Erik Baer
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© 2025 Erik Baer

Erik Baer
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Financial Marketplace Cloud Migration

Summary

I led the technical migration of an established financial marketplace to a hybrid bare-metal and high-availability cloud architecture. The migration strategy balanced stringent performance requirements with scalability needs, leveraging specialized IBM Storage solutions for mission-critical workloads while enabling cloud flexibility for dynamic services. The zero-downtime approach, built entirely on Infrastructure as Code, transformed legacy constraints into a modern, compliant, and scalable foundation.

Challenge

An established financial marketplace operated on monolithic legacy systems that created significant technical debt and limited growth potential. Critical trading and transaction systems required ultra-low latency and absolute reliability, while regulatory compliance demanded strict governance. Simultaneously, the marketplace faced increasing transaction volumes and needed scalable components for customer-facing services. The challenge: migrate to a modern architecture without disrupting 24/7 operations, meeting both performance-critical and scalability requirements, while ensuring full compliance with financial regulations. Any downtime or performance degradation would directly impact trading operations and business reputation.

Approach

As Technical Lead, I developed a strategic hybrid migration approach that recognized the diverse requirements of different system components. For mission-critical trading and database workloads requiring deterministic performance, I architected dedicated bare-metal infrastructure with specialized IBM Storage solutions optimized for ultra-low latency and high-throughput I/O operations. Concurrently, I designed cloud-native components for scalable customer services, API gateways, and analytics workloads. The entire migration strategy was built on Infrastructure as Code using Terraform, enabling version-controlled, reproducible deployments across environments. I implemented phased migration with automated cutover mechanisms, comprehensive testing in production-like environments, and rollback capabilities at every stage. The approach prioritized risk mitigation through incremental migration, validated each phase before proceeding, and ensured continuous business operations throughout the transformation.

Outcome

The hybrid architecture successfully transformed the marketplace infrastructure, delivering both performance optimization for critical workloads and cloud-native scalability for growth-oriented services. The migration achieved zero business disruption—all systems remained operational throughout the transition, with performance improvements in critical trading systems and enhanced scalability for customer-facing components. Infrastructure as Code established a foundation for consistent, auditable deployments, dramatically reducing configuration drift and manual errors. The new architecture met all regulatory compliance requirements while enabling rapid scaling for peak trading periods. The organization gained operational confidence, reduced infrastructure risks, and established a sustainable foundation for future growth—turning infrastructure from a constraint into a competitive advantage.

Technical Highlights

Hybrid architecture strategically combining bare-metal infrastructure for performance-critical trading systems with cloud services for scalable components, specialized IBM Storage solutions optimized for ultra-low-latency database operations and high-throughput workloads, enterprise-grade high-availability configurations with automated failover for mission-critical systems, complete Infrastructure-as-Code transformation using Terraform for reproducible, version-controlled infrastructure deployments, zero-downtime migration methodology with phased cutover and automated rollback capabilities, compliance-conform architecture designed specifically for financial services regulations, automated deployment pipelines enabling consistent, auditable infrastructure changes, network optimization and data locality strategies for minimal latency across hybrid components, comprehensive disaster recovery and backup strategies ensuring business continuity, monitoring and alerting infrastructure for proactive operational management.

Tags

IBM StorageTerraformCloud ArchitectureFinancial ServicesHybrid CloudInfrastructure as CodeMigration StrategyHigh Availability
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© 2025 Erik Baer