Investment Firm - Custodian Transfer Initiative

Stakeholder Alignment Through Architecture

Challenging assumptions and aligning stakeholders to deliver the right solution with lower cost and risk.

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Business Context

A private investment firm was executing a strategic custodian transfer requiring the reengineering of decades of integrations supporting approximately $90 billion in assets under management.

Project failure was not an option.

Initial Request

Development requested complete duplication of Dev, UAT, and Production environments, including Informatica domains, repositories, servers, SQL infrastructure, networking, storage, resource groups, and supporting services.

Discovery Process

Rather than immediately approving the request, I challenged assumptions and conducted discovery discussions focused on understanding the desired outcome, risks being mitigated, and the true business requirement behind the request.

Critical Insight

Development believed Informatica repositories had a one-to-one relationship with servers and domains. Through analysis and whiteboard discussions, I demonstrated that multiple repositories could coexist within a single domain while maintaining logical separation, independent workflows, and isolated objects.

Implemented repository-level separation rather than duplicating entire infrastructure stacks. The proposed architecture delivered the required workflow isolation while leveraging existing platform capabilities.

Business Outcomes

The solution avoided unnecessary duplication of Dev, UAT, and Production infrastructure. It eliminated avoidable licensing acquisition, server provisioning, patching responsibilities, support burden, security reviews, architecture reviews, and operational overhead.

Clients are often experts in their problems, but not necessarily experts in the solutions. The consultant’s responsibility is to understand the underlying requirement before recommending an approach.