OUR SERVICES: Enterprise, Process, Sourcing
Reduce costs and maximize the benefit of transitions
After mergers, acquisitions and restructurings we help you maximize the savings and benefits through effective understanding of business functions, operational processes and systems.
Services which improve effectiveness and reduce costs:
SwarmPoint provides consulting services to
- Institutional Brokers
- Prime Brokers
- Hedge Funds
- Securities Lending Departments
- Custodians
- Service Providers
Within the following businesses:
- Prime Brokerage
- Client Reporting
- Securities Lending
- Equity Financing
- Securities Processing
- Corporate Actions
- Swaps and other derivatives
- Options Trading
- Collateral Management
- Repo trading
- Cash
- Cash Management
- Payment Services
- Cash Accounting and Interest
Typical Goals are to
- Increase Capacity
- Reduce Cost
- Enhance Agility
- Provide Management Metrics
- Identify Actions and Provide a Road Map
- Develop Budget Proposals
CONSULTING
Why is Consulting Appropriate ?
- Consulting reduces operating costs by hiring experienced staff only when needed
- It allows you to have critical projects staffed appropriatly rather than with the resources you happen to have available
- External consulting teams cross silos more willingly
- Impartial assessments are difficult to staff internally
- Freeing up the right internal staff may not be practical
- External teams can raise questions which are not raised in the corporate culture
- Industry best practice is brought to bear in the project methodology and judgements
- Specialized experience is brought into the firm
- New conclusions can be more easily voiced
ENGAGEMENTS: Process and Sourcing
Road Maps
Prioritizing goals with stakeholders, refining objectives, assessing the current state, if appropriating identifying business processes and assessing gaps in alignment with goals. This leads to defining projects and other specific actions to close the gaps to reach the desired state and defining a road map to initiate these projects across a realistic time frame.
Organization and Project Audits
Identification of risk factors, resource gaps, blocked communication paths and suggestion of appropriate recommendations to bring organizations or projects in on track and within budget by supporting your team. Audits can also be performed as part of a due diligence assessment to understand and manage the impact of transitions.
Operational Process Documentation and Metrics
Documentation of business processes either to be communicated directly with management and staff, within your BPM platform, or using our proprietary process documentation tools and metrics.
Outsourcing Advisory
Review of organizational functions. Identification of functions with appropriate criteria. Recommending any necessary organizational changes. Identifying significant business activities and drilling down into processes, if necessary defining metrics around processes in order to set metrics within SLAs.
The Advantage
- An experienced team that you can trust
- An emphasis on quality
- Specialist knowledge
- A small organization where each client is important
- Industry experience which is not available from generalized consulting companies
- Consulting experience to allow the team to operate conveniently with minimal management overhead
PROBLEMS
Common Problems Addressed
- Need for clear goals and objectives
- Strengthening alignment with business partners through understanding goals
- Lack of metrics and management information to manage business processes
- Historical organizational structures blocking communication
- A lack of tool support or integration for current work team processes
- Lack of involvement in process ownership within and across groups
- Assessing and quantifying process transitions related to system changes
- Budget proposals which quantify the business benefits
PURPOSE
Aligning your Processes with your Business Partners
- Further define operational activities
- Provide insights into bottlenecks
- Illustrate options for change
- Identify potential actions
- Empower business process change:
- Prepare for the transition
- Effective communication tools
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