bisam.com Implementation Case Study International asset management firm seeks market leading, flexible and scalable performance, attribution and composite management solution
bisam.com
Implementation Case StudyInternational asset management firm seeks market leading, flexible and scalable performance, attribution and composite management solution
bisam.com
• Incumbent reporting solution no longer aligned with business needs
• Could not process reports overnight • Struggled to process large amounts of data • Needed for a reporting solution that could expand
with business plans and projection for growth • Required a simplified architecture
Starting the Race Implementation case study | International Asset Manager
bisam.com
• Pilot presentation of B-One • Allowed firm to see their own portfolios loaded and
configured in B-One’s modules • Firm able to fully understand and envision scope of a
B-One implementation• Pre-implementation project assessment • Allowed for key risk areas to be discussed and agreed upon
First Lap Around Implementation case study | International Asset Manager
bisam.com
Second Lap Around Implementation case study | International Asset Manager
BISAM professional services team begins to roll out the B-One solution in staggered stages• Over 10 years of historical results loaded
from incumbent into B-One• Started with simplest models and move to
most complex and intricate models
• Allowed client to develop 10 to 11 months of experience with B-One
• Firm able to grow more comfortable with B-One as models become more sophisticated
bisam.com
After B-One solution is implemented: • Supports expansion of
new accounts• Provides a simplified architecture
that decreases complexity and risk• Allows for client to have reports processed
overnight and ready by 8 AM the next morning
• Successful implementation all B-One modules including GIPS composites
Third Lap Around Implementation case study | International Asset Manager
bisam.com
• BISAM team began in driver’s seat and slowly handed keys over to client
• Firm was able to take ownership of implementation while still relying on BISAM team for counselling and reinforcement
• Formed relationship of open communication, managed expectations, and efficient planning with firm
• Successfully implemented of reporting solution that is able to grow with firm in magnitude, depth, and diversity
Finish Line Implementation case study | International Asset Manager
bisam.com
Podium Implementation case study | International Asset Manager
Tips from Customer
• Clearly define system requirements, deliverables and project timeline
• Get all stakeholders to agree to the plan
• Divide core requirements from “nice-to-have” to focus the project
• Establish a dedicated and knowledgeable project team to collaborate with the solution provider