Anonymized case studies from active and prior engagements. Each pattern is real: firm type, problem, intervention, deliverables, and outcome. No vendor names. No invented case studies. Outcome basis is marked where financial impact is estimated rather than documented.
Firm type, operating context, and failure pattern are preserved while identifying details are removed.
Operational outcomes are labeled by basis so commercial impact is not overstated.
Use these examples to judge fit, not to assume identical economics for your own program.
$500M-$1B Long/Short Equity Manager
Case Study 01 Estimated financial impactThe firm entered implementation on a compressed timeline. Data readiness was assumed rather than validated. Security master mapping, the foundational reference data layer for downstream compliance and reporting, had gaps that did not surface until UAT Week 6. Go-live was delayed 8 weeks. Vendor professional services had moved on to the next project.
Full readiness assessment across 7 dimensions. Data mapping audit completed end-to-end. Parallel-run plan designed and signed off by both the trading desk and operations team before rescheduling.
Best matched engagement: OMS Readiness Diagnostic
Download Case Study PDF →$1B-$3B Fixed Income Manager
Case Study 02 Observed post-go-liveCRD compliance rule library was constructed by vendor professional services with compliance document input only. Rules passed UAT because they evaluated correctly against vendor-scripted test scenarios. At operational handoff, when the firm's compliance team needed exception workflows, escalation paths, and break-resolution procedures, the gaps were immediate. T+1 readiness was 6 weeks away with an unworkable system.
Compliance rule build governance framework implemented mid-project. UAT protocol redesigned to include buy-side operational criteria. Ops team briefed on exception handling before go-live.
Best matched engagement: Compliance Rule Mapping Audit
Download Case Study PDF →$300M-$700M Multi-Strategy Manager (Legacy Advent Geneva Migration)
Case Study 03 Estimated financial impactMigration from a legacy OMS to CRD. Reference data mapping was scoped from custodian account count instead of the actual complexity of the firm's data relationships: multi-custodian, multi-fund structure, and legacy instrument identifiers with no clean mapping path into the CRD security master. Parallel run was supposed to be 4 weeks. It ran 14. The implementation team was rebuilding mappings while running production-side parallel operations.
Data mapping framework rebuilt from the firm's actual custodian contracts and instrument records. Parallel-run governance introduced mid-crisis. Cutover criteria defined and locked before the rescheduled go-live date.
Best matched engagement: OMS Readiness Diagnostic
Download Case Study PDF →$500M-$1.5B Long-Only Equity Manager (Post-Implementation)
Case Study 04 Documented workflow improvementCRD implementation delivered and signed off. The system worked in demo and UAT. Post go-live, the firm's operations team discovered that 60% of order flow still required manual processing. Orders that should have routed automatically through configured workflows were being handled by hand. The automation roadmap had been deferred during implementation, and the operations team was already at capacity.
Workflow audit across all order-flow paths. Automation prioritized by volume and frequency. Phased rollout executed with the ops team embedded in each phase so the people operating the workflow shaped the fixes.
Best matched engagement: Post-Go-Live Optimization Review
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