Operational review for a fund management/administration business

A leading multi-manager, multi-currency fund administration required an operational review to provide increased cash flow and more efficient management. A full operational review was performed, covering every business activity and area, using SSADM data modeling tools which delivered a complete picture of the business. The resultant report was presented in book style and caused every aspect of the business to be improved and cash flows grew in tandem with the efficiencies that were maximised.

Amongst many others, the key findings implemented were the appointment of a treasurer, enhanced and more appropriate use of internal audit and a new fund administration system. This latter point resulted in a further project to manage a team of 5 to re-design the business procedures around the new system. As a result, the new data flows were mapped, procedures created and the trainers trained; the staff were subsequently re-trained and the transition to the new system proved smooth and efficient.


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