Investment Conversions & ConsultingChapter six · the library
Bedtime stories for
operations leaders
Lessons from thirty years of conversions, told with a straight face. Mostly. Notes from the people who were actually in the room, for the people who will be in it next.
5 min read
Before you automate anything, look at what it's standing on
Your board has probably used the word by now. That is not the interesting part — the interesting part is whether this operation's data can carry what you put on top of it.
5 min read
The parts of a conversion nobody scopes
Executive teams price a platform conversion like a software upgrade. It has more in common with a transplant, and it is the history that goes wrong.
4 min read
Everyone agrees on the number. Nobody agrees what it means.
Ask four people to define market value for the same portfolio, without conferring. You will get four documents that agree on the arithmetic and on very little else.
4 min read
Your investment software is not Excel®
Business users often act as though upgrading an investment system is like getting a new version of Microsoft Excel. It is not.
5 min read
Point in time, or it didn't happen
A correct answer that arrives three weeks late has already failed the person who asked. Month-end is no longer the unit of truth.
3 min read
Headed for a crash?
No one would deliberately drive off a cliff. But most companies headed for a precipice don't know they are — they are so intent on what they are doing they forget to look up.
4 min read
A pain in the back office
“I am only a trade away from a problem.” If you run a substantial back office, that sentence probably sends a shiver down your spine.
4 min read
How many elephants can you fit in a room?
In most instances we only have to ignore one elephant in the room at a time. But in a conversion, the room can end up packed with a passel of pachyderms.
4 min read
Changing roles. Changing rules.
Even with common objectives, IT and business users end up working against each other — because the two sides of the house do not see the same thing when they look at a system.
5 min read
Implementing a new accounting system: myths vs. reality
A committee selects the software. The contract gets negotiated. Then the implementation arrives, with its common myths and its rather harsher realities.
2 min read
Curium Data Systems adds ICC to its Certified Partners Program
Curium Data Systems, the data management technology company, has added ICC to its Certified Implementation Partner Programme to deliver implementation expertise around the Curium data management products.
Tell us
your story.
The merger, the migration, the numbers that won't agree, the date that won't move. Start at any chapter — we'll tell you candidly how it ends. Senior practitioners are standing by, which is the modern version of what our founders used to promise.
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