Start with the lean self-serve stack: the Express OMS Readiness Review, Playbook Core, and three months of toolkit access. Built for teams that need a disciplined implementation starting point without buying the entire control stack upfront.
Buy individually or get the readiness review, core methodology, and first 90 days of execution artifacts together. This is the leaner path for teams that do not need the premium control pack.
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 — self-guided and remote, with a scored readiness matrix and prioritized action roadmap. Don't plan the implementation until you've done this.
25 chapters across 6 parts — from control-plane doctrine and strategic architecture through data-centric, cloud/hybrid, API-and-event-governed integration, compliance-by-design, and post-go-live sustainment. 21-tenet documentation standard. Platform-aware, evidence-driven, artifact-first. An OMS implementation is not a software installation — it is a controlled reconstitution of how an investment firm makes, validates, and defends investment decisions.
The templates to execute what the playbook prescribes. FIX session specs, UAT test case libraries, data migration templates, and project tracking frameworks — all with CRD and AIM variants. 15 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 were never scoped. That is expensive to fix at consultant rates and even more expensive when confidence erodes internally.
The starter bundle works sequentially. Start with the assessment - it 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 are built for exactly the workstreams the playbook describes.
If you already need vendor-selection scoring, the Professional Playbook, lifetime templates, and direct support, step up to the OMS Implementation Control Pack. The starter bundle is intentionally leaner.
$1,297 one-time. Express OMS Readiness Review, Playbook Core, and three months of toolkit access. Immediate delivery on purchase.
Buy the Starter Bundle - $1,297 ->