You will find hereafter a sample of our past projects:

 

Setup of Global Investment Performance Standard (GIPS) certification
Client’s requirements

• Input data and calculation methods consistent with GIPS certification
• Know what to do and for what purpose
• Be supported throughout the project

Outcomes

• Listing of GIPS requirements and recommendations, evaluation of methods with the auditor, definition of processes
• Evolution of the IT system for compliance to GIPS
• Automation of production of KPIs
• Implementing effective measures to bring the firm in line with the requirements
• Handover to the internal staff during the first certification

 
Improvement of dashboards production
Client’s requirements

• Facilitate recurring dashboard production
• Know what to do, for what purpose and at what cost
• Be supported throughout the project

Outcomes

• KPIs match up, definitions and business rules harmonization
• Selection and implementation of business intelligence tool
• Automation of production recurring dashboards
• Increase in analysis capabilities for financial controlers
• Enterprise and self service reporting

 
Information System Outsourcing
Client’s requirements

• During a sale process, need to rebuild an IT infrastructure outside the historical shareholder
• Set up an appropriate organization
• Be supported throughout the project

Outcomes

• Inventory of data, softwares and systems used
• Listing of new requirements
• Specifications and vendors selection criteria
• Vendor selection
• Definition of SLAs and set up of steering committee

 
Regain control on the existing ERP and deployment
Client’s requirements

• Build an overview of the PE software market
• Know what to do, for what purpose and at what cost
• Be supported throughout the project

Outcomes

• Validation of the architecture and prioritization of requirements
• Match up and validation of calculation formulas
• Automation of KPIs production
• Widespread use of ERP tool to all the middle office
• Promotion of the investments made