DBFS Implementation and Fund Migration Services

DBFS have one of the most skilled implementation teams in the City. Our implementations follow a clearly defined process which ensures that the installation of Asset+ and the subsequent configuration and fund migration runs according to your expectations.

We employ a team based approach in order to focus or experience and expertise where it will be most effective. Our business process managers (BPMs) along with our software engineers will be deployed at your location to interface at appropriate levels with your internal implementation team.

Maximising Operational Efficiency: Minimising Operational Risk

Every Fund Manager is different and has a different approach to both Investment and Portfolio Management, therefore, each implementation has to be a uniquely tailored process.

Our BPMs will initiate regular dialogue with key decision makers and user groups to analyse and engineer business processes and decision support systems to best achieve the implementation and subsequent data migration.

Our experience shows that this team-based approach, with all parties working toward agreed milestones enables successful completion of an implementation and ultimately maximises Client satisfaction.

A typical Asset+ implementation will include one or more of the following:

Pre-Implementation Analysis:

• Organizational Structure Analysis,
• Business Process and Gap Analysis (BPGA),
• Decision Support Strategies (DSS),
• Data Analysis & Modelling,
• Interfacing Analysis,
• Infrastructure Analysis,
• Static and Meta-Data Analysis,
• Identification of Funds and Portfolios

Post Implementation Activities:

• Data Migration,
• Parallel Run and User Acceptance Testing