Taking legacy systems into the future

So, you currently rely on the use of excel and other legacy systems to carry out a significant proportion of your functions.

But here’s the thing. You’ve got ambitious growth plans. And you’d like to explore the full spectrum of technology solutions in order to simplify and enhance your processes. As well as future proof your operations. So that they are both scalable and enhance ROI.

We have significant experience in helping businesses do this, designing future proof states. And bringing everything together.

Before we show you how, here’s some of our credentials.

System design expertise

Because we specialise in alternative investment sector, we have a deep understanding of what it takes to build a data strategy and harness the power of their data.  We have a proven track record of delivering results with a range of private equity, venture capital, real estate, micro finance, infrastructure and sovereign wealth funds of all shapes and sizes.

Building a new approach

Our expertise extends beyond simply designing systems. Our team can take the design of a future target state model and build it, always ensuring your project goals are met and delivered. That includes back office functionality, middle office portfolio monitoring and front office investor relations needs.

Pragmatic advice and ideas

We understand that a transformation project is a significant undertaking, with multiple cost and risk implications. And that this requires careful management. Our approach is therefore built on providing pragmatic advice and solutions that ensure a successful outcome.

Delivering ROI

At the heart of all transformational projects is a need to deliver a clear ROI. Our focus is always to ensure that the work we carry out has this in mind. This is framed in internal efficiency, enhanced user experience and ongoing technology costs.

System design expertise

Because we specialise in alternative investment sector, we have a deep understanding of what it takes to build a data strategy and harness the power of their data.  We have a proven track record of delivering results with a range of private equity, venture capital, real estate, micro finance, infrastructure and sovereign wealth funds of all shapes and sizes.

Building a new approach

Our expertise extends beyond simply designing systems. Our team can take the design of a future target state model and build it, always ensuring your project goals are met and delivered. That includes back office functionality, middle office portfolio monitoring and front office investor relations needs.

Pragmatic advice and ideas

We understand that a transformation project is a significant undertaking, with multiple cost and risk implications. And that this requires careful management. Our approach is therefore built on providing pragmatic advice and solutions that ensure a successful outcome.

Delivering ROI

At the heart of all transformational projects is a need to deliver a clear ROI. Our focus is always to ensure that the work we carry out has this in mind. This is framed in internal efficiency, enhanced user experience and ongoing technology costs.

Our process and how we do it

We have a vast amount of experience helping organisations address their legacy systems. Based on our experience of these projects, we normally propose the completion of a package of work, which would encompass the following stages:

Stage 1: Workshops

We recommend that we start with detailed workshops with all relevant stakeholders in order to understand a number of key things. These include all existing processes and procedures, what currently works well and needs to be retained, what doesn’t work well and needs to be redesigned. And, where is there room for improvement?

Stage 2: Reviewing existing materials

Having completed the workshops we then undertake a systematic review of all current documentation, systems and documented processes. This will allow us to immerse ourselves in your world and understand what happens. As well as identify areas where and how we can make significant improvements.

Stage 3: Production of recommendation report

Having completed stages 1 and 2 we would then produce a detailed recommendation report. The report would include specific focuses on delivering ROI, how our recommendations are both future proof and scalable and would identify a number of quick wins for the organisation we are working with.

Stage 4: Implementation

We then move on to build and implement the recommended changes for you. This would include developing a roadmap, working with you to select the required technology and implementing it. Always focused on creating better. And always focused on delivering a demonstrable ROI.

Focus Areas

In everything we do, we make sure we focus on three key areas

Clear identification of benefits

It’s crucial to ensure that any systemisation delivers easily defined benefits to an organisation and highlights all ROI opportunities clearly and in detail. We understand that with an investment from our clients, justification for carrying the work out is an important part of the process.

Future proofing

Ensuring that our recommendations will stand the test of time is critical. When organisations have significant plans for growth, they need to ensure that any new technology will be able to grow with them. Our focus is always on ensuring our clients are not trapped in any legacy systems and that future development becomes significantly easier than it currently is.

Creating a platform that is a demonstrable asset

At the core of our projects are ensuring that whatever we recommend and implement becomes an asset for the business. This means creating an enhanced platform user experience for clients which helps to retain them and attract new ones.

In conclusion

If you’d like to talk about transforming your approach to data and technology, then we’d love to talk. We have years’ of experience in helping businesses in the alternative investment sector transform their approach to data and brining it into the future.

Contact Us

Our team of experts is ready and waiting to discuss your unique needs.