Processes, systems and projects for banks, insurers and asset managers
Anstis Business Consulting designs how the work runs, integrates the systems that carry it and manages the project that puts both into service, for financial institutions in Switzerland.
One engagement, drawn as a map
Processes, systems and the project that changes them run side by side. This is how the three lanes of an engagement meet, from the first meeting to the handover.
| 1 First meeting The question | 2 Diagnose How it runs today | 3 Design How it should run | 4 Deliver Build and integrate | 5 Hand over Yours to run | |
|---|---|---|---|---|---|
| Milestones | Mandate agreed | Target approved | Go-live | Handover signed | |
| Process design | Walk the current process with the people who run it | Draw the target process and its controls | Train the teams on the new way of working | ||
| Systems integration | List the systems and the interfaces between them | Specify the interfaces and the data they carry | Connect, test and migrate | ||
| Project management | Agree the scope, the team and the plan | Steer the work and report to the sponsor | Close the project and hand it over |
The map is wider than this screen: scroll it sideways.
Three services, often in one engagement
Each can be taken on its own. They are often joined, because a process that changes usually changes the systems under it, and both need a project to get there.
-
Process design
How the work should run: who does what, in which order and with which controls, drawn with the people who do it.
Process design in detail -
Systems integration
The core platform, the specialist applications and the data between them, connected so information is entered once and arrives where it is needed.
Systems integration in detail -
Project management
A plan, a budget, a steering committee that decides, and a project that reaches its go-live and is handed over.
Project management in detail
Start with one meeting
Tell us what has to change and where it hurts today. The first meeting is for understanding the question, and for both sides to see whether we are the right people for it.