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Capital Group Supercharges Mission-Critical Solutions with SAP HANA

Another day, another well attended session on how Infosys helped a client with its digital journey on HANA. In this case, the client is Capital Group, which experienced, among everything else on an exciting journey, a highly automated assessment by Infosys. This assessment was just the first step towards a robust and successful journey to the SAP HANA platform.

Harald Reiter, Associate Partner - Business Consulting, Infosys, told the crowd that Infosys knows full well how precious time can be to a global firm - especially Capital Group, the privately held home of American Funds with $1.4 trillion under management. Because Capital Group serves institutional and individual investors around the world, its journey to SAP HANA had to be as seamless as possible. That concern was what made Infosys and its highly automated assessment process one of the elements of the collaboration with Capital Group so fruitful.

Mr. Reiter was joined by Nitin Rastogi, Manager, GBS IT, Capital Group. Mr. Rastogi reminded the crowd that the assessment phase in any platform migration is important, especially when that enterprise had not yet moved to HANA. Capital Group's migration started a little over a year ago. What were the drivers and opportunities by moving to HANA? First, the asset management firm was lucky to have an end-of-life platform on its hands and took that as an opportunity to move to something entirely new. Future-proofing was also important. So was the fact that Capital Group had accumulated plenty of self-described "technical debt" and wanted to simplify its technology infrastructure. Doing so would reduce costs and rid the company of its technical debt, according to Mr. Rastogi.

One of the many reasons the Infosys/Capital Group partnership worked so well is that both parties understood why the migration needed to take place, what value it would create, and how to use the assessment phase to get a clear picture of what was ahead of them. Infosys helped Capital Group with the big picture. As the two companies worked together toward a migration to SAP HANA, they figured out what more the firm needed along the way and customized those solutions.

Mr. Reiter said that his team first begins with a standardized assessment package and then customizes it for each client because each entity starts the journey differently. Sometimes the assessment goes directly into an RFP, he said. But many times clients use the assessment to make their business case. That is, they worked collaboratively with Infosys to create output. The magic is that either way, according to Mr. Reiter, Infosys can perform the assessment in a highly automated manner leveraging Panaya. "We did the assessment in three weeks in an agile fashion so we had a review session every two to three days" said Mr. Reiter. "We always give recommendations, but ultimately the client decides how to move forward."

Capital Group praised the assessment for being so accurate. For the upgrade, Infosys used Panaya's CloudQualitySuite, a Cloud-based solution that's part of the assessment cost. It runs and looks at your configuration. Then it does a simulation of your migration. Panaya's tools tell you what issues you can expect, pinpoint what needs to be tested, with zero-risk being main driver to use such automated technology. Panaya's insights also compares your assessment to thousands of previous ones. So you can find things in common. It also estimates the number of objects that need to change and actually fixes them during migration - automatically, of course.

Key drivers during the Capital Group migration included architecture and landscape, target platform and version, risk appetite, testing guidelines, in-flight projects and competing initiatives, and costs. "We needed everything to be working when employees come to work on Monday morning," said Mr. Rastogi.

The migration took six months from start to finish. Infosys performed six migrations in all, which was an aggressive timeline. Think about it: Each migration within Capital Group took just one month. Part of the successful and rapid timeline was that Infosys focused on the cutover. "We had to make it flawless," said Mr. Reiter. "We started with three different start-time options and narrowed them down to one. We also had a cutover weekend simulation. During the actual cutover, we had an analysis tool in place to measure the risk of not making the estimated downtime."

Infosys used the text messaging application WhatsApp to let all stakeholders know how the cutover what going. Using that easy-to-use messaging app kept everyone at Capital Group informed and engaged.

Advice? Mr. Rastogi said to always, always focus on testing. "That's the most important part," he said. "Having tools to help with all aspects of testing was great."

Capital Group also benefited from just how seamlessly Infosys helped implement SAP ERP and SAP Business Warehouse applications as part of its journey. Today, at the end of the initial phase of a three-part digital journey, to say that Capital Group's mission-critical solutions are now super-charged would be putting it mildly.

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