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Implementation Case StudyInternational asset management firm seeks market leading, flexible and scalable performance, attribution and composite management solution

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• Incumbent reporting solution no longer aligned with business needs

• Could not process reports overnight • Struggled to process large amounts of data • Needed for a reporting solution that could expand

with business plans and projection for growth • Required a simplified architecture

Starting the Race Implementation case study | International Asset Manager

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• Pilot presentation of B-One • Allowed firm to see their own portfolios loaded and

configured in B-One’s modules • Firm able to fully understand and envision scope of a

B-One implementation• Pre-implementation project assessment • Allowed for key risk areas to be discussed and agreed upon

First Lap Around Implementation case study | International Asset Manager

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Second Lap Around Implementation case study | International Asset Manager

BISAM professional services team begins to roll out the B-One solution in staggered stages• Over 10 years of historical results loaded

from incumbent into B-One• Started with simplest models and move to

most complex and intricate models

• Allowed client to develop 10 to 11 months of experience with B-One

• Firm able to grow more comfortable with B-One as models become more sophisticated

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After B-One solution is implemented: • Supports expansion of

new accounts• Provides a simplified architecture

that decreases complexity and risk• Allows for client to have reports processed

overnight and ready by 8 AM the next morning

• Successful implementation all B-One modules including GIPS composites

Third Lap Around Implementation case study | International Asset Manager

bisam.com

• BISAM team began in driver’s seat and slowly handed keys over to client

• Firm was able to take ownership of implementation while still relying on BISAM team for counselling and reinforcement

• Formed relationship of open communication, managed expectations, and efficient planning with firm

• Successfully implemented of reporting solution that is able to grow with firm in magnitude, depth, and diversity

Finish Line Implementation case study | International Asset Manager

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Podium Implementation case study | International Asset Manager

Tips from Customer

• Clearly define system requirements, deliverables and project timeline

• Get all stakeholders to agree to the plan

• Divide core requirements from “nice-to-have” to focus the project

• Establish a dedicated and knowledgeable project team to collaborate with the solution provider