Vendor System Implementation

areas we improved:
Environment Cost and Efficiency, Operations Tools and Processes, Return Quality, Return Periodicity and Granularity
Client Type

Multinational financial services corporation, with $2 Trillion in invested assets.

Project Deliverables
  • Deploy a Vendor Performance Measurement System
  • Design Data Warehouse for upstream and downstream data management
  • Design client reporting
  • Structure and conduct all QA and UAT
  • Design cutover method for deployment
  • Structure conversion of Performance and accounting History
  • Test all conversion processes
  • Design all interfaces from the source accounting system
  • Develop and manage cutover weekend runbook
Enosys Roles and Team


  • 3 – 4 depending on the expertise needed during the phase


  • Project structure, guidance, and execution
  • Best practices for Performance System deployment
  • Best practices for testing and cutover
  • Best practices for exceptions processing
  • Best practices for conversion


  • Subject Matter Expertise in Performance Measurement
  • Project Management
  • Business Analysis
  • Technical Analysis
  • Database design
  • User Acceptance Testing
Project Result
  • System deployed successfully within 12 months with no errors in return calculations.
  • Database stored and normalized all upstream data into a single golden source for the Performance system
  • New environment improved productivity by 30% and decreased overall costs by 25%
Follow Up

Client engaged Enosys to add Non Custody data to the Performance process

  • Include outside assets into the Data Warehouse
  • Develop new exceptions processing standards
  • Integrate all assets into the new Performance platform
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