Investment Banking Technology Strategic Advisory Process
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Investment Banking Technology Strategic Advisory Process
Streamlined advisory for investment banking tech: from goal identification to implementation, ensuring optimal infrastructure and post-launch support.
1
Identification of client's specific goals and constraints
2
Research on client's industry, competition and regulatory environment
3
Analysis of client's current technical infrastructure
4
Evaluation of existing risk and performance metrics
5
Performing a gap analysis to identify current state versus desired state
6
Approve Gap Analysis Report
7
Designing of an optimal tech infrastructure based on gap analysis
8
Quantifying impacts and benefits of the proposed changes
9
Developing implementation strategy
10
Prepare cost estimate and investment timeline
11
Approval: Cost Estimate and Investment Timeline
12
Preparation of a detailed advisory report
13
Coding and Development of the proposed technology system
14
Quality Assurance Testing of the new system
15
Refinement based on testing feedback
16
Approval: Final System by the client
17
Rollout of the new technology system to client's environment
18
Provide training to client's staff on new systems
19
Post-implementation support and troubleshooting
20
Approval: Project Closure
Identification of client's specific goals and constraints
This task involves understanding the specific goals and constraints of the client. It is crucial to gather information on what the client aims to achieve and any limitations they may have. This will help tailor the technology solution to their needs and ensure successful implementation. What are the client's specific goals and constraints?
Research on client's industry, competition and regulatory environment
To provide effective strategic advisory, it is important to conduct extensive research on the client's industry, competition, and regulatory environment. This task helps to identify key trends, challenges, and opportunities that can inform the technology strategy. What industry is the client in? Who are their main competitors? What are the regulatory requirements?
Analysis of client's current technical infrastructure
Understanding the client's current technical infrastructure is essential for developing effective recommendations. This task involves assessing the existing systems, tools, and processes to identify strengths, weaknesses, and areas for improvement. What systems and tools does the client currently use? Are there any limitations or issues with the current infrastructure?
Evaluation of existing risk and performance metrics
To develop a robust technology strategy, it is important to evaluate the client's existing risk and performance metrics. This task helps identify key areas of improvement and potential risks that need to be addressed. What risk and performance metrics are currently used by the client? Are there any areas of improvement or potential risks identified?
Performing a gap analysis to identify current state versus desired state
Performing a gap analysis is crucial for understanding the difference between the client's current state and desired state. This task involves comparing the existing systems, processes, and capabilities with the desired outcomes to identify gaps and areas for improvement. What are the desired outcomes or goals? What are the gaps or areas for improvement identified?
Approve Gap Analysis Report
This task involves reviewing and approving the gap analysis report. It is important to ensure that all stakeholders are aligned on the identified gaps and areas for improvement. The approval of the report will set the foundation for the design of the optimal tech infrastructure. Have all stakeholders reviewed and approved the gap analysis report?
1
Yes
2
No
Designing of an optimal tech infrastructure based on gap analysis
Quantifying impacts and benefits of the proposed changes
Developing implementation strategy
Prepare cost estimate and investment timeline
Approval: Cost Estimate and Investment Timeline
Will be submitted for approval:
Developing implementation strategy
Will be submitted
Prepare cost estimate and investment timeline
Will be submitted
Preparation of a detailed advisory report
Coding and Development of the proposed technology system
Quality Assurance Testing of the new system
Refinement based on testing feedback
Approval: Final System by the client
Will be submitted for approval:
Coding and Development of the proposed technology system
Will be submitted
Quality Assurance Testing of the new system
Will be submitted
Refinement based on testing feedback
Will be submitted
Rollout of the new technology system to client's environment
Provide training to client's staff on new systems
Post-implementation support and troubleshooting
Approval: Project Closure
Will be submitted for approval:
Rollout of the new technology system to client's environment
