Acclaimed Mortgage Origination and Servicing Company Modernizes Data Stack
Customer's Challenge
A leading mortgage company sought to centralize its data in a modern cloud-based data warehousing solution. With data in several places, both on-premise and in the cloud, it was difficult for the client to maintain its security and governance standards. They needed a partner to help them set up the new data stack correctly and with the expertise to follow best practices in a modern data stack.
phData's Solution
phData designed and implemented a completely revamped reference architecture in Snowflake with governance and security in mind while also providing a technical blueprint as a foundation for the rest of the modernization effort.
Results
In less than 8 weeks, phData designed, architected, and delivered an automated Snowflake environment that was secure and ready for development within their GCP cloud environment. The client also had a fully fleshed-out technical blueprint from a trusted source in phData to know exactly what to do for future success in their modern data stack.
The Full Story
For years, a leading mortgage company has been a trusted guide for home buyers, helping clients navigate the complexities of ownership. Yet behind the scenes, their data landscape was a maze. Information sprawled across on-premises SQL Servers, Postgres databases, Azure Data Lake Storage, and Google Cloud Storage files.
Keeping up with the industry’s strict governance and security standards became increasingly challenging. As the complexities grew, so did operational control and compliance threats.
The company’s leaders recognized it was time for a bold transformation. Their vision was to create a modern, unified cloud data warehouse that could serve as the heartbeat of their organization.
Snowflake was the clear choice for this centralized data platform, but the company understood that success hinged on expert guidance. They needed to configure the new stack for long-term security, governance, and efficiency, and they wanted to do it right from day one.
phData answered the call and stepped in as a managed services partner.
Immediately, phData focused on understanding the client’s unique requirements and architected a transformation with governance and security at its core. Rather than simply deploying technology, phData designed a new information architecture using their Provision Tool that automated and simplified governance, taking the anxiety out of migration and management.
Working hand-in-hand with Snowflake, phData ensured the client’s environment was meticulously tailored, with no setting overlooked. Role Based Access Controls (RBAC) were developed and automated, restricting sensitive information to precisely the right people and eliminating the risk of permission sprawl.
phData also developed a comprehensive, step-by-step technical blueprint that would help guide the client forward in future migrations from legacy systems to modern stacks.
With phData’s Advisor Tool, the company gained a way to continually scan for vulnerabilities, missed best practices, and new risks, keeping its data environment resilient as needs evolved.
In less than two months, the disparate data landscape was replaced with a secure, automated Snowflake environment fully integrated into their GCP cloud. The client walked away not just with new technology but also with clarity and a trusted playbook for ongoing modernization and governance.
Why phData?
The mortgage company wanted an expert in all things Snowflake, and they knew they couldn’t go wrong with the 6X Snowflake Partner of the Year winner. phData emerged as the clear choice based on their technical chops, accreditation with Snowflake, and their signature mark of leaving detailed instructions for self-sufficiency.
Reference Diagram
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