IDT Solution
Innovative Digital Transformation LLC (IDT) architected and implemented a comprehensive migration and modernization plan to transition SavvyMoney’s BI infrastructure into a secure AWS Landing Zone environment.
The solution incorporated best practices from AWS’s Cloud Adoption Framework and Well-Architected Framework, ensuring that performance, governance, and compliance were built into every stage of the deployment.
Core solution elements included:
- Landing Zone Design: Creation of multi-account structure with designated environments for production, staging, and development.
- Infrastructure-as-Code (IaC): Refactoring of Terraform and CloudFormation templates to align with Landing Zone governance and automation.
- Identity & Access Management (IAM): Redesign of IAM roles and permissions for least-privilege access and streamlined cross-account management.
- Migration Execution: Step-by-step migration of BI application services, databases, and data pipelines to the new Landing Zone with zero downtime.
- Monitoring & Security: Integration of AWS Config, CloudTrail, and GuardDuty for compliance and operational oversight.
- This project was executed under a controlled, automated framework—ensuring that all migrations were traceable, compliant, and reversible if necessary.
THE MIGRATION OF BUSINESS INTEGELENCE INFRASTRUCTURE TO A MODERN LANDING ZONE
Executive Summary
SavvyMoney Inc., a leading financial technology provider delivering innovative solutions for banks and credit unions, partnered with Innovative Digital Transformation LLC (IDT) to modernize and secure its Business Intelligence (BI) infrastructure through migration to a new AWS multi-account Landing Zone.
The initiative was designed to enhance scalability, strengthen compliance, and streamline management across multiple AWS environments. By aligning BI workloads with AWS Landing Zone architecture, SavvyMoney established a future-ready cloud foundation capable of supporting advanced analytics and data-driven innovation.
THE MIGRATION OF BUSINESS INTEGELENCE INFRASTRUCTURE TO A MODERN LANDING ZONE
Executive Summary
SavvyMoney Inc., a leading financial technology provider delivering innovative solutions for banks and credit unions, partnered with Innovative Digital Transformation LLC (IDT) to modernize and secure its Business Intelligence (BI) infrastructure through migration to a new AWS multi-account Landing Zone.
The initiative was designed to enhance scalability, strengthen compliance, and streamline management across multiple AWS environments. By aligning BI workloads with AWS Landing Zone architecture, SavvyMoney established a future-ready cloud foundation capable of supporting advanced analytics and data-driven innovation.

SavvyMoney Inc.
Case Study
The Challenge
As SavvyMoney continued to expand its analytics and reporting capabilities, the organization identified the need for a more efficient, secure, and compliant AWS environment. Its existing BI workloads were running on a legacy setup that limited scalability and operational efficiency.
To address this, SavvyMoney sought to migrate its production BI infrastructure into a modern, well-governed AWS Landing Zone. The objective was to standardize infrastructure management, improve account isolation, simplify IAM configurations, and strengthen overall compliance—without disrupting ongoing business operations.
Key goals included:
- Seamlessly migrating core BI applications and data pipelines.
- Refactoring infrastructure-as-code (IaC) to align with Landing Zone standards.
- Enhancing cross-account visibility, access control, and audit readiness.
- Ensuring high availability and secure connectivity between workloads.
The Challenge
As SavvyMoney continued to expand its analytics and reporting capabilities, the organization identified the need for a more efficient, secure, and compliant AWS environment. Its existing BI workloads were running on a legacy setup that limited scalability and operational efficiency.
To address this, SavvyMoney sought to migrate its production BI infrastructure into a modern, well-governed AWS Landing Zone. The objective was to standardize infrastructure management, improve account isolation, simplify IAM configurations, and strengthen overall compliance—without disrupting ongoing business operations.
Key goals included:
- Seamlessly migrating core BI applications and data pipelines.
- Refactoring infrastructure-as-code (IaC) to align with Landing Zone standards.
- Enhancing cross-account visibility, access control, and audit readiness.
- Ensuring high availability and secure connectivity between workloads.
The Challenge
As SavvyMoney continued to expand its analytics and reporting capabilities, the organization identified the need for a more efficient, secure, and compliant AWS environment. Its existing BI workloads were running on a legacy setup that limited scalability and operational efficiency.
To address this, SavvyMoney sought to migrate its production BI infrastructure into a modern, well-governed AWS Landing Zone. The objective was to standardize infrastructure management, improve account isolation, simplify IAM configurations, and strengthen overall compliance—without disrupting ongoing business operations.
Key goals included:
- Seamlessly migrating core BI applications and data pipelines.
- Refactoring infrastructure-as-code (IaC) to align with Landing Zone standards.
- Enhancing cross-account visibility, access control, and audit readiness.
- Ensuring high availability and secure connectivity between workloads.
The Benefits
Through this modernization initiative, SavvyMoney Inc. successfully transitioned its business intelligence environment into a secure, scalable, and cost-efficient AWS Landing Zone.
Key benefits include:
- Enhanced governance and compliance with AWS-standard Landing Zone configuration.
- Improved scalability and reliability for BI workloads supporting data analytics and reporting.
- Simplified operations through standardized automation and account structure.
- Stronger security posture with centralized IAM and cross-account monitoring.
- Future-ready foundation for ongoing analytics innovation and AI/ML adoption.

At SavvyMoney, we continue to invest in building a secure and scalable foundation for our analytics and reporting operations. Partnering with Innovative Digital Transformation LLC (IDT) allowed us to migrate our BI workloads into a modern AWS Landing Zone with precision and confidence.
The project was executed efficiently, aligning perfectly with our compliance and performance goals. IDT’s expertise in AWS DevOps and automation made a complex migration feel seamless, and we now have a stronger, more flexible platform to support our data-driven growth.
Michael York VP, Information Security and DevOps SavvyMoney Inc.
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