Business Analysis

Operational review

Operational review

Our team worked closely with the executive of the organisation over a number of business areas to review operational processes. The objective was to improve and implement new processes to support a much larger business team than had previously existed and to use resources effectively..

Introducing new desktop enviroment and infrastructure

Introducing new desktop enviroment and infrastructure

Over a six-month period we supported our client in a wide-ranging project to replace technological infrastructure across their company. Our work began with setting the boundaries and governance for implementation and included management of various areas of delivery to ensure a successful transition.

Preparing for FATCA

Preparing for FATCA

Introduction of FATCA regulations meant our client required significant changes to their policies, processes and procedures. Business Analysis and Project Management was needed to identify, capture and implement the people, process, policy and procedural changes required while tracking and recording FATCA requirements and maintaining audit control for the project against the Group Programme.

Implementing a Trust Administration System

Implementing a Trust Administration System

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. 

Monitoring Portfolio Performance

Monitoring Portfolio Performance

With a portfolio of 90 companies that were required to submit management accounts each month, the organisation was struggling to produce useful data used to track performance against deal qualification metrics.

Improving a Pricing Calculation

Improving a Pricing Calculation

The introduction of new countries to the client's portfolio meant there was an inherent need to update the process of calculating the required fees. This process had not been updated for some time, and contributed to both revenue leakage and unncessary process burden on sales resources.