[ Industry case study — Custom Software ]

Rails consolidation delivers 50% faster releases for Vestmark

thoughtbot embedded senior engineers with Vestmark to consolidate services into a Rails monolith, cutting deployment pipelines by 92% while upskilling the team.

Original project by thoughtbot ↗Industry reference — not a NexSum Labs engagement.

Client
Vestmark
Industry
Financial technology / wealth management
Services
Ruby on Rails development, Architecture consolidation, Team mentorship, CI/CD simplification
Year
2026
Vestmark product UI card showing proposed account risk scores and a Generate Proposal button
50%
faster delivery times
92%
fewer deployment pipelines
0
net-new technical debt

The client

Vestmark builds software used by financial institutions and advisors. Its engineering team set out to consolidate functionality from several applications and rebuild a critical product as a Ruby on Rails monolith.

The challenge

Vestmark had strong engineers but limited in-house Rails experience for the new technical direction. Delivery timelines were tight and tied to executive expectations. The team needed to move quickly without piling up technical debt, while also upskilling internal engineers as they shipped real product.

The solution

01Embedded senior engineers

thoughtbot engineers worked directly inside Vestmark's production systems, leading by example rather than only advising.

02Service consolidation

The teams merged separate services into a single, unified Rails application with clear architectural patterns and testing practices.

03One deploy instead of twelve

Deployment complexity was reduced by moving from twelve CI/CD pipelines to a single deploy.

04Mentorship through pairing

Pairing, code reviews and shared ownership helped Vestmark engineers understand why practices matter, balancing deadlines with long-term maintainability.

The results

Vestmark hit its deadlines while delivering 50% faster and running 92% fewer deployment pipelines, with no net-new technical debt. The company now works with clearer architectural standards and faster iteration cycles. Its team is better equipped to make confident technical decisions under pressure.

“thoughtbot didn’t just tell us how to do things, they showed us why you should do it. That’s what makes people adopt faster.”

Mandy Fick AndersonDirector of Engineering, Vestmark

Tools & stack

Ruby on RailsCI/CD

Original project by thoughtbot ↗ — published by the delivering agency, included here as an industry reference.

Next case study — Everis

Everis automates quote-to-cash across HubSpot and Dynamics 365