Executive Summary
In a highly regulated financial environment, where availability, accuracy, and performance are critical, a mid-sized Mexican financial institution focused on the payroll loan market with delegated collection partnered with AppTec to implement the Yellowbrick SQL Data Platform.
The project faced technical and strategic challenges: migrating its entire analytics ecosystem to a new architecture without disrupting critical business operations. With increasing data volumes, there was a risk that processes could fail, interrupting critical reporting.
With AppTec’s professional services, the institution now operates on a robust, secure, and scalable analytics platform. They migrate an AS400 and two SQL Servers to a Yellowbrick SQL Data Platform. AppTec recommended a Data Vault model for its flexibility and ability to provide an auditable framework for integrating data from diverse sources.
By leveraging Yellowbrick and AppTec’s expertise, new products and initiatives have been released. The bank has been generating more information than previously processed, allowing them to carry out these initiatives without affecting their operations.
The Challenge
The bank’s legacy data infrastructure faced serious limitations:
- Slow response times for internal users and regulators.
- Outdated, expensive and difficult-to-scale systems.
- Data fragmentation and inefficient analytical processes.
- Growing urgency to meet internal and external regulatory requirements.
Additionally, the migration had to be completed without disrupting daily operations, while ensuring data integrity, traceability, and business continuity.
The Solution
AppTec assumed the leadership of the project with a comprehensive and consultative vision:
- Custom Yellowbrick Analytic Architecture Design: Implemented Data Vault modeling to structure and scale data efficiently.
- Complete Data and Process Migration: Used Data Vault to migrate data and processes incrementally, case by case.
- Automation and Optimization of Analytics: Reviewed data lineage, eliminating unnecessary dependencies and improving processes during migration.
- Regulatory and Business Systems Integration: Processes were migrated to improve data sharing with business partners, making the bank more competitive and enabling it to deliver added value to customers and account holders.
- Continuous Expert Support: Ongoing involvement from AppTec’s specialists and the client’s architecture team ensures the platform evolves alongside new business needs.
Results
Certain confidential business processes that previously took days now run in near real time, freeing resources to focus on business needs.
Another process was reduced from two days to just five minutes, delivering major gains in operational efficiency and faster time to value.
The Value of AppTec
AppTec was not just a technology integrator, but a strategic partner understanding the complexity of the financial sector and transforming Yellowbrick’s platform into the institution’s analytical core.
- Certified consultants in data architecture and analytics.
- Proven experience with highly regulated institutions.
- Focus on operational continuity, security and scalability.
- Rapid response and specialized local support.
Conclusion
Through the strategic alliance between AppTec and Yellowbrick, this financial institution achieved a real modernization of its data platform.
Today, the bank not only operates more efficiently but is also positioned to grow, innovate, and meet the highest demands of the financial market.
AppTec’s Professional Services were the decisive factor in ensuring project success and empowering the client to maximize the value of its data.
