Sallie Mae: Enterprise Ontology

We were retained by the leading provider of Student Loans to build an enterprise ontology.  We conducted over a dozen workshops and facilitated brainstorming sessions and many  dozen more one-on-one interviews, and reviewed reams of documentation. In the end we...

Broadridge: Legacy Understanding

Broadridge: Legacy Understanding This firm processes some 70% of all the back office of Wall Street. They have three major systems, for different types of financial instruments and jurisdictions. The three systems are barely integrated. Bringing a client up on any of...

Investment Bank Risk and Controls

Investment Bank Risk and Controls We worked with a large investment bank who are embarking on a series of projects to further automate their back office. One of their first tasks was to understand in greater detail what all the 5,000 people in the back office were...

Investment Bank: Economic Architecture

Investment Bank: Economic Architecture We worked with a large investment bank who are embarking on a series of projects to further automate their back office. One of their first tasks was to understand in greater detail what all the 5,000 people in the back office...