Implementing a Trust Administration System

Overview
 

Industry:
Trust Administration
 

Scenario:
With international expansion planned, our client recognised that it needed a new administration management system. The existing system had been installed in 1998 and was unsuitable for their complex and evolving trust and company administration requirements. 
 

Approach:
Greenlight’s consultants worked with the client's team to gather and document the business and technical requirements. Several candidate systems were identified as being fit for purpose and Greenlight helped present clear reports and comparative ratings which were used in making system selection.
Greenlight then designed a blueprint for the implementation of the new system and helped guide the client through each stage. 
 

Outcome:
Our client finished with an up-to-date system that was fit for purpose before, during and after their expansion.


Key Skills Used:

Business Analysis

Project Management

Project Planning

System Implementation

Key Business Benefits:

Improved reporting

Full automation of processes

Smoother running of workflows & notifications


Case study for this work

 

Hawksford