Digital Transformation

Taking legacy systems and processes into the future

The rapid evolution and growth of the private capital markets has accelerated the demands and opportunities faced by sponsors and allocators

Technology enhancements and digital transformation can drive significant and meaningful change. This includes:

Reduced manual
effort

Increased speed
of execution

Accurate and
reliable insights

it|venture has significant experience in pragmatic digital transformation. Helping businesses unlock these advantages by designing and delivering technological target states that provide long-term benefits

Before we show you how, here’s some of our credentials:

Industry expertise

As private capital market specialists, we have a deep understanding of what it takes to build data strategies that harness the power of your data. Thereby delivering digital transformation and ROI.  We have a proven track record of delivering results throughout the market’s diverse operators, from small and nimble family offices, through to multi-asset class international firms with hundreds of users.

Building a new approach

Our expertise extends far beyond PowerPoint. Our team can not only design a target state model, we also have the unique technical expertise to build it. All with a clear focus on ensuring your project goals are met and delivered. And that’s no matter how complex.

Pragmatic advice and ideas

We understand that a transformation project is a significant undertaking, with multiple cost and risk implications. And that this requires careful management. Our approach is built on providing pragmatic advice and solutions that ensure a successful outcome for you. In a staged, manageable and deliverable manner.

Delivering ROI

At the heart of all transformational projects is a need to deliver a clear ROI. So. that’s a requirement that sits at the core of all of our projects. Whether that be through a reduction in manual effort, increased reliability of data, the development of new business lines/client offerings, or the speed with which critical reporting insights can be generated.

Industry expertise

As private capital market specialists, we have a deep understanding of what it takes to build data strategies that harness the power of your data and deliver ROI.  We have a proven track record of delivering results throughout the market’s diverse operators, from small and nimble family offices, through to multi-asset class international firms with hundreds of users. .

Building a new approach

Our expertise extends beyond the PowerPoint. Our team can not only design a target state model, we also have the unique technical expertise to build it. All with a clear focus on ensuring your project goals are met and delivered no matter the complexity.

Pragmatic advice and ideas

We understand that a transformation project is a significant undertaking, with multiple cost and risk implications. And that this requires careful management. Our approach is built on providing pragmatic advice and solutions that ensure a successful outcome for you. In a staged, manageable and deliverable manner.

Delivering ROI

At the heart of all transformational projects is a need to deliver a clear ROI a requirement that sits at the core of all of our projects. Whether that be through a reduction in manual effort, increased reliability of data, the development of new business lines/client offerings or the speed with which critical reporting insights can be generated.

Our digital transformation process and how we do it

We have leveraged our experience of past projects to develop a unique approach to projects:

Stage 1: Discovery

We recommend that we begin by conducting a detailed review of your existing systems, processes and the outputs you use to drive your business. We contextualise this by delivering targeted workshops with key stakeholders in order to fully understand the current state and identify the areas of challenge and opportunity. This works seeks to review all existing processes and procedures, to understand where they are currently performed (online or offline), what currently works well and needs to be retained, what doesn’t work well and needs to be redesigned.  Finally, we focus on identifying the art of the possible and work with users to determine how it can deliver value to your business.

Stage 2: Production of recommendation report

Having completed the discovery stage we then produce a detailed recommendation report tailored to your specific needs and requirements, outlining both the target state model we recommend and how to achieve it. The focus of our recommendations is always pragmatic, with clients typically seeking solutions that allow the on-going demonstration of value and business impact throughout the project, addressing the needs and requirements in a measured, iterative fashion.

Stage 3: Implementation

We then move on to build and implement the recommended changes for you with our team able to deliver every aspect of the project whether that requires the selection and implementation of new systems, the redevelopment of existing systems, the integration of source systems, the build of data warehousing frameworks and/or the build out of enterprise level reporting tools. Our experience and expertise ensures we are the perfect partner on your journey.

Focus Areas

In everything we do, we make sure we focus on three key areas:

Clear identification of benefits

It’s crucial to ensure that any transformation project delivers easily defined benefits to an organisation and identifies all ROI opportunities clearly and in detail.

Future proofing

Ensuring that our recommendations will stand the test of time is critical. When organisations have significant plans for growth, they need to be certain that any new target state will be able to grow with them. We make sure our clients are not trapped in any legacy systems and that future development becomes much easier than it currently is.

Delivering change

Creating a vision only has value if it can be delivered. Our team has the unique technical skillset to deliver and build the solutions required to meet even the most complex challenges, adapting your systems and processes to the unique needs and requirements you have, delivering value for the long-term.

In conclusion

If you’d like to talk about transforming your approach to data and technology, then we’d love to talk. We have significant experience in helping businesses in the private capital markets transform their approach to data. If you’d like to read more, please take a look at some of our work.

Contact Us

Our team of experts is ready and waiting to discuss your unique needs.