The next four chapters in the OMS implementation sequence — free for anyone who downloaded Part 1 (Ch 1–5).
If you've read Part 1 (Chapters 1–5 — download free at /playbook/sample), you know the terrain. Part 2 takes you from "we understand the control plane" to "we have a defensible selection rationale and a target operating model that's actually buildable."
These four chapters are where most implementations go wrong — not in execution, but in the discovery and requirements work that precedes it. Getting this wrong costs more than anything that happens during the build phase.
Part 1 and Part 2 together cover Parts I and II of the full six-part OMS Implementation Playbook. They are the front-end strategy, discovery, requirements, and vendor-selection framework — not the full implementation guide.
A structured process for inventorying your firm's actual operational state before scoping implementation. Covers data quality, integration dependencies, team capacity, compliance infrastructure, and the difference between how processes are documented and how they actually work. Output: a gap matrix with prioritized remediation sequenced by implementation risk.
How to write functional requirements that survive vendor demos and actually govern the build. Includes the TOM template used with buy-side clients — the difference between a requirements doc that gets ignored and one that shapes the contract and the SOW.
The evaluation methodology that prevents vendor steering and demo-driven scope creep. Covers how to structure evaluation criteria, weight by firm-specific priorities, score against actual requirements (not the demo deck), and build a selection rationale that holds up to board scrutiny and procurement pushback.
How to extend the target state beyond institutional workflows into wealth-driven variants — the configuration space that separates a system that your ops team can actually run from one that requires constant workaround. Includes the workflow mapping template and the go/no-go criteria before implementation starts.
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Part 1 and Part 2 give you the strategy, discovery, requirements, and selection foundation. The complete OMS Implementation Playbook adds the later implementation lifecycle: governance, data architecture, compliance build, testing, migration, cutover, go-live control, and post-launch sustainment.
Yes — if you downloaded Part 1 (Chapters 1–5), access to Part 2 (Chapters 6–9) is included at no additional cost. Enter the same email you used for Part 1.
Yes. Part 2 builds on the baseline, terminology, and framework established in Chapters 1–5. Download Part 1 for free first, then come back here.
Get your free copy of the OMS Playbook Part 1 — Chapters 1–5 cover the control-plane doctrine, market taxonomy, and architecture decision frameworks. Then return here for Part 2.
No. Part 2 closes the free front-end sequence only: Chapters 1–9 across Parts I and II. The full OMS Implementation Playbook includes all six parts and all 25 chapters.
The full 25-chapter Playbook (Core Edition, $497) covers all six parts, including Chapters 1–9 plus the implementation, testing, cutover, and sustainment material that follows. Part 1 + Part 2 together cover Parts I and II only. If you want the complete work, see /products/playbook.
PDF, immediately downloadable after email verification. Same format and page quality as Part 1.
Part 2 shows you what's possible. PBW engagements apply it directly to your firm's situation — current-state assessment, vendor evaluation, target operating model, implementation planning. If you're past the framework stage, that's where we work.
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