{"id":66366,"date":"2026-07-06T12:35:05","date_gmt":"2026-07-06T12:35:05","guid":{"rendered":"https:\/\/www.elixirr.com\/en-gb\/?post_type=case_study&#038;p=66366"},"modified":"2026-07-06T12:35:07","modified_gmt":"2026-07-06T12:35:07","slug":"financial-services-organisation-accelerating-data-platform-modernisation-with-ai-automation","status":"publish","type":"case_study","link":"https:\/\/www.elixirr.com\/en-gb\/case-studies\/financial-services-organisation-accelerating-data-platform-modernisation-with-ai-automation\/","title":{"rendered":"Financial services organisation: Accelerating data platform modernisation with AI automation"},"content":{"rendered":"<section\n    class=\"wp-block-text-block edwp-block layout--spacing-y bg--none\"\n    >\n    <div class=\"wp-block-text-block__container container fade-in\">\n        <div class=\"wp-block-text-block__content wysiwyg\">\n            <p>A financial services organisation was migrating from Sailfish to Microsoft Fabric and needed to accelerate repetitive tasks that were slowing delivery. Manual SQL translation, meeting documentation and metadata creation were adding effort across the migration process, increasing the risk of defects and rework.<\/p>\n<p>To reduce this operational burden, AI-led automation was embedded directly into the delivery workflow to improve speed, quality and consistency. The programme helped automate SQL conversion, structure project communications and generate metadata documentation, enabling the data engineering team to focus more time on higher-value work and client impact.<\/p>\n<ul>\n<li>Outcome 1: Increased SQL conversion speed by 3x while reducing manual rework<\/li>\n<li>Outcome 2: Doubled the speed of meeting summary and client update preparation<\/li>\n<li>Outcome 3: Reduced manual touchpoints for metadata documentation across new tables to 0<\/li>\n<\/ul>\n        <\/div>\n            <\/div>\n<\/section>\n\n\n<section\n    class=\"wp-block-banner edwp-block layout--spacing-y bg--secondary wp-block-banner--content-right\"\n    >\n    <div class=\"container wp-block-banner__container\">\n        <div class=\"edwp-component edwp-fade-in wp-block-banner__content\">\n            <h2 class=\"wp-component-heading wp-component-content__title text--h1\">\n    The challenge<\/h2>                <div class=\"wp-component-content__content wp-component-content__content--cols-1 wysiwyg\">\n                            <div class=\"wp-component-content__column\">\n                    <p>The migration from Sailfish to Microsoft Fabric created a high volume of repetitive engineering and coordination tasks. SQL transformations needed to be translated and validated, metadata had to be documented consistently, and meeting outputs had to be turned into actions, risks and updates for stakeholders.<\/p>\n<p>Without automation, these activities created drag on delivery. Our client needed a practical way to reduce manual effort, improve accuracy and free data engineering teams to focus on the work that mattered most to the migration.<\/p>\n                <\/div>\n                    <\/div>\n                    <\/div>            <\/div>\n<\/section>\n\n\n<section\n    class=\"wp-block-banner edwp-block layout--none bg--secondary wp-block-banner--content-right\"\n    >\n    <div class=\"container wp-block-banner__container\">\n        <div class=\"edwp-component edwp-fade-in wp-block-banner__content\">\n            <h2 class=\"wp-component-heading wp-component-content__title text--h1\">\n    The approach<\/h2>                <div class=\"wp-component-content__content wp-component-content__content--cols-1 wysiwyg\">\n                            <div class=\"wp-component-content__column\">\n                    <p>The programme began by identifying the high-effort, repetitive tasks within the data migration process that were creating the greatest delivery burden. Our AI specialists were onboarded to assess where automation could improve speed and quality without disrupting the broader migration workflow.<\/p>\n<p>LLMs were applied to transcribe and structure meeting discussions into actionable insights, including actions, deadlines and risks. This gave teams a faster way to turn project conversations into useful delivery outputs and improved the rhythm of stakeholder communication.<\/p>\n<p>An AI-assisted SQL translation tool was then built to support the Sailfish to Fabric migration. By using mapping documents to streamline and validate transformations, the tool helped accelerate conversion activity while reducing the risk of manual errors.<\/p>\n<p>A metadata generation module was also developed to propose table and column naming standards and documentation. This created a more consistent approach to metadata across new tables and supported stronger data governance as the platform modernisation progressed.<\/p>\n<p>The outputs were embedded into delivery workflows so the automation became part of how teams worked, rather than a separate productivity experiment. Together, these capabilities improved productivity, accuracy and cross-team alignment across the migration programme.<\/p>\n                <\/div>\n                    <\/div>\n                    <\/div>            <\/div>\n<\/section>\n\n\n<section\n    class=\"wp-block-banner edwp-block layout--spacing-y bg--secondary wp-block-banner--content-right\"\n    >\n    <div class=\"container wp-block-banner__container\">\n        <div class=\"edwp-component edwp-fade-in wp-block-banner__content\">\n            <h2 class=\"wp-component-heading wp-component-content__title text--h1\">\n    The impact<\/h2>                <div class=\"wp-component-content__content wp-component-content__content--cols-1 wysiwyg\">\n                            <div class=\"wp-component-content__column\">\n                    <p>Our client accelerated a critical data platform migration by reducing manual effort across high-volume engineering and project management tasks. SQL conversion became faster, defects and rework were reduced and teams gained a more reliable way to validate transformations during the move to Microsoft Fabric.<\/p>\n<p>The programme also improved the operating rhythm around delivery. Meeting summaries, client updates and metadata documentation could be prepared faster and more consistently, giving teams clearer actions, stronger governance outputs and more time to focus on higher-value engineering work.<\/p>\n                <\/div>\n                    <\/div>\n                    <\/div>            <\/div>\n<\/section>\n\n\n    <section\n        class=\"wp-block-cards edwp-block layout--spacing-y bg--none wp-block-cards--columns-3  wp-block-cards--resources wp-block-cards--case_study\"\n        >\n        <div class=\"container wp-block-cards__container\">\n            <div class=\"edwp-component edwp-fade-in wp-block-cards__content\">\n            <h2 class=\"wp-component-heading wp-component-content__title text--h1\">\n    You may also like<\/h2>                        <\/div>                                        <div class=\"wp-block-cards__cards edwp-row-load\">\n                    <article class=\"wp-component-card edwp-component 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                                                                                    <div class=\"wp-component-tags edwp-component\">\n                        <div class=\"wp-component-tags__tag\">\n                Financial Services            <\/div>\n                                <div class=\"wp-component-tags__tag\">\n                Data &amp; Analytics            <\/div>\n                                <div class=\"wp-component-tags__tag\">\n                Generative AI            <\/div>\n                <\/div>\n                        <\/div>\n                                    <\/div>\n                                                    <div class=\"wp-component-card__button-wrapper\">\n                    <button class=\"btn btn--link arrow wp-component-card__button\">\n                                                                            Read more                                                                            <span class='edwp-svg '><svg width=\"20\" 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10.7518H1.12509C0.959309 10.7518 0.800312 10.686 0.683084 10.5687C0.565857 10.4515 0.5 10.2925 0.5 10.1267C0.5 9.96093 0.565857 9.80193 0.683084 9.68471C0.800312 9.56748 0.959309 9.50162 1.12509 9.50162Z\" fill=\"#1D0F25\"\/>\n<\/g>\n<\/svg>\n<\/span>                                            <\/button>\n                <\/div>\n                                            <\/div>\n<\/article>\n<article class=\"wp-component-card edwp-component wp-component-card--content wp-component-card--case_study wp-block-cards__card            wp-component-card--link js-card-link\n        edwp-fade-in\">\n            <figure class=\"wp-component-card__image-wrapper\">\n                            <img decoding=\"async\" width=\"2400\" height=\"1440\" data-src=\"https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/06\/Article-Feature-Image-18.jpg\" class=\"wp-component-card__image lazyload\" alt=\"\" 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https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-479x287.jpg 479w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-567x340.jpg 567w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-767x460.jpg 767w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-1023x614.jpg 1023w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-1278x767.jpg 1278w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-1378x827.jpg 1378w, https:\/\/www.elixirr.com\/en-gb\/wp-content\/uploads\/2026\/07\/Article-Feature-Image-22-1640x984.jpg 1640w\" sizes=\"(max-width: 2400px) 100vw, 2400px\" \/>            <div class=\"wp-component-card__preview-icon\">\n                <span class='edwp-svg '><svg width=\"47\" height=\"47\" viewBox=\"0 0 47 47\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<g>\n<path d=\"M23.4141 0.539062C36.1232 0.539183 46.4258 10.8416 46.4258 23.5508C46.4257 36.2599 36.1231 46.5624 23.4141 46.5625C10.7049 46.5625 0.402465 36.2599 0.402344 23.5508C0.402344 10.8415 10.7048 0.539062 23.4141 0.539062ZM23.4141 1.68945C11.3606 1.68945 1.55273 11.4974 1.55273 23.5508C1.55286 35.6041 11.3607 45.4111 23.4141 45.4111C35.4673 45.411 45.2743 35.604 45.2744 23.5508C45.2744 11.4974 35.4674 1.68957 23.4141 1.68945Z\" fill=\"currentColor\"\/>\n<path d=\"M19.2841 33.6992C18.9579 33.6986 18.6374 33.6111 18.3543 33.4454C17.7167 33.0759 17.3203 32.3585 17.3203 31.5797V15.8189C17.3203 15.0379 17.7167 14.3227 18.3543 13.9531C18.6442 13.7827 18.9735 13.6951 19.3078 13.6994C19.6421 13.7037 19.9692 13.7998 20.2548 13.9776L33.4237 22.0406C33.6981 22.2166 33.9244 22.461 34.0812 22.751C34.238 23.0409 34.3203 23.3668 34.3203 23.6982C34.3203 24.0295 34.238 24.3555 34.0812 24.6454C33.9244 24.9353 33.6981 25.1798 33.4237 25.3558L20.2527 33.421C19.9604 33.6017 19.6256 33.6979 19.2841 33.6992Z\" fill=\"currentColor\"\/>\n<\/g>\n<\/svg>\n<\/span>            <\/div>\n                        <\/figure>\n        <div class=\"wp-component-card__content edwp-row-load\">\n                                    <p class=\"wp-component-card__eyebrow\">\n                Data &amp; Analytics            <\/p>\n                <a href='https:\/\/www.elixirr.com\/en-gb\/case-studies\/financial-services-organisation-accelerating-data-platform-modernisation-with-ai-automation\/' class='wp-component-card__title'>\n            <h2>\n                Financial services organisation: Accelerating data platform modernisation with AI automation\n            <\/h2>\n        <\/a>                                                            <div class=\"wp-component-card__meta\">\n                                            <p class=\"wp-component-card__date\">\n                            06 July 2026                        <\/p>\n                                                                <div class=\"wp-component-card__terms\">\n                                                                                                                                                                                                                <div class=\"wp-component-tags edwp-component\">\n                        <div class=\"wp-component-tags__tag\">\n                Financial Services            <\/div>\n                                <div class=\"wp-component-tags__tag\">\n                Data &amp; Analytics            <\/div>\n                                <div class=\"wp-component-tags__tag\">\n                Generative AI            <\/div>\n                <\/div>\n                        <\/div>\n                                    <\/div>\n                                                    <div class=\"wp-component-card__button-wrapper\">\n                    <button class=\"btn btn--link arrow wp-component-card__button\">\n                                                                            Read more                                                                            <span class='edwp-svg '><svg width=\"20\" height=\"20\" viewBox=\"0 0 20 20\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<g id=\"Lg\">\n<path id=\"Vector\" d=\"M1.12509 9.50162H15.8648L9.43259 3.06941C9.374 3.0113 9.3275 2.94216 9.29576 2.86599C9.26403 2.78981 9.24769 2.70811 9.24769 2.62559C9.24769 2.54307 9.26403 2.46137 9.29576 2.38519C9.3275 2.30902 9.374 2.23988 9.43259 2.18177C9.54971 2.06535 9.70814 2 9.87328 2C10.0384 2 10.1969 2.06535 10.314 2.18177L17.8151 9.6829C17.8737 9.74101 17.9202 9.81014 17.9519 9.88632C17.9837 9.96249 18 10.0442 18 10.1267C18 10.2092 17.9837 10.2909 17.9519 10.3671C17.9202 10.4433 17.8737 10.5124 17.8151 10.5705L10.314 18.0717C10.1975 18.1871 10.0404 18.2522 9.87641 18.2529C9.79414 18.2534 9.71259 18.2376 9.63643 18.2065C9.56027 18.1754 9.491 18.1296 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