Learn · The series library

On legacy modernization.

Practical, sourced guidance for the technical leaders who own systems too critical to touch and too old to keep — organized as series.

28 series · 259 parts
VOL 01 Foundational

Legacy System Modernization: The Complete Field Guide

What legacy modernization is, why most programs fail, and how to do it slice by slice.

12 parts· 2h 30m Start reading →
VOL 02 Intermediate

The Strangler Fig Pattern & Incremental Migration

How to replace a legacy system slice by slice — routing, anti-corruption layers, and per-slice validation — without a big-bang rewrite.

8 parts· 1h 11m Start reading →
VOL 03 Intermediate

Parity Validation & Safe Delivery

How a modernized slice is proven to behave identically to the legacy system it replaces — before it carries live traffic.

8 parts· 1h 5m Start reading →
VOL 04 Intermediate

Modernization Risk: Big-Bang vs Incremental

Why big-bang rewrites fail, how incremental replacement controls the risk, and how leadership should choose — the decision and governance behind replacing a system slice by slice.

8 parts· 1h 6m Start reading →
VOL 05 Intermediate

AI in Code Modernization

Where AI genuinely changes legacy modernization and where it does not — discovery, translation, and validation under human-in-the-loop review, never autonomous.

10 parts· 1h 35m Start reading →
VOL 06 Intermediate

Tribal Knowledge & Documentation Drift

How the undocumented rules a system depends on get lost — and how to capture them from the code as living specs, before the people who hold them leave.

8 parts· 1h 21m Start reading →
VOL 07 Foundational

Application Modernization Strategy

What application modernization is, the patterns and the business case, and how to assess a portfolio and measure the return.

10 parts· 1h 56m Start reading →
VOL 08 For leadership

Modernization Cost, ROI & The Business Case

What modernization costs, how to calculate ROI and the cost of inaction, and how to build the business case that gets it funded.

9 parts· 1h 30m Start reading →
VOL 09 Intermediate

Technical Debt: Measure It, Price It, Pay It Down

What technical debt really costs, how to measure and price it, and how to pay it down without halting delivery.

13 parts· 2h 26m Start reading →
VOL 10 Intermediate

EOL, Security & Compliance Risk

Why end-of-life software, unpatched runtimes, and audit findings become urgent risk — and how to modernize for security and compliance without a full rewrite.

10 parts· 1h 34m Start reading →
VOL 11 Foundational

The Microsoft Platform End-of-Life Playbook

The 2025 Microsoft EOL cliff — Windows, Server, SQL, Office, Exchange: what end of support really costs, why ESU and "just upgrade" both fail, and the incremental path off each platform before the deadline.

10 parts· 1h 26m Start reading →
VOL 12 Intermediate

Cloud Migration & The 7 Rs

What cloud migration really involves — the 7 Rs, lift-and-shift vs refactor, why migrations fail, and what it costs.

10 parts· 1h 59m Start reading →
VOL 13 Intermediate

Monolith to Microservices

When to break up a monolith and when not to — service boundaries, decomposing the database, and the distributed-monolith trap.

10 parts· 1h 56m Start reading →
VOL 14 Advanced

Mainframe Modernization

Modernizing z/OS, COBOL, CICS, DB2, JCL and VSAM — the approaches, the challenges, and how to de-risk the core of the enterprise.

12 parts· 2h 25m Start reading →
VOL 15 Advanced

COBOL Modernization

The language at the heart of the mainframe — dialects and data structures, the talent cliff, and how to convert, rewrite, or replace COBOL onto Java, C#, or Python without losing the rules.

10 parts· 2h 22m Start reading →
VOL 16 Advanced

AS/400 & IBM i (RPG) Modernization

Modernizing the AS/400 — RPG, DB2 for i, and the 5250 green screen — without losing the enforced business rules. A skills-and-agility decision, since IBM i is actively supported.

9 parts· 1h 53m Start reading →
VOL 17 Advanced

Banking & FinServ Core Modernization

Modernizing the core — COBOL, mainframe, payments — without an outage or a failed audit, slice by slice under FFIEC/OCC, GLBA, and NYDFS Part 500.

9 parts· 1h 53m Start reading →
VOL 18 Advanced

Insurance Legacy Modernization

Modernizing the insurance core — policy admin, rating, underwriting, and claims — by recovering the undocumented rules as living specs and migrating slice by slice, parity-proven.

9 parts· 1h 50m Start reading →
VOL 19 Advanced

Healthcare & Claims Legacy Modernization

Modernizing payer and provider systems — claims, eligibility, and EHR-adjacent platforms wired together by brittle HL7/EDI/FHIR interfaces — slice by slice, without breaking the interface mesh or the audit posture.

8 parts· 1h 23m Start reading →
VOL 20 Advanced

.NET Legacy Modernization

Moving .NET Framework apps onto modern .NET — Web Forms, WCF and ASMX, VB6/VB.NET, and monoliths — slice by slice, parity-proven, with the platform move kept separate from the architecture decision.

8 parts· 1h 25m Start reading →
VOL 21 Intermediate

Java EE & Legacy Java Modernization

Modernizing a legacy Java estate slice by slice — old JDK to a modern LTS JVM, Java EE to Jakarta EE / Spring Boot, and EJB and app-server monoliths to domain services, parity proven.

9 parts· 1h 44m Start reading →
VOL 22 Advanced

Oracle Forms & PL/SQL Modernization

Modernizing an Oracle Forms, Reports & PL/SQL estate — surfacing the business logic buried in the database as explicit domain services, rebuilding the UI as a modern SPA or APEX, and deciding whether to upgrade or re-platform the database.

8 parts· 1h 29m Start reading →
VOL 23 Intermediate

SaaS Technical Debt & Codebase Modernization

How a maturing SaaS company modernizes a live product slice by slice — paying down debt that slows the roadmap, scales badly, and discounts the valuation, without ever freezing the roadmap.

9 parts· 1h 32m Start reading →
VOL 24 Intermediate

Non-SaaS Product & License Modernization

How an ISV modernizes an installed or licensed product — one aging codebase shipped across many customer environments — slice by slice: service tier, web front end, multi-tenancy, and subscription delivery, without a big-bang release.

8 parts· 1h 27m Start reading →
VOL 25 For leadership

Comparisons & Alternatives: How to Decide

The honest "it depends" guides — modernize vs replace, build vs buy, in-house vs partner, GSI vs boutique, and how to evaluate a modernization vendor.

7 parts· 58m Start reading →
VOL 26 Reference

Modernization Glossary & Definitions

Plain, citable definitions of the core modernization terms — legacy systems, refactoring, microservices, the strangler pattern, and more.

14 parts· 1h 21m Start reading →
VOL 27 Intermediate

Vendor Lock-In & The Cost of Maintenance

What vendor lock-in really costs across vendor, platform, skills, and data — the compounding maintenance bill it produces, and how to escape it slice by slice.

8 parts· 1h 34m Start reading →
VOL 28 For leadership

Build vs Buy vs Modernize: The Real Decision

How to decide whether to build, buy, or modernize a system that matters — the true TCO of each path, a copyable scored decision matrix, the reversibility nobody prices, and the third option that often wins.

5 parts· 1h 7m Start reading →