CRM

Agile System Building and Fast Implementation for a Private Equity Front Office The enduring challenge for all front office system implementations is perception: do the investment managers and directors perceive the system to be an administrative burden or provide a business benefit to them and a competitive advantage for the firm. … Continue reading

IT Project Authorisation Process

A large organisation with global IT delivery systems managed its strategy, system impact review, authorisation and budgeting process using e-mail and MS Excel. WhiteSky Studio was configured to provide a work flow to manage this business process, providing world wide access, improved control and project reviews, and timely management information.

Timesheets

Timesheets for chargeable and non-chargeable time with time budget entry controls, time apportionment to standard billing hours, forecasts, and administration & staff availability reports. Market research and sales call activities can be logged and reported.  Time and activity records can be entered from any web-enabled device or Windows smart phone.

Investor Portal

A fund administrator required a secure portal for investor’s to view, according to a strict permissioning structure, capital notices, capital account statements, portfolio valuations and investment details. The portal imports data from an enterprise portfolio & capital accounting package.