Client Case: Data Structuring and Platform Enhancement

Client Background – Top 20 Global Asset Manager

Client Challenges:

The client faced several challenges in their journey to become a data-driven organisation. They grappled with an excess of overlapping and conflicting sources of data, while their processes lacked client-centricity and cohesion. The continued internal software development without commercial advantage further hindered progress, alongside regional operations that were neither aligned nor effective.

Our Approach:

To address these challenges, we conducted a thorough analysis of existing requirements to identify gaps across and between workstreams. We provided organisational and advisory oversight for the testing workstream, including system, integration, end-to-end, and user acceptance testing. Our approach anchored the revised testing program to updated target operating models, applying industry-leading testing standards and providing test management oversight for system integration and end-to-end testing.

Client Benefits:

Our strategic approach resulted in the development of a robust operating platform centred around golden sources of data. A revised catalogue of value-added bespoke services was built on a standardised technology framework, promoting efficiency and consistency across the organisation. By implementing one simplified, global model, the client achieved enhanced operational efficiency and scalability. Additionally, the adoption of a scalable data cloud enabled the capture of comprehensive data from both internal and external sources, further strengthening their data-driven capabilities.