Architecture Audit in the financial sector

In the architecture audit of a CRM project at Daimler Financial Services, the critical view "from the outside" was part of risk management.

An architecture audit in a complex CRM project is a sensible risk management measure before the software goes live.

Daimler Financial Services supports as Financial service provider comprehensive processes and services for handling financing and leasing contracts. It almost goes without saying that complex system integrations and compliance processes have to be mapped in the background for a user-friendly CRM system. 

In the GetOne project, we were able to help audit processes, architecture and systems and design solutions for existing challenges. The resulting target picture was the roadmap for further steps after the initial rollout.

Our success rate in ensuring project success in critical projects or project phases has repeatedly brought us mandates in large companies and projects for years and demonstrates our expertise and experience.

Specifically, we were able to achieve the following results

  • Transparent assessment of the overall situation for decision-makers and project participants
  • Identification of unrecognized causes
  • The external audit view has no political interests
  • Realistic assessment of feasibility, time and cost planning
  • Preparation of the audit report (findings)
  • Creating the proposal for action
  • Concept support for existing expert teams

Outlook

Based on our findings, the project was re-evaluated and realigned in key areas. The introduction of the initial CRM version of Get One was a success.

Where does an architecture audit help?

The purpose of a software architecture audit is to evaluate the architecture of a software system with regard to the fulfillment of acceptance criteria. It is not uncommon for our work to begin with sharpening the quality criteria relevant to acceptance, such as requirements for quality, scalability, maintainability, expandability, security or other factors.

Based on the agreed criteria, we go through an analytical process that identifies risks, weak points and potential for improvement and bundles them into a backlog of measures.

An architecture audit for software can pursue various objectives, such as

  1. Identify risks: By analyzing the architecture, potential risks in terms of scalability, maintainability, security and other factors are identified in order to subsequently implement measures
  2. Improve performance: An architecture review can also be used to identify performance bottlenecks and make recommendations to improve performance.
  3. Increase security: An architecture audit can also help to improve the security of the software by uncovering and fixing potential security vulnerabilities.
  4. Improve scalability: An architecture review can also help to improve the scalability of the software by identifying and fixing bottlenecks in the architecture.
  5. Improving the application lifecycle: By reviewing the architecture, we identify opportunities for improvement in application lifecycle management (ALM), e.g. in order to implement cost-saving measures in maintenance and operation or to ensure the expandability of the software.

Our customers use the results of an architecture audit to make decisions to improve the architecture in order to improve the quality, scalability, maintainability, extensibility and security of the software.

Questions?

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