Skip to main content

HMS Case Study

#industry #finance #lifesciences #other

Maintain and modernize the SAS environment for regulatory reporting

Further develop existing SAS applications, optimize performance, and implement regulatory changes during 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 further developing 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: For more than 20 years
Focus: Migration & Modernization
Use Case: Legacy System Modernization

Project Objective

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

An overview of the 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 production issues and resolve them promptly while systems are in operation

Tech Stack

sas base sas macro linux

Our many years of system expertise help us accurately interpret regulatory requirements and further develop the SAS landscape in a way that supports 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 managed through isolated adjustments. They require an understanding of banking operations, detailed knowledge of the existing systems, and coordinated further development of the software and database.

The HMS Solution

Maintaining and Gradually Modernizing SAS Applications

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

Clarify requirements with banking experts

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.

Further Developing 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.

Addressing Performance and 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.

Customizable

Enhanced 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.

More reliable

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.

More responsive

Support for Production Issues

The HMS team analyzes system issues promptly and oversees 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 strengthens methodological 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

Sie möchten ein ähnliches Projekt umsetzen?

Sprechen Sie mit uns über Ihre Ausgangssituation. Gemeinsam entwickeln wir einen realistischen Weg von der fachlichen Idee bis zur produktiv nutzbaren Daten-, KI- oder Softwarelösung.

Projekt besprechen

Next Steps and Further Study

Read more

Migration & Modernization

Learn how HMS modernizes legacy applications and data platforms in a phased approach, supports migrations, and aligns technical changes with the requirements of ongoing operations.

More on Migration & Modernization

Read more

Migrating and Modernizing SAS Systems

Learn how HMS analyzes established SAS environments, prepares for migrations, and aligns the technical implementation with the requirements of ongoing operations.

More about SAS Migration