A Stalled Migration, Unbuilt Servers, and a Hard Deadline — Fixed
The Options Clearing Corporation's data center migration had fallen significantly behind. Modernize rebuilt the provisioning foundation, automated server deployments at scale, and got delivery moving again.
Infrastructure delivery at this scale is a coordination problem as much as a technical one. Getting the provisioning foundation right unlocked everything downstream.
The Options Clearing Corporation is a systemically important financial market utility — the central counterparty for options and futures markets in the United States. When OCC undertook a major data center migration, the stakes for on-time delivery were high. What they encountered instead were significant delays: servers that hadn’t been built, provisioning processes that couldn’t scale, and fragmented coordination across the teams responsible for delivery.
A data center migration at this scale is a sequential dependency chain — every unbuilt server and every misaligned team becomes a blocker for everything downstream. The provisioning environment itself was outdated, unable to handle the volume and pace the migration required. The program needed more than firefighting. It needed the foundation rebuilt.
Modernize rebuilt the provisioning environment from the ground up — replacing the outdated approach with a modern, automated framework capable of provisioning hundreds of servers and virtual machines at the pace the migration demanded. Automation replaced manual steps throughout the process, removing the bottlenecks that had caused delays to accumulate.
Beyond the technical work, Modernize improved coordination across the cross-functional teams responsible for the migration — surfacing priority misalignments before they became blockers and establishing the communication patterns needed to keep delivery moving. Infrastructure delivery accelerated. The migration program regained momentum.
Provisioning Environment Rebuild
The existing provisioning approach couldn’t handle the scale or pace the migration required. Modernize replaced it entirely — building a next-generation environment from the ground up. The new framework provisioned hundreds of Linux servers and virtual machines reliably and repeatably, without the manual bottlenecks that had caused the program to fall behind.
Automated Delivery Framework
Manual steps were replaced throughout the provisioning workflow with automation that could run consistently at scale. The result was a modern, repeatable framework — infrastructure delivery that doesn’t depend on individual effort or tribal knowledge, and can be maintained and extended by OCC’s own teams going forward.
Cross-Team Alignment
Infrastructure delivery at this scale is a coordination problem as much as a technical one. Modernize worked across the teams involved in the migration to surface misaligned priorities before they became blockers, improve communication cadences, and establish the shared understanding needed to keep hundreds of interdependent workstreams moving in the same direction.
