top of page
Collier & Associates brand mark featuring the core services: Business Transformation; Enterprise Systems; AI-Enabled Execution.

Endowment & Foundation Outsourced-CIO Investment Firm — $10.2M OpEx · Interim CIO, Phase B (6 Months at 50% Allocation)

Client Challenge

  • Leadership needed an empirical understanding of where operational cost was actually concentrated before setting improvement priorities

  • Bottlenecks in portfolio management and due diligence were impairing scalability

Client Solution

  • BAS™ Deployment: Across the complete organization and value chain — 9 core processes, 21 process perspectives, 36 activities

  • Model: 919 tasks, 234 flow units, 57 roles, 37 systems, and 30 FTEs documented; $9.94M of $10.2M OpEx modeled

  • Findings: Capital call process mapped at ~9 touch points; employee-level capacity overloads identified (multiple resources at 128–167% of practical capacity; outsourced work at 287%)

Client Impact Results

  • $1.33M in pure NVA identified (13.4% of modeled OpEx); Manage Fund was the #1 NVA activity at $935K and 5,000 hours — 563% worse than the next highest

  • Capital call process from ~9 touch points to 1 in the Phase I recommendation

  • Systems blueprint: 49 blueprint vs. 8 non-blueprint systems — manual processes $2.2M, public sources $1.6M, Excel $1.15M

  • Short- and long-term roadmap: core accounting consolidation, future-state process definition, master data centralization, Excel elimination

Client Technologies

  • BAS™ Solution — 919 tasks, 234 flow units, 37 systems modeled

  • ISIS, IPM, Private I and 34 other systems inventoried in the blueprint analysis

Andy transitioned from the IT Team, and conducted an in-depth study of Investure’s operations, providing us with specific areas and recommendations for improvement. The information will be vital for developing the IT roadmap for improving core processes.

Alice Handy, Owner & Chief Investment Officer ~ Investure

bottom of page