Modernize · Deep Dive

Cloud & Infrastructure Modernization for Financial Institutions in China

For financial institutions operating, expanding, or restructuring their technical architecture in China, ESUN Technology provides a Cloud and Infrastructure Modernization solution — helping clients build a stable, secure, manageable, auditable, and continuously evolvable local technology foundation inside China.

The solution focuses on infrastructure within China — local data centers, industry clouds, office networks, in-country business systems, security platforms, backup and DR, and operations management. We help clients optimize architecture, raise system stability and availability, and build long-term operating capability while meeting local regulatory, data-security, and business-continuity requirements.

Our goal is not a simple “lift to the cloud” or hardware refresh — it is to construct a modernized infrastructure system that runs compliantly in China, reliably carries the business, draws clear boundaries, and stays consistent with group governance.

For financial institutions, cloud and infrastructure modernization is not a pure technology upgrade. The real challenge is building an architecture across China data centers, industry clouds, office environments, security controls, vendor ecosystems, and operations workflows — one that respects regulatory boundaries, runs sustainably, and stands up to audit and long-term management.

Applicability

Designed for these client scenarios

01Existing China infrastructure can no longer meet business expansion, stability, or compliance requirements

02Planning or upgrading China local data center, industry cloud, or hybrid architecture

03Need secure, stable, manageable hybrid interaction between China DCs and industry cloud

04Need to optimize connections among offices, data centers, industry cloud, business systems, and security platforms

05Facing performance shortfalls, complex network paths, fragmented vendor delivery, or unclear ops boundaries

06Need clearer data boundaries, access control, log retention, and operations audit mechanisms in China

07Need to redesign network security zoning, access policies, backup/recovery, and DR capability

08Need support for industry-cloud selection, capacity planning, migration path, and local operations handover

09Need to localize group governance, security, and audit frameworks in China compliantly

10Need a digital and infrastructure partner who understands both China's regulatory environment and financial-institution technology governance

Solution Objectives

Beyond a hardware refresh — building a modern, manageable local technology foundation

ESUN Technology's cloud and infrastructure modernization solution is built around the following objectives:

01Design China-local DC, industry cloud, and hybrid architecture suited to the client's China business

02Establish secure, stable, auditable interaction between local DC and industry cloud

03Optimize access paths among offices, business systems, security platforms, and infrastructure in China

04Raise stability, availability, maintainability, and business continuity of critical systems

05Sustain long-term operation of local business, office, management, and security systems

06Establish clear security zoning, access control, network boundaries, and data flow management

07Support industry-cloud selection, capacity planning, migration path, and go-live handover

08Establish backup, disaster recovery, and business continuity design

09Carry group governance, audit, and security requirements within local compliance boundaries

10Convert infrastructure upgrade into long-term operable, manageable, continuously improvable capability

Solution Architecture

Eight coordinated workstreams covering the full modernization lifecycle — assessment, hybrid design, network, cloud, integration, security, DR, and go-live.

Current-State Assessment & Target Architecture Design

We assess existing China infrastructure, industry cloud resources, network connectivity, system dependencies, performance bottlenecks, and governance requirements — then design a target architecture suited to the China business stage.

Core Scope

Mapping of China offices, local DCs, industry cloud, business systems, and security platforms
Network topology, access path, system dependency, and data flow analysis
Performance, stability, availability, and maintainability evaluation of critical systems
Assessment of existing cloud resources, servers, network, security appliances, and operations model
Collection of group IT, security, audit, and architecture standards, mapped to local execution conditions
Mapping of China local regulatory, industry-cloud use, and operational realities
Target architecture design across local DC, industry cloud, office environment, security, and operations
Phased upgrade roadmap design

Typical Deliverables

Infrastructure current-state assessment report
China target technical architecture design
Network and access-path analysis
System dependency and data flow specification
Performance and risk assessment
Architecture upgrade roadmap
Migration and implementation recommendations

Local DC & Industry-Cloud Hybrid Architecture

China technology environments for financial institutions rarely rely on a single resource form. Many scenarios use local DC, industry cloud, office network, and security platforms simultaneously — requiring stable hybrid interaction within China.

Core Scope

Role definition for local DC and industry cloud resources
Deployment-location recommendation for core, peripheral, management, security, and office systems
Network connectivity, access path, and security boundary design between local DC and industry cloud
Mapping of interactions among business systems, data services, backup, DR, and management platforms
Identity, access control, and permission boundary design between cloud and local resources
Data exchange, system call, and operations access path design within China
High availability, DR, backup, and failover model design
Operations responsibility boundary and vendor coordination model under hybrid architecture

Typical Deliverables

Local DC and industry-cloud hybrid architecture design
System deployment-location and role matrix
Hybrid connectivity architecture diagram
Access path and security boundary specification
China data flow and system interaction specification
HA and DR design
Operations responsibility boundary matrix

China Network Connectivity & Access Path Optimization

For financial-institution China business, in-country network quality directly impacts business-system access, collaboration, operations efficiency, and user experience. We optimize the connectivity paths among offices, DC, industry cloud, and security platforms.

Core Scope

Connectivity design among China offices, local DC, industry cloud, and business systems
ISP, dedicated line, MPLS, SD-WAN, VPN evaluation and coordination within China
Access path, routing policy, and access control design
Critical-system access requirement analysis across business, office, security, and management
Multi-line redundancy, active/standby switchover, and failover design
Network security boundary, firewall policy, and access rule design
Connectivity, performance, latency, and stability testing
Network troubleshooting, carrier coordination, and continuous optimization

Typical Deliverables

China network connectivity architecture
Access path specification
Network topology diagram
Routing and access control policy
ISP / carrier coordination log
Network performance test report
Network optimization recommendations

Industry Cloud Selection & Migration Planning

We help evaluate industry cloud or local cloud services appropriate for China operations based on business systems, regulatory requirements, group standards, local ops capability, and cost structure — then define a controlled migration path.

Core Scope

Mapping of existing systems and workloads
Capability evaluation of industry cloud or local cloud services
Analysis of regulatory, data security, availability, network, and ops requirements
Workload migration prioritization and wave planning
Cloud resources, accounts, network, security groups, access control, and logging design
Connection and access model between cloud and local DC
Migration risk, rollback plan, and business impact assessment
Go-live validation, performance testing, and operations handover planning

Typical Deliverables

Industry cloud selection recommendation
Workload evaluation inventory
Cloud migration roadmap
Cloud resource planning
Cloud network and security design
Migration implementation plan
Migration risk and rollback plan

China System Integration & Platform Onboarding

China local infrastructure typically supports business systems, office systems, security platforms, ops platforms, and management tools running together. We establish clear integration relationships so each platform runs stably within its compliance boundary.

Core Scope

Access path design between local business systems and infrastructure
Mapping of system calls among local DC, industry cloud, office network, and security platforms
Identity, permission, endpoint management, and security platform onboarding
Interface, access control, network path, and security boundary confirmation
Governance alignment with group IT, infosec, and local system teams
Implementation coordination with local vendors, platform suppliers, and service providers
Integration testing, remediation, and go-live confirmation
Post-integration operations process and escalation mechanism design

Typical Deliverables

China system integration matrix
System onboarding path specification
Identity and permission integration plan
Interface and access control specification
Integration test report
Issue remediation tracker
Operations escalation path

Network Security Architecture & Zoning

Modernization can't focus only on resources and performance. Clear security boundaries and governance capability must be built in parallel. We design network security zoning, access control, and security management mechanisms suited to financial institutions.

Core Scope

Security zone design: office, server, management, DMZ, cloud, DR
Security boundaries among local DC, industry cloud, office, and security platforms
Firewall, security group, ACL, and network policy design
Least-privilege access, privileged access, and operations access path design
Log retention, monitoring, alerting, and audit requirements
Remote support, vendor access, and third-party access control
Alignment with group security standards and China local compliance
Security architecture documentation and audit material preparation

Typical Deliverables

Network security architecture design
Security zoning diagram
Access control matrix
Firewall and security group rule specification
Operations access path specification
Log and monitoring requirements
Security audit support materials

Disaster Recovery & Business Continuity Design

For financial institutions, business continuity is not optional — it is a core requirement of infrastructure design. We help establish backup, DR, failover, and recovery capability for China operations.

Core Scope

Critical-system and critical business-process identification
RTO / RPO target definition
Backup and DR relationships among local DC, industry cloud, and business systems
Active/standby resources, backup strategy, recovery path, and failover mechanism design
Data, configuration, system, and document backup requirements
DR drills, recovery testing, and result recording
Business continuity plan and incident response process design
Alignment with group business-continuity management requirements

Typical Deliverables

Business continuity design
DR architecture design
RTO / RPO target matrix
Backup and recovery strategy
DR drill plan
Recovery test report
Incident response and recovery process

Go-Live, Migration & Operations Handover

The critical part of modernization is not only design and build, but smooth cutover, risk control, and operations handover. We support go-live readiness, migration execution, remediation, and the transition into managed operations.

Core Scope

Go-live readiness check
Migration window, cutover steps, and rollback plan design
User impact assessment and communication plan
Integration test, performance test, and security validation
On-site support and cross-party coordination during migration
Stabilization-period issue tracking after go-live
Operations documentation, configuration records, and handover materials
Smooth transition into long-term managed operations

Typical Deliverables

Go-live readiness checklist
Migration and cutover plan
Rollback plan
Test reports
Issue remediation list
Stabilization-period support report
Operations handover pack
Managed operations transition plan

Standard Implementation Path

Four phases over approximately 16 weeks — assessment, design, implementation, and go-live.

PHASE 01

Weeks 1–3

Assessment & Target Architecture Design

Key Tasks

Project kickoff and stakeholder confirmation
Assessment of existing China infrastructure, industry cloud, and network
Mapping of local business systems, data flows, and access paths
Performance, availability, stability, and risk assessment
Collection of group IT, security, and architecture requirements
Mapping of China local regulatory, industry cloud, and DC conditions
Target architecture and implementation roadmap design

Phase Outputs

Current-state assessment report
Target architecture design
System dependency and data flow specification
Risk and gap analysis
Implementation roadmap

PHASE 02

Weeks 4–6

Detailed Design & Resource Preparation

Key Tasks

Local DC and industry cloud hybrid architecture detailed design
Network connectivity, access path, and security boundary design
Cloud resources, servers, network equipment, and carrier resource preparation
DC, industry cloud, carrier, and vendor delivery plan confirmation
Security zoning, access control, and log/monitoring requirements confirmation
DR, backup, and business continuity plan confirmation
Migration plan and test plan preparation

Phase Outputs

Detailed design document
Network and security design
Hybrid architecture connectivity model
Resource preparation inventory
Vendor delivery plan
Migration and test plan

PHASE 03

Weeks 7–12

Implementation, Integration & Testing

Key Tasks

Local DC, industry cloud, and infrastructure resource deployment
Network connectivity, access control, and security policy configuration
Integration testing across office, DC, industry cloud, and local systems
Workload migration or system onboarding support
Integration support for business systems, security platforms, management tools, and ops platforms
Backup, DR, and failover mechanism configuration
Connectivity, performance, security, and recovery testing
Issue remediation and go-live preparation

Phase Outputs

Implementation records
Integration test report
Performance test report
Security validation record
DR test record
Issue remediation tracker
Go-live readiness checklist

PHASE 04

Weeks 13–16

Go-Live, Stabilization & Operations Handover

Key Tasks

Cutover support
Migration window execution and on-site coordination
User impact monitoring and issue handling
Post-launch stabilization support
Operations handover among vendors, group IT, and local team
Operations documentation, configuration records, and operations manual
Confirmation of subsequent optimization items and long-term managed operations plan

Phase Outputs

Cutover report
Stabilization support report
Operations handover pack
Configuration and change records
Continuous optimization list
Managed operations transition plan

Project Governance

Governance Mechanisms

Project kickoff meeting
Weekly project status meeting
Architecture design review
Network and security working session
Vendor delivery coordination meeting
Migration readiness review
Pre-cutover change review
Stabilization period operations review
Project closure and operations handover meeting

Management Tools

Master Project Plan
RAID Log
Architecture Decision Log
Vendor Tracker
Migration Tracker
Change Log
Test and Defect Tracker
Cutover Checklist
Operations Handover Checklist

Key Roles

Client local management team
Group IT architecture team
Group information security team
Local business and operations team
Data center service provider
Industry cloud service provider
Carrier and network service provider
System suppliers and platform vendors
ESUN Technology project and technical team

Deliverables Overview

A modernized in-country technology foundation for China business

Integrate local office environment, data center resources, industry cloud capability, and local business systems into one runnable, manageable, extensible architecture.

Sustain hybrid interaction between local DC and industry cloud

Clear connectivity model, access paths, security boundaries, and ops responsibility design — so local DC and industry cloud collaborate stably instead of forming new silos.

Meet data localization and compliance boundary requirements

Designed around in-country infrastructure — creating clearer, more manageable mechanisms for data boundaries, access control, log retention, and operations audit.

Improve business continuity and disaster recovery

Through HA design, backup/recovery, DR architecture, and drill exercises — strengthening the resilience of critical systems and infrastructure.

Lower multi-party coordination and execution complexity

ESUN coordinates local DCs, industry cloud, carriers, equipment vendors, group IT, and local teams — reducing the client's internal project management and execution burden.

Smooth transition to long-term operations

Post-launch stabilization support, documentation handover, and managed-operations transition ensure the modernized infrastructure can be managed and continuously improved over time.

Engagement Models

MODEL 01

Project-based Modernization

Suited for defined infrastructure upgrade, cloud migration, DC restructuring, industry cloud deployment, or network optimization projects.

Typical cycle of 2–4 months, depending on environment complexity, vendor schedules, and group approval flow.

MODEL 02

Architecture Advisory

Suited for focused topics: hybrid cloud architecture, in-country connectivity optimization, DR design, DC and industry cloud interaction planning.

Scope and duration defined per topic. Delivered as a standalone engagement or chained sequentially.

MODEL 03

Stabilization Support

Suited for the 1–3 months after go-live.

Focused on issue remediation, performance observation, vendor coordination, user feedback handling, and early operating optimization.

MODEL 04

Long-term Managed Operations

Suited for the long-term operating phase after modernization completes.

Covers daily infrastructure operations, network monitoring, vendor coordination, change support, performance optimization, audit readiness, and continuous improvement.

POSITIONING

ESUN Technology's Cloud & Infrastructure Modernization Solution helps financial institutions in China build a modernized technology foundation connecting local data centers, industry cloud, in-country business systems, and office environments — turning complex infrastructure from scattered resources into a stable, secure, manageable, and continuously evolvable local operating capability.

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