Our client – a global Asset Manager – was looking to drive maximum value from a strategic Target Operating Model, which incorporated a front, middle and back office platform. Why? To ensure processes were followed consistently, and to enable operational scale on a global level.

What did we do?

Our team kick-started this strategic engagement by breaking the project into multiple work streams. This helped the client ensure the right level of focus was placed on the specific and individual needs of each functional office group.

What we delivered:

The engagement covered business process reviews, user introductory sessions (UIS), process design sessions of the desired future state, definition requirement and configuration, and the agreement and implementation of SLAs between the middle office and vendors

Key activities involved:

To ensure ongoing regulatory compliance, the team developed and installed customised control documents

To bring the project to a successful conclusion, ::projective was tasked with comprehensive testing based on a programme test strategy, which ensured a smooth implementation for go-live

Business benefits:

Best practice in the delivery and execution of investments in regional markets across the entirety of the client’s global portfolio

An effective and automated processes across the middle and back office, driving further HR cost efficiencies