Reporting & Controlling

Project: Implementation of a global Asset Information and Reporting System for an Insurance Company
Analysis of the legacy system, redesign of the technical architecture with the aim of improved audit compliance and the coverage of additional functional requirements. Redesign of development process and test concept.

• Consulting the technical architects team
• Definition of implementation and testing standards
• Implementation and functional support

Contact person:
Marco Pedrocchi

Project: Definition of an integrated strategy for the Client Reporting of a leading Swiss Wealth Manager
The project's mandate was to elaborate a client reporting strategy for the retail, wealth management and institutional clients. Main focus was on the strategic functional and technical concept as well as the organizational optimization of the involved units.

Based on an especially for the project created functional reporting framework, the available reporting capabilities were assessed and documented. The framework enabled to get the overview of the as-is situation and to discover comprehensible gaps in the offering. In conjunction with the requirements assessed per client segment, the functional strategy was defined and in a second step it was used to derive the technical strategy of the involved systems. Additionally for the reporting content, the basic reporting features and those features charged to the clients were defined per client segment.

A sustainable implementation of the functional and technical strategies also required an alignment of the organizational setup. For this, an assessment of capabilities among all involved units was conducted and together with the line management and the senior management, a solution was chosen to bring together the know-how within the firm, to define clear accountability within the organization and defined a target approach to make future investments more efficient. The resulting reorganization covered improvement of the product management and the operations. As a result, the IT reorganized itself accordingly in order to complete the new reporting powerhouse and to complete the organizational strategy.

• Planning, setup and lead of the project
• Definition of a functional reporting framework for the definition of the functional strategy
• Coordination of the organizational change options in corporation with the involved management
• Joint definition of the functional and technical strategies

Contact person:
Hans-Peter Schmidt

Project: Investment & Risk Reporting for a Life Insurance
For the investment controlling and risk management, assets and liability data were consolidated and analyzed group-wide out of a data warehouse. In order to comply with new requirements, the existing applications and processes were completely redesigned.

• Definition, planning and setup of the project
• Project controlling
• Conceptual design of the group-wide standardization of asset and liability data: Definition of the handling of financial instruments from a risk exposure and inventory view, as well as their mapping in the logical data model
• Negotiations with potential software providers

Contact person:
Marco Pedrocchi

Project: Assent Information System for internal reporting
Development and integration of all global asset positions in a group-wide Asset Information System (AIS). Definition and implementation of reports for the management and the investment and risk controlling.

• Project management
• Analysis and documentation of the functional requirements
• Planning and conduction of the rollout and data migrations of all global units
• Test management

Contact person:
Marco Pedrocchi

Project: Data warehouse for asset & liability data
Design and implementation of a group-wide data warehouse for asset and liability data.

• Project planning and estimation
• Setup of a project controlling
• Support in the design of the logical data model
• Negotiations with potential providers

Contact person:
Beat Wirth

Project: Conceptual design and introduction of a Sales Activity Tracking tool for a leading Swiss Wealth Manager
Providing their advisory service to private customers, client advisors are supported by product experts / financial consultants. For an efficient control of the advisory activities and the coaching of the employees and client advisors, a CRM application has been developed. Besides the tracking features it also provides performance measurement of the consulting units as well as a comprehensive reporting for all management levels.

• Business project lead
• Functional concept and design
• Vendor selection

Contact person:
Hans-Peter Schmidt