Data & Analytics Leader Accelerates Mainframe Exit with Concierto Modernize: Trade Application Assessment
Executive Summary
A global leader in business data and analytics engaged Concierto to assess their mainframe-based Trade application as part of an enterprise-wide mainframe exit strategy. The legacy mainframe environment supported mission-critical trade operations including manual trade modules, jobs, and IDMS database systems, and the organization needed to determine the right target disposition and migration pathway to AWS Cloud Platform.
Concierto's Modernize Compass, powered by its dual-engine architecture combining 5,000+ deterministic rules with autonomous AI agents, delivered discovery analysis, complexity evaluation, target state architecture recommendations, and a testing strategy within an accelerated timeline, providing a clear modernization roadmap for their mainframe transformation.
Business Challenge
The organization's mainframe-based Trade application, including its Manual Trade module, associated jobs, and Trade case IDMS database, presented significant challenges to broader digital transformation objectives.
Key Challenges:
- Determining the right AWS Cloud target disposition
- Understanding application and interface complexity
- Assessing business criticality and technical complexity
- Evaluating application health and data volumes
- Establishing a functional equivalence testing approach
Additional Requirements:
The organization also needed alignment of High Availability (HA), Disaster Recovery (DR), and Business Continuity Planning (BCP) requirements to AWS, along with security controls covering:
- Compliance certifications
- Identity and access management
- Encryption and key management
- Data retention policies
The Concierto Solution
Dual-Engine Enterprise Assessment Platform
Concierto Modernize Compass
Delivered comprehensive assessment through its dual-engine architecture — 5,000+ deterministic rules combined with autonomous AI agents. Unlike traditional assessment approaches that take months with inconsistent recommendations, Compass provided rapid, data-driven insights through non-intrusive, encrypted metadata-based scanning where source code never leaves the client environment.
Intelligent Discovery and Assessment
Leveraging AST (Abstract Syntax Tree) parsing with pattern matching mapped the Trade application ecosystem:
- Technical inventory
- Inbound and outbound dependencies
- Physical and logical relationships
- Source code composition including JCL, files, screens, database tables, system programs, functions, and procedures
Complexity Analysis
Evaluated the application across:
- Business criticality
- Technical complexity
- Application health
- Data volumes
- Documentation quality
Delivering modernization readiness scoring and effort requirements.
Target State Architecture
Defined disposition and architecture options for the mainframe exit to AWS, including HA/DR/BCP architecture profile recommendations.
Implementation Excellence
Phase 1: Discovery and Data Collection
Modernize Compass deployed autonomous scanning agents with AST parsing and 5,000+ deterministic rules for comprehensive, encrypted metadata-based analysis. The assessment provided:
- Technical inventory
- Dependency mapping
- Functional and data flowcharts
- Data volume analysis
As part of the broader engagement approach, AWS services and tooling along with available client tooling were utilized to aggregate application landscape data in preparation for the mainframe exit.
Phase 2: Assessment and Target State Definition
Comprehensive complexity analysis assessed the application and interfaces across:
- Business criticality
- Technical complexity
- Application health
- Documentation quality
Target state disposition and architecture options were defined for the mainframe exit to AWS with HA/DR/BCP architecture profile recommendations.
A testing strategy was developed covering functional equivalence, data integrity, and end-to-end validation, informed by Concierto's built-in validation and testing capabilities.
Phase 3: Roadmap Delivery
The assessment delivered a modernization roadmap including:
- Target state dispositions
- Target AWS architecture
- Recommended modernization pathways, methodologies, and processes via Concierto Compass's Cognitive Modernization Advisor
Detailed documentation captured all assessment observations and inferences.
Transformation Results & Business Impact
Complete Application Visibility
Comprehensive discovery of the Trade application ecosystem including all dependencies, interfaces, and data flows.
Accelerated Assessment Timeline
Delivered within an accelerated timeline versus traditional approaches, enabling faster strategic planning.
Data-Driven Migration Strategy
Dual-engine analysis delivered target state architecture recommendations grounded in verified complexity and criticality data.
Risk-Informed Planning
Evaluation of security, compliance, HA/DR/BCP profiles, and testing strategy provided a risk-aware modernization roadmap.
Operational Readiness
Operating model recommendations to support the overall mainframe modernization program.
Platform Technology Excellence
Concierto Modernize Architecture
- Dual-Engine Architecture: 5,000+ deterministic rules combined with autonomous AI agents
- Assessment Module: Modernize Compass — scanning, predictive analytics, and Cognitive Modernization Advisor
- Scanning Technology: AST parsing with pattern matching; non-intrusive encrypted metadata-based scanning
- Discovery Capabilities: Automated technical inventory, dependency mapping, application relationship analysis
- Target Cloud Platform: AWS
- Compliance Framework: Security architecture alignment covering compliance certifications, identity and access, encryption and key management
Key Differentiators
- Integrated Assessment + Transformation: Single platform eliminating multi-vendor complexity
- 80% Faster Assessments: Weeks versus months for traditional approaches
- Dual-Engine Analysis: Deterministic rules with autonomous AI agents for predictable yet intelligent outcomes
- 30-40% Cost Savings: Platform-driven delivery versus traditional consulting
- Enterprise Reliability: Comprehensive governance and audit trails
Future Transformation Roadmap
Building on the comprehensive assessment, the organization is positioned to leverage Concierto's advanced capabilities for execution of the mainframe exit strategy.
Mainframe Migration Execution
Leveraging assessment findings to migrate the Trade application, Trade case database, and associated ecosystem to AWS.
Continued Modernization
Expanding across the broader mainframe portfolio using the proven assessment methodology.
Ongoing Partnership
Continued collaboration with Concierto for managed modernization services.
Why Leading Enterprises Choose Concierto
This assessment demonstrates why organizations select Concierto for critical modernization initiatives. The platform's unique combination of AI-powered intelligence, enterprise-scale reliability, and zero-code simplicity delivers results that traditional approaches cannot match.
Concierto's SaaS-based delivery model, hyper-automated workflows, and multi-cloud optimization capabilities provide the agility and efficiency that modern enterprises require while maintaining the security and compliance standards that regulated industries demand.
Ready to accelerate your mainframe modernization? Contact Trianz today to discover how Concierto Modernize can deliver unprecedented speed, clarity, and business value for your enterprise transformation.
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