Systems Configuration and Implementation
InvestTech’s broad experience in the investment management technology landscape extends past strategy and operations—we can guide your firm through extensive systems set-up and configuration efforts.
Our process is highly structured to ensure effective implementation. Systems set-up and configuration projects depend on the extensive planning, execution and follow-up approach we’ve developed over the years, including:
- Proven Iterative Methodology
- Strong Up-front Analysis, Planning and Design
- Mature Implementation Plan Adjusted Jointly with the client
- Deliver Early, Build Confidence, Enforce User Participation
- Get the client team UP the Learning Curve ASAP
InvestTech's implementation builds on deep experience with all major investment systems, ensuring that your technology infrastructure is optimized in a way that no one software vendor can possibly deliver. As a neutral third party, your objectives drive implementation decisions, which may at times be different than a vendor’s objectives.
InvestTech leverages existing documentation and conversion tools from other successful implementations, including functional test plans, data conversion software, interface extracts and workflow analyses.
Implementation Phases
- Project Analysis and Planning
- Systems Validation and Acceptance Testing
- Completion of Systems Requirements and Specifications
- Development and Implementation Planning
- Development and Implementation Test and Integration
- Phased Deployment to Production