Sallie Mae: Enterprise Ontology

We were retained by the leading provider of Student Loans to build an enterprise ontology.  We conducted over a dozen workshops and facilitated brainstorming sessions and many  dozen more one-on-one interviews, and reviewed reams of documentation. In the end we...

Broadridge: Legacy Understanding

Broadridge: Legacy Understanding This firm processes some 70% of all the back office of Wall Street. They have three major systems, for different types of financial instruments and jurisdictions. The three systems are barely integrated. Bringing a client up on any of...

Investment Bank Risk and Controls

Investment Bank Risk and Controls We worked with a large investment bank who are embarking on a series of projects to further automate their back office. One of their first tasks was to understand in greater detail what all the 5,000 people in the back office were...