Independent Recordkeeper: From Migration to Ongoing Operations
The Challenge
An independent recordkeeper needed to migrate approximately 150 retirement plans from FIS-hosted Relius to their own internal system. The timeline was aggressive, and the migration required deep expertise in Relius platform configuration, data mapping, and plan-level customizations that had been built over years of operation on the FIS-hosted environment.
Our Approach
Convergent deployed a team of experienced Relius practitioners to execute the migration:
Migration Execution. We managed the end-to-end migration of 150 plans, including data extraction, transformation, validation, and cutover. Each plan required individual attention to ensure custom configurations and plan rules were preserved.
Ongoing Operations Support. After the migration went live, the client wanted Convergent's expertise available on an ongoing basis, and the engagement grew from a migration project into a full platform support relationship.
Today our team provides day-to-day support for the client's proprietary platforms, including incident resolution, system monitoring, and configuration management. Beyond operations, we advise on platform modernization, helping the client evaluate new technologies and approaches while keeping operations stable.
The Results
What started as a single migration project has become a six-year ongoing relationship. Convergent currently has six consultants supporting the client across platform operations, incident management, and modernization planning.
The engagement exemplifies Convergent's approach: we deliver the initial project, and our clients choose to keep us because our practitioners become an indispensable part of their operations team.
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