St. James's Place

Enabling St. James’s Place to migrate £69bn of assets to new systems

£69bn

Assets successfully migrated to new applications

360°

Visibility of data warehouse performance and issue detection

Granular MI dashboards

For board-level reporting and supplier governance

St James's Place logo

the challenge

St. James’s Place needed to modernise its data infrastructure by migrating its entire UK business from a legacy mainframe application onto SS&C’s Bluedoor and Percana Insurance systems.

The goal was to:

  • Create a unified view of client pension and savings products
  • Integrate legacy data into the new platform
  • Optimise reporting and MI through a streamlined, scalable data warehouse

data services

Data Services – Data Warehousing, Reporting & MI

SQL data warehouse logo

the solution

Dufrain applied its proven methodology:

  • Discovery phase to understand legacy systems and pinpoint inefficiencies
  • Dashboards built to monitor warehouse performance — from job-level metrics to full run-time visibility
  • Internal SLAs introduced to track successful data delivery
  • Pain points addressed in the legacy setup before migrating
  • Full migration of data into the new SS&C Bluedoor and Percana systems
  • Development of MI dashboards for executive board use
  • Test automation introduced to spot inefficiencies and improve accuracy

the outcome

  • Smooth migration of £69bn of assets
  • 360-degree warehouse visibility: real-time insights and proactive issue detection
  • Stronger collaboration between IT teams, including devs, testers, and DBAs
  • Faster data delivery to clients and partners
  • Greater reporting depth via granular MI dashboards
  • Significantly optimised performance of the data warehouse

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Our certified experts bring the real-world experience, technical excellence and delivery mindset needed to make data and AI work for your business. Backed by proven credentials and a high-performing community, our people and their skills and imagination are your unfair advantage!

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In one conversation, we’ll explore your challenges, share ideas, and leave you with clear next steps – questions to spark internal discussions and practical ways to progress your data and AI journey with confidence.

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Victoria Whittacker - Head of Business Development
Victoria Whittaker

Head of Business Development

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