Data Operating Excellence

Prodktr has successfully delivered data operating model process excellence for an International Asset Manager client, within their Investment Data Transformation, helping to design and implement the next generation operating model. 

The Asset Manager transformation team had been tasked with implementing a best-in-class Asset Management Data Capability delivering on the needs of both internal and external customers across multiple entities and jurisdictions (including Investment Management, Trading, COO Functions and Distribution).

Our data operating process service delivered the following investment data operating capabilities:

  • capturing of functional and non-functional business process requirements
  • workflow mapping (BPMN accredited)
  • technical requirements
  • software evaluation
  • quality assurance
  • solution design
  • system implementation
  • testing and training
Why partner with Prodktr to deliver operating model transformation?
  1. A trusted partner: Partnership is core to how we work, and it is key to how we will succeed together. Our preferred style of delivery is as one team. We think leaving the badges at the door is the only way to gain trust and pull through the hard times of delivery.
  2. A unique understanding of boutique and large Asset Management culture: having worked with similar sized companies, we know what drives behaviours in the business. We will bring insights and experience and will be able to apply it to this programme ensuring that it is tailored to the client, and that the change sticks through new behaviours and habits.
  3. Asset Management experience and skills: Our extensive trading and investment operating model experience is complemented by our previous platform partnerships where we have delivered similar requirements for leading investment firms.
  4. Our investment domain specialists will augment with you and your teams: We are ready and willing to come onboard to deliver the operating model review and design and provide solution options.



Photo by Stephen Dawson on Unsplash