Vendor Services

Client

US Investment manager

Location

UK and Ireland

Client need

The client had embarked upon a project to implement a reference data system which provided a central source of reference data for all its applications. The client needed additional resources to manage the testing process.

Our deliverables

We provided business analysis and project management resources for this project.

Client

Wholesale bank

Location

Benelux

Client need

The client was implementing a global credit risk management system and needed external assistance in the management of the programme.

Our deliverables

We provided the programme director for the implementation. He was responsible for all aspects of user requirements, vendor and IT liaison, interface design, data and testing. The programme director managed a team of 15 project managers across the globe.

Client

Treasury operation of retail and wholesale banking group

Location

UK

Client need

The client had embarked upon a proof of concept for an integrated credit and market risk management system. The client required assistance in quantitative business analysis.

Our deliverables

We provided quantitative business analysis to specify interfaces and test pricing and risk models.

Client

Risk software vendor

Region

UK

Client need

The client sold a range of risk management software products and wanted to upgrade the functionality of its collateral management system. The client wanted to engage external advice to ensure that the functionality of the upgraded system met market demands.

Our deliverables

We provided subject matter expert advice to the client throughout the development of the system. This included advice on functionality and market trends.

Client

Financial markets division of major retail and commercial bank

Region

UK

Client need

The client wished to upgrade its credit risk management system for its dealing room business. The client needed advice in respect of the required functionality and whether it should buy a vendor solution or build in-house.

Our deliverables

We initially produced a high level functional requirements document and a roadmap for how this would be delivered over the coming years. This involved helping the client to clarify its policy and methodology in a number of areas.

We produced a business case for the system which included an analysis of the build or buy options.

We identified a shortlist of potential vendors that would meet the client’s requirements and, in conjunction with the client, produced the questionnaire for the Request for Proposal and scored the responses submitted by the vendor.

We performed business analysis in relation to the implementation of the first phase of the system and wrote the functional requirements specification.

We also provided systems development and business analysis for a number of tactical systems initiatives.