Docupace is a technology company built for the financial services and wealth management industry. For over 20 years, they’ve dedicated their resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.
Docupace is based in Los Angeles, CA. Their team creates the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
Understanding and estimating potential cloud consumption
Plan with milestones for progressive transition to AWS
Cloud end-state design for each platform with-in the portfolio
Impact of change per platform
Roadmap and effort estimates required to migrate or modernize.
Optimized posture of security, operations, DevOps with cost-saving
Software-driven discovery of the infrastructure supporting current platform.
Top-down analysis of their platform portfolio to understand the R pathway for each platform and components.
Cloud compatibility analysis for current security, operations, and DevOps
Perform required cost estimation for cloud-native services.
Licensed optimization - eliminate hardware-dependent (ECS) or vendor solutions (Graylog) in favor of cloud-native services (S3 and CloudWatch)
Considering customer preferences and requirements, Trianz proposed an applications portfolio assessment combining software-driven, bottom-up analysis using Concierto.cloud followed by top-down analysis performed by cloud experts.
Software-driven discover approach leveraged Concierto to identify infrastructure dependencies and capacity requirements.
Expert-driven validation and assessment of current infrastructure usage application module at a time
Performing top-down analysis of their application portfolio to understand the R pathway for each application.
Refinement and depiction of the current-state architecture for each of the platform and it’s components.
Mapping current security, operations, and Devops posture for AWS
Performing cost comparisons between best-of-breed and cloud-native solutions
Cloud compatibility and feasibility of eliminating legacy licensed components in favor of cloud-native services.
Monitoring and Load Balancer
Backup and Disaster Recovery
Business case for cloud migration and modernization
Landing zone design for organizational cloud operations
Phased roadmap with right-sized end-state architecture for each phase.
Clear understanding of areas for cost savings and how they are achieved.
Eliminating underutilized resources and optimizing licensing costs
Optimization for storage and security solutions
Design for security, operational, and DevOps posture with cloud-native solutions
Design that enables fault tolerance and disaster recovery capabilities
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Our engagement with Trianz has now exceeded three years, and together we have delivered many significant initiatives in that time. Many of our successes could not have been achieved without our partnership. In many ways, Trianz has already put our products ahead of the curve.
The white glove approach, agility, and flexibility of the team helped us to tap opportunities in the ever-changing business environment.
Trianz team worked side-by-side with us to transform our sales operations. Now, we have complete visibility into everything from our supply chain to sales and pricing. Our partnership with Trianz has been exceptional.
The team at Trianz worked tirelessly to propose a system that overcame our business challenges. Rising to the occasion, they simplified our processes, enhanced the system and increased productivity. There’s no doubt; our ongoing success was enabled by our partnership with Trianz.
Trianz commitment to taking end-to-end ownership of developing the e-commerce web app is exemplary. Their dedicated involvement was key to us garnering the advantages of automated test suite development and manual testing