Services (BFSI ): ERP Upgrade & Data Migration for Insurance Major, South Africa

case study insurance

Client Context

South Africa’s largest general insurer has been in operation for decades and manages vast volumes of historical data critical for compliance and business continuity. The company required a JD Edwards upgrade with large-scale data migration, all under stringent statutory norms and a very limited go-live window.

Challenges

  • Massive data volumes accumulated over decades due to regulatory requirements.
  • Strict go-live timeline – only 48 hours permitted for cutover and migration of this large data.
  • Critical business continuity – day-to-day insurance operations could not be disrupted.
  • Need for innovative migration strategy – to balance compliance with operational readiness.

Our Approach

  • Designed a two-phase data migration strategy:
    • Phase 1 (Go-Live): Migrated the most recent,two years of data to ensure uninterrupted daily operations.
    • Phase 2 (Post Go-Live): Migrated 20 years of historical data incrementally over weekends to avoid business disruption.
  • Envisaged and executed a new data migration approach tailored for high-volume, compliance-driven environments.
  • Delivered a seamless upgrade with minimal downtime, aligning with statutory norms.

Results

  • Successful upgrade and data migration completed within the 48-hour go-live window.
  • Business continuity maintained — daily operations unaffected during transition.
  • Full compliance achieved by migrating 20 years of historical data by appending every weekend without operational disruption.
  • Demonstrated an innovative migration model now reusable for similar large-scale upgrades.

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