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APPLICATION EVALUATION
ENGAGEMENT SUMMARY

Client:
Investment management company

Engagement:
Assist the client in determining their requirements, identifying potential systems and in the selection of a general ledger application system.. The client had outgrown their current system and needed to acquire a system to support their expanding needs.

Deliverable:
Formed a Selection Committee, representing internal departments, to gather each department’s requirements, review the viability and functionality of systems, and ultimately endorse the best choice. Functions represented included trading, operations, accounting, and technology. Researched potential vendors, prepared a Request For Proposal (RFP) with client requirements and forwarded it to identified vendors.
Based on analysis of vendor system functionality and RFP response, we reduced potential vendor pool to two. Arranged site visits and product demonstrations. Recommend best vendor solution based upon price and functionality analysis.

Result:
Client selected recommended vendor, installed the system with minimal problems. The system met the clients requirements, was installed with minimal disruptions and exceeded expectations.

 

 

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