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Case study lessons from a platform migration

What a regional financial institution taught us about dual-running, stakeholder cadence, and retiring legacy with dignity.

Sara Okonkwo

Principal Architect

12 min read Case Studies

A mid-size financial institution needed to migrate core integration workloads off a decade-old ESB without a regulatory incident. The technical plan was sound; the social plan made it survivable.

Dual-run until operators vote

We ran old and new paths in parallel for three release cycles. Operators chose the cutover date — not the project plan. That single decision removed half the political resistance.

  • Weekly steering with compliance present — no surprise audit findings.
  • Reconciliation dashboards visible to business owners, not just engineers.
  • Legacy decommission checklist signed by operations, not only engineering.

The migration finished two months ahead of schedule because we optimized for trust velocity, not ticket velocity.

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