Case Study:
eFront Invest Implementation
The Client
- EMEA based Asset Manager with portfolios across all Private Market asset classes.
- An eFront Invest user for over ten years, with a highly bespoke set up, including multiple instances customised functions and integrations to third-party platforms or data silos.
- History of scope creep, timeline issues, delivery quality concerns.
The ask
- The client is a long-standing eFront Invest user, with growth through acquisition and product roll-out. Over the years the eFront instance has become highly configured to meet the client’s specific needs.
- Deliver an eFront Invest Back to Standard project to review all modules and functions performed within eFront Invest and to bring process and setup back to ‘out-of-the-box’, whilst still meeting business needs.
What we did
- Project Management: Strata took over the management of the project, including resourcing, planning and general project management activities.
- Delivery: The team successfully met deliverable targets, including configurations, testing and support to budget and timeline.
- Client Perception: Improved the vendor and client relationship through active management to improve response time, quality engagement and delivery.
The Result
- Improved project planning and resource allocation to ensure an uplift in quality of configuration and a reduction in defects.
- Resolved complex issues with underlying software binary through active management and relation building with vendor and client.
- Successfully delivered all configuration requirements within the project timeline and budget, eliciting further requirements to delivery additional functionality and support over 2024.
outcomes
- Delivered requirements on time and within budget.
- Standardised system and business process, future-proofing the instance for software updates and function rollout.
- Improved relations within the team and with the vendor.
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