Case Study

Unveiling Risks in Model Migration and Automation

Starting Point

A prominent investment company was saddled with a complex infrastructure consisting of over 20 SAS models and various data features meant for predicting attrition, generating marketing segments, and forecasting overall investment opportunities. The existing system relied on a legacy data setup, necessitating manual updates and maintenance while suffering from inadequate documentation. Recognizing the need for modernization, the client aimed to recode the SAS models into Python, source the models from AWS, and leverage the cloud environment to enhance model performance and operational efficiency. By undertaking these strategic initiatives, the client sought to not only streamline their operations but also strengthen their competitive edge in the industry.

The Problem

The lack of internal expertise along with the absence of proper documentation for the existing models posed a considerable obstacle in recoding the SAS models into Python and migrating them to AWS. The client knew the importance of comprehensive documentation for future maintenance, troubleshooting, and knowledge transfer but was constrained by prior choices and scant experience in the space. They realized this knowledge gap required external support from a consultant’s specialized knowledge and background to ensure a smooth and efficient transition. The client brought on CG Infinity.

The Solution

Following a carefully planned process ensuring seamless regression testing and meticulous documentation, CG Infinity’s data scientists partnered with the client to redevelop the models in Python, identifying and resolving any issues that arose. The team then mapped the data while eliminating the need for interaction with the legacy data system through code updates. For the final phase, the models were operationalized using Domino Data Lab with the data sourced from AWS S3. With an eye toward future growth, the model migration provided the client with standardized coding practices, comprehensive documentation, version control mechanisms, and thorough testing procedures. The automation of model scoring significantly reduced manual effort, which had previously been required to run the SAS models. The collaboration with CG Infinity allowed for critical examination that resulted in enhancements and corrections which empowered the client to better serve their business partners.

Industry

Financial Services

Location

Dallas, TX

Employees

1,000

Key Technology