Case study: Digital Transformation

Modernizing Legacy Systems: How Vertex Enabled Scalable Growth and Seamless Operations

Driving innovation in payment, self-service, and IoT management through digital transformation.

Case Study at a Glance

Client

A leader in technology and automation services

The Problem

Outdated infrastructure, integration challenges, and security vulnerabilities hindered operational efficiency, scalability, and compliance with industry standards.

The Solution

Vertex modernized legacy systems and implemented cloud integrations using CLEO, Microsoft technologies, and Azure, enabling seamless data synchronization and scalable operations.

The Result

Enhanced efficiency, 40% reduction in manual efforts, scalable systems, real-time data synchronization, and improved compliance and security for sustainable growth.

The Challenge

Our client, a leader in technology and automation services, faced significant hurdles with outdated legacy systems. These systems struggled to meet the growing demands of their business, impacting operational efficiency and scalability. At the same time, the shift to SaaS-based cloud solutions introduced complexities in data synchronization, requiring seamless integration across their ecosystem.

Key challenges included:

The Solution

Vertex tackled the challenges in two strategic domains: Business Applications Modernization and Cloud Integrations.

Business Applications Modernization
Implemented a suite of high-performance, scalable solutions to modernize core business operations, enhancing efficiency and laying the foundation for digital growth
- Legacy Revamp:
  - Migrated critical applications (service center, electronic access, and automated billing) to modern technologies that are scalable, secure, and have seamless integrations.
- Service Center Enhancement:
  - Enabled improved business operations including
    - Field technician dispatch, scheduling, and updates.
    - Escalation management through automated notifications.
    - Efficient billing for time, materials, and efforts.
- Electronic Access Transformation:
  - Introduced intuitive interfaces for seamless remote monitoring, secure access, and detailed reporting, improving operational visibility and customer satisfaction.
- Automated Billing Systems:
  - Developed an integrated billing platform using CLEO EDI to automate B2B invoicing, reducing manual efforts and improving accuracy.
Cloud Integrations Development
As the institution adopted SaaS-based solutions, Vertex introduced Cleo iPaaS (Integration Platform as a Service) and newer frameworks to achieve seamless data synchronization.

Key solutions included:

Impact and Outcomes

Vertex’s comprehensive modernization and integration strategy delivered:

Enhanced operational efficiency:
- Streamlined workflows and automation cut manual efforts by over 40%.
Scalability for growth:
- Modernized systems now handle increased demand without compromising performance.
Seamless integrations:
- Real-time synchronization between platforms improved decision-making and customer experience.
Regulatory compliance and security:
- Adherence to industry standards ensured a secure and compliant operational framework.