Salesforce Technology Review and Target Operating Model

Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model

Client Challenges

The client’s distribution operating model, architecture and platform had become complex, inefficient and costly, carrying significant operational risk. The client took the decision to refresh its operating model and, having defined a target state for select key distribution processes, engaged Alpha to translate aspirational business processes into the necessary pre-requisites for a re-implementation of the Salesforce platform.

Alpha Approach

  • Alpha led the establishment of the program, defining the overall governance structure, reporting, control functions, and phase definition
  • Alpha socialised our Domain Model accelerator for Asset Management with key business stakeholders across Distribution, Technology and Enterprise Architecture, addressing and resolving global and local challenges with current state processes and technology
  • Alpha also developed a Target State Architecture and Implementation Approach, and were subsequently selected as the implementation partner for the next phase

Client Benefits

The client benefitted from high levels of stakeholder engagement as the detail of their target state distribution processes was understood, analysed and presented back, and a clear, best practice path to implementation designed.

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Client Types

Global Asset Manager

Sponsor

Chief Operating Officer

Functions

Distribution

Geographical Scope

Global

Fund Types

Institutional Mandates and Funds in a number of major global locations