • 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

GRC (Governance, Risk, Compliance)
Vulnerability Management
Cybersecurity KPIs
Security Audits
Incident Response Coordination
Patch Management

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable outcomes:
1
reduction of critical vulnerabilities across IT and infrastructure environments
2
improved responsiveness to security incidents and associated remediation efforts
3
enhanced visibility of global cybersecurity posture through reliable and actionable KPIs
4
strengthened security governance and formalized remediation processes
5
more systematic and effective integration of cybersecurity requirements into IT projects

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.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach combining technical expertise, automation, and application quality improvement:
  • 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

Solvency II
Financial Reporting
Jenkins
Actuate
Groovy Decommissioning
Regulatory Compliance

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
strengthened compliance with Solvency II regulatory requirements
2
improved reliability of risk calculations and financial reporting processes
3
automated application deployments significantly reducing operational risks
4
reduction of technical debt through the rationalization of legacy scripts
5
enhanced stability of production environments and critical financial systems

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.

Avaliance Intervention

Achievements

Avaliance deployed a structured approach combining automation, monitoring, and compliance, built around the following pillars:
  • 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

Citrix
Windows Server
Observability
Process Automation
KPI Monitoring

Results

Thanks to Avaliance’s intervention, the client achieved concrete and measurable results:
1
significant improvement in compliance of Windows and Citrix environments with internal and regulatory requirements
2
25% to 35% reduction in manual interventions through automation of recurring operations
3
improved service quality and stability of critical platforms
4
enhanced visibility into performance and system health through consolidated and actionable KPIs
5
reduced operational risks through more industrialized and secure operational practices

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.

Avaliance Intervention

Achievements

As part of this mission, Avaliance contributed to securing and managing financial processes through:
  • 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

E-Invoicing (PDP)
Financial Closing
IT Audit & Control
ERP Finance
O2C & P2P Processes
Business-IT Governance

Results

Avaliance’s intervention enabled the client to achieve the following outcomes:
1
secured critical financial processes related to billing and financial closing
2
improved coordination and communication between IT and business departments
3
establishment of structured operational governance for financial closing cycles
4
readiness and preparation for compliance with the French E-Invoicing reform
5
improved tracking and faster remediation of IT audit findings identified by auditors

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.

Avaliance Intervention

Achievements

Avaliance contributed to structuring and improving counterparty rating processes through several key initiatives:
  • 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

Counterparty Risk
Process Automation
Agile (Scrum)
UAT Testing
IAM & Security Policy
Capital Markets Risk

Results

Avaliance’s intervention enabled the client to achieve the following outcomes:
1
improved reliability and automation of the counterparty rating process
2
strengthened governance and compliance of access to risk management applications
3
enhanced quality and consistency of data used in risk analysis
4
optimized rating workflows and default management mechanisms
5
improved visibility for risk teams on counterparty assessments and associated exposures

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.

Avaliance Intervention

Achievements

As part of this mission, Avaliance contributed to the modernization and reliability of collateral calculation processes through:
  • 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

Technologies & Domains

.NET Architecture
SSIS (Legacy Migration)
Collateral Management
SQL Server
Risk Management Systems
Application Modernization

Results

Avaliance’s intervention enabled the client to achieve structuring outcomes:
1
modernization and rationalization of the global collateral calculation chain
2
significant reduction of technical debt related to outdated SSIS processes
3
improved performance and maintainability of the technical application ecosystem
4
strengthened reliability of calculation processes used in critical risk management
5
implementation of a robust application foundation for future calculation model evolutions
Banking & Financial Services
Environment & Water
Industry
Insurance & Social Protection
Luxury
Public Sector
Services
Telecoms & Technology
Transportation
Capital Markets
Cloud
Cybersecurity
Data & AI
DevOps & Automation
Digital Workplace
Infrastructure
ITSM & Governance
Business Applications
Cloud Platforms
Data & Analytics Platforms
DevOps & Automation
Infrastructure & Systems
Network & Connectivity
Security Technologies
Banking & Financial Services Capital Markets Cloud Platforms

Collateral Certification Processes

Context In a highly regulated banking environment, collateral management and certification are...
Banking & Financial Services Digital Workplace Infrastructure & Systems

Windows & Citrix Environments

Context The client, a major international banking group, initiated a program to...
Environment & Water ITSM & Governance Business Applications

Financial Process Security

Context The client operates in a context of information system transformation, driven...
Insurance & Social Protection Capital Markets Business Applications

Collateral Calculation Processing

Context In a banking environment subject to strong risk management and regulatory...
Banking & Financial Services Capital Markets Business Applications

Initial Margin Optimization

Context In a highly regulated financial markets environment, Initial Margin (IM) management...
Banking & Financial Services Capital Markets Business Applications

Collateral Certification Process

Context In a highly regulated banking environment, collateral management and certification are...
Banking & Financial Services Capital Markets Business Applications

MTM Certification Automation

Context In a highly regulated banking environment, trading activities rely on the...
Banking & Financial Services Capital Markets Data & Analytics Platforms

Risk Calculation Platform

Context In a highly regulated banking environment characterized by large volumes of...
Services DevOps & Automation DevOps & Automation

DevOps & Cloud Delivery

Context As part of the industrialization of its Cloud services, the client...
Insurance & Social Protection Cybersecurity Security Technologies

Business Continuity Reinforcement

Context In a context of increasing digitalization and high sensitivity of processed...
Banking & Financial Services Cybersecurity Security Technologies

Windows Infrastructure Security

Context In a highly regulated banking environment, a leading European financial institution...
Transportation ITSM & Governance Business Applications

IT Service Transformation

Context As part of its IT transformation, a leading European transportation player...
Public Sector ITSM & Governance Business Applications

IT Support Industrialization

Context As part of its IT modernization strategy, a national public administration...
Insurance & Social Protection DevOps & Automation DevOps & Automation

DevOps Transformation

Context The client launched a strategic initiative to modernize its software engineering...
Insurance & Social Protection DevOps & Automation Business Applications

Scalable Application Architecture

Context The client launched several application initiatives requiring a robust, scalable software...
Banking & Financial Services Capital Markets Business Applications

Securitization System Modernization

Context The client initiated the modernization of its application environment dedicated to...
Services Data & AI Data & Analytics Platforms

Data-Centric Strategy

Context The client launched a strategic program to structure its data capabilities...
Insurance & Social Protection DevOps & Automation Business Applications

Business Applications Modernization

Context The client launched several strategic application projects aimed at modernizing internal...
Telecoms & Technology Infrastructure Network & Connectivity

Multi-Site Network Deployments

Context The client delivers large-scale network programs requiring rigorous coordination of technical...
Transportation Infrastructure Network & Connectivity

Critical Infrastructure Deployment

Context The client, a major railway transportation operator, deploys critical technical infrastructures...
Telecoms & Technology Infrastructure Network & Connectivity

Network Infrastructure Modernization

Context The client deploys network infrastructures for professional organizations requiring reliable, secure,...
Public Sector ITSM & Governance Business Applications

ITSM Process Structuring

Context The client operates a critical IT production platform serving national public...
Transportation ITSM & Governance Business Applications

IT Service Structuring

Context The client launched a strategic initiative to transform its technical foundation...
Insurance & Social Protection Digital Workplace Infrastructure & Systems

Critical Workplace Migration

Context The client initiated a major migration of its IT workstation environment...
Transportation Infrastructure Infrastructure & Systems

IT Infrastructure Modernization

Context The client, a major public transportation operator, launched a large-scale modernization...
Services DevOps & Automation DevOps & Automation

DevOps Stream Structuring

Context As part of its global digital transformation, the client, a large...
Banking & Financial Services Infrastructure Infrastructure & Systems

IT Operations Automation

Context The client, a major international banking group, operates a very large...
Banking & Financial Services Infrastructure Infrastructure & Systems

AIX Infrastructure Optimization

Context The client, a key player in critical services, must ensure the...
Environment & Water Digital Workplace Infrastructure & Systems

Digital Workplace Modernization

Context The client, a leading industrial player, launched a workplace modernization initiative....
Banking & Financial Services Digital Workplace Infrastructure & Systems

Windows Workstation Migration

Context The client, a leading industrial player, launched a workplace modernization initiative...
Services Cloud Cloud Platforms

Cloud Change Management

Context The client initiated a Cloud transformation at an international scale to...
Insurance & Social Protection Cloud Cloud Platforms

Cloud Architecture with NetApp

Context The client, a large international insurance group, initiated a modernization program...
Banking & Financial Services Infrastructure Infrastructure & Systems

Storage Platform Implementation

Context The client, a large international banking group, initiated the modernization of...
Services Cloud Cloud Platforms

FinOps Governance

Context As part of optimizing its Cloud governance, the client initiated a...
Banking & Financial Services Capital Markets DevOps & Automation

Trading Platform Security

Context The client operates a critical trading application supporting its market activities....
Telecoms & Technology Cybersecurity Security Technologies

Cybersecurity & IT Monitoring

Context The client operates critical Linux environments requiring a high level of...
Services ITSM & Governance Cloud Platforms

Azure Access Governance

Context The client initiated a structured approach to its Cloud governance, with...
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