Retired 30+ spreadsheet-bound processes onto a production cloud platform, with full data lineage and audit trail that passed internal controls review
We replaced brittle on-premise and spreadsheet workflows with a production, cloud-native platform on AWS, cutting manual reconciliation effort by an estimated 60% while giving the firm end-to-end data lineage, least-privilege access and a complete audit trail that stood up to internal controls review with zero findings.
The challenge
A capital-markets firm was running critical operations across brittle on-premise systems and spreadsheets: slow, error-prone, and impossible to evidence under scrutiny. They needed to modernise, but a regulated investment business cannot simply lift its data into generic SaaS: it must be able to prove who accessed what, when, and why. Off-the-shelf tools were too shallow to model the workflows, and a naive build would have failed the firm's own controls review on access, data residency and auditability.
What we built
Ran a discovery to map data flows, access requirements and the regulatory obligations the platform had to satisfy: audit trails, data residency and least-privilege access treated as first-class requirements, not afterthoughts
Architected a cloud-native platform on AWS with security engineered in from day one: IAM least-privilege, encryption in transit and at rest via KMS, VPC isolation, and full CloudTrail auditability
Built core services with infrastructure-as-code so every environment is reproducible and every change is reviewed, versioned and traceable
Instrumented data lineage and immutable audit logging so the firm can evidence every access and transformation, a regulatory requirement engineered as a native capability rather than bolted on
Architecture
Outcomes
Cut manual reconciliation effort by an estimated 60% and passed internal controls review with zero findings on access and auditability
A production, cloud-native platform replacing fragile manual processes, with security and traceability engineered in
Reproducible infrastructure-as-code environments, deployable with confidence and a full change audit trail
A governed foundation the firm can extend without re-architecting to meet its compliance bar
Results
42%
less manual reconciliation
£380k
annual ops cost saved
0
internal-audit findings
31
legacy processes retired
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