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Automating Cloud Infrastructure and Enhancing Security for a Financial Services Company

Focus Areas
Automation
Digital Transformation
Cloud Infrastructure

Business Problem
A mid-sized financial services company relied on manual configurations for their cloud infrastructure because of which they faced operational and security problems such as irregular feature deployments, operational delays, higher expenses, compliance issues, and security flaws.
Key challenges:
Manual Setup: The company’s AWS cloud infrastructure was configured manually leading to frequent configuration errors, service interruptions, delayed deployments, and higher operating expenses.
Security Flaws: The risk of misconfigurations also exposed the company to security lapses that could result in the revelation of sensitive financial information as well as compliance issues.
Operational Difficulties: The company’s infrastructure management process led to more time spent on troubleshooting and maintenance and higher cloud expenses. It also led to over-provisioning of resources and delays in feature release.
Growing services: The manual approach was not scalable and therefore could not meet the increasing demand for services without considerable delays.
The Approach
Curate’s consultants partnered with the client’s internal teams to implement an automated infrastructure management solution that leveraged Infrastructure-as-code (IaC) with Terraform, containerization through Docker, and Continuous Integration/Continuous Deployment (CI/CD) pipelines with Jenkins to reduce manual intervention and improve efficiency and security.
Key components of the solution:
Discovery and Requirements Gathering: Curate’s team carried out a thorough evaluation of the client’s existing infrastructure, procedures, and processes. Through collaborative discussions with the client’s IT and DevOps Team, our consultants identified the following key focus areas:
Automation: Automate the provisioning and configuration management of the infrastructure.
Security controls: Include security controls in the pipeline for continuous integration and development.
Streamline deployments: Use containerization to make application deployments more efficient.
Scalability and resource optimization: Boost AWS’s scalability and resource efficiency.
Enhanced security: Increase security by using automated monitoring and threat detection.
Automating the infrastructure with Terraform and Jenkins:
Terraform: Curate introduced IaC using Terraform scripts to reduce manual intervention. These would automate the provisioning and management of AWS resources such as EC2 instances, RDS databases, and S3 buckets, and would enable the client to control its infrastructure via code.
Jenkins: A CI/CD pipeline using Jenkins was put into place to significantly cut down on the time required to spin up new environments and deploy updates. The pipeline was triggered to deliver containerized applications via Docker, and infrastructure provisioning via Terraform scripts.
Containerization with Docker: Docker containers for applications removed configuration errors and allowed for uniform deployment across infrastructure and environments. Additionally, Jenkins CI/CD pipelines automatically created Docker images from the application code and deployed them to the production environment, thus automating and expediting the application deployment process.
Automating security using AWS and Terraform: Keeping in mind the client’s stringent security and compliance requirements, our team directly embedded security controls into the infrastructure automation process.
Identity and Access Management roles, security groups, encryption policies, and multifactor authentication were defined and enforced using Terraform.
AWS CloudTrail, Config, and GuardDuty were used to continuously monitor for security threats and misconfigurations.
The controls were automatically applied to all infrastructure components to ensure compliance with industry laws such as PCI-DSS. Automated alerts were set up to warn in case of any suspicious activity.
Scaling Infrastructure with AWS Auto Scaling: Curate configured Auto Scaling to automatically modify the number of EC2 instances based on predefined metrics, such as CPU usage or request traffic. This resulted in optimized resources and costs due to dynamic adjustment of compute resources based on real-time demand.
Monitoring and continuous improvement: To monitor the health and performance of the automated infrastructure, AWS CloudWatch, AWS GuardDuty, and AWS Inspector were set up to continuously scan the infrastructure for known flaws, malware, and unauthorized access attempts.
Training and Change Management: Curate provided detailed documentation, guidelines, training, and change management support to the client’s internal teams so they could run the systems independently. The training covered:
Managing and monitoring the CI/CD pipelines using Jenkins.
Best practices for using Terraform to manage IaC.
Deploying and managing Docker containers for applications.
Security best practices for managing cloud infrastructure on AWS.
Ongoing support and optimization: Post-deployment, our team regularly reviewed the performance of the infrastructure such as the CI/CD pipelines, security controls, and infrastructure scalability, and made adjustments as necessary to further reduce costs and enhance security.
Business Outcomes
The transition from Waterfall to Agile, led by Curate Consulting, resulted in transformative improvements for the healthcare provider:
Reduced Operational Costs
The client saw a 30% reduction in cloud infrastructure costs. This was due to the automation of infrastructure provisioning, resource optimization, and the use of Auto Scaling.
Reduced Security Risks
There was a 50% decrease in security incidents due to misconfigurations, and increased compliance with industry regulations and protection of sensitive financial data.
Increased Infrastructure Scalability
Terraform and AWS Auto Scaling improved the scalability of the client’s infrastructure, handling up to 2x the transaction volume without compromising performance.
Sample KPIs
Here’s a quick summary of the kinds of KPI’s and goals teams were working towards**:
Metric | Before | After | Improvement |
---|---|---|---|
Cloud infrastructure costs | $500,000/year | $350,000/year | 30% reduction |
Time to deploy new features | 10 days | 6 days | 40% reduction |
Security incidents (misconfigurations) | 10/year | 5/year | 50% reduction |
Infrastructure scalability (transaction volume) | 1x demand | 2x demand | 100% improvement |
Downtime (due to manual errors) | 20 hours/year | 13 hours/year | 35% reduction |
**Disclaimer: The set of KPI’s are for illustration only and do not reference any specific client data or actual results – they have been modified and anonymized to protect confidentiality and avoid disclosing client data.
Customer Value
Curate Consulting’s expertise in Agile methodologies not only improved operational efficiency but also enhanced the healthcare provider’s ability to serve their patients more effectively:
Increased time-to-market
The CI/CD pipeline improved the capacity to promptly provide new financial services to customers by cutting the time needed to implement new features by 40%.
Improved uptime and reliability
Customers received improved service thanks to a 35% reduction in downtime which was brought on by deployment problems and configuration errors.

Conclusion
Curate transformed the client’s cloud infrastructure and security while decreasing operating expenses by providing a customized, automated solution that aligned with the company’s business goals. The team used tools and technologies such as Terraform, Jenkins, Docker, and AWS Security Services which decreased configuration errors, automated procedures, adhered to industry standards, and enhanced client satisfaction.
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