eFront Health Check Strata Website 26/11/2024

eFront Health Check

An eFront Health Check can help ensure that your systems are future ready.

What is an eFront Health Check?

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An eFront Health Check is a focused review of the Operating Model or a targeted segment of it which can include a Process Review, System Review and a Data Review. The objective is to identify operational inefficiencies and risks, with the aim of providing ‘quick wins’ and longer-term improvements, to ensure the business is following best practices, is performing optimally today and is ready for the challenges of tomorrow.

Why & When would you need an eFront Health Check?

  • Your Operating Model could be outdated, requiring alignment with business needs.
  • Integration gaps between your systems are hindering optimal business operations.
  • A high number of operating events recently highlighted potential inefficiencies.
  • Existing workflows and system setups are not fully meeting business requirements anymore.
  • Significant business changes, such as growth, diversification or new product, are creating operational challenges, needing your processes to be fit for purpose and scalable.
  • A lack of stakeholder buy-in and process ownership is impacting your outcomes.
  • You have a lost key process or system expertise due to staff turnover.
  • You missed an upgrade cycle or have gone through an extensive period without a review of your set-up.
  • You are implementing or reviewing your operational KPIs.

What outcomes should you expect?

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ROI & OPTIMISATION – Maximise the use of eFront solutions and other systems to meet current business requirements whilst being ready to support business change, AUM and revenue growth thereby achieving greater scale, and reducing time to market of your value proposition.

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VALUE RELEASE – Create value across the business through the adoption of best practices and process, enhanced system configuration and decommission of legacy systems.

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EFFICIENCY – Maximise the use of eFront and related systems to ensure operational consistency and simplification across business functions and portfolios. Enhance user experience, whilst reducing operational cost.

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CONTROL – Ensure robust process and data management practices are safeguarding sensitive information and ensuring accurate reporting. Ensure permission structures, controls and oversight are robust to manage risk effectively.

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