Migrating Financial ERP to Cloud for Compliance & Savings

A mid-sized financial services firm relied on a legacy on-premises ERP system to manage core operations such as accounting, payroll, procurement, and compliance reporting. With growing data volumes, rising infrastructure costs, and strict data protection regulations like GDPR, the organization recognized the need to modernize its technology stack. The company engaged a cloud migration team to move its legacy ERP to Amazon Web Services (AWS) with a focus on improving data security, regulatory compliance, performance, and cost efficiency.

Image representing case study

40%

infrastructure cost savings

GDPR

compliance readiness verified

25%

faster report generation

About  

Problem Statement

  • The legacy on-prem ERP ran on aging, non-redundant infrastructure, resulting in frequent unplanned outages and SLA breaches.
  • Manual backup scripts and lack of automated failover created significant RPO/RTO risks for disaster recovery.
  • GDPR compliance was hindered by absence of fine-grained IAM, audit logging, and in-transit/at-rest encryption.
  • Monthly infra costs escalated due to server sprawl, overprovisioned VMs, and reactive maintenance cycles.
  • IT resources were consumed by low-level ops: patching OS kernels, managing on-prem firewalls, and manually tuning SQL indexes and queries.

Industry: Financial Services
Services: Cloud Migration, ERP Modernization
Region: United States

Our Tech Stack

Tech stack we used

Solution Approach

  • Performed a detailed assessment of ERP workflows, databases, and user roles to identify migration readiness and security gaps.
  • Migrated ERP backend to Amazon RDS, enabling automated backups, encryption, and high availability.
  • Rehosted the application layer on Amazon EC2, using auto-scaling groups and load balancing for improved performance.
  • Used AWS DMS to migrate 1.8 TB of ERP data with less than 2 hours of downtime.
  • Integrated Amazon S3 for long-term storage of audit logs and archived records with lifecycle rules.
  • Implemented IAM policies and KMS encryption to meet GDPR requirements and secure sensitive financial data.

Benefits

  • 40% reduction in infrastructure costs by shifting to a pay-as-you-go cloud model and removing licensing overhead.
  • Achieved GDPR compliance through access controls, audit logs, and encrypted data at rest and in transit.
  • Improved data redundancy and disaster recovery with automated snapshots and multi-region backup replication.
  • 25% boost in application performance, reducing report generation and transaction processing time.
  • Freed up IT resources by reducing manual maintenance efforts by 60%.

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