Vendor System Implementation

Multinational financial services corporation, with $2 Trillion in invested assets.

• Deploy a Vendor Performance Measurement System
• Design Data Warehouse for upstream and downstream data management
• Design client reporting
• Structure and conduct all QA and UAT
• Design cutover method for deployment
• Structure conversion of Performance and accounting History
• Test all conversion processes
• Design all interfaces from the source accounting system
• Develop and manage cutover weekend runbook

Team

• 3 – 4 depending on the expertise needed during the phase

Contribution

• Project structure, guidance, and execution
• Best practices for Performance System deployment
• Best practices for testing and cutover
• Best practices for exceptions processing
• Best practices for conversion

Skills

• Subject Matter Expertise in Performance Measurement
• Project Management
• Business Analysis
• Technical Analysis
• Database design
• User Acceptance Testing

• System deployed successfully within 12 months with no errors in return calculations.
• Database stored and normalized all upstream data into a single golden source for the Performance system
• New environment improved productivity by 30% and decreased overall costs by 25%

Client engaged Enosys to add Non Custody data to the Performance process

• Include outside assets into the Data Warehouse
• Develop new exceptions processing standards
• Integrate all assets into the new Performance platform

Contact Enosys for examples of 10 Vendor search and RFI projects, with clients that include:

• American multinational financial services corporation, with $1.45 trillion in assets.
• Family wealth management and trust with $110 Billion in assets.
• Swiss integrated financial services company with $300 Billion in assets
• American multinational financial services corporation with $2 Trillion in assets
• American Bank holding company with $135 Billion in assets