Outsourcing Transition

Outsourcing Transition

Seamlessly transition your operations.

We have decades of experience helping asset managers and service providers achieve outsourcing transition success. We’ll help you balance resources, timelines, and operational complexities to reach your goals and support an operating environment that’s fit for growth.

Transitioning to an outsourced operating model while keeping business running smoothly is a significant challenge. To keep your operations running smoothly, you need the right resource mix to balance BAU and transformation. Our consultants will work as an extension of your team, supporting all aspects of the transition so your team can focus on keeping the engine running.

Your outsourcing strategy should streamline operations and wring out costs, but many transitions fail to achieve their goals. With an unmatched track record of successful transitions with every major service provider, there’s no consultancy that knows the process better. This hands-on experience coupled with deep domain expertise empowers you to make a successful transition faster while keeping your future state goals at the forefront.

Meet key milestones with project management and delivery expertise. Our consultants will provide clear expectations at every step of the process and supplement your team to oversee delivery of standardized data and critical files while providing stakeholder communications, testing, and post-transition stabilization. Throughout the transition, our project management experts will keep track of key milestones to ensure that you achieve your new operating model on-time and on-budget.

You don’t need to reinvent the wheel to achieve project success. Our outsourcing transition framework has been tried, tested, and perfected. From project foundation through development, testing, and migration, our process supports every key milestone of your transition. By setting clear expectations for your stakeholders from project definition through migration support, you’ll keep your project on track with fewer curveballs along the way.

Practice Areas

Leverage unmatched expertise across the investment continuum.

Our consultants are industry leaders with the vision to understand where the industry is headed and the hands-on experience to help you realize your goals.

We have the expertise and track record to design and deliver projects of any scope.

Discuss your needs with an expert and discover how we can help.