- Co2RE Operational Infrastructure Review
- Compliance Review, Technology & Functions Outsourcing
- Process Design, Improvement and Procedures
- Requirements Definition
- 3rd Party System Selection
- Data Conversion
- Data Assessments
Co2RE Operational Infrastructure Review
An overall best practices assessment of the enterprise operational infrastructure from a process, technology, people, and data perspective. IntegriDATA evaluates and identifies opportunities for improvement in meeting compliance, cost reduction, risk mitigation and effectiveness. The end result is a comprehensive report containing detailed analysis, a set of tactical and strategic recommendations, a road map for change and a detailed actionable plan. (MORE)
Compliance Review, Technology & Functions Outsourcing
IntegriDATA is excited to be able to offer our clients a wide selection of compliance services with our team of seasoned professionals that possess over 20 years of compliance and operations experience. This depth of experience includes the automation of compliance functions including regulatory and client-specific rules for investment guideline monitoring and surveillance of employee personal trading. If your firm is seeking to further improve or automate its compliance processes, IntegriDATA is ready to offer deep expertise and extensive experience in system selection, implementation and enhancements. (Download PDF with full service outlines).
Process Design, Improvement and Procedures
Performed for both new and existing business processes, this service rationalizes and redesigns processes to achieve the optimal level of control and efficiency.
Requirements Definition
Determination of the detailed needs associated with one or more business processes for the ultimate purpose of implementing a technology solution to meet a business need; (a prerequisite to process redesign, 3rd party system selection or proprietary application development.)
3rd Party System Selection
The identification, evaluation and selection of 3rd party software offerings to address specific business needs.
Data Conversion
Typically performed in conjunction with the implementation of a technology solution (3rd party or proprietary). IntegriDATA will develop automated processes and tools to validate, map, transform, load and reconcile data within the target system.
Data Assessments
A detailed analysis and evaluation of existing data utilized within enterprise-wide production business processes with the objective of assessing overall data integrity (completeness, accuracy and validity).