[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”section” _builder_version=”3.22″ background_color=”rgba(255,255,255,0)” custom_padding_tablet=”50px|0|50px|0″ custom_padding_phone=”” transparent_background=”on” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on”][et_pb_row column_structure=”2_3,1_3″ admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Data Conversions and System Implementations” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]<\/p>\n
Investment system conversions require far more than converting existing data. The new system will inevitably have many new features and data elements, which are likely a big reason for the upgrade. Consequently old data needs to be cleaned up and augmented with new data elements.<\/p>\n
A new system also presents opportunities for process re-engineering. Process changes require staff members to understand and be trained on new workflows and procedures. But they present the opportunity to create an organization that functions more smoothly in service to common goals. From this perspective, you can see why data and systems conversions entail more than merely migrating legacy data to a new system.<\/p>\n
Business teams often want their new systems to integrate with many new data sources and systems. These interfaces are not one-time occurrences of cleaning up and augmenting existing data. Rather, they\u2019re ongoing processes, especially as new vendors are added. Each interface is a little like a mini conversion of its own, often comprising a series of time- and resource-consuming projects.<\/p>\n
An example of tasks to perform in an investment system conversion might look like this:<\/p>\n
Organizations frequently underestimate the effort and resources necessary to successfully complete an integration project. Connecting the moving parts with reasonable timelines, resources, and dependencies helps ensure success. Since most organizations do a project like this infrequently, they need to focus staff members on maintaining the ongoing system, as opposed to distracting them with one-time events that probably won\u2019t be repeated in their careers.<\/p>\n
Contact us today for a free consultation.<\/a><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”\/site\/wp-content\/uploads\/2015\/09\/Streamlining.jpg.gif” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.4.2″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” hover_enabled=”0″ custom_css_main_element=”background: #eee;” use_border_color=”off”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#0066bf” _builder_version=”3.2″ hide_on_mobile=”off”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,2_3″ admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”\/site\/wp-content\/uploads\/2015\/09\/40461526_m.jpg” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.4.2″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” hover_enabled=”0″ custom_css_main_element=”background: #eee;” use_border_color=”off”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Mergers” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]<\/p>\n When institutional investors merge, data has to be urgently consolidated from one investment accounting system onto another. The consolidation process has many of the same characteristics as the implementation of a new system, with some important differences:<\/p>\n Contact us today for a free consultation.<\/a><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#0066bf” _builder_version=”3.2″ hide_on_mobile=”off”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_3,1_3″ admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Operational Health Checks” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]<\/p>\n How healthy are your investment operations? Have you been largely doing things the same way for years, with the same workarounds, without a periodic review of your operational processes? ICC has worked with dozens of institutional investors over the years, with all the commonly used systems and service providers in the marketplace, and can quickly perform an analysis of your business processes for and with you, resulting in recommendations to help you be more efficient with your existing infrastructure (or, in more severe cases, a suggestion to re-evaluate applications you are currently using). The ICC Health Check easily pays for itself with efficiencies gained.<\/p>\n Contact us today for a free consultation.<\/a><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”\/site\/wp-content\/uploads\/2015\/09\/Systems_Health_Check_ICC.jpg” alt=”Operational Health Check Cartoon” title_text=”Operational Health Check Cartoon” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.23″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” hover_enabled=”0″ custom_css_main_element=”background: #eee;” use_border_color=”off”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#0066bf” _builder_version=”3.2″ hide_on_mobile=”off”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,2_3″ admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”\/site\/wp-content\/uploads\/2018\/03\/Data_Health_Check_-_Final.jpg” alt=”Data Quality Health Checks” title_text=”Data Quality Health Checks” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”3.23″ animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” custom_css_main_element=”background: #eee;” use_border_color=”off”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Data Quality Health Checks” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]<\/p>\n Perhaps you are tangentially aware that your data quality isn\u2019t perfect, but you\u2019ve never really determined how good or bad it is. ICC can quickly perform a data quality analysis for and with you, resulting in a much better understanding both of your current data quality and suggestions for process improvements where applicable.<\/p>\n Contact us today for a free consultation.<\/a><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#0066bf” _builder_version=”3.2″ hide_on_mobile=”off”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_3,1_3″ admin_label=”row” _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Software Upgrades” _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off”]<\/p>\n Upgrading to a new release of investment management software can be a substantial undertaking. Testing alone requires a major effort to ensure functions that worked before still work now \u2014 and new functions perform as desired. Reports and interfaces also need to be tested to ensure critical daily functions still work as desired.<\/p>\n We use a variety of techniques and tools to help with upgrades and testing, including a test-case database we leave with the client to use for future upgrades. Our methodology comprises a structured approach to testing new releases, often covering a wider range of functional testing than a client might employ with a less rigorous approach.<\/p>\n The critical element here is people \u2014 the right people with the right knowledge of investments and systems. Since these people are often in short supply, and other projects demand their attention, the organization may not have enough people to perform adequate testing. In such cases, we can help get software upgrades implemented, which might otherwise fall off the priority list.<\/p>\n If you have a regulatory release that must be implemented by a particular date, but you don\u2019t have adequate in-house resources \u2014 or if you require more comprehensive software testing \u2014 we can help.<\/p>\nMergers<\/h2>\n
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Operational Health Checks<\/h2>\n
Data Quality Health Checks<\/h2>\n
Software Upgrades<\/h2>\n