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.

Graphs on computer - meradia
The most effective system implementations start by establishing a proof of concept (POC) to validate a vendor's ability to support
Picture this: The monthly performance report has just been received, but it’s missing some data. No errors were generated, yet
The two main approaches to project management, Waterfall and Agile, are often viewed as mutually exclusive. Though it’s true they

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.
Business Man Running With Media Device And High Tech Wireless | Meradia
Firms are constantly in flux. Day-to-day challenges and the pressure to meet existing SLAs often take center stage in business
Modernizing Data Pipelines for meradia
In the fast-paced world of investment asset management, accurate and timely data is crucial for informed decision-making. Data pipelines serve
The accumulation of temporary workarounds in back and middle office operations can pose significant risks to firms. As new opportunities

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.

Evolution and integration of front-to-back investment operations | Meradia
“SURROUNDED BY DATA, BUT STARVED FOR INSIGHTS.” – JAY BAER LEVERAGE CAPABILITIES AVAILABLE IN EMERGING CONVERSION TOOLS TO SUPPORT PLANNING INSIGHTS In the
Ready to unlock the secrets behind achieving remarkable growth while maintaining operational excellence? Join four industry experts for a deep
You cannot avoid hearing the term, but what is implied by the term ‘data mesh’? It is the latest step
Skip to content