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HMS Case Study

#industry #finance #lifesciences #other

Maintaining and Modernizing the SAS Environment for Regulatory Reporting

Enhance existing SAS applications, improve performance, and implement regulatory changes without disrupting ongoing operations.

Management Summary

For more than 20 years, HMS has been supporting a leading IT service provider in the financial sector in maintaining and modernizing its SAS-based IT landscape for regulatory reporting. The partnership combines banking-specific requirements analysis, technical modernization, and ongoing production support.

Project summary

#finance
Leading IT service provider for the financial sector

Leading IT service provider for the financial sector

Industry: Financial Services 
Collaboration: More than 20 years
Focus: Migration & Modernization
Use Case: Legacy System Modernization

Project Objective

Enhance, modernize, and provide ongoing operational support for an established SAS landscape used for regulatory reporting.

Key Project Aspects:

  • Analyze banking-specific requirements in collaboration with the relevant experts
  • Refactor SAS applications and provide technical support for mainframe-to-Linux migrations
  • Investigate and resolve production issues promptly during ongoing operations

Tech Stack

sas base sas macro linux

Our many years of system expertise help us accurately interpret regulatory requirements and continue developing the SAS landscape without disrupting ongoing operations.

Roland Mannshardt

Senior Project Lead

The Starting Point

The IT service provider manages complex applications and data sets for the regulatory reporting of a banking group. The SAS landscape, which has evolved over the years, must be regularly adapted to new business and regulatory requirements. At the same time, complex program structures, computationally intensive processing steps, and dependencies on existing mainframe processes make maintenance difficult.

Production issues must be addressed promptly, as they can affect critical reporting processes. Technological changes, too, cannot be addressed through isolated changes. They require an understanding of banking operations, detailed knowledge of the existing systems, and coordinated development of the software and underlying data structures.

The HMS Solution

Maintaining and Gradually Modernizing SAS Applications

HMS combines long-term application support with business and technical enhancement of the existing system landscape. In this project, HMS has taken on the following tasks:

Translate Banking Requirements into System Changes

Our employees analyze new requirements in direct consultation with the relevant subject matter experts. They translate technical and regulatory requirements into actionable changes for applications, reports, and data structures.

Enhancing Existing SAS Solutions

HMS continuously refines the SAS-based software landscape and refactors legacy code. This includes developing new reports, customizing existing applications, and expanding the database to include pre-aggregated data for reporting and interfaces.

Improving Performance and Supporting Technology Transitions

The team investigates computationally intensive components and optimizes affected programs, for example in the context of security optimization and cluster formation. HMS also supports large-scale mainframe-to-Linux migrations as well as other changes to the technologies and tools in use.

Supporting Production Operations

HMS provides ongoing support and troubleshooting for production issues. This support includes prompt error analysis, coordination with the relevant departments, and, if necessary, occasional on-call availability.

Customer Benefits

More Maintainable Applications Through Continuous SAS Development

The combination of project expertise, development, and production support gradually improves the existing IT landscape.

Maintainable

Improved Code Base

Refactoring and adjustments tailored to business requirements improve the quality of established program structures. Existing knowledge of the system and processes facilitates future changes.

Reliable Processing

Software and Data Quality in Reporting

Expanded data sets, automated tests, and the revision of existing components help ensure consistent processing results in the supported applications.

Responsive Support

Support for Production Issues

The HMS team analyzes system issues promptly and supports their resolution during normal operations. Years of experience with applications, data, and banking processes make it easier to diagnose complex error scenarios.

This collaboration also builds further expertise in the areas of software quality, testing, and the further development of regulatory SAS applications.

Our Strengths, Your Benefits

Combining SAS Development and Production Operations

In this project, HMS combined its expertise in banking processes with SAS development and production support. The project encompassed the analysis of new requirements, the further development of applications, performance optimizations, and support for technological changes.

What You Can Expect from HMS

HMS supports established SAS environments with extensive system expertise, direct coordination with banking experts, and responsibility for day-to-day operations.

  • Requirements analysis in collaboration with banking experts
  • Integration of SAS development, performance optimization, and production support
  • Support for mainframe-to-Linux migrations and refactoring projects
Karsten Wohlgefahrt
Karsten Wohlgefahrt
Principal Sales Manager

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