Data Management Systems Strategy

Technology and Data Management Systems Strategy Framework

InvestTech has developed a formal approach to assessing the current state technology and Data Management Systems (DMS) architecture and assisting investment firms to design an optimized future state architecture and DMS organization structure. This approach is based on “right-sizing” both the technology, data content and the resource requirements to meet the first future state data and reporting service requirements.

This intensive process puts into use specific models and approaches to ensure that a comprehensive evaluation of technology is conducted alongside your business model. The following time-tested tools have helped us to make smart, scalable decisions to grow with your business:

• DMS Data Modeling Optimization – InvestTech has designed a variety of investment data model structures and provides clients with fast-track approaches to the data-modeling phase of the project. InvestTech makes the logical model schemas available to clients based on terms of consulting engagement.
• Data Analysis Model – InvestTech has developed a detailed model for identifying, defining and mapping all data activities throughout the DMS environment. All data sources & consumers are defined and mapped through the D-MAP tools to provide the data inventory platform for the pending implementation project.
• DMS Specifications - InvestTech has developed detailed templates for interface specifications and report development specifications.
• DMS Metadata Repository Management – InvestTech presents an optimized buy-side approach to metadata design and management to provide a “right-sized” view of metadata to be rolled out throughout the data systems deployment cycle.
• DMS Data Governance Management – InvestTech has developed an optimized approach to structuring and organizing the extended data management organization. This includes roles, responsibilities and the phased recommendations to building and management this group.