Case Study

How BrightLedger Cut Support Tickets by 71% With a Portal Rebuild

For BrightLedger Financial Services · 2025 · 5 months

-71% Support tickets post-launch
0 Data discrepancies found
6 weeks Parallel validation period

A deep look at how a full portal rebuild and phased data migration eliminated the single biggest source of client complaints.

01 Overview

This case study walks through how we approached migrating a decade of financial account history with zero tolerance for discrepancy, while shipping a portal fast enough to stop the bleeding on client complaints.

02 The Challenge

BrightLedger's legacy portal was the single largest source of client support tickets, and any migration approach that risked even minor data discrepancies was a non-starter for a financial services company.

03 The Solution

We ran a shadow migration in parallel with the live legacy system for six weeks, reconciling every account automatically before a single client was cut over, then migrated clients in small batches with rollback points at each stage.

Next.js Node.js PostgreSQL Data Migration
Migration reconciliation dashboard and phased rollout timeline — screenshots available on request under client NDA.
“

We were more nervous about this migration than any project in company history, and it was the smoothest one we've ever run.

Client Name · Head of Digital, BrightLedger Financial Services
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