Reporting in financial services is critical as it underpins compliance, supports auditability, enables operational visibility, and ensures the right information reaches the right stakeholders at the right time.
In many large banks, reporting environments are often a patchwork of legacy tools, redundant processes, and growing operational risk.
This was the reality facing a large national bank. As it advanced broader IT initiatives which included z/OS upgrades, product rationalization, and data consolidation, it recognized something important: Reporting wasn’t just a technical concern. It was a modernization opportunity tied directly to compliance, efficiency, and long-term scalability.
It was a daunting task, but the results speak for themselves. In the end, the bank migrated 26,000 reports, modernized 1.7 million archived documents, and completed the effort in under 12 months. This strengthened audit readiness while reducing risk and improving performance.
But the real story isn’t just about scale. It’s about how the bank approached modernization and what other organizations can learn from it.
Modernizing to Maintain Currency
This project started with the customer’s need to move away from older, unsupported output management technology and onto Broadcom’s current, supported platform.
As with many long-running environments, the bank did not have complete visibility into how the unsupported output management technology was being used across the business, creating obvious risks–especially as staff changes and institutional knowledge fades.
By modernizing, the bank was able to move towards supported products, train its team, and give them the opportunity to understand and modernize how output management was really being used.
What Made the Difference
The bank used several practices to accelerate its modernization results, including:
- Phased execution: A structured, phased approach reduced disruption and ensured progress was controlled and measurable.
- Process and architecture redesign: The bank didn’t simply migrate legacy patterns. It re-engineered reporting for a modern, secure environment.
- Hands-on enablement: Teams received practical training and real-time guidance, ensuring the new environment could be managed effectively long after go-live.
- Tight coordination: Clear roles, strong collaboration, and disciplined execution across all parties kept the initiative on track.
These practices are not unique to this one project. They reflect a broader pattern that many organizations need when modernizing complex mainframe environments: Start with a clear understanding of what exists, identify where complexity can be reduced, and execute in a way that delivers measurable value without creating disruption.
That is where Broadcom’s Win-No-Fee Services Program fits in.
Optimizing Mainframe Software With Win-No-Fee
Broadcom's Win-No-Fee was a key factor in the bank fully understanding its environment, reducing complexity, and accelerating modernization results. Win-No-Fee is designed to help organizations rationalize and optimize their mainframe software portfolio without upfront cost or unnecessary disruption.
Through a structured engagement, Broadcom works alongside customer teams to:
- Assess the current software landscape
- Identify overlaps, redundancies, and inefficiencies
- Surface underutilized capabilities already in place
- Map opportunities for consolidation and simplification
This approach is practical and data-driven. Rather than relying on theoretical recommendations, Win-No-Fee is grounded in real usage patterns, current-state analysis, and executable next steps.
Win-No-Fee provides a way to:
- Understand your current environment
- Identify opportunities to simplify
- Unlock value from what you already have
- Build a clearer path toward modernization
All without upfront investment.
If you’re looking to accelerate modernization, it may be worth asking a simple question:
Are you adding complexity, or removing it?