IMPLEMENTATION SERVICES

PROGRAM & PROJECT MANAGEMENT

CONVERSION & IMPLEMENTATION

PROCESS DESIGN
& CHANGE

PROGRAM & PROJECT MANAGEMENT

At the core of a successful initiative is a solid foundation of strong project management. This ensures alignment to the budgetary, risk, and strategic goals of an organization, as well as facilitates efficient integration of new products and/or processes into the established operation model. Strong leadership around the phases of a project from establishing milestones to choosing the right team and executing a communication and governance plan is key to managing risk and overall success.

Meradia understands the challenges related to appropriately staffing multiple projects simultaneously and is positioned to lead the most complex programs. Our consultants have decades of experience on both the operational and technical sides of investment operations functions. This allows us to ensure that a project and its outcomes are not only meeting internal goals, but are also aligned with industry best practices.

Change Management: Essential Strategy for Success | Meradia
INTRODUCTION The significance of change management cannot be overstated in today's evolving business landscape. Do you genuinely value change management?
This paper, authored by Byron Derti, a senior analyst at Meradia, underscores the pivotal role of a single relationship manager
Vital Elements for Effective Execution of a Proof of Concept | Meradia
A Proof of Concept (PoC) is a crucial step when evaluating new technology. In addition to testing a vendor's core

CONVERSION & IMPLEMENTATION

All Investment Managers have a constantly evolving systems architecture. As individual systems move through their life cycle – implementation, operation, and retirement – conversions and integrations are almost a daily fact of life. Meradia consultants break the problem down into three steps:

  • Conversion is the process of mapping current data and processing to a future state, planning the steps, and executing the plan.
  • Integration is the design and development of lines of communications between the elements of a solution.
  • Testing occurs on three levels: unit testing, integration testing, and final system testing. Because of the volume and effort at stake, testing must be carefully planned to maximize use of available resources.
SUMMARY A modern Target Operating Model in investment management is no longer a "nice to have" but a necessity in
success of meradia
When clients and vendors share responsibility in system implementations, what is at risk of being overlooked? The delineation of duties
Mastering the Ripple Effect: Key Strategies to Navigate Financial Transformation Challenges | Meradia
In the financial industry, the sales process can evoke excitement, apprehension, and optimism, often fueled by the promise of change

PROCESS DESIGN & CHANGE

Driven by the extraordinary pace of technology change, as well as significant organizational growth and cost control measures, process design and re-engineering has become a critical ongoing component of a successful business unit. Continual rationalization of workflows ensures that a company is on the forefront of efficient operation.

Meradia consultants have led operational and technology organization and, as a result, understand the relevant operating models in great detail. Starting with a clear and accurate baseline, we organize around the desired outcomes, ensuring that strategic alignment, sponsorship, and a sound change management process are in place to support the transformations.

The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Now imagine stepping in as a new Chief
INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor
PREFACE Jose Michaelraj CIPM, CAIA, a Senior Manager at Meradia, specializes in optimizing performance operations and technology for asset managers,
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