The Problem

A large investment bank’s existing legacy environment for extracting and management of Agreement Data was widely accepted to be ’not fit for purpose’.

What We Did

Strategic advice in the design of business and systems architecture to set out specific strategic initiatives for driving improvement in agreement data management – the aim was that these should be

  • practical (in terms of challenge, resource and investment demand);
  • value-generating; and
  • designed to prove capability and concepts that can be extended and scaled into the long term strategic TOM.