Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Asset Manager
  • Content Management Platform
  • Platform Migration
  • Private Market
  • Quality Assurance
August 13, 2025 Content Type Case study

Enabled proactive migration to new software platform for a US-based asset manager

August 13, 2025 Content Type Case study

 

 

About the client

 

A US-based asset manager requested seamless migration to a new content management platform (Sitecore) by identifying/fixing issues on its web portal.

 

Client challenges

 

During platform migration, the following challenges were faced during system integration: 

 

 

  • The format of webpages and emails was misaligned
  • Breaks were observed in content on the webpages
  • Immediate intervention was required to assess the system-wide impact 

Our solution

 

Crisil’s team independently performed quality assurance checks and identified and fixed problem areas in system migration. 

 

 

  • Email and webpage templates that were affected by the migration were identified 
  • Alignment changes were analyzed, documented and executed, codes were fixed, the format was changed and other quality checks within the scope were undertaken 
  • Out-of-scope issues were proactively detected and communicated to the client development team, enabling faster resolution 
  • New SOP documents were created and the existing ones updated for all processes/tasks on the new platform 

Impact and results

50%

faster migration

End-to-end integration

with limited onshore team involvement

Minimal

post-migration scope for errors

 

 

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