Ten years, four Drupal versions, one migration

ORX’s members rely on its risk news for their own compliance work. Since one migration to Drupal 8, Box UK has kept the platform current through planned upgrades rather than rebuilds.

In short

ORX is the largest operational risk association in financial services, representing more than 140 financial firms. Its news platform carries daily risk news and loss analysis that members use in their own compliance work, so it has to stay accurate, available and secure through every change to the software underneath it.

  • Box UK has upgraded ORX’s Drupal platform through four major versions over roughly a decade, with zero emergency rebuilds.
  • The method: treating every release as planned maintenance rather than reactive replatforming, so no version has ever been left to go unsupported.
  • The proof: 6,000+ sensitive risk documents and configurations migrated without loss, and member SSO access uninterrupted throughout.

Customer background

ORX is the largest operational risk association in financial services. It’s member-owned and not-for-profit, representing more than 140 banks, insurers and asset managers, with more than 5,000 operational risk professionals in its community and over 20 years of research and loss data.

Its news platform publishes daily snapshots, analysis and deep dives on operational and non-financial risk, including publicly reported loss events. Members use it as part of their own compliance processes, so accuracy and availability matter.

The challenge

Most organisations treat a major CMS upgrade as a five-year event to be delayed for as long as possible, and ORX’s content couldn’t survive that kind of delay.

Why upgrades usually stall

For most organisations still running an old major version of a CMS, the upgrade has stopped being a project and become a standoff. Every board conversation about it starts the same way: how much will it cost, how long will it take, and what breaks while we’re mid-migration. Because nobody wants to own that answer, the gap between the version in production and the version that’s actually supported keeps growing, along with the security exposure and the eventual size of the bill.

Why ORX couldn’t afford to stall

ORX is the largest operational risk association in financial services. Its news and research platform is where their members and subscribers go to check the latest operational and non-financial risk research, publicly-reported losses analysis, often as part of their own compliance process, so accuracy and uptime aren’t nice-to-haves. When Box UK first built the platform on Drupal, that meant a tailored editorial workflow strict enough to keep sensitive risk content properly validated, but fast enough that ORX’s team could still publish same-day analysis. Every subsequent Drupal upgrade had to protect that workflow rather than force ORX’s editorial team to relearn it.

The solution

Box UK has upgraded ORX’s Drupal platform four times in a decade by treating each release as scheduled maintenance, not a crisis project:

  • Drupal 7 to 8: there was no direct upgrade path between these versions, so this was a genuine migration. Box UK exported, reformatted and re-imported over 6,000 sensitive risk documents and configurations into a new Drupal 8 build, rather than leaving ORX to face that jump unsupported.
  • Drupal 8.5 to 8.6 (2018): both the News and Members platforms were upgraded together, updating third-party dependencies and stabilising the single sign-on that lets members move between the two sites without re-authenticating.
  • Drupal 9.4 (2022): a further planned upgrade across both platforms, timed ahead of the PHP and infrastructure changes that followed.
  • Into 2026 and beyond, ORX and Box have continued to work together to ensure the platform is stable, secure and supported through continual planned upgrades..

The outcome

Staying current has kept ORX off the cliff edge that a delayed upgrade eventually creates, without disrupting members or the editorial team:

  • No cliff edge. Because no version has been left to go unsupported, there’s never been a moment where security risk forced an emergency rebuild under time pressure.
  • Continuity for members. The SSO connecting the News and Members sites has carried through every migration, so member access hasn’t been interrupted by the platform underneath it changing.
  • An editorial workflow that’s never been rebuilt from scratch. The validation process ORX’s team relies on to publish daily analysis has been preserved, not reconstructed, at every stage.
  • Security and performance improvements land on schedule, not years after the fact.

Frequently asked questions

Can you upgrade Drupal without rebuilding the site?

From Drupal 8 onwards, usually yes. Major upgrades are made in place by updating modules and removing deprecated code. Drupal 7 to 8 was the exception and needed a migration, which is how ORX’s platform moved.

What happens when a Drupal version goes out of support?

It stops receiving security fixes from the Drupal security team, and contributed modules gradually stop supporting it. For a platform holding sensitive or regulated content, that risk grows each month it’s left.

What does an upgrade put at risk?

Mostly the custom parts: editorial workflows, integrations such as single sign-on, and third-party modules. On ORX’s platform, the News and Members sites were upgraded together so members could keep moving between them on one login.

How often does Drupal release a new major version?

Drupal now plans a new major version about every two years, and each has a published end-of-support date. Checking that date for the version you’re on is the first step in planning an upgrade.

What this means

for your organisation

The organisations that struggle most with a CMS upgrade are usually the ones that let two or three releases stack up before acting. At that point it isn’t an upgrade anymore, it’s a replatform, with the cost and risk to match. ORX’s platform has never been in that position, because each version change has been planned as routine work rather than a five-year event.


We’d rather help a client plan a smaller upgrade every year or two than manage a five-year replatform under pressure. If you’re not sure how many major versions behind your own platform is, that’s usually the first thing worth finding out.

Client

ORX

Talk to one of our digital experts

Tom Houdmont

Chief Technology Officer

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Tom is CTO at Box UK, with 12 years’ experience helping clients deliver ambitious digital products. His background spans Solution Architecture, Front End Development and AI adoption, with particular expertise in high-traffic websites that perform reliably at scale and in embedding AI into delivery practice.

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