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Financial Services·Cloud Transformation

Financial Services Company Migrates to IBM Cloud with Enterprise Disaster Recovery

A financial services company in California engaged CONVX to architect and execute a comprehensive migration from on-premises VMware infrastructure to IBM Cloud, including enterprise disaster recovery capabilities.

A financial services company · client anonymized · Project · Standard engagement · 2 min read

Client Overview

A financial services company in California engaged CONVX to architect and execute a comprehensive migration from on-premises VMware infrastructure to IBM Cloud, including enterprise disaster recovery capabilities. The engagement migrates the company's production workloads to a modern cloud environment while establishing robust business continuity through a geographically separated DR site.

Business Challenge

On-Premises Infrastructure Limitations: The company's existing VMware on-premises environment required significant capital investment to refresh, and lacked the scalability and resilience that cloud infrastructure provides for financial services operations.

Business Continuity Requirements: As a financial services organization, the company required enterprise-grade disaster recovery with geographically separated infrastructure to ensure business continuity and meet regulatory expectations.

Security and Compliance: Migration of financial services workloads demands maintained or enhanced security controls, including firewall segmentation and network isolation throughout the transition.

CONVX Solution Approach

CONVX designed and is executing a full-scope IBM Cloud migration with integrated disaster recovery.

VMware Cloud Migration: We are migrating 17 virtual machines from on-premises VMware to IBM Cloud VMware Solutions, preserving existing VM configurations while leveraging IBM Cloud's enterprise infrastructure.

Disaster Recovery Architecture: A geographically separated DR environment is being established with Veeam backup and replication, providing automated failover capabilities and ensuring business continuity for critical financial services applications.

Network Security Design: Fortigate firewalls are being deployed in the cloud environment to maintain security segmentation and access controls consistent with financial services requirements.

Phased Migration Approach: The migration follows a structured phased approach including discovery, pilot migration, production waves, and DR validation, minimizing risk to business operations throughout the transition.

Technology Implementation

  • IBM Cloud VMware Solutions
  • VMware virtual machine migration (17 VMs)
  • Veeam Backup and Replication for DR
  • Fortigate firewall security segmentation
  • Geographically separated disaster recovery site
  • Network architecture and security design

Business Outcomes

Cloud-Based Infrastructure: Migration to IBM Cloud eliminates on-premises infrastructure management burden and provides enterprise-grade scalability for the company's financial services operations.

Enterprise Disaster Recovery: Geographically separated DR with automated Veeam replication ensures business continuity and meets financial services regulatory expectations for resilience.

Enhanced Security Posture: Fortigate firewall deployment in the cloud environment maintains rigorous security segmentation throughout the migration, ensuring no degradation of security controls.

CONVX Expertise Demonstrated

This engagement demonstrates CONVX's capability in executing enterprise cloud migrations for financial services organizations where security, compliance, and business continuity are paramount. Our expertise in IBM Cloud, VMware migration, Veeam DR, and Fortigate security enables us to deliver comprehensive cloud transformations that address the stringent requirements of regulated industries.

Compliance
PCI-DSS
Technology
Fortigate FirewallsIBM CloudIBM Cloud VMware SolutionsSASVMwareVMware MigrationVeeamVeeam Backup and Replication

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