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.
Nick Rockhold
Head of eFront & Alternative Investments
Find out more about how we can help you with eFront
If you would like to read further about our eFront expertise, please visit the Alternative Investments page.
Or schedule a consultation with Nick Rockhold, our head of eFront & Alternative Investments.
