Operating in more than 30 markets globally, Killik & Co provides wealth planning, investment management and advisory stockbroking services. As a brokerage firm, the company must track every interaction it has with a customer, from phone calls and emails to sending and receiving physical mail and packages. The company stores all event information within a MongoDB database. Additionally, its company information and contacts are kept in a CRM system based on SQL Server.
Killik & Co’s IT department adopted MongoDB a few years back to accommodate its move to node.js for Web services. The team realized MongoDB could be used for other projects. For example, Microsoft dynamics CRM was being used for managing client information, and to summarize a client for a broker, the system had to perform 20 different SQL calls to compile the information. This led to a performance issue—it took 15-20 seconds to summarize the client, and brokers needed instant access. “We created a single view and began storing the information in MongoDB,” said Simon Cater, Lead Systems Developer at Killik & Co. “As a result, contact summaries appear in an HTML web page template within 50 milliseconds.”
MongoDB became a production database in Killik & Co’s infrastructure, and the team began to move many processes from SQL to MongoDB, including a queuing system for handling smaller jobs that come up on a daily basis. However, various departments began asking for data for reporting purposes, which created a new challenge. “Our Reporting Services likes to get data out of SQL but it doesn’t play well with MongoDB,” said Simon. “Yet our systems of truth were gradually moving to MongoDB, and we had no way to connect it to our SQL Server instance. Loading the data into SQL Server a little at a time would be insufficient; we needed real-time access.”
Simon attended a Progress session at a MongoDB conference in London, where he was introduced to Progress DataDirect Connect for ODBC. “Progress DataDirect Connect for ODBC was exactly the piece of technology we were missing, to connect SQL Server with MongoDB,” he said.