Everything you need from readiness to go-live — the assessment to know where you stand, the playbook to build the plan, and the templates to execute it. Three products. One price. No redundancy.
Buy individually or get everything together and save $197. The bundle is built for teams that are serious about implementation — not picking up one tool and hoping for the best.
One-time payment. Access is immediate on purchase confirmation.
The assessment tells you where you'll fail before you start. 30 questions across data quality, integration complexity, compliance posture, organizational alignment, and vendor fit — with a scored readiness matrix and prioritized action roadmap. Don't plan the implementation until you've done this.
Eight chapters covering the full implementation lifecycle — pre-implementation readiness, configuration and integration architecture, compliance rule implementation, UAT strategy, go-live protocol, and post-go-live optimization. Platform-agnostic frameworks that work for Bloomberg AIM and Charles River equally.
The templates to execute what the playbook prescribes. Compliance rule worksheets, FIX session specs, UAT test case libraries, data migration templates, and project tracking frameworks — all with CRD and AIM variants. 13+ templates updated monthly. Three months gives you the full implementation window covered.
Most OMS implementations fail the same way: teams jump into configuration without validating data readiness, skip the structured planning phase because "they know their platform," and discover mid-UAT that three critical integrations weren't scoped. That's expensive to fix at $200–$400/hour consultant rates.
The bundle works sequentially. Start with the assessment — it takes 45 minutes and produces a scored readiness matrix with specific gaps. Use that as input to the playbook, which gives you the structured methodology to design the implementation around those gaps. Use the toolkit templates throughout execution — they're built for exactly the workstreams the playbook describes.
Buying all three separately costs more and takes longer to assemble. The bundle gets you everything in one transaction, with immediate access to all three.
$1,297 one-time. Assessment + Playbook Core + 3 months Toolkit access. Immediate delivery on purchase.
Buy the Bundle — $1,297 →