FINANCIAL SERVICES CASE STUDY

Retiring SAS, Reducing Risk

A Cloud Migration Built for Financial Services Compliance

How Cepheus helped a large US financial services firm migrate mission-critical SAS workloads to AWS Databricks — without disrupting business-as-usual or requiring repeated rounds of user acceptance testing.

Banking & Financial Services Legacy Modernization Cloud Migration Data Engineering
Financial Analytics Dashboard

The Client

A leading US financial services firm operating across personal loans, auto finance, credit cards, insurance, and capital markets. The organization had prior migration experience, having previously moved from Greenplum to Snowflake — but its SAS-integrated-with-Snowflake environment presented a new class of challenge: workloads that were both business-critical and deeply embedded in day-to-day operations.

The Challenge

  • Manual migration was too slow. Early efforts required multiple rounds of UAT and extensive retraining of business users on unfamiliar codebases.
  • Zero tolerance for disruption. Business-as-usual had to continue uninterrupted throughout the transition — a hard constraint given the firm's regulated, multi-line-of-business operations.
  • Deep technical debt. Over 200 SAS macros and 100,000+ lines of code, including complex PROC SQL queries with multi-table merges, needed to be migrated without introducing output discrepancies.
  • Outdated infrastructure underneath it all. The production Databricks environment itself was running an unpatched, six-year-old Python version, constraining what could be modernized in a single pass.

The Cepheus Approach

Cepheus didn't just migrate code — we made the outputs provably trustworthy from day one.

  • Automated reconciliation to retrieve and verify all required SAS tables in a single pass
  • Semi-automated comparison scripts to validate outputs and eliminate repeated UAT cycles
  • Refactoring of pass-through SQL connections from SAS macros into native Databricks SQL
  • Transition from session-based SAS authentication to secure, cloud-native secrets management
  • Enablement of S3-based workflows, with hands-on training for business users moving off SAS-driven exports
  • Migration scripts engineered to run reliably within the client's legacy Python environment, while laying groundwork for future modernization

Major Challenges

  • Pass-through SQL connections tightly coupled to Snowflake ODBC, creating brittle dependencies
  • Session-based SAS authentication incompatible with modern, cloud-native security practices
  • Business reliance on SAS-driven ad hoc CSV exports with no direct cloud storage equivalent
  • A six-year-old, unpatched Python runtime constraining what the migration could modernize
  • A codebase of 200+ macros and 100,000+ lines, with frequent large-scale table merges and long-form PROC SQL logic

These are representative of the complexity Cepheus resolved — the full migration covered the entire workload estate, with complete reconciliation and zero unresolved output discrepancies.

The Impact

  • 30% reduction in operational costs by retiring SAS licensing and streamlining Snowflake dependencies
  • 50% faster migration cycles through automated reconciliation that eliminated repeated UAT rounds
  • 100% auditability and repeatability of migrated outputs
  • Improved business user adoption through simplified, Databricks-native workflows
  • A future-ready architecture positioned for modernization beyond legacy runtime constraints

Why Cepheus

  • True code translation of SAS macros and PROC SQL into Spark — not a rebuild from scratch
  • Deep expertise in authentication and secrets management for regulated, cloud-native environments
  • Construct-level SAS code analysis for accurate scoping and complexity estimation before work begins
  • Commitment to full-estate migration with minimal disruption to business-as-usual

Still Running Critical Financial Workloads on Legacy SAS?

If regulatory pressure, licensing costs, or aging infrastructure are holding your data stack back, we can help you modernize with confidence — not disruption.

Talk to Cepheus