KEY RESULTS

Operational Efficiency:

• Transformed Operating Model and Ways of Working
• 5x faster client onboarding by automating key processes and workflows
• On-demand business insights - quality controlled data & analytics
• Significant sustainable annual cost savings

Scalability & Growth:

Scalable, agile architecture supporting future growth and new services

THE CHALLENGE

Employees of a global PE-Backed Asset Management Services organisation’s operated within a fragmented, manual environment that relied on siloed processes and sequential production steps. Each service functioned independently, using separate data sources, workflows, and front-end systems—leading to high costs, operational inefficiencies, inconsistencies, and limited scalability. This decentralised approach caused significant duplication across data, workflows, and infrastructure, reducing the ability to deliver fast, consistent, and scalable services.

THE SOLUTION

To address these challenges, i-Volution Platforms (1) produced Value Creation Plan detailing priorities to address Operational Efficiency (2) designed and delivered a unified Digital Operating Platform on AWS Cloud, serving as the foundation for global product alignment and integration. The platform leveraged modern digital technologies on Cloud, APIs, AI, process automation, data, and analytics to create a seamless, scalable solution.

Key components of the solution included:

• System Integration & Modernisation: Replaced six disparate legacy systems with a unified platform
• Unified Modern, Scalable Platform Architecture: 
• Unified Integration Layer: all connectors, data types
• Unified Data Model: proven data methodology
• Decoupling of code, data, processing and dissemination
• Integration of GenAI pipelines
• Data catalogue and governance framework
• Self-service analytics and reporting capabilities
• Key Design Principles: Adopted a future-proof architecture
• Key considerations: serverless, microservices, open-source technologies, security, monitoring, orchestration, FinOps
  
• Operational Controls: Applied functional and technical controls across platform components to ensure process and data completeness, consistency, and accuracy
  

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