Case Study: Morningstar Retirement Fiduciary Services improves software quality and cuts data provisioning time with Perforce Delphix

Morningstar Retirement Fiduciary Services cuts data provisioning hours by 70% with Perforce Delphix

Morningstar Retirement Fiduciary Services faced significant challenges in providing its development teams with timely, high-quality test data. Refreshing production data into development and testing environments was a slow, manual process that hindered Agile and DevOps efforts, and the team struggled to replicate data issues found in production. They needed a solution that could automate secure data provisioning while masking sensitive information to maintain strict SOC 2 compliance, all within their AWS-based infrastructure.

Implementing the Delphix DevOps Data Platform from Perforce automated and revolutionized their test data management. Delphix created a virtualized, frequently synchronized copy of production data, enabling self-service, masked virtual databases for developers and testers. This integration into their DevOps toolchain led to a 70% reduction in monthly data provisioning hours, allowed for early defect detection before production releases, and freed teams to focus on innovation while fully maintaining data security and compliance.

Morningstar Retirement Fiduciary Services