Data Strategy & Operating Model Design

A revised data strategy and model: enhancing the end user experience for clients and regulators, and giving them improved reporting and performance and attribution analysis.

Client Challenges

The client wanted to improve all aspects of their end-user data experience, particularly for performance and attribution analysis and for regulatory and client reporting. This was in direct response to the faster delivery and greater transparency needs that executive clients and regulators were demanding.

In particular the client wanted to use market best practice to design the optimum data architecture and operating model for them.

Alpha Approach

  • Alpha completed a strategic review of the key data operating model components: technical architecture, data governance, data management and change control elements
  • We captured and understood the current IT architecture, strategy and change portfolio
  • We interviewed key business leads to understand the current data issues and determine the future direction of the business
  • We fed Alpha’s views and experience on data best practice in to the approach to design the target data architecture

Client Benefits

The business case benefits were aligned to specific activities in the project around data, with particular focus on tracking the benefits.

The project identified extra benefits in the new target model to support the business case for change, for example upstream data quality control measures, to reduce the amount of data scrubbing by end-users.

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Client Types

  • European pension firm

Sponsor

  • Chief Operating Officer
  • Chief Technology Officer

Functions

  • Front, middle and back office

Geographic Scope

  • Europe
  • US
  • Hong Kong

Fund Types

  • Pension funds