Project Management

InvestTech Structured Project Management (SPM) Methodology

InvestTech's track record for running successful implementation projects is unparalleled in the investment systems industry, thanks to development of a structured project management methodology for large, complex buy-side institutional project implementations. We have refined our InvestTech Structured Project Management (SPM) over the past twelve years based on the success factors and risk points encountered in real-world engagements. This methodology encompasses proven approaches to organizational, management, staffing and additional project management factors that we believe are critical to a project’s success.

The SPM includes the following key components and techniques:

• Clear scope and objective management
• Aggressive task and deadline tracking
• Direct end-user participation and sign-off
• Constant re-tracking and plan adjustment
• Strong audit control verification throughout the project
• Configuration / Setup Matrix tracks key systems settings
• Functional Test Matrix ensures accurate setup and configuration
• Hardware Sizing Model helps with the purchase of the server and disk sizing
• Security Classification Model simplifies implementation and integration
• Operations Procedures Manuals are adapted for each client