Data management and governance offices setup

Our client embarked on a data governance initiative for their investment data sets with the required people, process and technology to address issues related to ownership, quality, integrity and timeliness of data. Given the lack of expertise in-house, we were engaged to define the team structure for an operational Data Management Office (DMO) and a strategic Data Governance Office (DGO).

What we did

  • We were engaged by the client to join a tri-party arrangement (with the client and its vendor) to manage the onboarding of existing funds onto the new accounting platform, as well as introducing customised reporting per regional operations team and the fund managers.
  • Working with the operations and technology teams from both parties, we brought together all stakeholders involved to implement an end-to-end investment accounting and reporting capability for the client’s immediate and future needs.

Our impact

  • Our project management and expert oversight helped the client onboard all the existing funds on the new platform within the prescribed time frame
  • Smooth rollout of the system, with the minimal impact on BAU activities, and a seamless transition for all parties involved

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