Digital Transformation – What does it mean to you?
A phrase which has been around for at least a decade in the investment management/servicing sector. It is used loosely by most and is ill-defined by many. In its broadest sense, “digitise business processes and the data which feeds them”. What could be simpler?
ServiceNow – enabling Digital Transformation
“IT Support” is the area most people would associate with ServiceNow. Today, Now platform benefits are being recognised more widely within enterprises. In simple terms, ServiceNow is at the hub of critical business workflows. IT Support just happened to be the area where many companies recognised the need for standard processes, controlled workflows, rigorous audit trails and reliable records of assets and transactions.
Supporting a Change Culture with ServiceNow
Every mature organisation will look at their systems from time to time and figure out what fits / what does not fit with the future needs of the business. Post-review, when the priority statement emerges, then the real work begins.
Why waste the time of your high value team members? Clean your Data!
Technology, supporting enterprise processes, the people, and ultimately “the organisation”. The POPIT model. It has done the rounds for 30+ years.
Service Desks & Private Markets Operations
It is commonplace to expect your IT resource (internal or external) to have a “front office” Service Desk to log your requests and track them through to fulfilment. Less common, but recognisable, Service Desks fronting Investor Relations. The model can work throughout investment and enterprise operations.
Friction-free Data Management in Private Markets
This is a story about multiple interested parties, all contributing to the data pool or with a need for pieces or views of a single super-set of data; data related to a single asset, the investment vehicle owning that asset, and the structures which surround it.
LP MIS & reporting
Management Information Service to support full analysis of its PE portfolio.
PE Asset Servicing
A multi-sourcing operating model sharing the same data.
Strategy vs Change : Pure vs Applied
“What/where?” is for the Managing Partners. The “How?” is best addressed by those closer to the workface.
Target Operating Model – TOM
Current operations are often not fully understood. Know where you are starting from.
