PTS Consulting®

Bank of New York Mellon

Data Centre Case Study

Data Centre Special Assignment Team of the Year, DatacenterDynamics EMEA Awards 2013
Award-winning 18 month IT Transformation programme hits target to deliver state-of-the-art Data Centre environment with successful migration of over 200 business critical applications.

The Client:

The Bank of New York Mellon (BNY Mellon) is a global investments company dedicated to helping its clients to manage and service their financial assets throughout the investment lifecycle.

The Challenge:

BNY Mellon had a vision to transform its EMEA Data Centre portfolio so that it could continue to provide the highest level of technology service to its customers. This would be one of the largest technology transformation initiatives it had undertaken. The 18-month programme would involve the physical build-out of a new state of the art Data Centre with a wave of migrations across 200 business critical applications.

BNY Mellon required a diverse and dynamic team that could develop a strategy for the programme that met the business needs, manage the planning and design process, and seamlessly migrate the infrastructure and services to a new Data Centre environment without disruption to its business. To ensure that the right skill sets were involved, BNY Mellon undertook a collaborative strategic partnership with PTS Consulting.
Key Challenges included:

  • Time Frame: from strategy to migration, few projects of this magnitude and complexity had been executed over such a compressed period of time
  • Criticality of the applications: the programme set a target of zero business disruption
  • Scale and complexity of the infrastructure services to be migrated
  • Scale and complexity of the programme: the 200 business applications spanned multiple business areas, requiring collaborative working to ensure that requirements were met and that the team and the business were kept updated with the programmes progress
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The Solution:

To achieve the strategic objectives, the PTS and BNY Mellon team embarked on an aggressive 18 month initiative. This involved the physical build-out of the new Data Centre with a wave of application migrations involving over 17 migration events and 200 business critical applications.

Data Centre Migration Strategy and Plan: An assessment of the existing applications and IT support infrastructure helped to define the most appropriate strategy to transition to the new Data Centre.
A two-pronged information gathering exercise – top‐down and bottom‐up – allowed the team to understand the hardware, infrastructure, operating systems, applications, services, interdependencies and business ownership. Detailed planning meetings were arranged with the individual application stakeholders, support teams and business partners. This resulted in a comprehensive analysis of the business’s current hardware and application environment, providing an overarching view of the IT Landscape from which to develop a migration plan.

PTS defined high level migration options for the transition of these application components and analysed the migration options for each application and business area according to their associated impacts on Time, Quality and Risk elements. The migration options were communicated and agreed with business partners through further refinement, identifying and highlighting any risks requiring mitigation associated with each option.

Equipped with the detailed information gathered during the planning phase and through further consultation with impacted business partners and applications owners the team developed an ambitious Migration Strategy that looked to facilitate an approach which presented minimal risk and impact to the business. This resulted in the creation of migration event groups which logically grouped application interdependencies and relationships. A migration plan and strategy was agreed with impacted business partners and technology teams that would form the foundation of the migration execution stage.

Migration Event Planning and Execution: The team was structured around key disciplines of technical migration strategy and planning, communication with business partners and the implementation of the physical build out.
A governance model with a centralised Project Management Office oversaw communication, measurement and management reporting, and progress tracking across workstreams. This approach allowed the migration team to consistently interface and engage with business partners when making and implementing recommendations. This was essential to ensure that all stakeholders understood the activities to be undertaken and provided feedback, encouraging buy-in from the organisation as a whole.

Implementation involved 17 migration events, each with a unique migration team comprising a cross section of the overall programme team, including a migration manager, technical teams, business testers and a governance manager. Each event consisted of a four-week iterative collaborative cycle with business partners, hosting workshops to agree the steps for the next execution. To track the progress of the concurrent migration events, agile methodology was adopted using daily team scrums.

A Run Book was produced for each migration and used as a management tool to coordinate the resources and activities. The migration event execution was choreographed through a command centre, a centralised point of control from which the migration management team could operate, and through which all involved parties could communicate, allowing for a rapid response for incident management and control.

Key activities involved:

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  • Monitoring work schedule activity and plan
  • Co-ordination of migration event resources
  • Interface to migration event board
  • Monitoring delivery and testing progress throughout the migration event
  • point of escalation of technical issues
  • Monitoring the execution of technical tasks
  • Monitoring and co-ordinating testing
  • Providing 'Go'/No-Go' recommendations to the Migration Event Board on status of migrations
  • Business reporting and communication management
  • Application Testing
  • Escalation process management

The Benefits:

In collaboration with PTS Consulting, the following benefits were delivered to BNY Mellon:

  • 17 flawless migration events of 200 business applications, on time and on budget and without disruption to the business
  • A New Data Centre environment to allow BNY Mellon to deliver the highest level of service to its customers
  • Reduction of risk within the Data Centre portfolio
  • A successful blue print for subsequent Data Centre migrations

The Verdict:

PTS Consulting Group was instrumental in the successful completion of BNY Mellon’s EMEA Data Centre Transformation programme."Trevor Green / Data Centre Programme Manager BNYM

At the DatacenterDynamics EMEA Awards Ceremony, the project won ‘Data Centre Special Assignment Team of the Year. Trevor Green, Data Centre Programme Manager at Bank of New York Mellon, who collected the award, commented:

“PTS Consulting Group was instrumental in the successful completion of BNY Mellon’s EMEA Data Centre Transformation programme. PTS maintained an excellent level of communication with our business throughout the programme to ensure that all operations and work streams were aligned with our overall programme objectives.
The eighteen months that we allocated for the project was very ambitious, but with help from the PTS team, we achieved our targets and now have a state of the art Data Centre environment, fully aligning technology with our future business needs. We needed the ‘A-Team’ for this project and, with PTS, we got it. Winning the ‘Data Centre Special Assignment of the Year’ award is a fitting testament to this remarkable team effort.”

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