Data Strategy and Market Review of Data Solutions

Refreshing the client’s data management solution and model, using Alpha’s in depth expertise of the vendor market and data best practice.

Client Challenges

The client was seeking a common understanding of their data challenges, and the role of a data management solution in managing them. They set out to understand and assess the options in the market for replacing their current legacy solution. They also required a clear roadmap for sign off of the business case and implementation.

Alpha Approach

  • Alpha mobilised a team of consultants with specialism in data management operations, and familiarity with the vendor solutions in the market
  • We reviewed the current operating model and its data implications, then identified the gaps in the model, its governance, its tools, databases and data management solutions, in order to determine the best target data operating model strategy
  • Following these initial steps, Alpha:
    • Reviewed the market for the best fit solutions for our client and compiled an overview of several of these options
    • Presented a summary of the data solutions market
    • Facilitated workshops to reach agreement on the best model and its associated toolsets

Client Benefits

The client leveraged Alpha’s knowledge and experience with the leading data vendors in the market. This enabled the project to give valuable practical insights into the vendors’ solutions, to give better understanding of their advantages and limitations, and reduce the project’s overall duration.

Related case studies include:

September 20, 2016

Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System

September 20, 2016

Evaluation and re-definition of front-to-back operating model across 10 locations

Client Types

  • UK asset & wealth manager


  • Chief Operating Officer
  • Chief Technology Officer


  • Data management team

Geographic Scope

  • UK

Fund Types

  • Retail and institutional c.£30bn AUM