Cloud Infrastructure Transformation for Perto India Pvt Ltd Executive Summary

Cloud Infrastructure Transformation for Perto India Pvt Ltd Executive Summary

The IT infrastructure provided must be robust, secure, and scalable in order to achieve business continuity and innovation in the fast-changing landscape of fintech. Perto India Pvt Ltd is one of the leading providers of financial technology solutions that realized that they had to update the core systems to accommodate the growth, improve customer experiences, and operational resilience. Allied with B M Infotrade Pvt Ltd, Perto engaged in the transformative process to move its infrastructure to the AWS cloud and uses the capabilities of the advanced technologies and managed services, enabling it to attain its strategic goals.

In this case study, the challenges are outlined, the solution is provided, and the actual business impact achieved with the help of this cloud transformation.

About Perto India Pvt Ltd

Perto India Pvt Ltd is a leading fintech company that provides scalable and secure solutions to financial institutions in India that are innovative. Reliability, compliance, and customer-centricity are the conviction underlying Perto technology, which supports key financial practices, such as transaction handling, information administration, and electronic services.

With the growth of the company and its services and customers, the weaknesses of the old on-premises infrastructure were revealed. The threats of downtimes, lack of scalability, complicated maintenance, and dynamic security threats were the challenges, which led Perto to find a solution that would be ready to face the future.

The Challenge

Perto India Pvt Ltd had a number of major challenges using its old infrastructure:

1. Few Scalability: On-premise servers were unable to deal with peak and low workloads and fast expansion of business, which resulted in a bottleneck of performance.

2. Risks of Downtime: Hardware malfunctions, maintenance, and disaster incidents were a threat to the availability of service, the impact of which affected customer confidence.

3. Security Issues: Threats in the cyber field and legislative needs were at stake and demanded the new high security levels and the permanent supervision.

4. Operation Complexity: The IT resource used in the work with hardware, software, backups and compliance consumed up to a significant amount, which was not aimed at innovation.

5. Poor Cost-Effectiveness: Hardware upgrades and sporadic maintenance expenses were a burden to the budgets.

On identifying these issues, the leadership of Perto embarked on upgrading the IT backbone of the company with an objective of finding a solution that would provide high availability, security, agility in operations, and economic benefits.

Partner Selection: B M Infotrade Pvt Ltd

Perto India Pvt Ltd collaborated with a major IT services company, B M Infotrade Pvt Ltd to implement its vision as it has profound knowledge of cloud technologies, cybersecurity, data management, and managed services. B M Infotrade was founded in 1996 and has a demonstrated history of providing end-to-end solutions to those enterprises who want to transform digitally.

The strategy of B M Infotrade has focused on:

1. Consultative Engagement: Learn the business objectives of Perto, technical needs and compliance needs.

2. Custom Solution Architecture: Building a cloud infrastructure that meets the present and future requirements.

3. Smooth Migration: Minimizing interruption in any process of interpreting old systems into AWS cloud.

4. Continued Support: 24x7 managed services, proactive monitoring as well as quick incident resolution.

Solution Overview

Migration to AWS Cloud

B M Infotrade Pvt Ltd developed and deployed an entire cloud solution based on Amazon Web Services (AWS), which is the global leader in cloud solution. The migration encompassed:

1. Compute Resources: Virtual server (EC2 instances) deployment, application-specific and database-specific fine-tuning of the service to provide the best performance and reliability.

2. Scalable Storage: Amazon Elastic Block Store (EBS) volumes are provisioned to store data securely and perform with high-performance and automatically create snapshots to back up and restore data.

3. Networking: Set-up secure connection via VPN tunneling and Application Load Balancer (ALB) on AWS to provide business continuity and uninterrupted accessibility.

4. Security Architecture: AWS Web Application firewall (WAF), Amazon Inspector, and Key management service (KMS) are integrated together to provide multi-tiered protection and compliance.

5. Monitoring & Reporting: The use of AWS CloudWatch and CloudTrail to perform real-time monitoring, alerting and audit trails.

6. Automated Backup: EBS snapshots and scheduled backup processes to protect the information and assist in the speedy recovery.

7. Managed Services: 24x7, monthly performance reports, as well as proactive incident management.

Key Features

1. Elastic IP Addresses: Static IPs of smooth failover and fast recovery in case of instances failure.

2. Identity / Access Management: billing and resource management of user access control, administrative privileges.

3. Cost Optimization: Open billing, consumption adjustments and periodic use reports to keep the costs down.

4. Service Level Agreements (SLA): Stipulated response and resolution time according to the level of the issue, and provides timely support.

Implementation Process

Assessment & Planning

The project was initiated by evaluation of the current infrastructure of Perto, its business processes, and future needs. B M Infotrade held stakeholder mapping workshops to map out:

1. Existing work loads and dependencies.

2. Security and regulatory requirements.

3. Performance benchmarks

4. Backup and recovery needs

5. Growth projections

A migration roadmap was created, where a primary concern was to make minimum downtime and data integrity.

Migration & Configuration

The migration was done in stages:

1. Preparation: The installation of AWS accounts, IAM roles and administrative privileges.

2. Resource Provisioning: EC2 instances, EBS volumes as well as networking components. 

3. Data Migration: Data migration to the cloud of application and database data, integrity and performance validation.

4. Security Hardening: The use of WAF rules, Inspector scan, and encryption policies.

5. Monitoring Setup: The set up of CloudWatch dashboards, alerts and monthly reporting schedules.

6. Backup Enablement: The Windows Azure Backup snapshots and backup policies are scheduled.

7. Testing and validation: Failover test, performance benchmark testing, and security audit testing.

8. Go-Live: Moving manufacturing loads to AWS, under constant observation and maintenance.

Managed Services

B M Infotrade started offering round-the-clock managed services post-migration, and they consisted of:

1. Active resource and network topology monitoring.

2. Escalation and OEMs on demand Incident management

3. Reports on monthly performance and availability.

4. Suggestions on cost optimization.

5. Internet security patches and audits.

BUSINESS IMPACT

1. Greater Availability and Resiliency.

The infrastructure built on AWS could reduce the downtime and guarantee a stable operation. Elastic IPs and load balancing also provided quick backups and automatic back-ups ensured that data could not be lost.

2. Greater Security and Compliance.

Sensitive data was secured with the help of multi-layered security controls such as WAF, Inspector and KMS that helped in regulatory compliance. Permanent check-ups and frequent audits provided proactive threats and reaction.

3. Scalability & Flexibility

Perto was able to use the elastic resources of AWS to scale on-demand compute and storage resources to meet the needs of business expansion and seasonal peak without the hardware limitations.

4. Operational Efficiency

IT was made lean through automated monitoring, backup schedules, and support, which were managed. The IT department of Perto could work on strategic projects instead of the daily maintenance.

5. Cost Optimization

Open billing, consumption-adjustment, and frequent use of reports allowed controlling costs effectively. The capital expenditure turned into operational expenditure, which enhanced predictability of the budgets.

6. Enhanced Customer Service.

High quality and reliable infrastructure increased the level of performance within the infrastructure, which increased customer satisfaction and confidence.

Technical Highlights

1. Compute: EC2 application and database workload instances, which are optimized to be both performance and reliable.

2. Storage: EBS volumes having incremental snapshots to realize effective backup and restore.

3. Networking: Secure scalable connectivity with VPN tunnels and ALB.

4. Security: WAF, Inspector, KMS, and IAM to avert all the possible attacks.

5. Monitoring: CloudWatch and CloudTrail to monitor in real time and this is auditable.

6. Support: 24x7 managed services, response time which is driven by SLA and monthly reporting.

Lessons Learned and Best Practices.

Several best practices to effective cloud transformation were highlighted by the project:

1. Stakeholder Engagement: It was early participation of business and IT stakeholders and this brought about alignment and easy running of the process.

2. Phased Migration: Stepwise migration reduced risk and made it possible to test it comprehensively.

3. Security First: Proactive security control and compliance verification were considered the order of the day.

4. Automation: Manual effort was minimized with automated monitoring, backup and reporting as well as increased reliability.

5. Constant Optimization: There were constant reviews and cost optimization plans to make the maximum.

Client Testimonial

We have collaborated with B M Infotrade Pvt Ltd to transform our cloud and this has enabled us to provide secure and reliable services to our customers. This experience, initiative and dedication to superiority have created a physical difference in our operations and development. Perto India Pvt Ltd

Conclusion

The change in migration of Perto India Pvt Ltd to AWS cloud facilitated by B M Infotrade Pvt Ltd is a major milestone in the digital transformation of the company. The new infrastructure ensures high availability, strong security, operational agility, and cost-effectiveness, which prepares Perto to be a successful business in a long term in the fintech industry.

The collaboration has resulted In the perseverance of innovation, resilience, and customer satisfaction, and the continuous provision of managed services has kept the IT backbone of Perto up-to-date.