Securities Fund Services Organisation - Strategic Consultancy for Global Operating Model Build
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.
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:
The challenges in this project were associated with the global nature of the operational activities.
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.