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Q2 Partners with Presidio and AWS to Drive Down Cost and Accelerate Innovation



Presidio is a trusted strategic advisor with a flexible full life cycle model of professional, managed, and support and staffing services to help execute, secure, operationalize, and maintain technology solutions


Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. Q2’s end-to-end solutions enable its partners to provide cohesive, secure, data-driven experiences to every account holder – from consumer to small business and corporate.

To avoid an impending multi-million dollar capital expenditure for on-prem hardware, Q2 had to make a change and do it quickly. They decided to migrate the company’s largest revenue-generating product – its core digital banking platform – to AWS. Q2 also sought to decrease the cost to serve each customer by 25%.

Q2’s initial strategy was manual migration of its highly orchestrated and complex environment. This was seen as the way to reduce the risk of costly downtime as an SLA uptime dip below 99.95% would result in financial penalty. However, as Presidio began its deep discovery of the the application’s complexity, it was determined that a manual migration would take too long and would exceed the required timeline.


Realizing the need to accelerate migrations but having never leveraged a professional services partner involving their core applications, Q2 turned to Presidio and AWS to accelerate its complex migration securely. To prove this approach out, Q2 decided to start with a pilot migration for a piece of its digital banking platform technology stack – the SDK. Using AWS MAP funding for cost efficiency and project acceleration, Presidio and AWS successfully migrated the SDK and identified areas of opportunity to accelerate all future migrations to meet their tight deadline.

To tackle the larger migration effort, Presidio then proposed an automated, parallel migration platform called “Q2 Migration Manager” (Q2MM) that would run on a custom-built Presidio tool. This migration tool pairs Q2’s Jenkins, Bitbucket, HashiCorp Nomad, Salesforce, and MSSQL database solutions with native-AWS services

Q2 Migration Manager accelerates the customer’s AWS migration, and:

  • Ensures robust security measures
  • Delivers industry-standard scalability and flexibility
  • Provides real-time monitoring and reporting
  • Encompasses enhanced collaboration and communication channels
  • Optimizes resource utilization
  • Documents compliance/audit documentation for future use

Results / Benefits

Through February and March 2024, Presidio’s proof-of-concept migrated a large subset (2,000+) customer container for initial testing. This resulted in a 95% migration success rate, reducing migration time per container from two hours to 14 minutes, and optimized manual intervention by 96.3%. Phase Two of the project will extend Q2MM’s capabilities to migrate the rest of Q2’s digital banking platform tech stack to AWS. This will include ~300,000 containers and 500 terabytes of SQL data. The migration is forecasted to meet the January 2026 deadline, but Presidio is shooting for execution by early 2025, well ahead of schedule.

“As we (Q2 Software) transition to Public Cloud as the next phase of our technology transformation, the AWS partnership becomes so critical to both our company’s and customer’s success. With a vast ecosystem of partners, technology, and innovation available to us, making sure we have a partner to help us plot and navigate our technical strategy is so important,” said Q2 SVP, Global Technology & Operations Jordan Hager. “With a long-standing partnership in helping amplify our success in the private datacenter, Presidio’s evolution into this space as our AWS preferred partner, as well as their hands-on involvement in helping shape our AWS strategy, has been critical to our early success. From FinOps, to Professional Services, to our Marketplace procurement partner, Presidio has become a ‘one-stop-shop’ for all things AWS related. The potential for us to amplify each other’s success is unlimited and I look forward to the continued evolution and partnership between Q2, AWS, and Presidio in the coming years.”

Looking Ahead: Presidio and AWS to modernize Q2’s digital banking platform and develop cloud strategy

After completing the digital banking platform migration to AWS, Q2 will begin “Day 2” modernization efforts in partnership with Presidio and AWS. This will provide Q2 customers with next-gen capabilities and enable internal optimizations that could not be done on-prem.

Services / Technology Used

Q2MM Backend | Event-Driven Orchestration

  • AWS Step Functions
  • AWS Lambda
    • Lambda Layers
  • AWS Event Bridge
    • Event Bridge Rules
    • Event Bridge Pipe
  • AWS API Gateway
  • AWS S3
  • AWS Secrets Manager
  • AWS Key Management Service
  • AWS OpenSearch

Q2MM Database

  • AWS DynamoDB

Q2MM Frontend

  • AWS Amplify
  • AWS AppSync
  • AWS CloudFront
  • AWS Route53

Network Communications

  • AWS PrivateLink
  • AWS Transit Gateway
  • AWS Direct Connect


  • MSSQL Database
  • HashiCorp Nomad
  • HashiCorp Consul
  • HashiCorp Vault

Other Q2-based Upstream and Downstream Dependencies for Q2MM

  • HashiCorp Nomad
  • HashiCorp Consul
  • HashiCorp Vault
  • IDX
  • Valkyrie
  • Splunk – SignalFX
  • Insights
  • Jenkins
  • BitBucket
  • CloudFlare
  • Windows DNS
  • Salesforce
  • Atlassian Jira
  • Thycotic Server
  • Q2Arc

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