consulting services curriculum vitae

Transcription

CONSULTING SERVICES
Curriculum Vitae
CONTENTS
3
EXECUTIVE SUMMARY
6
ADVANCED TECHNOLOGY
10 ASSET MANAGEMENT
18 CAPITAL MARKETS
50 CORPORATE FINANCE
54 ENERGY AND UTILITIES
74INSURANCE
78 WEALTH MANAGEMENT
2
Calgary
Energy and utilities
Toronto
Corporate finance
New York
We have a reputation for delivering sophisticated
enterprise-class systems. Our consultants have experience
across financial services and energy markets and
understand front-, middle- and back-office systems and
processes. All of our business analysts have formal
business and workflow modeling skills and are capable of
providing full systems life cycle support for business and
user requirements.
Capital markets
Boston
One of the leading consultancies focused primarily on the
global financial services and energy industries, we provide
end-to-end solutions and services. We understand that
addressing operational and technology issues is a key
ingredient to an organization’s success. We have a
particularly strong background in designing sophisticated
transactional and computational solutions for applications
such as high-availability, multi-tier computing and
processing systems; multi-asset real-time pricing and trade
execution engines; credit and market risk management
systems; service-oriented architectures and Web services;
and real-time content delivery frameworks.
Asset management
SunGard Consulting Services
provides independent business
and technology consulting in
financial services and energy. We
help firms around the world
identify the right technology
strategy for their business,
whether that involves navigating
regulatory requirements,
developing proprietary software
or integrating off-the-shelf
products. Our consultants offer
deep domain and technology
expertise as well as unparalleled
insight into SunGard’s solutions.
Advanced technology
EXECUTIVE
SUMMARY
Our expertise
Dublin
London
Frankfurt
Tunis
Chicago
Charlotte
Dallas
Dubai
Qatar
Shanghai
Hong Kong
Houston
Mumbai
Caracas
Bangalore
Sao Paulo
Johannesburg
Insurance
San Francisco
Beijing
Singapore
Sydney
Wealth management
www.sungard.com/consulting
3
Our services
Our domain and technology expertise equip us to provide a broad range of services including:
Business Consulting
››Advisory services
››Business process improvement
››IT Strategy and governance
››Maximizing customer experience
››Program assurance
Technology
Consulting
››Advanced technology
››Information management
››Business process management
››Custom application development
››Package implementation
››Systems integration
MANAGED SERVICES
››Managed IT services
››Business process improvement
››Testing services
SunGard Consulting Services consultants have deep experience designing business, application, functional and technical
architectures and design patterns. We are particularly strong in designing transactional and computational frameworks for
financial services and energy applications. We work with business, technology and operations groups to help ensure that
projects are run efficiently and with the appropriate support and controls.
Our managed services are designed for our customers throughout the financial services and energy industries and include
full service maintenance and 24/7 production support of application portfolios coupled with business process outsourcing.
Our global delivery model helps our clients leverage highly skilled delivery teams in secure onshore and offshore locations
to support business operations in the most cost-effective manner possible.
4
Companies around
the world use sungard
Consulting services
Our rapid deployment approach allows client access to
certain capabilities more rapidly than using traditional
“waterfall” development approaches. Because we iteratively
refine the system throughout development, end users are
allowed to experience the developing system. In this way,
business and technical issues are addressed during, not
after, development, which helps ensure that all objectives are
met and user expectations are more thoroughly satisfied.
Our team of experts
Corporate finance
200
SunGard Consulting Services has been using iterative
and Agile techniques on projects for more than a decade.
Our approach has always been to focus on delivering
value early and often providing many forms of quality
and management controls within each project.
Capital markets
Nearly
We have a proven rapid application development and
deployment approach that consistently delivers projects
on time and on budget. We work with our clients’
technology and business executives to quickly define
the complex business problems they are trying to solve
and construct a road map for project execution.
Asset management
SunGard Consulting Services
has been using iterative
and Agile techniques on
projects for more than a
decade. Our approach has
always been to focus on
delivering value early and
often providing many forms
of quality and management
controls within each project.
Advanced technology
Our approach
If you ask any SunGard Consulting Services employee
about their experience and what they like about their work,
you will probably hear about our entrepreneurial culture,
the demanding, mission-critical nature of the projects, the
satisfaction that comes with accountability and the respect
of colleagues for achievement and excellence. Our culture
and your experience as an employee are made up of the
many daily interactions with colleagues and customers.
How we conduct ourselves as individuals really does make
a difference.
More information on working at SunGard Consulting Services
is available at: www.sungard.com/consulting
Insurance
Our work
Detailed examples of our work appear on the
following pages.
For more information, contact us at
[email protected] or visit us at
Wealth management
5
Our consultants combine industry
knowledge and technical understanding
to help companies develop applications,
integrate systems and manage information.
6
Advanced technology
ADVANCED
TECHNOLOGY
SunGard Consulting Services develops knowledge and
experience with advanced technologies through our own
research and development efforts as well as customer
engagements. Our consultants combine industry
knowledge and technical understanding to help
companies develop applications, integrate systems and
manage information. We use the latest technologies and
development techniques to create solutions for companies
in media and other industries that are at different points
of the technology adoption curve. We then extend our
experience and innovations to our financial services and
energy customers.
Asset management
68%
as a service (SaaS)
››Green IT and sustainability initiatives
››Grid computing
››Infrastructure
››Mobile computing and communication
››Tablet device deployment
››Web development
Corporate finance
of our consultants
have technical
certifications
Capital markets
››“Big data” environments
››CRM
››Distributed computing, including cloud and software
A world-leading global stock exchange
Creating data efficiencies
Big data
Location
New York, USA
Date
Jan. 2010 — Feb. 2011
Business requirement
A world-leading stock exchange with 8,000 listed securities composed of equities and
derivatives exchanges across the U.S. and Europe had many internal data sources and
needed an aggregation service that provided a unified interface to access them.
Approach
SunGard Consulting Services recommended and then built a flexible access service to allow
the client applications to retrieve market data and other information through a simple
programmatic interface. This application, using the Spring and RESTEasy framework,
provided an HTTP interface for the client’s applications.
Insurance
Category
Technologies
Wealth management
By delivering easy retrieval of messages sent through the exchange’s CRM system, we sped
up the development of add-on applications, such as a new client portal. Currently, all of the
client’s applications (Drupal based) can use the same interface to access various data sources
efficiently. The interface provides data from many different sources, including real-time
market data from both U.S. and EU sources.
Java J2EE 1.6, Jboss Application Server, RESTEasy framework, Eclipse IDE, Subversion
Repository, Maven Build Tool
7
A leading financial services provider
IT outsourcing
Category
Infrastructure
Location
Massachusetts, USA
Date
Aug. 2009 — Dec. 2010
The client outsources four key functional areas — help desk, development, and infrastructure
and quality assurance— to SunGard Consulting Services. The client needed to increase
capacity, provide scalability to its product offering and reduce internal costs.
Approach
We took an initial inventory of applications and catalogued standard operating
procedures. We then held knowledge transfer sessions, shadowing before moving
to a steady state environment.
Technologies
Product management, Global Plus/Office, Investors View and First Rate specific product
knowledge. Development covers Vision, Java, C, scripts and Perl
Our consultants
possess skill sets on
Over
180
desktop applications
8
Advanced technology
A major media organization
CRM design, implementation and training
Location
New York, USA
Date
Jul. 2007 — Sep. 2007
A media company with several magazine properties and a website property is focused on
revenue through advertising sales, including managing customer interactions, RFPs and sales
forecasting. The existing system used to do this was based on old technology and was not
easily accessible by the sales staff. A sales operations gatekeeper is required to perform many
sales forecasting and pipeline management tasks. The customer needed a CRM system that
would help enable it to manage sales activities, make it easier for the sales team to directly
access client and pipeline data, and have a platform that could grow with the business.
Approach
SunGard Consulting Services provided business analysis, implementation, project
management, data integration and data migration assistance.
Capital markets
CRM
Asset management
Category
The CRM system allows the client to perform all sales activities on a user-friendly platform
that is more flexible and easier to use than the previous system. Follow-up phases will bring
all magazine properties onto the platform, as well as marketing activities.
Technologies
C#/.NET, ADO/.NET, Web Services, Sybase
Corporate finance
Insurance
Wealth management
9
We assist firms in adapting front-, middleand back-office operations to become
more cost competitive and to differentiate
themselves from their competition through
innovative client offerings.
10
Advanced technology
ASSET
MANAGEMENT
Institutional asset managers, third party administrators,
transfer agencies, hedge fund and private equity managers
and other financial firms turn to SunGard Consulting
Services for help in meeting the needs and expectations of
their clients and investors. We assist firms in adapting front-,
middle- and back-office operations to become more cost
competitive and to differentiate themselves from their
competition through innovative client offerings. Our services
include Lean process transformation, process automation
through business process management technology,
business information management, regulatory compliance,
client conversion and custom solution development.
Asset management
Capital markets
››Alternative investments
››CRM/IRM
››Investment accounting
Corporate finance
A world leading asset manager
Future state assessment
Pennsylvania, USA
Date
Oct. 2010 —
Jan. 2011
One of the world’s largest asset managers and top mutual fund providers recognized the
need to upgrade its program to attain a next-generation global fund accounting (NGGFA)
platform that can meet requirements for the next 15-plus years. The client sought to confirm
whether SunGard’s Asset Arena Investment Accounting system, which it had used in the U.S.
in outdated fashion, could fulfill the NGGFA requirements and be best leveraged to meet its
objectives of minimizing risk, operating globally and achieving scale.
Approach
The client engaged SunGard Consulting Services in an intensive 12-week, four-phase
assessment project: Phase 0: Pre-launch; Phase I: Current state analysis; Phase II: Future state
design; Phase III: Migration/road map planning. Through a joint project team, we provided
project management and business analysis, while the SunGard Asset Management segment
provided investment accounting/system-related subject matter expertise. Deliverables
provided an evaluation of the client’s current fund accounting operations across more than
20 operating units and recommendations for the future state operating model. Both technical
and functional work streams generated assessment recommendations and road maps.
SunGard Consulting Services platform capabilities related to BPM (through IPP), exception
management, global (including Australia fund market) accounting, and strategic data
extraction/reporting were among the tenets of the recommended new elements for the client.
The development of central utilities and governance models (e.g., for pricing and security
reference master data) and sponsorship of target priority core system enhancements were
also key recommendation areas.
Technologies
Solutions through Asset Arena Investment Accounting platform and IPP; work artifacts in IPP
process models, Excel analysis, Word and PowerPoint documents
Wealth management
Location
Insurance
Investment accounting
Category
11
A major asset management firm
Platform conversion design and development
Category
Investment accounting
Location
Massachusetts, USA
Date
Mar. 2011— Aug. 2012 (and ongoing through Dec. 2013)
A large, premier asset management firm decided, based on an earlier assessment with
SunGard Consulting Services, to consolidate its funds onto a single accounting platform,
migrating away from an in-house legacy system where its retail assets resided. This conversion
initiative is a complex, multi-work stream, three-year program requiring planning and
execution across functional and technical delivery areas, including system development
and configuration, fund conversion planning, operational readiness, and data mapping
and integration to achieve future strategic goals.
Approach
SunGard Consulting Services joined the program as a product and solution partner along
with two other vendors and up to nearly 300 client in-house staff, actively participating in
year-one planning agenda and year-two execution activities, with intensive preparation for
fund conversion processes. We worked with stakeholders to identify product gaps and
enhancements and drove delivery of product capabilities to meet aggressive business needs,
including accelerated dates. We provided technical expertise and resources to deploy, test
and support upgraded software.
We offered ongoing consultation and specific recommendations related to future state
architecture/technical configurations, including performance tuning tips. Our team leveraged
experience with other clients, conversions and accounting data to recommend and implement
methodologies for conversion, training and data mapping/management that help improve
efficiencies and reduce risks.
Technologies
12
Solutions through Asset Arena Investment Accounting platform; work artifacts in Excel,
Word and PowerPoint documents
Advanced technology
A private investment company
Reengineering build system
Location
New York, USA
Date
Mar. 2007 — Present
A leading private investment company had a large source repository that produces a large
number of binary targets that no longer can be reliably built and deployed.
Approach
SunGard Consulting Services is reengineering the Blue Mountain build system. A SunGard
expert in C/C++ .NET and build technologies is currently restructuring the libraries and
creating a continuous integration environment that builds and tests each component as
changes are checked in.
Technologies
CruiseControl, Visual Studio 2005, MSBuild, NUnit, Quant Lib, ALib, Nag Numerical Library,
VSTO, Rational Quantify and Purify
Capital markets
Alternative investments
Asset management
Category
An American investment management firm
Middle-office reengineering
Location
Connecticut, USA
Date
Mar. 2007 — Jan. 2010
The client is in the process of reengineering its middle- and back-office technology stack to
better support changing requirements, new instruments and an increase in trading volume.
Approach
SunGard Consulting Services experts in C#/.NET and Agile Project Management led
development teams, designed applications and frameworks, trained customer staff,
developed continuous integration processes, and wrote standards for development tools,
processes and code.
Technologies
.NET 3.5/3/2, Visual Studio 2008/2005/2003, SQL Server 2005/2000, ASP.NET, WCF, Castle,
NHibernate, LINQ, PowerShell, MSMQ, SSIS, Subversion, MSI, TeamCity, CruiseControl.NET,
MSBuild, RhinoMocks, NUnit
Corporate finance
Category
Insurance
Economic model development studio
Location
Connecticut, USA
Date
Dec. 2008 — Feb. 2009
The client needed the next generation of tools for economic model development, simulation
and deployment.
Approach
SunGard Consulting Services brought in a .NET expert to help the team at the project’s
inception. We set up architectural components and continuous integration.
Technologies
.NET 3.5, Visual Studio 2008, SQL Server 2005, WPF, WCF, Spring.NET, NHibernate, Excel,
R, NUnit, MSBuild, TeamCity
Wealth management
Category
13
Enterprisewide software build management
Category
Location
Connecticut, USA
Date
Oct. 2008 — Feb. 2009
The client needed a next-generation system to manage the software development process:
library management, compilation, automated testing, continuous integration, configuration
and deployment.
Approach
SunGard Consulting Services .NET experts built a system prototype in the Middle Office
Reengineering project, then stayed on to steer the project. Follow-on work included
developing build and test metrics capture, investigating deployment technologies and
creating database development process guidance.
Technologies
.NET 3.5, Visual Studio 2008, SQL Server 2005, Subversion, NUnit, NCover, MSBuild,
PowerShell, TeamCity, RedGate SQL Compare, Mingle
A leading investment firm
Risk and valuation system
Category
Location
New York, USA
Date
Sep. 2005 — Apr. 2007
SunGard Consulting Services designed, implemented and deployed a system to support
the client’s valuation and risk management activities across a broad range of instruments,
including credit derivatives, FX, rates and equities. The system was also designed to integrate
with Bloomberg AIM, Goldman Sachs REDI, a fund administrator accounting system and
multiple prime brokers, as well as supporting direct trade capture.
Approach
We deployed a strong team of financial .NET developers to work closely with quants, middle
office and traders. Agile development approaches were used to rapidly deploy a custom
trading system.
Technologies
Microsoft .NET technology and MS SQL Server and Analysis Services
14
Advanced technology
A private investment company
Credit derivatives trading system
Location
New York, USA
Date
Jun. 2004 — Sep. 2006
SunGard Consulting Services designed, implemented and deployed a system to support
credit derivatives, single names, indexes, tranches and other asset class trading, valuation and
risk management. The initial emphasis was on frameworks, infrastructure, design, prototyping
and basic application-level functionality that provide the ability to trade and manage the risk
of the client’s portfolios.
Approach
We deployed a strong team of seasoned financial .NET developers to work closely with
traders, quants and IT management. Agile development approaches were used to rapidly
deploy a custom trading system.
Technologies
Microsoft .NET and Oracle technology
Capital markets
Asset management
Category
An alternative investments solutions provider
Collateral management
Location
New York, USA
Date
Jan. 2003 — Jun. 2003
Design and build a collateral management system to automate the calculations of collateral
required to support operations.
Approach
SunGard Consulting Services developed a flexible system with a configurable user interface.
Technologies
Java 1.4, Struts and Tomcat XML/XSLT
Corporate finance
Category
Insurance
Three of the
Wealth management
TOP 20
Global 500 Companies
have engaged SunGard
consulting Services
15
A leading financial services group
Aexo development
Category
Location
New York, USA
Date
Apr. 2001 — Apr. 2003
The initial build-out of a complete hedge fund technology solution, including the setup
of development and quality assurance.
Approach
SunGard Consulting Services analyzed the conversion of a number of existing applications and
provided strategic guidance on the use of C# and associated .NET technologies to replace current
client implementations. We used Zero Touch Deployment to allow better control over application
modifications. Our team designed and developed a series of support tools using C# and .NET
technologies, developed fat client applications, and developed reusable Web controls written
in C# for use in implementing Web front ends for monitoring the ASP environment.
Technologies
Java 1.4 and Delphi 6.0
A leading investment advisor
IRM design, implementation and training
Category
CRM/IRM
Location
New York, USA
Date
Jul. 2007 — Aug. 2007
A hedge fund manager with approximately $8 billion in assets under management needed
an IRM solution that was tailored to its business processes. The IRM solution needed to be
integrated with the client’s fund accounting and partner accounting systems to provide the
right level of business value.
Approach
SunGard Consulting Services provided business analysis, implementation, project management,
data integration and data migration assistance. With this solution, the client is able to have
a centralized platform for viewing portfolio information, fund performance information,
subscriptions and redemptions. In addition, capital introductions, capital raising efforts and
deal pipelines can all be managed on the FiRM platform. Our integration with the client’s
in-house fund accounting and partner accounting system helps enable the client to manage
all of its IRM activities on one centralized platform, freeing up time previously spent on
manual tasks.
Technologies
C#/.NET, ADO/.NET, Web Services, SQL Server
16
Advanced technology
A leading fund of funds manager
IRM design, implementation and training
Location
New York, USA
Date
May 2007 — Jul. 2007
A fund of funds manager had combined two existing funds. With the new entity, automation
of the capital raising process and the due diligence process on fund managers had become
important to help improve and support both processes.
Approach
SunGard Consulting Services provided business analysis, implementation and training
assistance. We developed a centralized platform for viewing portfolio information, fund
performance information, subscriptions and redemptions. Also, capital introductions, capital
raising efforts and deal pipelines can now all be managed on this platform.
Technologies
Salesforce.com AppExchange Platform
Capital markets
CRM/IRM
Asset management
Category
A hedge fund manager
IRM design and implementation
Location
New York, USA
Date
Mar. 2007 — May 2007
A fund of funds manager had combined two existing funds. With the new entity, automation
of the capital raising process and the due diligence process on fund managers had become
important to help improve and support both processes.
Approach
SunGard Consulting Services provided business analysis, implementation and training
assistance. We developed a centralized platform for viewing portfolio information, fund
performance information, subscriptions and redemptions. Also, capital introductions, capital
raising efforts and deal pipelines can now all be managed on this platform.
Technologies
Salesforce.com AppExchange Platform
CRM/IRM
Corporate finance
Category
Insurance
Wealth management
17
Our team supports initiatives that enhance
revenue opportunities, improve operational
efficiency, and help assure regulatory
compliance in markets around the world.
18
Corporate finance
different
languages
››Banking
››CRM
››Derivatives
››Enterprise architecture
››Regulatory compliance
››Risk Management
››Straight Through Processing (STP) and OTC Clearing
››Testing
››Trading
Capital markets
29
Asset management
Our consultants
can work with
our customers in
Advanced technology
Capital
markets
SunGard Consulting Services helps capital markets firms
in both technology and operations across the entire trade
lifecycle with strategy, planning, and project execution
service offerings. Our team supports initiatives that
enhance revenue opportunities, improve operational
efficiency, and help assure regulatory compliance in
markets around the world, including equities, fixed income,
commodities and derivatives. We also build and deploy
software systems across the many functions that capital
markets participants support. Our deep domain and
valuable implementation experience give our advisory
teams a unique advantage in knowing what really works.
A leading global financial firm
Clearing requirements development
Location
New York, USA
Date
Dec. 2009 — Feb. 2010
The client’s requirements and process were not well defined for trading and clearing CDS
using CME as a centralized counterparty (CCP). Certain aspects of the CME CDS clearing
process were under development through Q2 2010 (i.e., trade affirmation platform and
credit/limit checks). The client required the ability to highlight the differences from its futures
clearing process to perform a gap analysis on its existing clearing infrastructure.
Approach
SunGard Consulting Services delivered the project using the ATLAS project management
methodology to develop requirements in the following sequence: We developed a high-level
flow diagram documenting aspects of the CDS trade life cycle early in the project to serve
as a function map and TOC. We then provided detailed examples of margin calculations,
cash flows, credit and succession event calculations. We infused our team with GMI and
CME subject matter expertise to validate, clarify and obtain implementation-level detail for
requirements. We held regularly scheduled workshops to iteratively validate flow diagram
and requirements documentation to converge on an accurate and detailed document to
help meet the client’s specific objectives.
Technologies
Java, WebServices Security, SAML, .NET/C#, CSA reference implementation
Wealth management
Derivatives
Insurance
Category
19
The capital markets arm of a major Canadian bank
IT advisory services
Category
Banking
Location
Toronto, Canada
Date
Mar. 2010 — Sep. 2011
Provide independent third-party training on the securities industry for the IT staff in the
context of the bank’s systems environment to better position staff members to work more
effectively with their business partners during requirements gathering activities.
Approach
SunGard Consulting Services deployed a small team of securities subject matter experts who
developed and delivered a set of courses, including “Introduction to Capital Markets” and
“Equities and Fixed Income Primers,” and a high-level overview of the Canadian regulatory
environment. “Equities and Fixed Income Primers” included illustrative examples using the
bank’s existing application ecosystem to explain in a more meaningful way how the equities
and fixed income businesses operated in the bank’s environment. Courses were delivered
several times over a span of two years.
A leading Canadian bank
Security reference master
Category
Banking
Location
Toronto, Canada
Date
Apr. 2008 — Jul. 2008
Define the Securities Data Model and requirements for a solution to support new aggregated
securities reporting regulations that involved consolidating securities reference data and
holdings from across all subsidiaries from many data sources. This requirement presented
a challenge to the client, as it was conducting its consolidation process manually at the time.
Approach
SunGard Consulting Services defined the Securities Data Model, as well as the technical and
operational requirements, and profiled current platforms, data sources and manual process
to satisfy the data aggregation requirements. We also conducted a gap analysis for each
platform/source versus requirements.
We defined alternative approaches to meet the regulatory requirements, including evaluating
an external vendor solution versus an internally developed solution based on enhancing an
existing data warehouse. We assessed each scenario, including pros and cons, impacts and
costs, and provided the client with a strategy and road map to move forward and meet its
regulatory obligations.
4 of the
top 10
Global 500
commercial banks
Consulting Services
20
Advanced technology
IT governance/organizational design
Location
Montreal, Canada
Date
Feb. 2007 — Mar. 2007
Conduct an independent third-party organizational review of the technology team supporting
the securities business. Recommend an optimal organizational structure for the IT team along
with a transition plan to smoothly move from the current to the target organization design. It
was essential that the review be conducted within a short time frame to allow the IT organization
to move to the new structure with minimal impact on business partners.
Approach
A SunGard Consulting Services managing partner with a demonstrated track record of
successful similar engagements conducted the review, supported by two senior consultants.
We gathered information from both IT and the business units IT supports. As part of the
review, we considered the size, structure, skills and experience levels of the client’s existing
IT staff, its business objectives and priorities, and its ability to absorb change. A new
organizational structure for the IT team was recommended and accepted. We helped the
CIO and the management team successfully deploy the transition plan and fully implement
the new organizational structure.
Capital markets
Banking
Asset management
Category
Corporate finance
IT governance/process assessment
Location
Montreal, Canada
Date
Mar. 2007 — Sep. 2007
Conduct an impartial third-party review of all IT processes and identify any material gaps,
risks or issues.
Approach
The SunGard Consulting Services IT Governance team conducted a current state assessment
of all IT processes and identified material gaps, risks and issues. We shared our results and
recommendations with the CIO and management team and developed joint action plans
to address specific issues that were deemed critical. These included the development and
enhancement of an architectural review board, service desk functions and change management
processes. In addition, we developed a standard project delivery framework for rollout and
completed the analysis phase of an IT funding model to identify and attribute specific IT costs
to business units using IT services.
Insurance
Banking
Category
Wealth management
21
Quality assurance and testing
Category
Testing
Location
Toronto, Canada
Date
Jan. 2011 — Dec. 2011
Develop the quality assurance (QA) and testing management strategy for a trading analytics
reporting program. The program’s business objective was to improve the infrastructure that
supports trading risk, address known risk management gaps and meet emerging regulatory
requirements. Business requirements were being defined through multiple work streams,
with each stream having its own requirements team.
Approach
SunGard Consulting Services developed a QA and testing framework and methodology
that aligned with overall program strategies and structure. We worked with representatives
from the project streams and the program level (e.g., requirements manager, program
manager, development leads) to define the program QA strategy. Of particular note in
this engagement was the need to define a framework to accommodate a system delivery
model that differed significantly from the bank’s traditional model (“hybrid iterative” versus
“waterfall”). The QA manager also guided a group of testing and QA resources in selecting
and implementing a test management tool set and in ensuring this group was properly
applying the QA strategy in the development of detailed test plans and test cases. We provided
the program with a comprehensive testing strategy that addressed the needs and constraints
of various program participants (business and IT groups) and that fit the new delivery model
the program had adopted.
Business analysis
Category
Banking
Location
Toronto, Canada
Date
May 2007 — Feb. 2008
Provide business analysis expertise to help a Canadian bank broker/dealer replace its existing
trading platform. The client’s existing trading environment was a multiplicity of trading
systems and services lacking in modern capabilities demanded by today’s trading standards,
including integrated order management, execution and post-trade functions.
Approach
SunGard Consulting Services managed the requirements, integration and QA functions
throughout the project phases, including conducting an analysis to identify gaps, defining
and documenting system requirements, assisting the client and vendor with requirements
implementation for various system modules, managing custom development and integration
with the ecosystem and middle- and back-offices, and managing QA to help ensure the
system was implemented to specifications.
Technologies
Fidessa trading systems
22
Advanced technology
The securities division of a major Canadian bank
Requirements management
Toronto, Canada
Date
Sep. 2009 — Jun. 2011
Establish a clear framework to govern the preparation of business requirements within the
capital markets division. Use the framework to document requirements for a trading analytics
reporting program to improve infrastructure supporting trading risk, address known risk
management gaps and meet emerging regulatory requirements. Business requirements
were to be defined through multiple work streams, with a need for consistency in approach
and alignment of content across streams.
Approach
SunGard Consulting Services provided a requirements manager with deep industry
experience to develop a requirements strategy that aligned with overall program strategies
and structure. We worked with leaders at both the work-stream and program levels to define
the framework for requirements definition, alignment, review and approval. The framework
articulated roles and responsibilities, guidelines/rules and procedures for all parties involved
in developing requirements. Of particular note in this engagement was the need to define
a governance framework to accommodate a system delivery model that differed significantly
from the bank’s traditional model (“hybrid iterative” versus “waterfall”). The requirements
manager was also responsible for hiring and staffing the requirements team, selecting the
tool to manage requirements and coordinating interaction between groups to help ensure
effective execution of their responsibilities.
Technologies
Blue Print
Corporate finance
Location
Capital markets
Banking
Asset management
Category
Trading risk data model
Location
Toronto, Canada
Date
Sep. 2009 — Aug. 2011
Develop a Trading Risk Data Model for a capital markets client spanning multiple business lines.
Approach
SunGard Consulting Services developed the Trading Risk Data Model based on input
across eight lines of business (LOBs) and IT stakeholder groups. The data model integrated
high-level data requirements needed across all LOBs to support the development of the
trading risk program and identified key data requirements, data subject areas, data entities,
dependencies and key data flows across trading risk functions into an organized and visual
set of data requirements using industry-standard methods. The solution modeled these
data subject areas: organization, legal entities, market data, asset master, trades/positions,
valuation, P&L and attribution, valuation adjustments, liquidity and funding, and risk
measurements.
Insurance
Risk management/trading
Category
Wealth management
The solution provided business experts and IT with a common visual model/framework
that could be understood and validated by both groups, as well as setting the foundation
for the risk platform by standardizing the data requirements for key risk functions and asset
classes for the overall program. This assisted in identifying a single source of data across
LOBs and, moving forward, allows the client to reduce overall technology ownership costs,
lower operational costs and more easily accommodate business changes as requested.
23
Investment Bank, Trading and Market Risk Group
Regulatory compliance
Category
Location
Toronto, Canada
Date
Sep. 2010 — Apr. 2011
Assist in the implementation of a global limits monitoring framework to align control
processes and trading risk policies to the client’s risk tolerance and trading desk strategies.
Approach
SunGard Consulting Services immediately implemented changes stemming from the new
framework that were urgently required by the business. We established a clear and consistent
limit structure and reorganized, rewrote and implemented 28 market risk policies across
various business lines comprising FX, credit, equity, interest rates and global commodities
trading businesses.
We updated all impacted downstream reports and dashboards to consume data provided in
the new risk reports, established limits consistent with board-approved trading risk tolerance
policies and trading desk strategies, and helped enable early warning notifications based on
predetermined thresholds to provide the front office the capability to stay within the client’s
defined limits and risk tolerance. This provided the bank with a clear limit structure for trading
risk consistent with board-approved trading risk appetite policies and trading desk strategies.
It also aligned trading risk limit control processes, policies and structure with the bank’s
trading risk tolerance and trading desk strategies and helped ensure that trading limits were
more easily measured, monitored and enforced.
Investment Bank, Trading and Market Risk Group
Category
Location
Toronto, Canada
Date
Apr. 2011 — Dec. 2011
Develop a set of business requirements for profit and loss calculations and risk management
measurements to bring consistency, transparency and independence to the computation and
explanation of portfolio valuations.
Approach
SunGard Consulting Services engaged with subject matter experts in risk management to
identify and document current state processes and workflows. We identified and resolved
inconsistencies in methodologies or processes, and presented results to the risk management
and IT teams for review and approval. We delivered a set of requirements that addressed
P&L calculations, P&L attribution, independent price verification, valuation adjustments,
global requirements and nonfunctional requirements.
24
Location
New York, USA
Date
Apr. 2012 — Present
Enhance the post-trade derivatives operational data store (ODS) to support all required fields
for Dodd-Frank reporting requirements across all trade types. Help enable distribution of this
data to the DTCC and ICE TradeVault swap data repositories. Properly manage applicable
regulatory identifiers, including USI and UPI.
Approach
A SunGard Consulting Services team was deployed and integrated within the existing
Agile/Scrum project team to perform requirements analysis, design, development and
testing. We leveraged our existing knowledge of the commodities business and internal
XML representation of normalized trades in the proprietary ODS to allow for rapid delivery.
Technologies
Java 6, DB2, XML, Spring, IBM MQ Series, JAXB, Scrum/Agile
Capital markets
Asset management
Category
Advanced technology
The commodities arm of a major global financial services firm
Dodd-Frank swap data repository (SDR) integration
The Brazil division of a world leading bank
Post-trade derivative processing
Sao Paulo, Brazil
Date
Dec. 2011 — Aug. 2012
Create functional and technical architecture for a new post-trade derivatives processing
system that must meet regulatory, processing and reporting requirements specific to the
Brazilian market, as well as multicurrency transactions, and support the client’s future
operating model. The primary objectives were to maximize straight-through processing,
eliminate trade volume constraints and mitigate the operational risks in existing platforms.
Approach
A small, highly experienced team of SunGard Consulting Services business analysts and
senior technical architects conducted a focused current state analysis across the end-to-end
trade life cycle. Using a structured information gathering process, our team quickly identified
all the steps in the trade life cycle and developed business requirements for the target
operating model. We then held short, focused workshops with key stakeholders in operations,
finance, trading, accounting and technology to collaboratively design and build a future state
technology platform. Our team led the development process using the Agile Scrum
methodology. We based the target state post-trade processing technology platform on a
message bus integrated with complex event processing and business process management
for flexibility, scalability, transparency and control.
Technologies
Java, Hazelcast, C# .NET, SQL Server, Apache Camel, IBM MQ (ActiveMQ for proof-of-concept)
Insurance
Location
Derivatives
Corporate finance
Category
Wealth management
25
The cross business eCommerce arm of a global financial
services firm
Customer relationship management architecture
Category
CRM
Location
New York, USA
Date
Jun. 2004 — Present
Develop the information architecture to help enable the sales force of two merged banks
to share client information, leverage client relationships, facilitate cross-selling and
measure performance.
Approach
As a result of a merger, multiple CRM platforms required a firm-wide strategic CRM architecture
solution and road map. SunGard Consulting Services developed the strategic information
model for the core components of CRM and the framework for developing the application
architecture and technical architecture. Our team also provided input regarding migrating
current CRM applications onto the targeted platform for sales management.
Technologies
Siebel, J2EE
The investment bank architecture group at a global financial
services firm
Global application inventory system
Category
Custom application development
Location
New York, USA
Date
Jan. 2001 — May 2003
During a large merger process, the client needed a Web-based application inventory system.
Approach
SunGard Consulting Services promptly designed, developed and deployed the system using
application server technology. The system is available globally and provides an extremely
useful repository of system information.
Technologies
J2EE, WebLogic
A leading global investment bank
Enterprise application infrastructure
Category
Enterprise infrastructure
Location
London, UK
Date
Mar. 2001 — Nov. 2002
Develop and roll out a sophisticated hosting environment that supports smooth deployment
and maintenance of numerous business-critical applications. The bank also wanted to reduce
total cost of ownership through a consolidated server approach.
Approach
SunGard Consulting Services deployed a team of developers to the internal hosting facility.
We helped the bank build a robust platform based on business requirements, market
trends and industry standards. Close ties between the business groups and infrastructure
providers contributed to the project’s success. The internal team now provides a fully
managed service ranging from engineering and architecture to consultancy and support.
Technologies
Apache, Tomcat, Java Web Logic
26
Location
New York, USA
Date
Sep. 2000 — May 2001
Design and build the document generation subsystem of an investment bank research
publication system.
Approach
The subsystem was built to perform final rendering of published documents in various formats
(HTML, PDF, Microsoft Word), as well as aggregate research content into a wide variety of
repackaging templates (Tech Daily, Morning Highlights, Wall Street On Demand, Healthcare
Daily, etc.) that can be created and modified on the fly. The subsystem is deployed as a set
of cooperating services running on UNIX and NT.
Technologies
Java 2, Servlets, JSPs with Custom Tag Libraries, XML, JNI, NSAPI, and COM. WebLogic,
Vignette V/5, J-Integra, iPlanet Web server
Capital markets
Asset management
Category
Advanced technology
services firm
Research content publishing platform
Location
New York, USA
Date
Sep. 2000 — May 2001
Create a flagship Web-based research offering that provides research content from across
multiple key business areas of the investment bank to both internal and external audiences.
Approach
SunGard Consulting Services provided technical expertise in benchmarking and optimizing
Web content delivery modules, as well as restructuring and consolidating the existing code
base. We also integrated the website into a single sign-on framework deployed across the
bank. We built a two-way integration layer between the research material and the BondHub
online community of bond dealers. The software helps enable BondHub users to locate and
access research content from the investment bank. SunGard consultants developed the
architectural blueprint of the next generation of the bank’s content management platform
and prototyped several key modules of the system.
Technologies
Java Servlets, Perl, CGI, NSAPI, ICE, Netscape Enterprise Server, JRun, Lotus Domino Server,
Sybase Transact-SQL, Entrust getAccess, Vignette V/5, Vignette Syndication Server, MQWorkflow
Insurance
Enterprise infrastructure
Category
Corporate finance
services firm
Content delivery infrastructure
Wealth management
27
The commodities arm of a major US financial services firm
Market risk reporting
Category
Commodities
Location
New York, USA
Date
Dec. 2005 — Jan. 2007
Design, build and deploy a risk reporting user interface to present risk managers and
controllers with a single, unified multidimensional view of their risk across commodity
classes and alongside current market prices. Support fast, ad-hoc navigation through
the multidimensional data and easy export to Excel.
Approach
We deployed a small team of SunGard Consulting Services Microsoft .NET developers with
online analytical processing experience. Our team specialized in Agile development and
utilized Scrum/XP programming to directly engage the business and minimize project
delivery risk.
Technologies
Microsoft .NET (C#), Microsoft Analysis Server (OLAP), ADOMD.NET, MDX, Infragistics,
Scrum and XP programming
Market data warehouse
Category
Commodities
Location
New York, USA
Date
Oct. 2006 — Oct. 2010
Create a centralized historical repository of all externally sourced and internally derived
market data and provide users and technology teams with access to this data.
Approach
SunGard Consulting Services developed a data warehouse built on Sybase using the industrystandard Informatica PowerCenter for extract, transform and load (ETL). The database
currently contains decades of historical data and loads new data on a same-day service-level
agreement. The success of the project has become apparent in the statistics: 400+ users
issue more than 100,000 queries daily against more than 3 billion data points.
Technologies
Sybase database on Linux, Informatica PowerCenter, C#, Excel Interop, Java 1.6
28
Advanced technology
Services firm
Front-office pricing
Location
New York, USA
Date
May 2006 — Jan. 2007
Design, build and deploy a price management and approval system that replaces an
interconnected set of Excel pricing spreadsheets with a server-side pricing engine. Help
ensure that traders and controllers retain the ability to use Excel to manage their pricing
workflow and user experience.
Approach
SunGard Consulting Services deployed a team of Microsoft .NET developers that specializes
in Agile development using Scrum/XP programming to directly engage the traders to
minimize user acceptance risk of the client’s new Excel-based solution.
Technologies
Microsoft .NET (C#), Excel, Office Primary Interop Assemblies, SOAP, Scrum and XP programming
Capital markets
Commodities
Asset management
Category
Pricing data warehouse
Location
New York, USA
Date
Jun. 2006 — Jun. 2008
Define a consolidated, cross-asset commodities data model for futures and over-the-counter
deal pricing data. Use this model as the foundation for a historical repository of prices for use
by analysts.
Approach
SunGard Consulting Services deployed a team of developers with analysis, modeling and
data warehousing experience. The team specializes in Agile development and uses Scrum/XP
programming.
Technologies
Data modeling, Informatica, Java, Sybase, Scrum and XP programming
Commodities
Corporate finance
Category
The credit derivatives group of a major European investment bank
Front-office trade capture
Insurance
Commodities
Location
New York, USA
Date
Oct. 2005 — Jan. 2007
Design, build and deploy front-office trade capture user interfaces that support complex credit
derivative products. Refactor existing architecture and application. Provide a flexible customerfacing application framework that can provide a rich set of front-office trading functionality.
Approach
We deployed a small team of SunGard Consulting Services Microsoft .NET development
specialists that specialize in using Agile development approaches and Scrum/ XP programming.
Technologies
Technologies: Microsoft .NET (C#), Scrum and XP programming
Wealth management
Category
29
The structured credit research group of a major European
investment bank
Mid-office processing
Category
Commodities
Location
London, UK
Date
Feb. 2004 — Dec. 2004
Design, build and deploy a state-of-the-art mid-office credit derivatives processing system
that supports a growing and demanding business area.
Approach
SunGard Consulting Services deployed a highly skilled Agile development team with strong
expertise in architecture, straight-through processing, integration and transactional systems
development.
Technologies
Microsoft .NET (C#), Java, Scrum and XP programming
The structured credit research group of a global financial
services firm
Client portfolio analysis tool
Category
Commodities
Location
New York, USA
Date
Feb. 2004 — May 2006
Design, build and deploy an externally facing Web front-end for the Structured Credit
Research Group. Provide analysts with an internal proprietary engine to analyze the client’s
instruments and portfolios.
Approach
The system’s initial release was time sensitive. From the initial project inception to production,
SunGard Consulting Services delivered within three months. Working on an aggressive
timeline, we used our rapid application development style. The system may integrate with the
client’s existing Web infrastructure, Morgan Markets.
Technologies
Open source tools including Tomcat, Eclipse, Maven, CVS, CruiseControl and JUnit
30
Location
New York, USA
Date
Oct. 2009 — Jul. 2010
The client launched an initiative to replace its existing commodities futures and options
back-office clearing and settlement system with the Ubix solution from SunGard. The program’s
scope encompassed several projects and work streams in various stages of progress. While
some functional verticals were ready to enter the testing phase, other aspects of the overall
program required further structure to strengthen and clarify detailed plans, improve productivity
and reduce project risks. To enhance its implementation efforts, the client wanted a structured
and efficient process that would allow it to streamline the replacement of its existing proprietary
back-office system with SunGard Ubix.
Approach
To mitigate risks and improve implementation strategy, SunGard Consulting Services
provided project resources to conduct business analysis and quality assurance, define and
test business scenarios in Ubix, and deliver custom interfaces to allow for a parallel
environment with Ubix and the client’s existing production system. Leveraging our program
management office (PMO), subject matter experts, implementation specialists, and adoption
frameworks, we developed a comprehensive approach and managed the engagement. We
partnered with the SunGard Brokerage & Clearance group to enhance and support the Ubix
implementation efforts.
Technologies
Ubix, CME Ubix, RefUbix, Clearvision, Oracle
Capital markets
Commodities
Asset management
Category
Advanced technology
The financial services and commodities arm of a major insurer
Corporate finance
Mark review system
Location
New York, USA
Date
May 2009 — Oct. 2009
Create a system to capture market data consensus information and tools for financial
controllers to run the mark review process. Mark review is the process of submitting internal
curve market data to external market data consensus providers and receiving statistical quality
analysis on this data in return.
Approach
SunGard Consulting Services built a system to drive this process including initial data
gathering and approval, submission to external providers, acquisition of the consensus data
from the external providers and presentation of the results to financial controllers, all
accessible through a front-end workflow-driven graphical user interface.
Technologies
Sybase database on Linux, Java, C#, SOAP, XML
Insurance
Commodities
Category
Wealth management
135
of our consultants
possess skillsets on over
180 desktop applications
31
The credit hybrids group of a global financial services firm
Credit derivatives trading system
Category
Commodities
Location
New York, USA
Date
Jun. 2001 — Jul. 2004
The bank sought to enhance its credit derivatives trade capture and portfolio analysis systems.
To be used by traders in New York, London and Tokyo, the system would allow external blotter
applications to book and amend trades. It would also support Excel spreadsheets for
managing large batches of trades through its own Web interface. The system was expected to
produce significant time savings in the middle office and help reduce deal loading errors,
allowing the bank to keep up with increasing trade volumes.
Approach
SunGard Consulting Services designed the system using state-of-the-art Web services
technology. We met aggressive timelines (under six months to production) and provided
on-time delivery within budget. The client received immediate business payback on one of
the bank’s first Web services applications.
Technologies
Java, J2EE, Servlets, JSPs EJB and XML. The products include WebLogic and client-side
Microsoft technologies
The fixed income and rate markets arm of a major global
financial services firm
Collateral managed trades
Category
Fixed income
Location
New York, USA
Date
Aug. 2003 — Dec. 2004
Design and build a fixed income trading system providing robust trading functions, including
trade capture, yield curve generation, analytics, real-time pricing and straight-through processing.
Approach
SunGard Consulting Services built the system using version 4.4 of the FIX (Financial
Interchange Protocol) for fixed income. We developed a C# WinForms client and .NET remote
server to provide a flexible environment in which new screens can be deployed to the client by
dynamically loading assemblies from a Web server based on the profile of an authorized
application user. Asynchronous secure bidirectional remote delegate calls provide
communication between the client and server.
Technologies
Microsoft .NET technology, Oracle database, Tibco pricing infrastructure and Javelin FIX Engine,
C# WinForms
32
Advanced technology
Global financial services firm
Bond syndication trading system
Location
New York, USA
Date
Jan. 2000 — Aug. 2002
A business-critical Web-based enterprise system focused on online marketing and sales of
syndicated bond issues. The system includes the world’s first wireless bond syndication service
built around Palm VII and WAP technologies. These wireless capabilities became the focus of
the bank’s marketing efforts and resulted in numerous press releases and advertising campaigns.
Approach
SunGard Consulting Services consultants based in New York and London delivered phase
one of this technically complex system in six weeks, showcasing an example of high-profile
rapid application development for e-commerce.
Technologies
The system is built around the application server architecture and fully uses J2EE technologies
such as JSP, Servlets, EJB, XML and XSL.
Capital markets
Fixed income
Asset management
Category
The credit risk management group of a global financial
services firm
P&L sign off
Corporate finance
Risk management
Location
New York, USA
Date
Build sign-off functionality within a P&L aggregator used by credit valuation adjustments
(CVA) desk senior management to track and govern risk management process. The tool
requires workflow and reporting capability to be used by traders, controllers and senior
managers to manage counterparty risk.
Approach
Approach: SunGard Consulting Services was involved in an advisory role to analyze the
existing sign-off process. We discovered inefficiencies in the process due to manual steps and
the use of multiple systems. We proposed reengineering the process to encourage simplicity
and automation and leverage one system to manage sign-off. Our team then provided project
management expertise to deliver the sign-off functionality in a phased approach.
Technologies
Agile project management, Java, Sybase, MS Project, Excel, PowerPoint
Category
Insurance
Wealth management
33
services firm
Traditional credit product (TCP) P&L reengineering
Category
Risk management
Location
New York, USA
Date
Reengineer the loans P&L and pricing process to allow loan controllers to manage monthly
and quarterly financial activity and to support loans trading and counterparty risk management
team. The goal was to automate the manual process to improve efficiency and help reduce costs.
Approach
SunGard Consulting Services was involved in an advisory role to analyze the existing TCP P&L
and pricing process. This involved analyzing multiple systems at the client site that were used
globally to support loan products, customer facility management, cost of funding and
bookkeeping. We analyzed various data repositories to identify gaps. We proposed a
strategic sourcing direction and a reengineered process to help the client manage daily
activity involving few manual steps. We also provided project management expertise to
onboard P&L data and develop required workflow and reporting functionality.
Technologies
Agile project management, Java, Sybase, MS Project, Excel, PowerPoint, Visio
Financial services firm
Constraints and approvals rules engine
Category
Risk management
Location
New York, USA
Date
Oct. 2003 — Present
As part of its Credit Transformation Initiative (CIT), the bank wanted to leverage existing
rules-based technology in a high-profile project within a proprietary program.
Approach
SunGard Consulting Services reengineered some core business processes within credit risk to
automate part of the credit officer’s decision making. Additionally, we are developing a proof
of concept for a rules-based engine that will help the client manage constraints more
effectively and automate determination of limits and exceptions.
Technologies
J2EE, ILog Rules Engine
34
Location
New York, USA
Date
Provide single strategic specifications to source derivatives data such as IRS, CCS, futures and
options, CDS, energy and commodities derivatives. The goal was to streamline processes, reduce
complexity and save costs by leveraging a single-feed loading process in the P&L aggregator
used by the CVA desk to hedge counterparty risk introduced by markets and credit movements.
Approach
SunGard Consulting Services provided business analysis and project coordination and
delivered strategic feed specification, a new feed loading process, and a detailed project plan
to onboard strategic sources leveraging new specifications. This involved knowledge of the
derivatives product, documenting the existing feed loading process, proposing new feed
loading process, and working with multiple derivatives application teams to understand their
road maps and proposed integration points.
Technologies
Excel, PowerPoint, MS Project, Visio
Capital markets
Risk management
Asset management
Category
Advanced technology
services firm
Strategic derivatives sourcing
Corporate finance
A major US banking and financial services company
Risk middle-office data aggregation team
Location
New York, USA
Date
Aug. 2010 — Jun. 2011
Manage the execution of a large, complex program of projects and perform business analysis
for a technology platform responsible for aggregating, reconciling and distributing transaction,
position and balance data to the market risk, credit risk, treasury and finance organizations.
Approach
SunGard Consulting Services provided project management, data analysis and QA support for
critical merger-related projects and business initiatives. Additional responsibilities included
managing the QA technology environment by documenting the current state, as well as
identifying areas for process, environment and organization improvements. We also coordinated
SIT and UAT cycles, including scheduling/planning, feed load coordination, batch and extract
execution, delivery of data to consumers, analysis of issues, and tracking issues to final
resolution and closure.
Insurance
Risk management
Category
Wealth management
35
services firm
Economic capital calculation engine
Category
Risk management
Location
New York, USA
Date
Nov. 2003 — Present
Build a calculation service designed to quantify credit risk and generate risk-driven economic
capital requirements. CapLogic is one the first deliverables of the bank’s high-profile Credit
Infrastructure Transformation (CIT) program.
Approach
SunGard Consulting Services delivered the first iteration of the system, including the ability to
produce end-to-end calculations of capital, allowances and expected losses for TCP. The team
is also working on the FX/derivatives calculation module, the design of the batch processing
data flow, the SVA loan calculator, and further system and data integration capabilities. Further
iterations of the initiative include providing Basel II regulatory credit capital functionality.
Technologies
J2EE, WebLogic Server 8.1 on Windows XP with Oracle 9i and Sybase database using open
source tools including Eclipse, Maven, CVS, CruiseControl, XMLBeans, JUnit and MockCreator
The credit portfolio group of a major Canadian bank
Special debts
Category
Risk management
Location
Toronto, CA
Date
Feb. 2004 — Present
The bank sought a bespoke system to integrate loan write-offs, loss provisions and recoveries
into the bank’s overall Basel II initiative.
Approach
SunGard Consulting Services designed and implemented a data aggregation service that
allowed all special debt data to be consolidated into a single system. We developed Webbased user interfaces to allow operation users the ability to maintain and report on the data.
Technologies
J2EE, WebLogic Server 8.1, Informatica ETL tools
SunGard
Consulting
Services has
more than
50
customers
across Europe
36
Advanced technology
A leading global investment bank
OSI risk assessment: engagement summary
Risk management
Location
New York, USA
Date
Dec. 2009 — Feb. 2010
Deutsche Bank needed recommendations on how to address any risks or open items that
might prevent its planned project rollout date.
Approach
SunGard Consulting Services OSI teams completed an OSI Program Inventory, OSI Risk
Assessment and Recommendations for OCC Certification of Compliance. We conducted
working sessions with the client to meet all project objectives and provided recommendations.
Asset management
Category
Capital markets
Major financial services holding company
Basel II implementation PMO
Risk management
Location
Massachusetts, USA
Date
Sep 2006 — Jan. 2009
Implement BancWare Capital Manager to model risk and determine capital adequacy.
Approach
SunGard provided a local project manager to lead a team of professional services
consultants to configure three models (wholesale, asset securitizations and consolidations).
Several customizations were performed to add securities lending capabilities and drill-down
features to the models.
Technologies
Technologies: BancWare Capital Manager and SQL
Corporate finance
Category
The treasury group of a leading US bank
Basel II implementation PMO
Risk management
Location
Massachusetts, USA
Date
May 2007 — Mar. 2009
Implement BancWare Capital Manager and E-Risk Economic Capital to model risk and
determine capital adequacy.
Approach
SunGard Consulting Services provided a local project manager to lead a team of professional
services consultants to configure five models (wholesale, asset securitizations, retail,
economic capital and consolidations).
Technologies
BancWare Capital Manager, BDI and SQL
Insurance
Category
Wealth management
37
A major US mass media corporation
Global treasury management process documentation
Category
Risk management
Location
California, USA
Date
Dec. 2008
Document all business processes associated with Disney’s global treasury management
function in preparation for the implementation and integration of SunGard’s AvantGard
Quantum and Risk. The scope of the project included documenting the business processes
required for the life cycle of all instruments managed by the treasury organization, including
foreign exchange, interest rate risk management, long-term debt issuance, short-term
debt, short-term investments, equities, commodities and credit default swaps. Process
documentation included process initiation conditions and/or events, process steps, actor
roles by type and level, technology employed (platforms, applications, end-user tools)
and the specific output created by the process. Additionally, the process documentation
included a discussion of the purpose for the process, the inputs/preconditions for the
process, the desired output, business process risks identified and the controls/process
constraints deployed to resolve or mitigate the risks.
Approach
SunGard Consulting Services used an instrument silo approach to document the global
treasury processes due to the limited presence of shared services and business resources.
Our team used subject matter expert interviews and observations to create a core process
diagram (Level 1 or L-1) landscape that included all of the business processes required for the
life cycle of each instrument. Each process document included the initiating event(s) or
circumstances, the process steps, the primary role or organizational group responsible for the
process, the technology applications used to accomplish the process goal and the process
output. Once the core processes were determined, each process was decomposed into the
next level (L-2) of detail, including the use of “swim-lanes” to provide greater detail between
process actors. In cases where the processes were intricate, additional detail was derived by
decomposing processes further (to L-3 and L-4 levels of complexity.)
In addition to the business process diagrams, we were responsible for documenting each
process flow as a narrative. These process narratives were prefaced with process goals,
process preconditions and expected process output. The written process descriptions
delineated system process action steps from manual action steps. The narratives were
supplemented with process risks and the process controls/constraints used to eliminate
or mitigate them.
Technologies
38
MS Visio, MS Word, MS Excel, Lombardi Blueprint
Location
New York, USA
Date
Jan. 1997 — Dec. 2004
Design and implement GlobalNet, a global cross-product credit risk management and
analysis system for bank senior management. For further details of the business and technical
components of this system, please request a case history.
Approach
SunGard Consulting Services built a three-tier system. The server architecture allows risk
analytic plug-ins to be dynamically loaded and run in a multi-threaded cache containing all
active trades. The system is used by more than 1,000 different geographical locations. It
handles 400,000 trades daily and is available throughout the world 24x7.
Technologies
Oracle DBMS, multi-threaded CORBA C++ application servers (Solaris), and a Web-based
front end using Java applets
Capital markets
Risk management
Asset management
Category
Advanced technology
The global credit risk management group of a global financial
services company
Global cross-product credit risk management system
Risk management
Location
New York, USA
Date
Apr. 2003 — Oct. 2004
SunGard Consulting Services worked with the bank’s Global Credit Risk Management Group
to consolidate multiple databases and reporting tools and to design and develop a single
strategic solution for all analysis and reporting needs.
Approach
We were responsible for data aggregation architecture, strategy and implementation.
Our team also architected Business Objects reporting strategy, design and implementation.
Technologies
Oracle data server, ETL tools and Business Objects
Category
Corporate finance
services company
Portfolio analysis & reporting
Insurance
Wealth management
39
Global financial services company
Data acquisition and control architecture and QA
Category
Risk management
Location
New York, USA
Date
Jan. 2003 — Apr. 2004
SunGard Consulting Services was engaged to help with the data acquisition and control
component of the client’s Credit Infrastructure Transformation (CIT) project from an
architectural perspective as well as helping the group build out its quality assurance, quality
control and testing functions.
Approach
We provided two key directions to the project. 1) Architectural support in term of extract,
transform and load (ETL) tools, strategy, design, hardware and infrastructure; and 2) QA
support with the design and implementation of a large-scale testing strategy and team.
Technologies
Informatica ETL tools
The Risk Management arm of a major US financial services firm
Trader curve market data management
Category
Risk management
Location
New York, USA
Date
Aug. 2005 — Sep. 2009
Create a centralized repository of trader curve market data and tools to browse and manipulate
this data.
Approach
SunGard Consulting Services built an object-oriented XML data middleware service that
exposes a generic structure for capturing trader market data models, plus a dependency and
calculation engine. We helped develop business-specific data models on top of the generic
structure and tools to work with this data, including an Excel plug-in for manipulating and
formatting the data, complete with pub/sub data acquisition and full editing and write-back
capabilities. We also developed a generic desktop application for browsing and managing
any data element, regardless of the data models stored therein. In addition, our team
developed business-specific desktop applications for browsing and managing data in formats
more suitable.
Technologies
Sybase database on Linux, Java, C#, Excel, SOAP, XML, MQ
40
Location
New York, USA
Date
Oct. 2009 — Present
Capture risk data from various upstream systems and store in a common format for reporting
and data feed purposes.
Approach
This is a large OLAP system involving many source and target systems. SunGard Consulting
Services took ownership of several code bases, including an Excel plug-in implementing
functionality for working with this consolidated risk information, Perl scripts for reconciling
data, .NET customers for automating Microsoft Analysis Service administrative tasks and a
Java service for providing enhanced drill-thru capabilities from OLAP to RDBMS. The end-user
tools have approximately 1,100 users worldwide who use the data on a daily basis.
Technologies
DB2 on Linux, Java, C#, SOAP, XML, Perl, Microsoft Analysis Services, OLAP
Capital markets
Risk management
Asset management
Category
Advanced technology
The risk management arm of a major US financial services firm
Risk data warehouse & data mart
services company
Project and release management process improvements
Corporate finance
Risk management
Location
New York, USA
Date
JPMC wanted to streamline its project and release management process by leveraging
various project management tools to manage quality deliverables from requirements
initiation to implementation.
Approach
SunGard Consulting Services advised and worked closely with the client’s program manager
to define a set of tools to manage issues and various releases. We devised new processes
to record, track and prioritize issues and communicated these to all stakeholders. We set
up a communications and release plan to manage business expectations. Our team helped
the client build a team culture to enforce team members to deliver quality releases leveraging
new tools and processes.
Technologies
JIRA, Excel, PowerPoint, MS Project, Visio
Category
Insurance
Wealth management
41
Global investment bank
Category
STP and OTC clearing
Location
Brazil
Date
Dec. 2011 — Jul. 2012
Business requirement: A global investment bank in Brazil wanted to integrate its existing
systems and STP processes and selected SunGard Consulting Services to support the
planning and redesign of its post-trade technology architecture.
Approach
Approach: A blended team in Sao Paulo and New York performed a current state analysis
of the bank’s STP processes across fixed income, FX, ETD, OTC and equities instruments.
We presented the identified gaps and issues in a holistic heat-map view of the organization’s
pain points.
Technologies
A future state vision was developed incorporating a more rationalized, integrated and efficient
architecture. The future state was supported by an iterative, component-based delivery road map
encompassing both tactical and strategic milestones. The overall engagement was delivered in
three months.
A major US financial services firm
Derivatives clearing requirements development
Category
STP and OTC clearing
Location
New York, USA
Date
Dec. 2009 — Feb. 2010
Client requirements and processes were not well defined for trading and clearing CDS using
CME as a centralized counterparty (CCP). Certain aspects of the CME CDS clearing process
were under development through Q2 2010 (i.e., Trade Affirmation Platform and Credit/Limit
Checks). The client wanted to highlight differences from the futures clearing process to
perform a gap analysis on its existing clearing infrastructure.
Approach
SunGard Consulting Services delivered the project using the Atlas project management
methodology to develop requirements in the following sequence. We developed a high-level
flow diagram documenting aspects of the CDS trade life cycle early in the project to serve
as a function map and TOC. We also provided detailed examples of margin calculations,
cash flows, credit and succession event calculations. Our team consisted of SunGard GMI
and CME subject matter expertise to validate, clarify and obtain implementation-level detail
for requirements. We held regularly scheduled workshops to iteratively validate flow diagram
and requirements documentation to converge on an accurate and detailed document and
meet the client’s specific objectives.
Technologies
Java, Web Services Security, SAML, .NET/C#, CSA Reference Implementation
42
Location
New York, USA
Date
The bank sought to implement electronic cross-product trading on a global basis. This was
a pioneering application, providing online trading for all bank market services using a
Web-based single-dealer front end for a variety of existing trading applications. The system
highlight is real-time Internet delivery of tradable prices for financial instruments. For further
details of the business and technical components of this system, please request a case history.
Approach
A SunGard Consulting Services software engineering team designed, implemented and
deployed the critical components of the application and its infrastructure, including all of
the Web-based browser development, application server technology and single sign-on
integration. We employed rapid prototyping at the early stages of the development cycle,
technical requirement analysis, legacy system integration and hosting deployment.
Technologies
JSP, Java Servlets, EJB, XML, JMS, applets, DHTML and JavaScript. Streaming data, real-time
prices, TIBCO infrastructure and Sybase
Capital markets
Electronic trading
Asset management
Category
Advanced technology
services company
Cross-product online trading platform
Electronic trading
Location
London, UK
Date
Jul. 2004 — Present
As part of a large merger initiative, the transition team sought to migrate and integrate
existing systems onto a more strategic platform.
Approach
SunGard Consulting Services is engaged in a number of activities, including business
analysis, technical architecture, code migration, data feed consolidation and target
architecture deployment.
Technologies
Java 1.3, Java 1.4, Corba, C++, XML
Category
Corporate finance
services company
FX B2B
Insurance
Nearly
Wealth management
100
consultants have
energy trading
risk management (ETRM)
experience
43
The brokerage accounting systems arm of a major US financial
services firm
Brokerage accounting re-engineering
Category
Electronic trading
Location
New York, USA
Date
Feb. 2000 — Aug. 2002
The bank sought to reengineer its brokerage accounting model, leveraging new technologies
to handle large transaction volumes projected to reach 10 million shares per day in the next
two to three years. The model had to incorporate all books and records from the client’s
legacy accounting system and allow users to flexibly query historical records.
Approach
Project Libra is a main component of the new technology blueprint that SunGard Consulting
Services helped develop for this global investment bank, the most complex renovation effort
attempted in the firm. We implemented a Journal Entry Query Tool (Jet) to allow flexible
querying of up to five years of history. The application has more than 2,500 users. The primary
DB2 database table contained over 100 million rows (over 1 terabyte of data).
Technologies
IBM’s WebSphere, JSPs, Servlets, JDBC, Java and DB2. DB2 and WebSphere are both running
on an S/390 mainframe
The futures business of a leading financial services company
Listed derivatives back office
Category
Derivatives
Location
New York, USA & London, UK
Date
Oct. 2008 — Apr. 2009
Credit Suisse wanted to expand its Listed Derivatives Business and become a new member of
several European energy exchanges. The project required support to integrate Credit Suisse’s
operations and technology with three specific exchanges in scope — BlueNext, LCH and EEX.
Approach
A team of SunGard Consulting Services and GMI product specialists worked with Credit
Suisse Operations and IT as one team across requirements definition, solution design,
integration, and testing and production start-up activities. The project included review and
definition of front to back flows, including exchange integration, front-office, clearing,
settlement, accounting and feeds to downstream applications. Our primary focus was
settlement, downstream feeds, accounting feeds, exchange integration and end-to-end
testing. In-scope exchanges were addressed and converted in a tiered release approach to
maximize reuse and minimize impact to Credit Suisse operations presented through the
conversion process. The project helped enable Credit Suisse to expand its listed derivatives
business across three new energy exchanges. The project was completed in six months.
44
Equities
Location
New York, USA
Date
Jul. 2003 — May 2004
The client’s equity derivatives group sought to integrate and interface with the Boston
Options Exchange, a fully electronic options exchange owned by the Boston Stock Exchange.
Approach
SunGard Consulting Services built software based on the Financial Information eXchange
(FIX) protocol, a series of messaging specifications developed for the automated trading of
securities and derivatives contracts.
Technologies
Microsoft .NET framework on the client and server side, Tibco infrastructure
Asset management
Category
Advanced technology
The institutional equities, futures and options arm of a global
financial services company
Boston options exchange (BOX) integration
Capital markets
The institutional equities, futures & options arm of a global
financial services company
Trader user interface infrastructure
Location
New York, USA
Date
Jul. 2003 — May 2004
The bank sought to reduce operating costs, consolidate infrastructure and improve security
by creating a thin-client graphical user interface (GUI) and shifting more computationally
intensive applications to the middle office.
Approach
SunGard Consulting Services provided the technical expertise to allow the business to
develop a coherent thin client application architecture that allows applications to embed the
business logic into the middle tier and to provide traders with a rich and responsive GUI. This
framework will allow a number of heavy desktop applications that compete for machine
resources to be ported to this fast and efficient .NET solution. The bank and SunGard
Consulting Services have jointly filed for a patent on this .NET solution frame.
Technologies
Microsoft .NET framework on the client and server side, Tibco infrastructure
Equities
Corporate finance
Category
Insurance
Wealth management
45
Broker Dealer Commodity F&O Clearing & Settlement
Ubix clearing & settlement system
Category
Trading
Location
New York, USA
Date
2009 — Aug. 2010
The client wanted to completely replace its metal and energy commodity back-office
settlement system. The large project included several major customizations of SunGard
Consulting Services’ Ubix solution. The implementation included four to five major phases,
including maintaining interface bridges to the current platform during parallel processing
phases.
Approach
We focused on supporting the client’s operational and IT staff to manage functional application
verticals, including margins, commission, fees, delivery, interest, accounts, credit and risk,
and compliance. Our team was responsible for organizing functional requirements, creating
test use cases and coordinating SIT and UAT for each release. Major deliverables included
functional requirements, test matrix, use cases, test schedule, test data management and
testing triage coordination.
Investment Bank Proprietary Equity Derivative Trading
Prop-trading system for non-electronic equity derivatives
Category
Trading
Location
New York, USA
Date
2009 — Apr. 2010
The client wanted to develop a new custom trading system to replace its current spreadsheet
trading method for proprietary desk non-electronic trading of equity derivatives. The current
system caused operational workflow problems and lacked required regulatory compliance
processes and checks.
Approach
SunGard Consulting Services focused on supporting the client’s project team to evaluate the
trading system architecture and recommend a proposed solution. The team also supported
the development of trading system functional requirements, test plans and conducting UAT
testing. Major deliverables included compliance functional requirements, test matrix, ACT
compliance test matrix, test schedule, test data management and testing triage coordination.
46
Advanced technology
Broker Dealer OMS and Compliance Customizations
Brass OMS equity and options trading
Location
New York, USA
Date
2009 — Feb. 2010
A leading broker-dealer needed major new features and specific customizations to its BRASS equity
and options trading OMS system and additional specialized features for Protegent compliance.
These systems are mission-critical applications and customization deadlines were tight.
Approach
SunGard Consulting Services captured, organized and sequenced all customer requirements
into releases, managed project work plans and project scope, coordinated development
schedules with offshore resources, coordinated and project managed customer status
meetings, managed the development of SIT and UAT use cases, and managed successful sign-off
of all customizations. The BRASS Equity OMS system and Protegent compliance system
customizations were delivered according to scope and the client’s required timeline.
Capital markets
Trading
Asset management
Category
Broker Dealer Fixed Income Primary Dealer
Bondone fixed income trading
Location
Illinois, USA
Date
2009 — Mar. 2010
The client started a business initiative to become a primary dealer of U.S. Treasuries.
The business leader reached out to SunGard Consulting Services to help his team define
the strategy, scope and implementation approach for the required technology and
operation platform.
Approach
We conducted a series of onsite workshops and working sessions with traders, operation
staff and technology teams. Our team defined requirements and workflows from price
feeds through analytics, offering price publishing to distribution channels, trading, orders
and trade transactions integration with the middle- and back-office. Major deliverables
included requirements, workflows and implementation plans.
Trading
Corporate finance
Category
Insurance
Wealth management
47
A MAJOR GLOBAL INVESTMENT BANK
Equities sales desk — global CRM rollout
Category
CRM/IRM
Location
New York, USA
Date
The client has an 800+ global Equities Sales and Research Group. It is currently implementing a
new CRM platform across this group, including data migration from multiple legacy applications
and data integration to and from multiple existing applications.
Approach
Given SunGard Consulting Services’ experience with global rollouts of this type, we were engaged
to provide subject matter expertise, best practice guidance, project management, and resource
planning and business analysis. We are involved with change management and training. In addition,
we are involved in analysis of data migration and integration with existing legacy systems.
Technologies
Salesforce.com AppExchange Platform, Web Services, AJAX, Adobe Flex
48
Advanced technology
The wealth management division of a major US bank
Private client group — global CRM rollout
CRM/IRM
Location
New York, USA
Date
The client’s Private Client Group is implementing a new CRM platform globally. As part of
this effort, it needed technical architecture subject matter experts (SMEs) since the in-house
IT team did not have specific experience in the platform being implemented.
Approach
SunGard Consulting Services served as both an architect and developer on this engagement.
We provided SME input on architectural decisions and are developing specific solutions
to enhance the client’s CRM solution. Due to our proactive approach and willingness
to put in the extra effort, the client has been able to implement features and functionality
that it did not expect to have in the project’s current phase.
Asset management
Category
Capital markets
In addition, we are serving as mentors for the client’s in-house technical team, helping team
members become more self-sufficient for future technical work. As part of this effort, we are also
investigating new technologies and providing the client with advice on the usefulness of these
technologies and how to implement them. We have become a trusted adviser to the client.
Technologies
C#/.NET, ADO/.NET, Web Services, AJAX, Windows Workflow Foundation, SQL Server
Corporate finance
Insurance
SunGard
Consulting
Services has
more than
Wealth management
165
customers
across America
49
Corporate finance and treasury organizations
are relying on SunGard Consulting Services
as they adapt to rapid market changes
and growing regulatory requirements.
50
Advanced technology
CORPORATE
FINANCE
Corporate finance and treasury organizations are
relying on SunGard Consulting Services as they adapt
to rapid market changes and growing regulatory
requirements. Our services support financial systems
architecture development, financial supply chain
enhancement, electronic bank account management
(eBAM) implementation, post-merger and acquisition
transformation, and treasury and cash management
improvement. We help address requirements
including cash management, trading, foreign exchange
and liquidity risk management, in-house banking,
intercompany finance, treasury and general ledger
accounting, and SWIFT integration.
Asset management
››Finance transformation
Capital markets
Finance Conglomerate, CFO Organization
Financial systems architecture
Location
New York, USA
Date
Phase 1: Design the front-, middle- and back-office financial system architecture for the
client’s corporate treasury function. Functional areas include cash management, trading,
short-term debt, foreign exchange and liquidity risk management, in-house banking,
intercompany finance, treasury and general ledger accounting, SWIFT integration, and bank
account management for more than 300 banks. The project started with a vendor RFP phase
that included non-SunGard applications.
Finance transformation
Corporate finance
Category
Approach
SunGard Consulting Services deployed a team of treasury, financial systems and finance
transformation specialists. The team specialized in treasury systems, trading systems and
treasury accounting.
Technologies
Wall Street Systems, ERP SAP, Bloomberg, Front Arena, SWIFT and approximately 35 other
financial applications
Insurance
Phase 2: Replace legacy systems and implement a state-of-the art integrated solution on a
worldwide basis (53 countries) impacting multiple legal and functional units. The solution
includes implementing messaging hubs, regional payment factories, a treasury portal for
metrics and reporting; integrating transactional data with the general ledger; reducing time
spent on manual tasks, standardizing and reengineering processes and procedures;
streamlining approval workflows; improving the management of bank relationships; and
improving the management of foreign exchange and capital market products.
Wealth management
51
Pharmaceutical Company, Corporate Treasury
Treasury management system
Category
Location
New Jersey, USA
Date
Oct. 2010 — Jun. 2011
Project manage the build and deployment of a treasury management system integrating
more than 80 banks, cash management, capital markets, foreign exchange and treasury
accounting systems to support the client’s corporate headquarters, shared services locations
and growing business units.
Approach
SunGard Consulting Services deployed a small team of highly skilled treasury systems
specialists. The team had strong expertise in program management, treasury and financial
systems.
The solution improved the visibility of cash positions on a global basis, improved reporting,
integrated transactional data with the general ledger, reduced time spent on manual tasks and use
of spreadsheets, standardized processes and procedures, streamlined approval workflows, improved
the management of bank relationships, and improved the management of foreign exchange.
Technologies
SunGard AvantGard, 360T, Bloomberg, BAI bank messaging
Financial Messaging Provider, Product Development
eBAM central utility (E-CU)
Category
Location
Brussels, Belgium
Date
Mar. 2011 — Sep. 2011
Create a hub solution to facilitate the implementation of electronic bank account
management (eBAM) across banks, vendors and markets.
Approach
SunGard Consulting Services deployed a small team of highly skilled SWIFT messaging and
eBAM developers. The team had strong expertise in project management, Scrum/Agile
and bank account management. The eBAM Central Utility (E-CU) service created a single
multibank platform for multinational companies and correspondent banks to manage
their bank accounts electronically, capitalizing on industry standards for eBAM.
Technologies
eBAM, SWIFT FileACT and XML ISO 20002 standards, Java, IPP technology
Over
130
consultants have domain experience
across the financial
services industries
52
Advanced technology
Insurance Company, CFO Organization
Post-merger and acquisition financial systems integration
Location
Iowa, USA
Date
Jun. 2011 — May 2012
Upgrade and integrate the financial systems of the acquired company into the acquiring
company’s environment. Applications and functions included the general ledger, accounts
payable, accounts receivable, fixed assets, claims management, commissions, reinsurance,
investment management, payroll, budgeting/forecasting, purchasing and imaging systems.
Approach
SunGard Consulting Services deployed a small team of finance transformation, finance and
financial systems professionals to lead the overall project, implement systems, migrate
data and train client staff.
Technologies
SunGard EAS GL and Investments, Oracle GL and multiple other financial systems
Capital markets
Asset management
Category
Bank, Investments Division
Location
Canada
Date
Jun. 2011 — May 2012
Implement a standardized SWIFT messaging structure between the bank and 16 financial
advisers (each with its own SWIFT BIC code) and integrate with the SunGard electronic
communication infrastructure (ECHOS). Implement a managed services contract.
Approach
SunGard Consulting Services deployed a small team of SWIFT and ECHOS professionals to
lead the overall project, implement systems, migrate data, and train client staff. For this
initiative, ECHOS was implemented allowing for SWIFT MT541 and MT543 instructions.
Technologies
SunGard Asset Arena Investment Accounting, SunGard ECHOS, SWIFT, ICS middleware
Corporate finance
Category
Insurance
Wealth management
53
SunGard Consulting Services brings
extensive, diverse experience to its work for
the companies that discover, produce and
deliver essential resources.
54
improvement
development
››Data management
››ETRM
››Gas operations
››Regulatory
Capital markets
››Custom application
Asset management
››BPM
››Business process
Advanced technology
ENERGY and
UTILITIES
SunGard Consulting Services brings extensive, diverse
experience to its work for the companies that discover,
produce and deliver essential resources. We serve utilities,
retailers, wholesalers, and integrated energy and commodity
companies, as well as market participants such as banks,
hedge funds, traders, and nonintegrated energy companies
and exchanges. We support initiatives including regulatory
compliance and reporting improvement, energy trading and
risk management (ETRM) system implementation, business
process enhancement, and data management and data
quality improvement.
A major US power company
Cash month P&L reporting
Location
Houston, TX
Date
Mar. 2011 — Mar. 2012
A major U.S. power company wanted to provide an integrated view of cash month P&L across
all its commercial operations on a daily basis. The client’s current P&L reporting was manual
and siloed at individual desks.
Approach
SunGard Consulting Services proposed building a data warehouse that provided an integrated
view of P&L on a ‘day after’ (called T+1) basis. The data warehouse development was iterative.
Each iteration focused on integrating activities in a particular market (viz. day ahead bids/
awards, real-time imbalance, hedges, financial/physical deals and plant generation, load, burn).
Our team:
Data management
Corporate finance
Category
››Designed a road map for building the business intelligence framework and sprint planning
››Conducted business analysis and gathered business requirements and translated them
into technical specifications for the development team
Insurance
››Provided subject matter expertise on building business intelligence solutions
››Advised on best practices in architecture, analysis, design, collaboration and quality
assurance, among others
››Supported data investigations and corrections that helped ensure accuracy of data provided
››Conducted unit and systems integration testing
››Helped users navigate the new system through user acceptance testing
Technologies
Wealth management
As a result, the client can reasonably estimate P&L on a ‘day after’ basis versus the former
process that involved hearing from independent system owners, which, in some cases, took
about 13 days. The client was able to view several multimillion-dollar deals that were manually
maintained and not getting accounted in P&L. Additionally, the process improved the quality
of the P&L reporting by bringing numbers closer to the accounting numbers within
acceptable limits (5 to 10 million).
Database: SQL Server; ETL: SSIS; OLAP: SSAS and Excel Pivot; Reporting: SSRS;
Collaboration: TFS and SharePoint
55
A major wholesale energy marketer
Dodd-Frank compliance regulations
Category
Regulatory
Location
Houston, TX
Date
A major global energy company wanted to help ensure its preparedness for impending
Dodd-Frank regulations related to its commodities trading and marketing business. The
company handles multiple energy-related commodities, including crude oil, refined products,
natural gas and power. SunGard Consulting Services was engaged to identify the impacts,
determine the complexity of required changes and develop a road map to help the client
become compliant with Dodd-Frank regulations.
Approach
Our team:
››Reviewed and prioritized notices of proposed rulemakings from the CFTC
››Evaluated individual requirements for IT and/or business process impacts
››Assessed the clarity of each requirement and determined the priority
››Reviewed all essential applications for the IT impacts
››Quantified the scale of each impact for effort, duration and cost
››Categorized the requirements and impacts into a road map toward regulation compliance
››Developed a business benefits base to address the gaps
››Moved forward with high-priority impacts with the least regret spend (position limits, data
definition and system mapping).
We successfully identified hundreds of relevant Dodd-Frank requirements with IT and/or
business process impacts and pinpointed 300+ individual IT system impacts identified from
approximately 100 requirements. Our team built a structural framework related to a reporting
repository, remediated data structural gaps related to reporting records and initially focused
on position limits by commodity as a building block. Additionally, we created a plan of action
to focus on the data needed for the swap data repository by building out a data dictionary
and analyzing what was needed for the master data and intra-day/real-time requirements.
Technologies
56
PowerImage
Advanced technology
A major wholesale energy marketer
Implementing a single gas platform leveraging ETRM
Houston, TX
Date
Mar. 2010 — Dec. 2011
One of the largest wholesale energy marketers and traders in North America wanted to
consolidate physical gas processes to a single Endur platform. Previously the physical gas
trades were booked in Endur but were then interfaced to Nucleus to perform the rest of the
ETRM processes (scheduling, confirmation, settlement and accounting). The client needed
ETRM, Endur and IT delivery expertise for the largest part of its initiative. With one of the
largest physical gas implementations ever, the client was looking for front-to-back automation
of different ETRM processes.
Approach
The client engaged SunGard Consulting Services as a strategic supplier to implement this
solution with Endur and all interfacing systems. We managed a significant portion of the
program by providing the team with front-, middle- and back-office ETRM/Endur subject
matter experts to drive the design and testing in all functional areas, including deal modeling,
scheduling, confirmation, invoicing, risk, credit and accounting. We led the development,
infrastructure, performance, build and release on Endur and all integrated systems, including
data warehouse solutions, Endur interfaces with external systems including SAP, EasyLink,
and eConfirm, exchange systems, and contract management systems. We helped ensure a
high degree of process automation on all front-, middle- and back-office areas. Additionally,
we built three data warehousing solutions for market risk, credit risk and accounting to provide
high-performing and scalable reporting/analytics solutions for the business. The project team
was recognized for its ability to successfully deliver large ETRM projects and its expertise
in ETRM processes, Endur, data warehousing and system integration. As one of the largest
ETRM implementations, the project showcased the expertise, skills and experience that we
bring to the table for delivering large and complex projects requirements.
Technologies
Endur, Informatica, Oracle, AVS, Open JVS, OpenComponent, .NET, Java, BizTalk, SAP, data
warehousing technologies
Corporate finance
Location
Capital markets
ETRM/regulatory
Asset management
Category
Over
Insurance
150
consultants have
domain experience
across the energy &
utilities industries
Wealth management
57
A major US electric utility company
Custom ETRM implementation
Category
ETRM
Location
Florida, USA
Date
2010 — May 2012
A major U.S. electric utility company engaged SunGard Consulting Services to implement a
custom-developed ETRM, Phoenix, for its deregulated and regulated commodity trading
business units. The Phoenix deal capture system provides one of the client’s subsidiary
marketing business units and its own regulated trading operations with the ability to capture
the terms of trades between the client and its counterparties. The client decided to phase out
its legacy system through periodic releases of the new Phoenix system beginning in 2008 and
ending in 2010. The Phoenix system is required to interface with several key systems to receive
and transmit a variety of transactional information, including bilateral gas and power trades,
ISO generation and load deals, financial deals, power transmission and scheduling transactions,
market pricing and meter data, ISO settlement transactions and accounting GL transactions.
Approach
Our project team followed SunGard Consulting Services’ systems development life cycle
(SDLC) methodology that includes project initiation; requirements elaboration; analysis and
design; development and unit testing; quality assurance testing and user acceptance testing;
implementation and post-implementation support. Through five releases over the past two
and a half years, we have successfully implemented the following functional modules in the
Phoenix system:
››Physical power deal capture (more than 20 deal-types)
››Power transmission and OASIS scheduling
››Financial trading (FX, financial load swaps, etc.)
››ISO market interfaces — demand/load and virtual bids, gen offers, and FTR congestion
interfaces for MISO, NEPOOL, PJM, NYISO, CAISO, IESO, ERCOT zonal, and ERCOT
nodal (in development)
››ISO bilateral power scheduling and hedging (direct bookouts, indirect “path outs,”
hedging virtuals-incs/decs
››ISO transaction settlements and allocation — by portfolio, strategy and trader
››Settlements and accounting (all deal types) — invoicing, accruals, closing, SAP interfaces
Technologies
58
Java Spring/Hibernate, Oracle Discoverer, Cognos Nucleus, nMarket, SAP, HP Quality Center,
Bigzilla, PL/SQL Developer, Excel
Advanced technology
A new oil refining company
ETRM trading blueprint
Location
India
Date
Apr. 2010 — Jun. 2010
A new oil refining company building its first refinery needed to set up the organization,
technology and processes to run and operate a refining and marketing business. Specifically,
the client needed to build capabilities in trading, shipping and risk management to meet its
business objectives. It also needed to define the tools, processes and organizational model
for trading crude oil to support operations.
Approach
SunGard Consulting Services was engaged to define the processes, best practices,
organizational model and technology requirements for the client’s trading and risk
management organization. We provided a high-level energy trading and risk management
strategy that encompassed business processes, leading best practices, maturity model,
enterprise resource planning leveraging SAP, and linear programming integration points. We
also recommended an energy trading and risk management organization model, an
implementation plan and the IT infrastructure required to support the deployment of an ETRM
system to support the client’s business requirements.
Capital markets
ETRM
Asset management
Category
Technologies
Corporate finance
We provided well-defined processes and practices, allowing the client to quickly become an
effective and efficient crude trading organization. As a result, the client was able to define the
organization needed to support crude oil trading operations and leveraged the requirements
definition and business processes to select an ETRM vendor. This allowed it to quickly get the
ETRM implementation going.
SunGard ETRM best practices, SunGard ETRM maturity models, SunGard ETRM business and
functional requirements, SunGard ETRM technical reference architecture
Insurance
Wealth management
59
A leading US gas utility company
Improving business efficiencies through ETRM
Category
ETRM
Location
Houston, TX
Date
Feb. 2006 — Apr. 2009
A leading U.S. gas utility company wanted assistance with the implementation of its ETRM and
business process changes. The client wished to implement the vanilla version of third-party
software with minimum customizations. It was willing to change business processes to adjust
to the software instead of customizing the software for current business processes.
Approach
SunGard Consulting Services performed a gap analysis of existing business processes
and third-party software to understand the differences. We used the client’s own priorities
to develop an approach that required limited customizations and improved business
process efficiencies. We successfully managed the implementation, including documenting
new business processes and hands-on user training. Post implementation, management
was able to define additional business controls and increased visibility of daily operations.
Additionally, we identified interface opportunities to SAP and retail systems that were
subsequently implemented.
Technologies
SunGard Entegrate platform
A leading US gas utility company
Increased efficiencies by interfacing ETRM and ERP systems
Category
ETRM
Location
Houston, TX
Date
Feb. 2007 — Feb. 2008
A leading U.S. gas utility company faced inefficiencies and data quality issues due to the
manual and paper-intensive processes it employed and wanted to move data from its ETRM
system to its enterprise resource planning (ERP) system.
Approach
SunGard Consulting Services automated the business process used to transfer data between
the ETRM system and the ERP system. The project team added user-controlled releasing
mechanisms to the ETRM system to help enable the business to manage the flow of data
between the two systems. Additionally, we created reconciliation reports for ongoing verification.
The interface reduced the manual dependencies previously required to flow data between
the two systems and reduced the amount of time required to have data posted in the ERP
system, thus improving operational efficiencies and speeding up responsiveness. As a result,
the interface automated account receivable and account payable transactions, which
eliminated the paperwork to post journal and payment entries.
Technologies
60
SAP, SES Entegrate platform
Advanced technology
A leading electricity and energy services provider
Business efficiencies through information management
Allentown, PA
Date
Apr. 2009 — Dec. 2011
The trading arm of a leading supplier of electricity and energy services engaged SunGard
Consulting Services to upgrade its energy trading and associated decision-making IT
infrastructure to align with business growth drivers. The client needed more than just a point
solution upgrade of its existing ETRM to address operational analysis issues — it needed the
ability to calculate and analyze operational and financial results and perform reliable P&L/
position/risk management across front-, middle- and back-office systems. The client’s
executive management also needed to improve the business capability from a current state of
static transaction reporting using numerous spreadsheets to an interactive solution delivering
results through a single, self-service-oriented business intelligence portal.
Approach
SunGard Consulting Services engaged the front-, middle- and back-offices in creating a
common view of business information that would drive day-to-day operations and support
business operational and executive management needs, analytical needs and decision
making. We managed and delivered the entire information management-focused software
development life cycle. Our project team developed a state-of-the-art custom business
intelligence application and information infrastructure designed to provide the client with a
single consolidated view of activity from multiple source systems that will support reporting,
analysis and new insights across front-, middle- and back-offices.
Corporate finance
Location
Capital markets
Data management
Asset management
Category
We successfully created a single platform to align the business processes and data for the
front-, middle- and back-offices, enabling the client to spend less time on data gathering and
more time on information analysis. As a result, the client experienced enhanced transparency
of position and risk reporting; an enhanced ability to evaluate opportunities, risks and
profitability by portfolio, strategy and trader portfolios, including marketing, trading and
assets; and increased efficiency and productivity. Additionally, all regulatory and compliance
reporting and accounting processes use data from the business intelligence platform.
SunGard Aligne, Microstrategy, Informatica, Oracle, .NET, nMarket, Fuelworx, OATI
Technologies
Insurance
Wealth management
2 of the
top 10
American Energy
Companies have
engaged SunGard
Consulting Services
61
A leading electric utility
Data management efficiencies
Category
Data management
Location
Dallas, TX
Date
Mar. 2010 — Oct. 2011
A regulated electric distribution and transmission business that provides reliable electricity
delivery to consumers wanted to migrate its user base to an advanced measurement
platform to lower the cost of meter readings and provide customers with near-real-time
data analysis and alerting capabilities. The platform provided its clients and energy suppliers
with immediate data availability and the ability to remotely manage energy consumption
and outage information. SunGard Consulting Services was charged with the development
and automation of routine information delivery processes to support third-party entities such
as ERCOT, Smart Meter Texas Portal (SMT) and Retail Electric Providers (REPs).
Approach
We provided support and validation of the Advanced Metering System Release 3 (AMS R3)
enterprise data warehouse model, mappings and reports. In addition, we supported data
investigations and corrections to help ensure that the data being provided both internally
and externally was accurate, timely and complete.
We successfully completed the development and automation of data extraction and delivery
routines for internal and third-party data consumers, including core reports critical to the
client’s business. Additionally, we completed validation of the AMS R3 models and mappings,
ensuring completeness and accuracy, as well as multiple data correction projects to support
internal and external information delivery requirements.
Technologies
62
Oracle, Informix, Informatica, Cognos
Advanced technology
A retail electric provider
Operational efficiencies through data reconciliation
Location
Houston, TX
Date
Feb. 2010 — Feb. 2011
A leading retail electric provider providing electricity plans for residential and commercial
customers in Texas (ERCOT) as well as several other U.S. markets had underlying data quality
issues within several key systems. A complete set of data from the market was available and
could be compared with the client’s systems to identify data quality problems. SunGard
Consulting Services was engaged to design and implement a custom solution to help
compare these sources and identify specific issues to address.
Approach
Our team used the ERCOT Esi Id extract. “727 Extract” is the specific name of the dataset
used from ERCOT, a term that companies within the ERCOT market considering a market
reconciliation system/project should be familiar with to provide a comparison point for the
client’s internal data sources.
Capital markets
Data management
Asset management
Category
Multiple systems (two billing systems as well as a load forecasting system) were compared
daily or on demand against the ERCOT set of data. ESI Id population sets, attributes and
usage data were compared and discrepancies reported. Extensive configuration allowed
tolerances to be set on how quickly data flowed into and through each system before being
reported as a variance. We held training sessions to bring the client’s development staff
up to speed on the Microsoft Silverlight platform.
Technologies
Corporate finance
Our solution successfully found hundreds of billing errors in one day alone totaling more
than $100K. Additionally, the system also pointed out fundamental flaws in several extract,
transform and load (ETL) processes that needed to be addressed as well as many other errors
that were causing previously unknown reporting errors out of the client’s billing systems.
.NET 4.0, Silverlight, Telerik Grid Controls, Oracle 10g
Insurance
Wealth management
63
A retail electric provider
Increasing data efficiencies
Category
Data management
Location
Houston, TX
Date
Feb. 2010 — Feb. 2011
A retail electric provider (REP) in the Texas ERCOT market was spending several days at the
beginning of each month pulling together wholesale cost information to produce a monthly
forecast. The client then spent significantly more time maintaining this spreadsheet-based
solution. Data issues and human errors in the calculations were extremely common. In addition,
the client had issues forecasting revenues and aligning them with costs because it was using
a production-month methodology rather than a calendar month to track revenue.
Approach
SunGard Consulting Services first conducted a road map exercise to ascertain the current
state and identify a path forward that addressed the largest issues. Our solution included
automating the import and consolidation of all the various cost components of the REP,
providing automated forecasts of costs that did not yet exist and allowing changes to cost
numbers that would recalculate the wholesale cost position on the fly for scenario-based
analysis. The resulting reports were available at varying levels of detail, from different market
zones and customer entities all the way up to an aggregated position of the REP. A revenue
engine and associated front-end graphical user interface (GUI) application were developed
that pulled in usage and rate data from many different sources (i.e., actual bills, interval usage
data, smart meter data, profiled scalar data, historical usage, and load profile’s from ERCOT)
to produce a bottom-up approach to revenue. Revenue was calculated for every individual
customer meter every day using a methodology based on using the “best available” data
at that time.
Our final solution drastically reduced the amount of effort required by the client to produce cost
and revenue reports. It removed all human errors from the cost calculations and helped improve
their accuracy because all forecasted calculations were done at the lowest granularity possible
(i.e., hourly intervals instead of daily). The revenue portion of the application provided data
throughout the month rather than during month-end close only and allowed direct comparison
of the volumes and revenue to their cost position due to the calendar month approach. The
client was able to completely revamp and simplify the entire business process around booking
revenue to take advantage of this new system. As a result, the company’s overall data quality
improved dramatically because the quality of the cost/revenue reports was directly correlated
to the quality of the data imported from its other systems.
Technologies
.NET 4.0 using C#, Silverlight, Telerik Grid Controls, Oracle 10g
2 of the
top 20
Diversified Utility
Companies have
engaged SunGard
Consulting Services
64
Advanced technology
A leading retail electric company
Creating efficiencies using an entire settlements solution
Location
Houston, TX
Date
Feb. 2010 — Feb. 2011
Business requirement: A leading retail electric company providing electricity plans for residential
and commercial customers in Texas (ERCOT) as well as several other U.S. markets engaged
SunGard Consulting Services to design and implement a custom solution to solve three
problems:
Asset management
Category
››Underlying data quality issues existing within several of the client’s key systems. A complete
set of data from the market was available and could be compared with its systems to identify
data quality problems
››The client recreated a wholesale cost of supply model by hand each month, taking several
Capital markets
days and requiring daily updates
››
Monthly revenue accruals and adjustments were calculated by hand using methods that
allowed no visibility into customer- or segment-level information to explain why numbers
were higher or lower than expected
Approach
Corporate finance
SunGard Consulting Services first performed a five-week road map exercise to determine
high-level requirements and a project approach. We then managed the project to design and
developed a single bespoke system to address all three problems. Our team followed the
client’s waterfall methodology and included business requirements, technical design and
architecture, development, unit testing, QA, UAT, and implementation and post-implementation
support. Additionally, this was the client’s first system on the Microsoft Silverlight platform.
We held training sessions to bring its development staff up to speed on the technology.
Technologies
Our team successfully completed the entire project, including requirements, design,
development, testing and implementation, on time and on budget. The solution started
providing benefits even before going live; it identified large sets of data that needed to be
corrected in their source systems, including hundreds of billing errors. Additionally, the solution
immediately reduced the effort required by the client’s finance and supply groups by automating
previously manual reports and providing KPIs for senior executives.
.NET 4.0, Silverlight, Telerik Grid Controls, Oracle 10g
Insurance
Wealth management
65
A major state-owned electric company
Gas aligne operations
Category
Gas operations
Location
Mexico City, Mexico
Date
Jun. 2010 — Jan. 2011
The second largest state-owned electric company in Mexico faced issues with the accuracy of
its risk reporting. The client is a midstream operator. Its Gas Operations team was responsible
for purchasing gas (natural gas, natural gas liquids (NGLs) and liquefied natural gas (LNGs,
mainly ethane, propane and butane) from PEMEX and delivering to its network of power
plants. Each of its five regions had its own manual processes, controls and report formats,
which created errors and misinformation at the regional level, leading to risk. The situation
made it difficult to consolidate the report for senior executives and the finance team. The
client wanted to centralize its gas operations by unifying all five regions into the Gas
Operations business unit’s system. In addition, the client needed to move away from its
historic manual process (spreadsheets) and toward an automated gas operations system that
would allow the company to have standardized reporting capabilities and manage
transportation and pricing more efficiently.
Approach
SunGard Consulting Services gathered all necessary business requirements from each region
to customize the Aligne software to the client’s gas operations needs. All reports had BI
Publisher report capabilities and we provided appropriate training for Gas Operations
personnel. Aligne training was given on how to use Aligne Gas Ops and the benefits of
having one system. We provided bilingual support with industry knowledge to assist in
gathering business requirements, developing training materials and building the customer
relationship. Software was implemented in January 2011 but was in the testing phase until
June. Currently, the Central Region is using the Aligne product. When rolled out, the new
software will help the client significantly reduce accuracy issues around its risk reporting.
Technologies
Aligne Gas Ops, Bi Publisher, Oracle RAC
66
Advanced technology
A leading energy producer, trader and distributor
Cash process mapping and risk identification
Location
Baltimore, MD
Date
Apr. 2010 — Sep. 2010
A leading competitive supplier of electricity, natural gas and energy-related services to
commercial, industrial and institutional customers throughout the United States, engaged
SunGard Consulting Services to identify the high-priority risks associated with the
opportunity-to-cash processes and incorporate these risks into its corporate integrated risk
assessment initiative. Challenges for these activities included: correlating risks to the issues
that consistently appear on senior management’s radar, distinguishing process risks from
business risks, helping participants understand the “language of risk,” and identifying controls
and metrics to more efficiently measure and manage business processes.
Approach
We identified key processes and developed process maps for each functional business area,
compiling a risk register for each functional business area to identify the risks that impact key
processes, correlating high-priority risks to the impacted areas within the process maps, and
evaluating each identified risk based on tangible and intangible impacts to compile a ranked
high-priority risk listing across key processes.
Capital markets
Business process improvement
Asset management
Category
Corporate finance
Our team successfully identified and mapped key processes for each functional area;
identified high-priority risks that impact each process; rated the risks according to probability
and impact; identified existing controls and metrics for high-priority risks and evaluated the
effectiveness of the controls; and consolidated the high-priority risks into five areas of critical
risk for communication to senior management. As a result, the management team began
developing action plans to implement new controls and metrics to manage/remediate the
high-priority risks.
Insurance
Wealth management
67
Marketer
Leveraging transparency through open communication to realize operational efficiencies
Category
Data management
Location
Houston, TX
Date
2008 — 2010
One of the largest primary marketers of natural gas production in North America needed to
replace a 10-year-old data warehouse that was failing due to infrastructure, excessive support
license costs and the embedding of extensive business logic. The client experienced project
setbacks due to conflicts between multiple small firm contractors, major project schedule
overruns, including $600K in overtime charges, technical challenges, poor quality and unmet
business requirements. Additionally, it needed a major trading system upgrade along with
analytical enhancements, as MS Excel was the primary tool.
Approach
SunGard Consulting Services’ project team held a structured intervention of the current state
of the project that crossed all project areas and assessed staffing, scheduling, technology,
testing and requirements. We implemented various changes in the delivery management
approach, collaborative communications with the client and stronger testing efforts. We also
determined that single-vendor authority and accountability would belong to SunGard
Consulting Services for the remainder of the project.
We successfully set new standards for proactive and open communications with the client
and our project management, which was recognized for excellence by the client and allowed
it to begin realizing benefits. The system implementation design reduced major upgrade
impacts to close to zero, and for two months without support intervention at hand-over.
Additionally, the client is adopting new analysis tools across the business for other projects.
Technologies
68
Informatica, Oracle RAC, Spotfire Analytics
Advanced technology
A leading energy producer, trader and distributor
Revenue assurance
Location
Baltimore, MD
Date
Sep. 2009 — Feb. 2010
Constellation New Energy, a leading competitive supplier of electricity, natural gas and
energy-related services to commercial, industrial and institutional customers throughout
the United States., was tasked with taking proactive steps to manage bankruptcy and
enforce terms of contracts such as early termination fees. The demand for a real prepayment
solution had outpaced the market, and SunGard Consulting Services was engaged to develop
a prepayment program to better manage existing at-risk contracts as well as hedge risk
contracts that involve new customers.
Approach
We addressed the client’s prepayment needs by initially building a short-term invoicing
solution and evolving it into a full-blown prepayment application in the second phase.
Our approach included a full mapping and deep understanding of the prepayment
processes and tools, many of which were being defined as we built the tool with the
client. Data mapping and definition were key to designing the interfaces needed for
the Siebel/Lodestar and legacy applications that would be used to feed the prepay tool.
Capital markets
Custom application development/business process improvement
Asset management
Category
Technologies
Corporate finance
We successfully completed the second phase of the prepay application development,
giving the client a full suite of prepay-related features, including the ability to set up a
prepay system, leveraging account attributes from the contract management system;
develop prepayment estimates and payment schedules; produce monthly invoices;
reconcile prepayment; produce correspondence to its clients; and feed prepayment
information into both the billing and accounts receivable applications.
.NET, SQL Server, SSIS packages, Web Services
Insurance
Wealth management
One
of the
top 5
Electric Utility
Companies has
engaged SunGard
Consulting Services
69
A leading US gas utility
Increasing operational efficiency via automation
Category
Location
Houston, TX
Date
Feb. 2008 — Feb. 2009
A leading U.S. gas utility company wanted to reduce the quantity of several manual processes
to communicate retail demand to wholesale supply. The company’s retail business expansion
put an additional strain on the wholesale business.
Approach
SunGard Consulting Services worked with the retail software vendor to build an interface to
automate handshaking between systems. We built an interface to reduce the manual load
put on wholesale supply as well as an interface that allowed business users the flexibility to
manage the mapping between both systems. The interface eliminated the manual workload
on wholesale traders, speeding up productivity and operational efficiency. With the success
of the initial interface, the client was confident in expanding to more complex trades and
other segments of retail business.
Technologies
SES Entegrate platform, SES EDX platform
70
Advanced technology
A large integrated oil company
Minimizing risk using algorithmic oilfield operations
BPM/data management
Location
Mid-Continent and Alaska
Date
2011
A large integrated oil company had an artificial lift optimization (ALO) program in place
that was not achieving the desired business results. ALO is a program designed to maximize
oil production from existing assets. This is accomplished by stimulating an oil field by
using various techniques such as rod pumping, gas lift and electrical submersible pumps.
Asset management
Category
The client wanted to address the following operational challenges by using technology
to help inform and manage the ALO process and the multiple stakeholders involved:
››The ALO process was difficult to learn — the process was not intuitive and tacit knowledge
was used
Capital markets
››Aging workforce — the expertise available in the organization was increasingly scarce
››Heterogeneous systems were in place with multiple sources of information used to
remedy a problem and track progress to task completion
››Communication between stakeholders, including the field, were not easily managed
or tracked
››There was a large volume of wells and data to manage: 9,000 ALO wells in the Mid-Continent
and Alaska region
Corporate finance
The client wanted to invest in a business process management solution that used artificial
intelligence and predictive analytics to help optimize the ALO process and improve
production from the field. However, the company was uncertain of the technology’s
viability and capability.
Approach
SunGard Consulting Services built a proof of concept (POC) using algorithmic operations,
which involves business rules driving workflow rather than people. We leveraged our mature
workshop methodology for creating stakeholder alignment to a vision and objectives for the
project and then gathered detailed requirements for the POC. The POC was built in a virtual PC
environment using K2 BPM and sample data to keep development costs low and business
value high.
We successfully built a prototype to prove the system’s capability and viability, while meeting
the client’s needs. As a result, this greatly de-risked the project investment for the client while
building momentum around the initiative, — setting both parties up for success to build the
full system in the future.
Technologies
K2, Infopath, .NET, VirtualPC
Insurance
Wealth management
71
A large Texas power generation provider
Shadow settlements
Category
Location
Texas, USA
Date
Jan. 2008 — May 2011
The largest generation provider in the Texas energy market needed an application built to
verify the veracity of settlements provided by ERCOT. This application would use the client’s
internal data to create a “shadow” settlement that could be compared to the ISO’s settlement
at all levels of aggregation, providing the client with the visibility necessary to drill down into
a charge type and see where any discrepancies with the ISO exist — leading to the potential
recovery of very large sums of money. The application would provide the following functionality:
››Shadows all applicable ERCOT nodal charge types
››Tolerance band configuration
››Side-by-side comparisons with drill-down to the interval level
››Invoice and statement workflow
››Automated journal entry to PeopleSoft
››User dashboard
››Abstracted charge type and user maintenance, allowing the business to handle updates
without engaging IT staff
Approach
A joint team of SunGard Consulting Services consultants and the client’s internal IT team
worked on a full systems development life cycle project that included custom GUI front ends
with a packaged calculation engine solution. The calculation engine was purchased from
Alstom and integrated to provide a custom solution meeting the business needs for a shadow
settlements system. The application, successfully launched in December 2010 , was
recognized for its intuitive user interface and how users could easily drill down to the lowest
level of detail for any problem areas.
Technologies
Oracle 10g, Java, WebLogic, Spring, Hibernate, GWT, Alston eTerra Settlements
2 of the
top 10
Integrated Oil &
Gas Companies has
engaged SunGard
Consulting Services
72
Advanced technology
A large Texas power generation provider
Power scheduling and bidding custom application
Location
Texas, USA
Date
Jan. 2008 — May 2011
In late 2010, the Texas wholesale power market transitioned from a zonal market to a nodal
market. This required wholesale market participants to transition from scheduling power at
four zones to more than 700 nodes every 15 minutes. Due to the size of its fleet, the client,
the largest competitive power generation business in Texas, wanted to build a custom power
scheduling and bidding application. This application acts as the primary integration point with
the deregulated power market in Texas. The scope of the scheduling and bidding includes
the following transactions:
Asset management
Category
››Scheduling: current operating plans, trade scheduling (energy, capacity and ancillary
Capital markets
services), self- arrangement of ancillary services
››Market transactions: three part offers, day ahead energy only offers and bids, ptp
obligation bids, ancillary service offers
As the ERCOT nodal protocols were being developed, SunGard Consulting Services led
the analysis team in creating the business requirements. Once the requirements were
completed, an application development team made up of SunGard Consulting Services
and client internal IT resources built the custom application using the client’s standard
technology stack. The application was built using an iterative development methodology.
The application was successfully launched in December 2010 and has been positively
received by the business for the speed at which it performs and its ease of use.
Technologies
Oracle 10g, Java/JSP, WebLogic, Struts, Spring, jQuery
Corporate finance
Approach
Insurance
Wealth management
73
Our professionals offer extensive expertise
and knowledge across insurance lines
including life, health, annuities, property
and casualty, and reinsurance.
74
Advanced technology
INSURANCE
Insurance companies around the world are benefiting
from the services and support of SunGard Consulting
Services. Our professionals offer extensive expertise
and knowledge across insurance lines including life,
health, annuities, property and casualty, and reinsurance.
We help companies deploy solutions including the
SunGard iWorks Compass core administration system
and Prophet enterprise risk management (ERM) platform.
Along with application implementation, we provide
consultation to companies on business process
reengineering, internal and external communication,
change management and regulatory compliance.
Asset management
››Core insurance
››Data management
Capital markets
A major insurance provider
Compass ecosystem transformation
Location
Virginia, USA
Date
Sep. 2011 — present
Business requirement: A major insurance provider needed to develop and implement a SunGard
Compass optimization plan to simplify its disability and life ecosystem. Additionally, the client
needed to migrate an old Compass platform (5.10) into the newest version (6.10). SunGard
Consulting Services was engaged to develop a master transformation plan for Anthem
Specialty products (dental, vision and D&L) through the optimization of the Compass platform
and ecosystem for disability and life. Additionally, we were charged with implementing an
integrated branding project for all specialty products and all Anthem Specialty offices around
the U.S.
Approach
Our project team optimized and simplified the existing Compass technical solution
architecture and reduced redundant applications in a cost-efficient manner by:
Core insurance
Corporate finance
Category
Insurance
››Developing a simplified architecture for the Compass ecosystem
››Presenting alternatives to support business as usual while helping Anthem lead the
transformation of Compass from a billing-centered product to the administration of
disability and life solutions
››Optimizing business processes, reducing redundant applications, expanding Compass
capabilities and functionalities and minimizing the quantity of interfaces
Technologies
Wealth management
The platform was successfully renewed with an upgrade to Compass 6.10 in five months.
A flexible master optimization plan is in development and projects are being executed
according to the client’s business strategies. Knowledge transfer was increased from one
trained resource to six team leaders at Anthem Specialty. As a result, the client is ready to
implement its marketing strategies for its Specialty Products solutions.
Compass 6.10
75
A major South African insurance provider
Category
Core insurance
Location
Domestic U.S., South Africa, Offshore
Date
Mar. 2012 — Jun. 2013
In response to market conditions, a major insurance provider in South Africa needed a
product delivery strategy to define and implement business processes and systems to
administer a tiered umbrella product suite that catered to the needs of small, medium and
large-size employers. The client’s existing application ecosystem is a complex patchwork
of multiple vendor and in-house applications. The client’s existing operations/administration
solution is largely manual with significant variation in execution across the team.
Approach
SunGard Consulting Services conducted an eight-week strategy and analysis phase to assess
the current state and recommend a target state solution. We leveraged an agile development
methodology to implement the target state solution that streamlines the Compass
implementation of the tiered umbrella product and introduces SunGard’s Infinity Process
Platform (IPP) for application integration/workflow orchestration. Additionally, we leveraged
additional consulting capabilities, such as project management, solution architecture,
business process management, information management and test planning/execution.
We applied a new collaborative engagement model that capitalized on synergies between
product development (iWorks) and SunGard Consulting Services. Our team successfully
streamlined the product configuration/implementation on Compass, implemented an external
user-facing portal to support the payroll function, integrated IPP to orchestrate business
processes such as new business installation and scanning/indexing, introduced an operational
data store to decouple reporting from the production database and applied the agile
methodology for a geographically distributed team (domestic U.S., South Africa and offshore).
Technologies
Compass, IPP, Java, Oracle, Oracle AQ, PL/SQL, Pentaho ETL/BI, MQ, Redmine
A leading Canadian insurance provider
Group administration revitalization
Category
Data management
Location
Regina, SK, Canada
Date
Sep. 2009 — Mar. 2010
This Canadian insurance company provides insurance plans to more than 300 Canadian
companies, including employer-sponsored groups, professional associations and affinity groups.
The company has purchased the SunGard Compass application to administer its Group Life
business. The purpose of this project is to replace the current Horizon group administration
system. Along with implementing the applications, the project includes business process
reengineering, internal and external communication and change management, conversion
of the existing business and decommissioning the current Horizon application.
Approach
Included in the SunGard Compass contract is a full-time, on-site project manager responsible
for the delivery of the fully configured and integrated Compass application.
The project is currently in the Execution Phase. A fully integrated Program Plan is in place and
managed on a weekly basis between the client and SunGard stakeholders. SunGard
Consulting Services and iWorks are leading product configuration workshops to help enable
simplified setup and more accurate administration of their group product suite. We are also
assisting with the integration and reporting efforts required for the data mart and legacy
applications. Target implementation timeline is estimated to be 15 months.
Technologies
76
SunGard Compass Policy Administration System, Oracle DB, Oracle Forms, Microsoft Project
Advanced technology
A leading global insurance provider
Data extract work stream
Location
Delaware, USA
Date
Nov. 2009 — Present
The client conducts business in most parts of the world and has multiple lines of business
in each of the countries in which it operates. Its current actuarial valuation and projection
systems include different vendor systems, thousands of spreadsheets with varying degrees
of controls, extensive manual intervention, and a lack of consistency between regions and
among countries within the same regions. The client expected to be divested from its parent
company in 2010 or 2011 through an IPO or direct sale. Given the current state of its systems,
the client needed to modernize its finance and actuarial functions to support that divestiture.
A cornerstone of this strategy is converting the client’s current actuarial valuation and projection
systems to a standardized platform.
Capital markets
Data management
Asset management
Category
To accomplish this goal and support a credible IPO valuation, the client elected to use
SunGard’s Prophet Professional and Prophet Enterprise products. This would equip the client’s
actuaries with the necessary tools and models to perform credible and consistent valuations
and projections for all of its product lines across all the countries in which it does business.
Approach
Corporate finance
As part of the overall Prophet Professional and Prophet Enterprise implementation, SunGard
Consulting Services was tasked with the responsibility for extracting data from policy
administration source systems, transforming that data into a useable format (known as
Model-Point files), and then loading that data into Prophet for use in actuarial models. These
models will directly support the client’s valuation and projection requirements, with scope as
defined in the program’s actuarial work stream. We are currently providing data extract
analysis, design, implementation and testing services.
Technologies
The Data Extract project is currently in the Analysis Phase. In the project’s Execution Phase, we
will be producing extract, transform and load (ETL) processes, which will leverage the existing
extract files from policy administration systems in the various countries. These ETL processes
will take as input one extract, or set of extracts, per administration system and produce as
output one Model-Point file per product for subsequent import into Prophet, thereby integrating
the disparate administration systems into a consistent and centralized actuarial valuation and
projection platform.
Third-party vendors (American Energy, Yammer, SharePoint and GreenBoard)
Insurance
Our consultants
can work with our
customers in
Wealth management
29
different
languages
77
providing solution consulting services to
grow revenue, streamline processes, drive
down costs and improve agility, and compete
with leading edge self-service platforms
78
››Client on-boarding
››Package implementation
››Program assurance
››Retirement services
››Trust administration
Capital markets
Corporate finance
Global 500 companies
Consulting Services
Asset management
Three of
the top 20
Advanced technology
WEALTH
MANAGEMENT
SunGard Consulting Services assists retirement services
providers, trust administrators and wealth advisers
by providing solution consulting services to grow
revenue, streamline processes, drive down costs
and improve agility, and compete with leading edge
self-service platforms. Our services include customer
experience solutions, data management, business
intelligence and big data, mobile computing, business
process automation, Lean transformation and IT managed
services. We understand the business and technology
challenges driving the wealth management industry
and their implications for our clients. We have strong
capabilities in Web 2.0 design and development and
customer portals, advanced analytics visualization, project
and program management and enabling straight through
processing across the front, middle and back office.
A pensions and health benefits organization
Creating a benefits access portal to gain efficiencies
Location
Illinois, USA
Date
May 2010 — Present
A pensions and health benefits organization engaged SunGard Consulting Services to design,
construct and implement a pension and health benefits portal to manage all employee data
and all business rules associated with employment and integrates with a SunGard pension
record-keeping system as well as a third-party health management system.
Approach
SunGard Consulting Services participated in and led the full systems development life cycle
of the project. The final product focused on providing an employee benefits management
system that seamlessly interfaces with legacy systems for pension record keeping and health
benefits. The system provides employees and their plan sponsors one place to manage all
benefits. Our solution provided the client with a one-stop shop for all benefits administration.
With seamless integration to legacy applications, the application eliminated the need for dual
and triple entry into multiple systems, making it simple for employees and plan sponsors to
enroll in their benefits.
Technologies
JAVA, ORACLE database, OMNI, ESF, IE, Safari, Chrome, and Firefox compatible, iPad Compatible
Wealth management
Insurance
Category
79
A leading US bank
OmniOnline (OOL) implementation
Category
Retirement services, package implementation
Location
California, USA
Date
May 2009 — Jun. 2010
The client needed to convert GDP text files that drive PDS Web functionality to ICF text files
that drive OOL and implement additional functionality that OOL offers, including human resource
information system (HRIS) reports, single sign on, Quicken, OOL Smartforms and e-mail
notifications. Also included in this project was a plan to convert the OmniVoice Custom.cs
scripts that leveraged GDP keywords and replace them with the ICF/OOL equivalent.
Approach
SunGard Consulting Services developed a methodology to map the GDP keywords to the ICF
equivalent. These documents were discussed with the client upon completion to make sure
its team understood how the GDP keyword worked in the PDS environment. In addition to
the plan conversion work effort, our team implemented deliverables outlined in the scope
document to include functions listed above.
Technologies
OmniPlus, OmniOnline, HRIS Reporting, PDS Web
A leading retirement provider
Program management office
Category
Retirement services
Location
North Carolina, USA
Date
2005 — 2008
A leading retirement provider wanted to implement a strategic vision designed to protect
market position, develop new pension fund products, create an advisory network to establish
offices and provide a flexible pension fund platform. The client partnered with SunGard
Consulting Services to implement OmniPlus and PowerImage products, which will be
integrated with SunGard Transaction Network.
Approach
We established a single Project Management Office for the SunGard initiatives. We provided
the client with a single source of management over the SunGard development and
implementation teams. We also developed a communications plan for each of the SunGard
teams, defined the communications approach, identified the issues, developed risk and
quality management processes, and designed program work plan management procedures.
Technologies
Project management institute standards, project and process management maturity,
industry‑proven best practices
80
Advanced technology
A leading retirement provider
Securities & entitlement analysis and design
Retirement services
Location
North Carolina, USA
Date
May 2006
Plan for integration of SunGard’s suite of products. The client needed a single centralized
application.
Approach
SunGard Consulting Services provided an analysis and design of SunGard’s suite of
applications. We designed detailed enhancements of the new system design that extended
and complied with the SunGard Common Services Architecture (CSA). Our team provided a
security and entitlements analysis and design project.
Technologies
Java, Web Services Security, SAML, .NET/C#, CSA Reference Implementation
Asset management
Category
Capital markets
A leading brokerage firm
Wealth management accounting reengineer
Location
New York, USA
Date
Aug. 2008 — 2010
The brokerage firm sought to reengineer its wealth management accounting and trading
model by consolidating its infrastructure and leveraging SunGard-hosted platforms.
Its new business model was to include a transition from a fully disclosed to omnibus
custodial relationship, required the incorporation of books and records from multiple
accounting systems, and integration to core business-critical applications.
Approach
Senior SunGard Consulting Services project managers and domain experts were engaged
in a number of activities, including business analysis, data migration and integration,
project management and implementation.
Technologies
Microsoft .NET, C++, C#, Web Services, Cache
Trust administration, package implementation
Corporate finance
Category
Insurance
Wealth management
81
A leading mutual life insurance company
Terminal funding defined benefit
Category
Retirement services, package implementation
Location
Massachusetts, USA
Date
Jan. 2009 — Oct. 2010
Implement a new defined benefit platform that will allow the client to improve process
efficiency and retire a legacy platform.
Approach
SunGard Consulting Services implemented an integrated suite of products, including the core
engine Omni DB for payment calculations, EXP AG for workflow and imaging, and Omni Pay
for disbursement and payments.
Technologies
Omni Defined Benefit, EXP AG, Omni Pay
A leading financial services holding company
IT outsourcing
Category
Trust administration, application management services, package implementation, client onboarding
Location
Massachusetts, USA
Date
Transition Aug. 2009 — Jun. 2010, Service Oct. 2009 — Oct. 2015
The client wanted to increase sales and assets on its existing wealth management services
platform built by SunGard technology. The objective was to contain costs without impacting
service levels.
Approach
State Street outsourced key service areas to SunGard Consulting Services, including the
transition process used for each service area. We used our blended global delivery support
model for development and quality assurance activities to contain costs. We completed the
transition in phases.
Technologies
Global Plus, Global Office, Investors’ View, WealthStation, First Rate (not SunGard), IPP
over 130
of our consultants
have domain experience
across the financial
services industries
82
Advanced technology
A major US third party administrator
OmniTrade implementation
Retirement services, package implementation, program assurance
Location
Illinois, USA
Date
Aug. 2009 — Dec. 2010
One of the largest 401(k) third-party administrators in the U.S. was concerned about
compliance and functionality risks with its proprietary trading platform. The trading
platform supported mutual funds, collective funds, funds of funds, company stock
and other institutional investment options.
Approach
SunGard Consulting Services partnered with the client to:
Asset management
Category
››Implement SunGard’s OmniTrade product as the core engine for its trading platform
and integrate to its core proprietary record-keeping system
Capital markets
››Enhance its core proprietary record-keeping and pricing system
››Integrate OmniTrade with SunGard Transaction Network (STN) for routing and
connectivity and trading/clearance/settlement destinations with 100+ third-party clients
››Implement a new trading solution in SunGard’s ASP hosting environment
››Implement and integrate advisory and project management office services
Technologies
OmniTrade, SunGard Transaction Network (STN)
Corporate finance
Insurance
Wealth management
83
A mutual financial services corporation
Plan sponsor web portal design
Category
Retirement services, custom application development
Location
Minnesota, USA
Date
Jun. 2009 — Jul. 2009
Design a new technical platform to support the plan sponsor business that is: A) Flexible to
adapt to changing business needs of the client and its plan sponsors; B) Scalable to support
a comprehensive portal strategy to service plan sponsors and all their constituents (including
plan administrators, trustees, participants, third-party advisers, affiliated partners, and the
client’s support and servicing); C) Promotes cost-effective shared services between the plan
sponsor portal, other constituent portals and the client’s customer servicing and support
roles; and D) Includes at a minimum all current-state functionality in its first iteration and
provides a future-state road map aligned with the business’ strategic plan, including technical
architecture migration to support the business requirements.
Approach
SunGard Consulting Services established a vision for providing each retirement business role
with a distinctive desktop supporting the capabilities required by the respective roles.
To move from vision to design, the team defined all the business processes, roles and
capabilities that would be relevant to the project’s scope and the plan sponsor role.
The team formulated an elegant portal design to accommodate the capabilities that the
plan sponsors could use, the entities/roles they could interact with, and the appropriate
hierarchical structure required to allow different, based permission views.
To provide real-world context for the design, the team built simulations around two diverse
and demanding business processes that would exercise the plan sponsor portal. The two
scenarios were designed to show how interaction between the plan sponsor and the other
roles would occur, the control mechanisms that coordinate the interactions, the process
screens the plan sponsor would encounter, and the various portal application screens
and view options the plan sponsor would require. These screens included the plan sponsor
dashboard, dashboard metric and activity drill-down capabilities, process initiation and
action screens, user-defined alert settings, and alert-based communication/interaction.
Parallel to the portal vision and simulation activity, the team completed an architectural
review and future state technical architecture design, a technical gap analysis and
an implementation road map that aligned with the Securian strategic business plan.
Technologies
84
WebSphere, J2EE, YUI 3.0, Custom Applets, JFreeChart, BFO, POJO/Spring Container,
Spring DAO/JDBC, Proprietary Logging Framework, Spring Transactions, Spring AOP, IBM
WebSphere Web Services Pack, OMNIESF, SunGard IPP, IBM Process Server, IBM Business
Events, Unica, OSS Esper
Advanced technology
A leading brokerage firm
Creating a robust network to improve customer experience
Location
New York, USA
Date
2011 — 2012
The client outlined a future state vision that includes a consistent Web portal experience both
for its wealth management (WM) and institutional clients. This strategy means that the data
hub that will power the Web portal needs to accommodate client portfolio data from multiple
books and records applications for different client account types. To solve these challenges,
SunGard Consulting Services’ project team proposed a preliminary architecture hypothesis to
leverage a SunGard Global Data Store (GDS) data warehouse solution as the foundation data
hub. The client agreed to engage in a design phase to complete analysis, create the blueprint
and prove that this approach is the best fit for its strategy.
Approach
We formed a joint team to create a design vision for the new solution. The core team
consisted of resources from Consulting Services, WM Product Management and WM
Architecture Design. The design approach created by this team is based on nightly and
intra-day (every 45 minutes) extracts from AddVantage Trust Accounting system to the
GDS data warehouse that acts as the data hub for the custom Web portal. The architecture
of the client portal solution includes ASP/.NET/Oracle/ETL/GDS. The portal will be accessed
by multiple Web browsers and with the iPad mobile platform.
Capital markets
Asset management
Category
Technologies
Corporate finance
The result is a leading-edge custom Web portal solution powered by SunGard’s GDS data
warehouse. Since GDS is designed to encompass books and records data from both
AddVantage and Global Plus Trust Accounting systems (and potentially other competing
vendor systems), this solution is well positioned to provide SunGard a new source of revenue
by allowing all current and new clients of both AddVantage and Global Plus (a combined
current pool of more than 100 customers) with the opportunity to implement personalized
and innovative client-facing Web portals for their Wealth Management and Institutional clients.
ASP .NET, ORACLE database, GDS, AddVantage, Telerik, Yahoo Finance, First Rate, Performance,
Mobius, IE, Safari, Chrome, and Firefox compatible, iPad Compatible
Insurance
Wealth management
85
The wealth management division of a major financial services
holding company
Streamlining processes and enabling transparency
Category
Client onboarding
Location
Kansas City, MO
Date
Mar. 2010 — Nov. 2010
The wealth management division of a major financial services holding company, engaged
SunGard Consulting Services to streamline its client on-boarding process, including account
opening and asset marshalling. A growing business created the need for a scalable solution
to maintain and improve customer service and increase efficiencies. Traditional paper-based
processing limited the transparency of the highly collaborative process, making it difficult to
provide management information for tracking, control and auditing.
Approach
Approach: We analyzed the client onboarding process and created a future state vision
of a completely electronic process. The new process was implemented using SunGard’s
BPM technology Infinity Process Platform and features intelligent Web-based forms,
system‑managed work lists, state-of-the-art document management and system integration
into SunGard’s Global Plus. Notifications, manager dashboards and reports were created
to help track and manage the onboarding process end to end, and to seamlessly provide
detailed audit information. Our global delivery team was used to constantly adapt and
improve the solution based on changing customer requirements and regulatory needs.
We successfully delivered a more efficient solution that increased the quality of data, reduced
roundtrips between front-, middle- and back-office, eliminated physical paper and reduced
multiple data entries. As a result, the solution helps enable transparency by providing real-time
insight into the status of current and past processing for managers and auditors.
Technologies
Infinity Process Platform, Global Plus, BPMN, Grails, Java
Nearly 200
customers around
the world use SunGard
Consulting Services
86
Our consultants solve business challenges, by helping
clients grow revenue and manage costs at peak efficiency.
We can help unlock the value of data by making it more
relevant, more understandable, and more useful in
creating business opportunities, building revenue, and
controlling costs. Our skilled consultants are available to
conduct workshops and high level assessments to
provide a suggested approach for your organization’s
specific business needs.
About SunGard Consulting Services
SunGard Consulting Services helps financial services, energy and media companies solve business problems
by managing their complex technology and operational needs. Focused on large scale data and process
management, custom application development and systems integration, we combine business and technology
consulting and managed services to deliver innovative custom solutions. We help our customers capitalize on
and manage the consequences of business, technology and regulatory change. For more information, visit us at
www.sungard.com/consulting.
About SunGard
SunGard is one of the world’s leading software and technology services companies. SunGard serves
approximately 25,000 customers in more than 70 countries and has approximately 17,000 employees. SunGard
provides software and processing solutions for financial services, education and the public sector. SunGard
also provides disaster recovery services, managed IT services, information availability consulting services and
business continuity management software. With annual revenue of over $4.0 billion, SunGard is one of the
largest privately held IT software and services companies. For more information, please visit www.sungard.com.
87
For more information:
email: [email protected]
visit: www.sungard.com/consulting
Follow us on Twitter
twitter.com/SunGardCS
Connect with us on LinkedIn
www.linkedin.com/company/sungard-consulting-services
Like us on Facebook
www.facebook.com/sungardcs
Visit our blog center
www.sungard.com/consulting/blog
©2014 SunGard.
Trademark information: SunGard, the SunGard logo and Aligne are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S.
and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

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