Services
Process design, systems integration and project management for banks, insurers and asset managers, taken alone or together under one engagement.
Process design
We map how a process runs today, with the people who run it, and design how it should run: the steps, the roles, the controls and the hand-offs between teams.
- Current process mappedWorkshops and walk-throughs with the teams who do the work, until the map matches what really happens.
- Target process designedSteps, roles and decisions redrawn, with the controls your compliance function and your auditors will ask about.
- Operating documentsProcedures, responsibilities and work instructions, written for the people who will use them.
- Change in the teamsTraining and support while the new way of working settles in.
Systems integration
We connect the systems a process depends on, so that information is entered once, moves without being retyped and arrives where it is needed.
- System landscapeAn inventory of the applications, the interfaces and the data flows, and of where they break.
- Interface specificationWhat each interface carries, in which format, how often, and who owns it.
- Vendors and integratorsRequirements, support in choosing, and steering of the software vendors and integrators.
- Testing and migrationTest plans, data migration and the cut-over to the new set-up.
Project management
We run the project that brings a change into service: its plan, its budget, its risks and the steering committee that decides.
- Scope and planWhat is in, what is out, who is on the team and when each part is due.
- Steering and reportingA steering committee that takes decisions, and reports that show where the project really stands.
- Risks and dependenciesThe risks named early, with an owner each, and the dependencies between teams and vendors kept in view.
- Go-live and handoverThe cut-over planned to the hour, and the running operation handed to your teams.
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.