Systems Implementation

Workers looking at data on the computer together.

Seamlessly transition your technology.

To implement complex systems, you need a seasoned partner to help you plan for and meet the challenges ahead. Leverage our consulting team’s unmatched knowledge on implementing, integrating, and testing technology across the investment lifecycle.

Whether you’re undergoing a lift-out or full tech transformation, you can’t afford project inefficiencies. To reach your goals, you need a proven and effective approach to implementation. We’ve migrated countless systems over the past 30+ years, providing you the experience to accelerate your implementation and minimize roadblocks.

You need a team that can bring genuine insight to your program. Our consultants have worked in industry at every level, leading and delivering complex systems implementations for asset managers of every size. This expertise helps you seamlessly deploy solutions that work within your holistic systems and data architecture, all while minimizing project risk.

To keep your business running smoothly, you can’t afford to redeploy critical staff to your implementation program. Our team can fill roles across the program management lifecycle—from project management, to testing, to stakeholder communications. Our consultants are ready to hit the ground running from day one and maintain the flexibility to fill any gap and ensure project success.

You don’t need to reinvent the wheel to achieve project success. Our implementation framework has been tried, tested, and perfected. We divide your program into two key components: implementation strategy and implementation. During implementation strategy, we assess your current and future needs to translate your goals into an actionable project plan. Once we kick off implementation, we follow a structured approach to analysis, design, development, testing, implementation, and review.

A successful implementation doesn’t end at go-live. The transfer of knowledge and post-production support are critical components of your implementation program. We’re dedicated to ensuring that you make a seamless transition to your new technology by providing ongoing training and stabilization services.

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.