Endowment/Foundation Outsource CIO Financial Asset Management Investment Firm
Client Challenge
Significant strain on operations, systems, and employee morale due to rapid expansion
Manual, paper-based processes causing delays and inefficiencies in core workflows
Bottlenecks in portfolio management and due diligence impairing scalability
Strategic Objectives
🔢 1. Streamline Operational Workflows
Digitize and automate key processes to reduce manual effort and error rates
🔢 2. Enhance Scalability and Throughput
Implement systems capable of supporting rapid asset and client growth
🔢 3. Improve Employee Experience
Reduce administrative burden and enhance cross-functional collaboration
Outcome Focus
✅ Accelerated due diligence and investment execution
✅ Improved morale and operational resilience
✅ Scalable infrastructure aligned with long-term growth goals
Client Solution
🔢 Interim CIO: I designed and implemented a digital transformation strategy, stood-up an Agile/Scrum Team
🔢 Operational Assessment: Applied BAS™ Value Creation Engine Solution methodology to analyze current-state back and middle-office operations and identified efficiency opportunities
🔢 Agile Transformation: Researched industry best practices, presented compelling case to Partners on Agile methodologies, and established Agile/Scrum DevOps team
🔢 Custom Application Development: Led the development of web applications to streamline operations, designed on-demand reporting solutions, and built team capabilities to operate autonomously
🔢 Digital Document Management: Replaced manual processes with Electronic Document Management using MS SharePoint and designed workflow automation
Client Impact Results
✅ Cost Efficiency: Identified approximately 10% in operational expense reductions
✅ Rapid Implementation: Established functional Agile/Scrum DevOps team within 1 month
✅ Operational Excellence: Delivered streamlined operations and on-demand reporting systems within 2 months
✅ Team Autonomy: Achieved self-sufficient operations of the development team within 3 months
✅ Digital Transformation: Completed transition from manual, paper-based documents to electronic document management within 4 months
Client Technologies
✅ Agile/Scrum DevOps methodologies
✅ C# .Net and ASP.Net Web applications
✅ Microsoft SQL Server
✅ Workflow automation APIs
✅ Microsoft SharePoint