Strategic Systems Plan

InvestTech has developed a top-down and bottom-up approach to create a strategic investment systems plan.  This process produces documents which provide our clients with the necessary information to make strategic planning decisions and to formulate planning budgets.

InvestTech delivers a comprehensive information plan that serves as a roadmap for achieving your strategic technology objectives. This plan identifies the required software application   system(s) needs and technology architecture needs to support the future business and growth objectives.

Review Process

• Conduct interviews with key business and technology managers
• Review current technology architecture components, systems and standards
• Assess overall firm technology strengths, resources, capabilities and accomplishments
• Incorporate operations review and optimization recommendations into the overall future state technology planning process.
• Provide Client with a “right-sized” future state architecture plan optimized to maximize the technology capabilities while minimizing the technology risk and incorporating the resources and acceptable capital budgeting levels.

Deliverables

The operations process review and strategic systems plan are presented with the goal of providing answers to key questions facing our clients such as:

• Which optimized business procedures in the overall investment management process will require new or improved application support platforms?
• What is the sequence for systems replacement and workflow optimization?
• Do international requirements require parallel application suites?
• What is the ideal integrated architecture design to meet business objectives?
• What level of integrated data management strategy that must be deployed to meet the data management and reporting requirements in the future-state organization?
• Is staffing adequate to complete the projects throughout the plan?
• Are there benefits in focusing on a short list of vendors and recommended best practices?

Recommendations

The Strategic Plan includes recommended short, middle and long-term projects with defined priority, estimated up-front and on-going costs, staffing resource requirements, and the high-level timelines to complete the combined projects. InvestTech will also include the recommended future-state technology architecture with suggested phasing and timelines. Detailed Project Overviews include descriptions and business case, benefits, risk factors and dependencies.