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Case Studies

Financial client : Asset Management, Wealth Management, Family Office, Trading


Key challenges for client


  • A fast growing company, currently with 60 users spread over 3 sites
  • Subjected to FINMA regulatory standards (audibility, certifications, data stored in Switzerland)
  • Specific requirements in security and confidentiality, availability and performance
  • Integration of the new features into their infrastructure

Solutions implemented :


Rented virtual infrastructure and cloud-based platform from Swisscom (DCS)

Dynamic Computing Services offers both virtual server resources but also interconnected services (Internet access, MPLS, VPN …). Completely redundant and based on Tier IV Datacentres, resources are permenantly accessible and guaranteed by SLA.


  • Solution based and operated from Switzerland
  • Removes hardware investments
  • No technological risk as the resource pool uses up to date, state of the art technology
  • Fast and dynamic control capability
  • perfect integration itno the company’s network

Certifications under DCS :

Certifications offertes sur DCS


Environments based on different bricks assembled together around Citrix, MS Windows, Swisscom, Lync, Good, Cidway, Dell

  • Citrix XenApp with a virtual office to look like Windows 8.1
  • Email based on the industry standards – (MS Exchange 2013 )
  • Windows Server infrastructure services (Windows 2012 R2 AD and OS servers)
  • Unified communication – implementation of the telephony and provide a federated access with customers and suppliers (Lync 2013)
  • Reinforced security for external access (Citrix NetScaler VPX Token Sesami (strong authentification))
  • Archive backup data
  • Mobile Device Management solution (Good Mobility suite)
  • High performance Swisscom connection (Swisscom LAN-I)

 Integration of specific business applications

We have integrated into the project all the specific financial applications used by the firm and particularly the direct connections with banks (UBS, Julius Baer etc …), trading applications (Bloomberg MarketMap etc ….) and consolidation of banking and CRM applications (Allocare CSP)

Project carried out by Codalis

The project was carried out by engineers from Codalis in collaboration with the third party provider – Swisscom:

  • Automate migrations which are done in phases and validation of pilots
  • Relationship management with the editors
  • Full user support : Training, assistance with changes

Management and Maintenance

Full infrastructure management covered by SLA, it incorporates 24/24 supervision, updates for all application layers (Microsoft, Citrix, business applications), the direct interaction with publishers (Integration into our SLAs third-party software support). Specific items such as life-cycle management and security of mobile devices complete the range of services provided to users.

Results / Benefits

The company has a centralised IT infrastructure, based in Switzerland which uses the latest state of the art technology without the normal hardware investment. They benefit from a scalable and flexible infrastructure and availability of 99.9%. They have a global infrastructure service provided by Codalis which includes the migration, operation and maintenance as part of the “all included” service packages.



Codalis is the first partner for the Romande region to provide a global service based on our Dynamic Computing Services. We look forward to this new collaboration that will offer customers Codalis, a great agility and maximum safety to our customers and real expertise in transition and cloud infrastructure implementation. Jean-Marc Rossat Swisscom