Capacity plan for insurance and financial institution

Problem

An important multinational insurance and financial institution required knowing the capacity of its network, systems, and applications technology infrastructure in production, test, and development environments. The objective was to understand its situation clearly avoiding inefficiencies in misused resources and being able to adequately plan the future investments focused on the business areas with greater demand, as well as being prepared for the liberation of new insurance and investment services.

The business problems to be resolved were the following:

• Establish the capacities and actual use of their communication and IT infrastructure, which were unknown.
• Count with objective elements for the planning of investments in the crucial business areas for short, medium, and long term.

Solution

Through a multidisciplinary workgroup, formed by experts in servers, network, security, databases, applications, project management, and monitoring, a solution was provided, including:

• Identification of the actual state and levels of utilization of the technological infrastructure.
• Projection of the utilization levels of the IT related to the observed behavior, expected growth, and new business initiatives.
• Elaboration of recommendations for update, growth, or changes in infrastructure.

With the information generated, the customer counted with a solid base to perform a much more accurate decision-making in budgeting, IT investment, and in the relocation and management of actual capacities.

Technology and/or tools used

For information gathering, the tools used were open source, operation monitors, and features provided by operating systems, database and communication devices.

For the data analysis, statistical analysis tools were used that allowed to generate behavior models, which were enabled for the projection when including the attributes that described additional tasks, by business project within its calculation.

For purposes of presenting information and recommendations, executive report tools were used, which allowed the user to have a more intuitive approach to the generated results.