← All workFinancial services

Northern Trust

RoleProject Manager
Period2024–2025
Projects6

The organization

A global financial institution providing asset servicing, investment management, and wealth management. This work took place in a highly regulated environment and is described here within careful confidentiality boundaries.

The challenge

Move more than 500 physical servers and their data out of U.S. data centres and into AWS, in phases, without weakening the backup, recovery, or availability guarantees a regulated bank is obligated to maintain.

  1. 01AWS migration of 500+ physical servers
  2. 02Application readiness assessment
  3. 03Migration wave planning & sequencing
  4. 04Backup & data gap remediation
  5. 05Disaster recovery & availability alignment
  6. 06Governance & executive reporting
01

AWS migration of 500+ physical servers

Data & Cloud Migration

The core programme: a phased migration of more than 500 physical servers and associated structured and unstructured data workloads from U.S. data centres to AWS.

  • Standardized server and data specifications across a large, heterogeneous estate.
  • Coordinated infrastructure, application, business, and executive stakeholders through each phase.
  • Supported both structured and unstructured data workloads under bank governance and security standards.
02

Application readiness assessment

Data & Cloud MigrationBusiness Transformation

Working with application teams to find and clear what would break at cutover: outdated database fields, insecure account structures, and legacy integrations.

  • Assessed applications against cloud-readiness criteria before scheduling them.
  • Drove remediation of outdated database fields and insecure account structures.
  • Resolved legacy integration dependencies blocking migration.
03

Migration wave planning & sequencing

Project & Program ManagementData & Cloud Migration

Assigning every asset to a migration wave against cloud-readiness criteria, so a problem in any single wave affected one group of systems rather than the whole estate.

04

Backup & data gap remediation

Data & Cloud Migration

Leading remediation of backup and data gaps found during readiness work, and reprioritizing high-risk migration phases as a result.

05

Disaster recovery & availability alignment

Data & Cloud Migration

Keeping the migrating estate aligned with the institution's disaster-recovery and high-availability policies throughout the programme rather than reconciling afterwards.

06

Governance & executive reporting

Project & Program Management

Tracking execution and reporting progress to executive stakeholders inside a regulated environment, where the reporting itself is part of the control framework.

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