Case Study
Legacy pension system modernization enables incremental transformation without service disruption
InfoPeople partnered with one of the nation's largest municipal retirement systems to lead a large-scale modernization of its core Pension Administration Systems, replacing decades-old COBOL infrastructure with a modular, next-generation platform while maintaining uninterrupted service delivery.
Industry: Public sector / Municipal retirement systems
Engagement: 2019 – present · Team size: 30+ professionals
Challenge
Replace a COBOL-based pension administration system running on IBM mainframe without disrupting pension operations for active and retired members
Solution
Five-phase incremental replacement strategy combining legacy operational support with parallel next-generation platform development, supported by organizational change management and workforce transformation planning
Success Highlights
- 30+ professional staff executing simultaneous legacy support and next-generation development
- Successfully migrated document management off a legacy content management platform, eliminating significant licensing and maintenance costs
- Delivered workforce analysis and competency gap assessment to support long-term organizational readiness
- Maintained continuous operational support for legacy systems throughout the transformation
The Challenge
The client administers pension benefits for active and retired municipal employees across one of the United States' largest city governments. Its Pension Administration System, written in COBOL and running on an IBM mainframe, represented decades of accumulated business logic critical to day-to-day operations. A full cutover replacement carried unacceptable risk; the system needed to keep running without interruption while the organization rebuilt around it.
Leadership required a strategic partner capable of operating on two tracks simultaneously: sustaining legacy system operations while designing and delivering the next-generation platform, and doing so under the governance and accountability standards appropriate for a public pension fund.
Our Approach
InfoPeople was selected through a competitive process as one of the agency's strategic partners for the Legacy Replacement Project: a five-phase initiative to build and implement a new pension administration system designed to automate functions currently performed manually and deliver expanded self-service capabilities to members through a modernized member portal.
We assembled a 30+ person team spanning the full transformation lifecycle: mainframe developers providing legacy operational support, and a modernization team comprising project managers, business analysts, QA specialists, UI/UX designers, Java developers, BI analysts, and content management specialists.
Working with the agency's internal project leadership, our program manager helped define an incremental deployment strategy, carving the overall system into discrete modules that could be designed, developed, tested, and deployed without disrupting active operations. One of the first major releases migrated document management off the legacy content management platform, delivering immediate cost savings on licensing and maintenance while reducing the complexity footprint of the legacy environment.
InfoPeople also led the Organizational Change Management workstream, developing communications protocols and stakeholder engagement strategies to keep internal and external audiences informed throughout the program. A contract manager was embedded to coordinate vendors, purchase orders, and compliance documentation across the initiative.
To prepare the agency for the post-transformation operating environment, we delivered a comprehensive workforce analysis report, defining role standards, assessing current competencies, and identifying gaps across the future-state organization in alignment with Civil Service System requirements.
Business Outcomes
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Reduced legacy complexity
Reduced legacy complexity through phased content management decommissioning, eliminating licensing and maintenance overhead
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Uninterrupted operations
Sustained uninterrupted operations for active and retired member services throughout the modernization program
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Incremental delivery model
Established a scalable incremental delivery model enabling the agency to manage transformation risk across five phases without a high-stakes big-bang cutover
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Organizational readiness
Built organizational readiness through structured workforce planning aligned to the future-state platform environment
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Audit and compliance
Maintained full audit and compliance posture through embedded contract management and governance support
Conclusion
By combining disciplined legacy support with parallel next-generation development, and embedding organizational change management alongside technical delivery, InfoPeople gave the agency a path to full modernization that protected member services, reduced cost exposure, and built the internal capabilities needed to sustain the transformed platform long after go-live.