Toptal cuts provisioning time from a month to under an hour for financial business services firm.

Toptal helped a financial printing, mailing, and document delivery services company overhaul its outdated infrastructure, cutting provisioning time and significantly enhancing operational efficiency.

Client

A US-based financial business services firm providing statement printing, mailing, and digital delivery solutions.

Employees

200+

Revenue

$49M

Industry

Business Services

Delivered Services

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Challenge

Outdated infrastructure, minimal automation, and poor documentation led to inefficient provisioning, causing delays in client onboarding and impacting operational performance.

Solution

Automated Infrastructure

Toptal automated the provisioning of virtual machines using tools like Packer and Terraform, streamlining processes and minimizing manual intervention.

Structured Documentation

Toptal implemented an infrastructure as code approach and established structured documentation, ensuring version-controlled changes and improved knowledge retention.

Outcome

Reduced Provisioning Time

Provisioning time originally took between two weeks and one month; using Toptal’s automation, this was reduced to just under an hour to two days, significantly accelerating client onboarding.

Scalable Operations

The new infrastructure and documentation framework laid the foundation for scalable growth, improving operational reliability and preparing the firm for future expansion.

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