Overview

A fast, precise, and high-impact technical assessment

A major Southern California credit union—soon to become one of the 20 largest in the U.S.—needed to assess whether its technology infrastructure could support exponential member growth. With fragmented APIs, inconsistent development processes, and an Azure environment in need of maturity, they sought an expert, unbiased evaluation.

Santex delivered exactly that: a four-week assessment that set a new standard.

The Challenge

When growth demands immediate technical clarity

The credit union needed to quickly understand whether its systems and teams were ready for an upcoming surge in members and operational load.

Key pain points included:

• Fragmented and inconsistent API ecosystem

• Software development processes lacking standardization

• Limited visibility into Azure risks

• No clear modernization roadmap

• Pressure caused by an upcoming merger

The need was urgent: a fast, accurate, expert assessment capable of guiding strategic decisions.

The Solution

A surgical, collaborative assessment delivered in record time

Santex assembled a senior, cross-functional team of engineers, architects, and cloud specialists. Over four weeks, the team executed:

• Comprehensive technical review

Documentation, repositories, pipelines, Azure configurations, security practices, governance, and API gateway architecture.

• Targeted stakeholder interviews

Focused conversations to validate assumptions and uncover operational bottlenecks.

• Strategic gap analysis

A clear report detailing risks, weaknesses, opportunities, and immediate improvements.

• Actionable modernization roadmap

Concrete recommendations to mature cloud infrastructure, strengthen the API ecosystem, and refine engineering processes.

• Executive-ready delivery

A concise, evidence-based presentation for the CTO and engineering leadership.

The differentiator:

Despite competing against three long-standing vendors, Santex delivered deeper insights, clearer findings, and a more actionable plan—all without prior history with the client.

Key Outcomes

A high-impact assessment that exceeded expectations

• Praised directly by the CTO and VP of Software Engineering
  “Better analysis than the vendors we already work with.”

• Full alignment with the client’s real pain points
  The assessment brought clarity amid the uncertainty of an upcoming merger.

• Roadmap approved and next phase awarded
  Santex will lead the 2026 implementation.

• Confirmed project:
  Azure infrastructure maturity + API ecosystem modernization.

• Replicable assessment model
  The credit union highlighted Santex’s “speed, accuracy, and depth,” validating a scalable approach for future clients.