Our client, a leading financial services business, was facing a significant technology renewal challenge, driven by the need to modernise legacy automation, avoid a high licence renewal cost and improve the scalability of its operations.

A substantial number of business-critical automations were running on legacy technology that was approaching a costly licence renewal period. Continuing with the existing platform would require significant investment, while limiting their ability to modernise and scale its automation capabilities for the future.

With a large estate of processes reliant on older technologies the organisation was looking to transition to a more flexible, future-proof platform while continuing to support critical business activities.

A key challenge was the scale and timeline of the migration. The company was targeting a highly ambitious outcome: modernising and automating a large volume of processes within a relatively short timeframe.

As the business’ Director of Intelligent Automation explained: “The timeline was critical. When we spoke with other organisations, they told us within six or seven months they couldn’t automate 100 processes.”

Alongside timing, there was also understandable caution around moving to a completely new platform, particularly given the complexity of legacy systems and the existing team’s deep technical expertise and experience of the system.

The financial services company needed a partner who could not only deliver at pace but also provide a new way of working to meet the required timelines. “After speaking to Robiquity, we were filled with confidence. They had the experience of having done this multiple times before and with big names. And crucially the timeline did not concern them. This made them an easy choice of partner. From the first and second meetings, Robiquity gave us confidence. Compared to other organisations, that was the key difference.” explained the business’ Director of Intelligent Automation.

Robiquity partnered closely with the organisation to design and deliver a large-scale migration programme focused on moving legacy automation workloads to Microsoft Power Platform within the required timeframe. The engagement focused on:

• Analysing and prioritising processes for migration
• Developing a clear roadmap aligned to business priorities
• Delivering pilot automations to prove value early
• Automating code reviews to reduce reliance on expensive senior technical resources 
• Designing a scalable Power Platform architecture
• Improving the standard of support post migration

The engagement was not simply focused on technology delivery. A key objective was to build internal capability within the business and ensure long-term success after the migration programme completed.

Robiquity worked alongside the internal teams throughout the project, providing knowledge transfer, mentoring and hands-on training to enable internal teams and other third-party teams to confidently support and develop solutions on Power Platform going forward.

This collaborative approach helped create a genuine "one team" environment in which the investment management company and Robiquity worked towards shared outcomes rather than operating as separate customer and supplier organisations.

The team’s Director of Intelligent Automation highlighted the impact this had from the earliest stages of the programme:

"Very quickly it felt like we were all one team, not multiple organisations. It was very easy. Compared to other partner organisations, that was a key difference.”

Robiquity’s experience in working with complex environments also played a critical role in building trust. Ross McDonald, Head of Migration at Robiquity explained:

"Because we'd completed similar migration programmes before, we understood the level of effort required and were able to provide the team with realistic delivery estimates from the outset. We were confident in what was achievable and built the plan around that."

The company’s Director of Intelligent Automation added: “Robiquity have already implemented these kinds of complex programmes multiple times… that confidence and expertise was very clear from the beginning.”

The programme was carefully managed to ensure scope, cost and delivery remained aligned drawing on Robiquity’s prior experience to set realistic expectations and stay on track throughout the project. Where the client’s priorities evolved during delivery, the teams worked collaboratively to adapt the programme whilst maintaining control of timelines, scope and outcomes. As Ross explains:

"When additional requirements emerged, we were able to work collaboratively with the team to take on more scope where it was needed whilst keeping the programme on track. It was a true partnership focused on making the programme successful."

The programme successfully enabled this top financial services company to move forward with its modernisation goals with confidence, demonstrating that large-scale migration to Power Platform was achievable within the required timeframe.

Most significantly, the migration enabled the business to avoid major substantial legacy licence renewal cost and move to a more cost-effective strategic platform. The programme is projected to deliver $3.5 million in savings over five years through the avoidance of major licence renewal costs and the adoption of a lower-cost automation platform.

The business’ Director of Intelligent Automation stated: "The programme is expected to deliver around $3.5 million in savings over five years through avoiding the licence renewal costs and moving onto a more cost-effective platform."

The programme also delivered:

• Migration of more than 100 legacy automated processes
• Reduced dependency on legacy automation technology
• Greater flexibility and scalability through Microsoft Power Platform
• Increased internal capability through training and knowledge transfer
• A future-ready automation architecture aligned to Fidelity's technology strategy

Beyond the technical outcomes, the business gained confidence in its ability to modernise at scale. 

Another key outcome was the ability to progress at a pace that other providers had not been able to commit to. “Other organisations said it couldn’t be done in that timeline - but Robiquity came back and said they could, and explained how, in turn filling us with confidence.”