Case Studies

Charles River IMS SaaS Roadmap for On-Prem Clients

Still On‑Prem with Charles River? You’re Not Alone—And You’re Not Stuck.

As of Q1 2025, CRD reports that 26% of clients remain on‑prem—often for good reasons. But “good reasons” don't need to become permanent roadblocks. Our CRIMS On‑Prem Assessment turns your blockers into a plan: what to keep, what to streamline, and how to migrate with confidence.

What’s Holding Teams Back (and How We Remove the Drag)

Highly customized environments

We inventory your configurations, user workflows, UX tweaks, API integrations, and back‑end custom code, then rationalize what’s essential versus what can be replaced by modern platform features or partner ecosystem capabilities.

Performance & scalability concerns

We run a scalability and performance evaluation across utilization peaks, global usage, and batch loads—then design a cloud‑centric target architecture built for resilience at scale.

Fear of losing control over a critical system

We outline operating‑model changes up front—governance, roles, and support processes—so control isn’t lost; it’s formalized and elevated.

“It’s a huge lift.”

We deliver a Migration Blueprint: sequenced actions, user‑impact plan, development work, and risk minimization—plus an Operational Heatmap to target quick wins first.

Too many versions behind

We map what you’re missing and how to accelerate your upgrade cadence so you can get current—and stay current.

In This Post, You’ll Discover:

What You Gain by Moving CRIMS to SaaS

From resilience and cost efficiency to interoperability and faster upgrades—see why the shift is more than a tech move; it’s a business advantage.

How Our Assessment Works

A structured, front‑office‑first diagnostic that maps your current state, identifies quick wins, and builds a migration blueprint that minimizes risk.

Why TorreBlanc

Our consultants average 15+ years of experience on the Charles River platform. TorreBlanc has a global reach, a proven framework, and a track record designed to turn blockers into breakthroughs.

Read more here. Have more questions? Schedule a call!

Latest Case Studies

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Charles River IMS SaaS Roadmap for On-Prem Clients

Do you still have one or more instances of Charles River running on-premise? Learn about our assessment framework that will lay out a path for your potential conversion to SaaS.

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Architecting Resilience for a Wealth Manager

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Client engages TorreBlanc to perform an assessment for their investment platform.

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