Large compliance system migrations are rarely just technical projects. When thousands of rules, regulatory oversight, and day-to-day monitoring are involved, the margin for error is small—and the cost of disruption can be high.
This case study outlines how TillieStar supported a Los Angeles–based client through a complex Order Management System (OMS) migration involving 5,000 rules over an 18-month timeline, while maintaining operational continuity and strengthening internal compliance capabilities along the way.
Rather than treating the migration as a one-time handoff, the engagement focused on execution, continuity, and long-term ownership—ensuring the client emerged not just live on a new platform, but better positioned for future growth.
The Challenge: Migrating 5,000 Rules While Keeping Compliance Running
The client came to TillieStar seeking assistance with an OMS migration that carried both scale and complexity.
They needed to migrate 5,000 existing rules from a legacy OMS to a new platform within a fixed 18-month timeframe. At the same time, the compliance function still needed to operate as usual—monitoring activity, overseeing rules, and maintaining confidence in day-to-day oversight.
Equally important, the client wanted their internal compliance team closely involved throughout the process. The goal was not just to complete the migration, but to ensure the team had the technical skills required to monitor and manage the new OMS once the project concluded.
Balancing execution speed, operational stability, and internal enablement was critical. Any solution that focused on just one of these elements would introduce risk elsewhere.
The Solution: Parallel Execution With Embedded Expertise
To address these challenges, TillieStar structured the engagement around parallel support across both platforms, ensuring progress on the migration without disrupting ongoing compliance responsibilities.
TillieStar provided:
- Two resources experienced with the new OMS, focused on testing and validating rules as they were migrated
- Two resources experienced with the legacy platform, who backfilled business-as-usual compliance work to maintain uninterrupted oversight
This structure allowed migration work to move forward consistently, while protecting the integrity of daily compliance operations.
Throughout the 18-month engagement, the client’s compliance team remained actively involved. As rules were tested and migrated, team members gained hands-on exposure to the new technology—building familiarity, confidence, and practical knowledge rather than inheriting the system at the very end.
By the conclusion of the project, the client was positioned to take over the remaining work independently and proceed with a successful go-live on the new OMS.
The Outcome: On-Time Migration and a Stronger Compliance Foundation
The engagement delivered on its core objective: the client successfully migrated onto the new OMS within the required 18-month timeline.
But the outcomes extended beyond the go-live itself.
During the migration, the client was able to:
- Make corrections to existing rules they already knew needed improvement
- Train internal compliance team members on the new OMS technology
- Transition ownership of the platform with confidence, rather than reliance on external support
As a result, the client emerged with a more stable compliance platform, better equipped to support the growth they anticipate in the future.
The migration became an opportunity not just to move systems, but to improve how those systems functioned and how the team worked with them.
Key Takeaways
- Large-scale OMS migrations benefit from parallel execution models that protect business-as-usual operations
- Embedding expertise across both legacy and new platforms reduces operational and compliance risk
- Migration projects create space to correct known rule issues, not just transfer them
- Involving internal teams throughout the process enables long-term ownership and sustainability
- A successful compliance migration supports future growth, not just immediate requirements
Why This Matters
OMS migrations are often viewed as necessary disruptions. This engagement shows that, with the right structure and expertise, they can instead strengthen compliance operations, improve internal capabilities, and create a more resilient foundation for what comes next.
TillieStar’s approach ensured that this migration was not only completed on time—but completed in a way that set the client up for long-term success.