Overview
To modernize operations, reduce risk, and enable innovation, a leading capital markets firm in the financial services industry partnered with Path Infotech to execute an industry-first migration of Oracle Big Data Appliance workloads to Oracle Cloud Infrastructure (OCI). The transformation ensured zero disruption, enhanced regulatory compliance, and delivered a future-ready, cloud-native architecture that scales with business needs, setting a new benchmark in financial services IT modernization.
Challenges
Operating across multiple regions, including Singapore, Hong Kong, and Korea, this capital markets leader faced a high-stakes scenario: Oracle Big Data Appliance (BDA) was nearing end-of-support, and its on-premises architecture was central to supporting ESG reporting, capital market operations, IPO readiness, and regulatory compliance.
This triggered a complex mix of challenges:
- High financial risk: Downtime could lead to $5M–$14M in daily losses
- Rigid legacy infrastructure limited scalability and innovation
- Strict regulatory demands from MAS, HKMA, and FSC required full compliance
- No reference architecture for BDA-to-OCI migration in a regulated environment
- A complex ecosystem of Cloudera, Bloomberg, ODI, and ODA added migration challenges
- Stakeholder resistance due to risk sensitivity in financial operations
Our Approach
Path Infotech led the transformation, designing and delivering a secure, compliant, and scalable cloud-native architecture-pioneering a solution where no industry blueprint existed.
Solution Highlights:
- Oracle Big Data Service (BDS) replaced the legacy Cloudera-based environment
- Oracle Data Integrator (ODI) modernized ETL pipelines via OCI Marketplace
- Autonomous Database replaced MySQL for metadata management
- OCI Data Guard enabled cross-region disaster recovery
- OCI Security Stack included IAM, Security Zones, Cloud Guard, and Data Safe
- OCI Bastion & RBAC secured administrative access
- Hybrid integration with on-prem Oracle Database Appliances ensured continuity
Results
This engagement delivered a zero-disruption migration, full regulatory compliance, and immediate executive buy-in-overcoming deep-rooted resistance in a high-risk environment.
Key Outcomes:
- Seamless migration of mission-critical workloads with 100% SLA adherence
- Enabled multi-region disaster recovery and business continuity
- Secured regulatory alignment with zero audit gaps
- Laid the foundation for scalable AI/ML and analytics initiatives
- Transformed stakeholder mindset-from cloud resistance to cloud advocacy
Benefits
The transformation delivered measurable business value across key dimensions:
- 30%+ reduction in IT costs by eliminating hardware refresh cycles and adopting a consumption-based OCI model
- 35–40% improvement in performance through automation-driven operations and optimized data processing
- 99.95%+ uptime ensured uninterrupted services with minimal manual intervention
- Strengthened compliance and security via a multi-layered, zero-trust architecture across MAS, HKMA, and FSC standards
- Established a scalable, AI/ML-ready foundation accelerating business agility and reducing deployment timelines
- Freed IT teams from maintenance burdens to focus on innovation and strategic priorities