Streamlining Core Library Migrations with IDP Scorecards at Global FinTech

Company Overview

Global FinTech Company broadens access to financial advice through leading technology that powers the financial advisory experience. Using open software architecture combined with unmatched industry experience, they simplify complex digital landscapes to help customers thrive and grow. Their solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion advised across their platforms.

The Challenge

Global FinTech Company, faced a significant challenge: efficiently tracking the progress of their core library migrations across their extensive landscape of hundreds of microservices.‍

Like many engineering organizations undertaking long-running initiatives, Global FinTech Company found that keeping tabs on these migrations was becoming a cumbersome and time-consuming process. The previous method relied on manual spreadsheet updates, requiring engineering managers to individually report progress, which lacked real-time visibility and was prone to inaccuracies.

Recognizing the potential for delays and the risk of downtimes associated with unfinished migrations, Global FinTech Company turned to Harness IDP Scorecards to gain control and clarity over their migration efforts.

How Harness IDP Helped

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Visibility Without Overhead

Harness IDP provided Global FinTech Company with a centralized view of their migration progress through its scorecard functionality.

To get this view, engineering managers no longer had to rely on manual updates and could gain immediate visibility of their entire software ecosystem concerning the migration status. The scorecards provided a clear overview of which components were on track, lagging behind, or had not yet started the migration.

Automated Real-Time Tracking

Implementing IDP Scorecards significantly eased the burden on Global FinTech Company’s developers and platform engineers.

By querying the Dockerfile and the .Net package definitions from the individual source repositories of each component, IDP Scorecards automatically extracted the current version numbers and compared them against the expected target versions. This enabled Global FinTech Company to have the answer to the critical question, "Where are we with the migration of .Net Core version from X to Y?" readily available at their fingertips.

Proactive Mitigation of Risks‍

By having real-time data on the migration progress, Global FinTech Company could proactively identify and address potential roadblocks. The visibility offered by IDP Scorecards helped them avoid the pitfalls of unfinished migrations that can result in downtimes from incompatible libraries.

Reduced Toil and Improved Efficiency

‍The shift from a manual, spreadsheet-driven process to automated tracking with IDP Scorecards significantly reduced the toil associated with managing long-running migration initiatives. This freed up valuable time for engineering teams to focus on other critical tasks, improving overall efficiency.

The Results

Harness IDP Scorecards provided Global FinTech Company with the crucial visibility and automation needed to track core library migrations across hundreds of microservices effectively. This:

• eliminated the inefficiencies of manual processes
• empowered developers and managers with real-time insights
• helped mitigate the risks associated with incomplete migrations

Ultimately leading to a more streamlined and reliable software ecosystem.

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