Securities Services - Global Operating Model Build
Securities Fund Services Organisation - Strategic Consultancy for Global Operating Model Build
Assignment Summary
Pentagon were engaged to support the design and implementation of a new Global Operating Model (‘GOM’) for a global asset manager covering all financial products. This encompassed both project management of the operating model design/implementation and supplying subject matter expertise throughout the project phases.
Approach
A comprehensive review of current operational activities was undertaken and a business case developed to address key operational challenges. This incorporated the documenting of a Global Operating Model design that would satisfy the following business objectives:
- Improvement of investment returns and reduction in business risk
- Service improvement to clients
- Improvement of efficiency and existing functions
- The ability to facilitate new product developments and improve service reliability by:
- Optimising business functions and reducing operational risk
- Extending STP qualities of the investment function
- Increasing the efficiency of the business
Challenges
The challenges in this project were associated with the global nature of the operational activities.
Outcome
A business case was produced, indicating operational changes, technology changes, impact on FTE utilisation and estimated costs. The next phase required the development of a data architecture that would not restrict future requirements driven by business growth or product development.
Key Services
- Target Operating Model Design
- Change Business Case Development
- Programme and Project Management
- Change Resourcing
- Change Analysis and Functional Design