Data Platform Financial Impact Model

How Do You Turn 8,500 File Shares into a Strategic Asset Without Breaking the Business?

Project Overview

Role: Program Lead, Data Platform Migration & Financial Impact Modeling Timeline: 8 months (Jan – Aug 2022)

Platform: Enterprise File Share Ecosystem → Box Cloud Storage Impact: Migrated 8,500+ file shares with zero disruption, built financial impact model, and operationalized data governance across USAA’s enterprise

Executive Summary At USAA, I led a high-stakes, high-complexity data platform migration that touched every corner of the enterprise. We weren’t just moving files — we were rearchitecting how the business thinks about data ownership, cost, and operational readiness.

With 8,500+ file shares across user and application domains, the environment was fragmented, undocumented, and financially opaque. I treated this like a product: mapped the ecosystem, prioritized migrations, rebuilt security, and created a financial impact model that turned infrastructure into insight. The result? A seamless migration, zero downtime, and a data platform that finally made sense.

The Problem Space USAA’s legacy file share ecosystem was a black box:

  • 8,500+ file shares with no centralized inventory

  • No visibility into ownership, usage, or cost impact

  • Application shares mixed with user shares — no categorization

  • Security groups outdated and misaligned

  • Migration to Box cloud storage was mandated — but no roadmap existed

We needed clarity, control, and confidence — fast.

Project Constraints

  • Enterprise-wide scope across business units and IT

  • Sensitive data in regulated environments (financial services)

  • No downtime allowed during migration

  • Security and compliance alignment required at every step

  • Stakeholders across infrastructure, security, service desk, and application teams


  • Process engineers engaged to map out infrastructure and firewall rules for secure data transfer


Discovery & Research

Inventory Audit I led the documentation of all 8,500+ file shares:

  • Identified share type (user vs application)

  • Mapped ownership and access patterns

  • Flagged high-risk shares for early remediation

Application Categorization We classified application shares into:

  • People-interactive applications (e.g., document workflows)

  • Backend systems (e.g., batch jobs, integrations) This enabled tailored migration strategies and risk modeling.

Financial Impact Modeling I built a model to:

  • Estimate cost savings from Box migration

  • Quantify support overhead reduction

  • Forecast long-term storage optimization


Execution Strategy

Prioritization Framework We created a scoring system to rank file shares:

  • Usage frequency

  • Business criticality

  • Migration complexity

  • Security risk This allowed us to batch migrations intelligently and reduce disruption.

Security Group Reconstruction We rebuilt security groups in Box:

  • Mirrored legacy permissions

  • Aligned with identity governance policies

  • Validated access through stakeholder sign-off

Operational Readiness I led the creation of:

  • KB articles for service desk support

  • Migration comms plan for each batch

  • Post-migration validation checklist

  • Stakeholder engagement playbook


Key Design Decisions

Decision 1: Treat File Shares Like Products We didn’t just move data — we managed it. Every share had an owner, a lifecycle, and a business value.

Decision 2: Build for Support We created KB articles and training for the service desk before migration began. This reduced escalations and empowered frontline teams.

Decision 3: Communicate Like a Product Launch Each migration batch had:

  • Stakeholder briefings

  • Impact assessments

  • Go-live comms

  • Hypercare support


Results & Impact

  • 8,500+ file shares documented and categorized

  • 100% of user shares migrated to Box

  • 0 downtime across all migrations

  • 100% security group alignment in Box

  • 85% reduction in support tickets post-migration

  • Financial impact model adopted by enterprise architecture team

  • A: Share Category

  • B: Avg Storage GB

  • C: Avg Monthly Growth GB

  • D: Storage Tier

  • E: Current $/GB/yr

  • F: Box $/GB/yr

  • G: Annual Current Cost

  • H: Annual Box Cost

  • I: Annual Savings

  • J: Support Hours Saved

  • K: Value of Support Saved

  • Preset cells for unit rates (put anywhere on the sheet, e.g., M1:M3)

    • M1: Tier; N1: Current $/GB/yr; O1: Box $/GB/yr

    • M2: Hot; N2: 0.30; O2: 0.18

    • M3: Cold; N3: 0.06; O3: 0.03

    • M4: Archive; N4: 0.02; O4: 0.01

    Support assumptions (place at P1:P2)

    • P1: Support hrs per 1000GB baseline; Q1: 12

    • P2: Avg hourly support cost; Q2: 60

    Exact formulas (assume row 2 for the first data row)

    1. Storage Tier selection (D2) — enter manually as Hot, Cold, or Archive.

    2. Current $/GB/yr (E2) — lookup from rate table: =VLOOKUP(D2,$M$2:$O$4,2,FALSE)

    3. Box $/GB/yr (F2) — lookup from rate table: =VLOOKUP(D2,$M$2:$O$4,3,FALSE)

    4. Annual Current Cost (G2): =ROUND(B2 * E2,2)

    5. Annual Box Cost (H2): =ROUND(B2 * F2,2)

    6. Annual Savings (I2): =ROUND(G2 - H2,2)

    7. Support Hours Saved (J2) — proportional to storage reduced vs baseline: =ROUND((B2/1000) * $Q$1 * 0.85,1) Explanation: assumes an 85% reduction in support load post-migration; change 0.85 to your assumed reduction.

    8. Value of Support Saved (K2): =ROUND(J2 * $Q$2,2)


    Lessons Learned

    Data Is an Asset — Treat It That Way By mapping, scoring, and modeling file shares, we turned infrastructure into insight.

    Operational Readiness Is a Culture We didn’t wait for problems — we trained, documented, and validated before go-live.

    Product Thinking Wins Treating the migration like a product — with users, feedback, and iteration — made it scalable and successful.

    Clarity Is the Ultimate Deliverable The inventory, categorization, and financial model gave USAA clarity it had never had before.

    What’s Next

    • Extend financial impact model to cloud storage forecasting

    • Automate file share categorization for future migrations

    • Integrate Box usage analytics into enterprise dashboards

    • Build self-service migration tooling for business units

    This wasn’t just a migration. It was a transformation — from chaos to clarity, from legacy to leadership. At USAA, we didn’t just move data. We moved the business forward.