Resourcing

Tokyo's Shinjuku Station

Tokyo, the financial center of Japan and one of the world's financial command centers, has the largest metropolitan economy in the world. This image captures the energy of Shinjuku, a major commercial center in Tokyo.

Advisory Services

The Advisory Services Group practice area focuses on the analysis, review, guidance and creation of frameworks to empower our clients business and technology groups including:

The work is performed by our industry practitioners and domain experts who each have many years of relevant experience spanning the market sectors, asset classes and functional areas we cover. This group is also adept in understanding the changing regulatory environment relating to central clearing & settlement, risk, transparency, capital allocation, Dodd-Frank, and Basel III.

Assessments:

At O3, Assessments represent the process of examining and evaluating business and technology around:

  • Organizational Values
  • Core Competencies
  • Current State
  • External Environment

Our role in this process helps clients to answer the following questions:

  • How are we positioned today?
  • How do we want to be positioned tomorrow?
  • What are the gaps we need to bridge and the strategies to reach our future state?

Strategic Road Maps:

O3 domain experts have worked closely with key client stakeholders to help formulate Strategic Roadmaps that deliver bottom line value and clarity. With the challenge of aligning business objectives with IT strategy, an effective roadmap combined with a strong business case, delivers a path to achievable goals with measurable results. Roadmaps help assure our clients they can put in motion today what is necessary in order to have the right combination of technology, processes, components and experience to meet future needs for critical products and services.

O3 Roadmaps consist of review processes that integrate technology plans across the targeted area, providing a system of checks and balances eliminating potential misjudgments and market surprises through a linkage of technology plans to business strategies and product plans.

Requirements:

Requirements Analysis is a well established process driven by working collaboratively with our clients to build a vision of what a new application / enhancement / solution will do for the company. We leverage a variety of accelerators and methodologies to streamline the requirements gathering process.

Major elements of the process typically include:

  • Business process maps – existing and future states
  • Current and future technical environment – which ones, how used, how integrated
  • Challenges, pains and problems associated with current systems
  • Additional factors driving the desire to consider change
  • Improvements in business processes that can be achieved
  • New system functional / technical requirements
  • Gaps and how to close them
  • Success criteria
  • Potential ROI of a new system

Overall project success is dependent upon having well defined and agreed requirements along with clear success criteria.

Impact Analysis:

An O3 Impact Analysis looks at the outcome of a project and its potential effect on the environment around the project (business environment, systems infrastructure, financial environment, etc.). It will highlight the differences in the environment between the current state and the future state after the project has been implemented. It may also look at a host of gradients of project impact, as well as the impacts of alternative approaches.

O3 Impact analyses are also used to either heighten or allay concerns about a project’s outcome by focusing on post-project conditions. An impact analysis typically incorporates the following components:

  • Anticipated outcomes from the project
  • Pre-project state
  • Areas where the project is/was expected to impact the pre-project state
  • Assumptions
  • Data sources
  • Data presentation (pre-project versus post-project)
  • Conclusions