Creatio Database Migration: Real Cases from Finance and Telecom Leaders
Automation is only a small part of the global process of digital transformation. Business systems never stop evolving, data platforms must evolve with them – improving scalability, stability, and cost-efficiency. For many organizations running Creatio, migrating from legacy databases like Oracle to open alternatives, like PostgreSQL or Microsoft SQL Server. They have become a strategic necessity. We are a global system integrator and top-tier Creatio migration partner.
Our Expertise in Creatio Database Migration
Our company has become one of the leading Creatio migration partners worldwide. We have helped financial and telecom enterprises modernize their infrastructure, minimize downtime, and achieve measurable ROI. Below, we share the migration framework and real success stories from companies that have already benefited from our expertise.
6 000
comprehensive ecosystem user analysis
23%
increase in system performance
x10
return on investmenWhy Businesses Migrate Creatio Databases
Modern enterprises depend on seamless data access and system uptime. Due to growing workloads and rising licensing costs, legacy infrastructure often becomes bottleneck. Below are the main business and technical drivers for Creatio database migration:
- Cost Optimization. Proprietary databases like Oracle have licensing fees that reach hundreds of thousands of USD annually, especially for enterprise installations with multiple test and production environments. Migration to PostgreSQL or Microsoft SQL eliminates or reduces these costs, allowing companies to reinvest savings into innovation. In many of our projects, the ROI period for migration was under 12 months, demonstrating that the initiative pays off faster than most infrastructure upgrades.
- Performance and scalability. As Creatio implementations go on, databases grow faster in both size and complexity. Performance degradation, long processing times, delayed report generation, or slow UI response are good reasons for a change. The Creatio migration ROI to a modern, optimized database cluster, like PostgreSQL or MS SQL, helps with fault tolerance, and 20-30% faster query execution.
With continued use and expansion of Creatio, database size and complexity grow rapidly, leading to performance degradation, slower reports, and UI delays. Migration to a modern high-availability cluster based on PostgreSQL or Microsoft SQL Server provides horizontal scaling, greater fault tolerance, and 20–30 % faster query performance. - Flexibility and Business Continuity. The open-source nature and hybrid databases make the integration process far easier thanks to modern DevOps tools and CI/CD pipelines. They also offer better control over data storage and backup mechanisms, making sure the system is resilient during high loads and possible outages. This is true for banking and telecom companies, where downtime leads to financial losses.
It is possible to say that the way we provide migration makes customer service uninterrupted and technologically independent from vendor lock-ins for a long period of time.
Key Stages of Creatio Migration Process
We know for sure that the migration of a business-critical system like Creatio requires a carefully planned, step-by-step approach. Our team formed a methodology by completing a lot of successful migrations, making sure each of them works stably, predictably, and transparently.
Analysis and Planning
We start working on a project with a technical and business assessment. Experts in our team analyze the current Creatio environment, database volume, customizations, and integration landscape. This is a state where we conduct sizing calculations, define system requirements, and identify all custom SQL code and dependencies that must be adapted to the new database engine. The deliverables of this phase include a Migration Roadmap, a detailed risk assessment, and a timeline for project execution.
Data Export
The second phase starts with us focusing on the extraction of the existing database structure and data. We use automated scripts and «Extract-Transform-Load» tools to ensure data consistency and referential integrity during export. For clients like Halyk Bank, where the production database exceeded 30 terabytes, this step required optimized compression and incremental export methods to minimize system downtime.
Data Transformation
Each database engine has unique syntax and behavior. This is the reason for the need of SQL procedures, triggers, and data types to be adapted to match the target system. During the transformation phase, our specialists refactor custom SQL logic, rebuild stored procedures in C# when needed, and align integrations with third-party systems such as CRM, HR, and reporting modules. The use of automated conversion tools in combination with manual QA allows the business logic to remain intact and compliant with corporate standards.
Data Import
After the initial transformation, the database is imported into the new environment, it is configured as a high-availability cluster to ensure resilience and load balancing remains intact. For PostgreSQL migrations, our team uses Patroni for automatic failover and ETCD as a coordination service. For MS SQL projects, we deploy Always On Availability Groups with a listener that enables automatic failover and monitors the active node. The process of synchronization of integrations, access rights, and API endpoints should not be underestimated as it guarantees that all connected systems remain functional.
Testing and Validation
The final part is testing every migration. We perform multiple validation layers:
- Acceptance testing to verify business functionality.
- Smoke and load testing to measure system responsiveness under peak loads.
- Delta migration testing to validate the final data synchronization before switching production.
After successful validation, the system is launched into production, with post-migration monitoring and support.
Case 1: Halyk Bank
This is a perfect example of how it works in the banking area with thousands of active users. The database volume in this case is 30 TB with a payback period of 7 months. Halyk Bank is the largest financial institution in Kazakhstan, facing rising Oracle licensing costs and performance issues caused by an ever-growing database. The bank required a reliable, high-performance, and cost-effective alternative that would support 24/7 operations without compromising data security.
Our team migrated Halyk Bank’s Creatio platform from Oracle to PostgreSQL, implementing a fault-tolerant cluster architecture using Patroni for automatic failover and ETCD for heartbeat monitoring. The project included:
To solve the problem this bank faced, we migrated the Creatio platform from Oracle to PostgreSQL and implemented a fault-tolerant cluster architecture using Patroni for Automatic failover and ETCD for heartbeat monitoring. The project included:
- Adaptation of hundreds of SQL scripts and stored procedures.
- Refactoring business logic to match PostgreSQL’s syntax.
- Migrating 30 TB of data using optimized incremental export.
- Performing full performance tuning and indexing optimization.
Once we managed to migrate Creatio to PostgreSQL, we achieved a 23% increase in the bank’s overall system performance, reaching ROI within 7 months, improved responsiveness and reduced processing delays and enhanced stability, and faster deployment of new corporate apps. Thanks to the migration, the bank was also able to leverage new low-code development tools within Creatio 7.18, reducing time-to-market for internal applications and improving flexibility for business units.
Case 2: Yelo Bank
If you want an example in financial services, Yelo Bank is exactly that. The company wanted to modernize its IT infrastructure while optimizing operational costs. The existing Oracle database imposed significant expenses and limited scalability. The bank’s leadership wanted a future-proof and cost-efficient solution that would maintain high system reliability.
Our solution was to fully migrate Creatio to PostgreSQL in Yelo Bank’s environment. The process included adapting all SQL scripts, adjusting integrations, and redesigning database triggers. Thanks to the smaller data volume compared to other projects, the migration was completed in record time.
Among the results the company achieved due to our help:
- x10 return on investment through reduced licensing and maintenance costs.
- Zero downtime during the migration cutover.
- Simplified database management and improved system transparency.
- Enabled further digital transformation initiatives, including the deployment of new customer portals and AI-driven analytics tools.
Yelo Bank’s management emphasized that PostgreSQL not only decreased expenses but also gave the IT team greater control over system configuration and updates, ensuring independence from proprietary vendors.
Case 3: Ukrtelecom
Telecom is another sector that should be mentioned as an example of how valuable our work is for companies like Ukrtelecom. It is one of Ukraine’s largest telecommunications providers, relying on a complex Creatio environment integrated with multiple internal systems. The legacy Oracle infrastructure created performance constraints and scalability challenges during peak load periods.
We have led the migration from Oracle to Microsoft SQL Server, a choice aligned with Ukrtelecom’s enterprise IT strategy. The project included:
- Comprehensive analysis of the 6,000-user Creatio ecosystem.
- Conversion of stored procedures and triggers to MS SQL syntax.
- Integration of HAProxy for real-time node monitoring and failover.
- Exhaustive testing to ensure system stability across all business functions.
The migration allowed Ukrtelecom to support higher transaction volumes, accelerate service delivery, and lay the foundation for future cloud integrations.
How Migration Improves Efficiency and Reduces Costs
Database migration is more than a technical task – it is a strategic step toward operational excellence. As these cases demonstrate, the business impact of migrating Creatio to PostgreSQL or MS SQL goes far beyond cost savings:
- Faster system performance and responsiveness.
- Reduced dependency on proprietary vendors.
- Greater scalability and resilience.
- Empowered IT teams through modern, manageable architectures.
- Short ROI periods – often under a year.
With extensive experience in Creatio and deep industry expertise, we provide end-to-end migration services – from audit and planning to post-go-live support. The result: stable, optimized, and future-ready infrastructures that help financial and telecom leaders innovate confidently in an ever-evolving digital landscape.
