Before embarking on any transformation project all factors, details and logistics must be considered. Axxiome’s Holistic Architecture & Program Planning Initiative (HAPPI) is a thorough planning activity for successful mid- and large-scale technology programs in the financial services industry. A major benefit of this initiative is avoidance of the common pitfalls that are typically experienced with transformations. Specifically, experienced Axxiome architects/engineers guide organizations through a series of structured workshops that utilize defined deliverables and templates that are based on Axxiome’s experience in previous large scale transformations. Target architecture and processes are matched to Axxiome’s reference models and customers are guided through all relevant architectural decisions that are necessary for the transition. A roadmap of manageable waves is created and cost and effort estimates are assigned. HAPPI provides all of the necessary information to kick-off the Blueprint Phase of a transformation.