Project Management

A project manager is a professional who organizes, plans, and executes projects while working within restraints like budgets and schedules. Project managers lead entire teams, define project goals, communicate with stakeholders, and sees a project through to its closure. Project Manager is responsible for the components of the plan delivering value, performed on time, and within budget.

A project is a unique, transient endeavour, undertaken to achieve planned objectives, which could be defined in terms of outputs, outcomes or benefits. A project is usually deemed to be a success it follows some basic fundamentals.

We customize an investment and finance strategy to suit your needs, including your decision-making, approval and project governance requirements. We develop compelling analysis to help you consider project value through a variety of lenses by the management and development of projects from pre-feasibility to procurement, we offer end-to-end financial advisory services for complex projects.

We work closely with you to understand your unique context and requirements, we develop the information and advice you need to identify, analyse and communicate investment risks and rewards.  We customise everything we do to what you need, taking into account the size, complexity, and culture of your organisation. We know that one size does not fit all.

Some of these Customizations can include:

Immediate Visibility

You will gain insight on day-one on whether the expected finish date of the project is doable.

Promote Buy-In and Commitment

You will have a project plan that is based on team member buy-in and commitment, two essential elements of successful projects.

Trust The Plan

You will have accurate and complete schedules for making informed business decisions.

Assurances on Progress

You will know if the team is making progress each week, positive gains that ensures the expected finish date remains doable.

Early Warning System

You will have an early warning system that alerts you when the team’s progress is slowing to a point that requires corrective actions in order to avoid delays in the future.

Executive Status

You will have access to an Executive Dashboard so you can quickly evaluate the status of the key milestone dates and review the corrective actions the team is undertaking to remedy any delays.

Aligned Execution

You will have a weekly control process that provides the structure to keep the schedule current and the discipline to keep team members engaged and accountable.

A mid-sized institutional investment manager utilized one portfolio accounting system, but due to mergers over time, had 3 separate logins/directories utilizing 3 different administrative methodologies. All 3 directories transitioned to the same administrative methodology, resulting in the merger of 3 separate systems into 1.

Assets Under Management: $6B

Account Types: Brokerage accounts, wrap programs, mutual funds and institutional managed accounts

Accounts Under Management: 3500+

Investment Vehicles: US Equities

Major Hurdle: Data mapping in a Live environment, while not interrupting normal business activities