Experience Case Studies

Enterprise Data Model for a Private Bank

Situation

A private bank wanted to consolidate systems to a common global technology platform to reduce cost and enable integrated information and client service.

What we did

Obstacles

Resistance to participating in project by both business and technology. Business people saw data model as too technical to interest them, and technologists viewed the data model as too theoretical.

Results

Data model was completed and became the basis of an enterprisewide operational data store, which is now providing integrated data for client reporting and targeted to be used for other client service functions.
Other Case Studies:
FpML-based Data Architecture for Investment Bank
Architecture and Implementation Plan for a Hedge Fund Manager
Swap Trading Front-end for a Hedge Fund Manager
Portfolio Accounting System Testing and Conversion for a Fund Administrator
Offshore Outsourcing Program Development for a Private Bank
Private Bank Internet Strategy

Skills

  • Business analysis
  • Data modeling
  • Facilitation
  • Consensus building





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