Fortune 500 Financial Services Organization

About Fortune 500 Financial Services Organization

This Fortune 500 investment and insurance company is widely recognized for its service excellence, sustainability practices, trust, and integrity. It has a long-standing relationship with Micro Focus, through its use of Micro Focus ALM/Quality Center and UFT One to support its application testing requirements. Since the early 2000s, it has also relied on Micro Focus Project and Portfolio Management (PPM) to manage its major IT investment projects. The organization leverages most PPM modules available: project management, resource management, time management, and demand management.

To comply with current data privacy laws, the organization should only capture the last six years of business data in their production environment. They were keeping 16+ years, and there was no easy way to delete old data, because of complex interdependencies and the number of tables containing data. The organization consulted with Micro Focus and was pleased to learn about the PPM Purge tool. This is designed to permanently delete (purge) old database data by specifying purging criteria, based on the organization’s business requirements. This significantly decreases the database load, and boosts performance.

The Micro Focus Advanced Consultancy Services (ACS) team worked closely with the organization to analyze the data. Because of the complexity of this environment, a Micro Focus SaaS Technical Solutions Consultant (TSC) was engaged in defining their particular business criteria and guiding the customer’s project teams. The Purge tool was tested on a nonproduction environment, to iron out any feature design issues or code defects. The Application Owner comments: “The PPM Purge tool was new, and our environment was very complex. It was great to work closely with Micro Focus R&D to discuss design changes and quality fixes that will help not just our project, but other PPM customers’ projects too.”

Once the full business data was validated by the customer, successful dry-runs of the PPM Purge Tool were executed on the staging, development, test, and finally the production environment. All steps were documented in a runbook and a few additional database configurations were required to complete the purge work in the multi-node production environment.

The organization saw an immediate return on investment, as application maintenance Lead Tech explains: