Expertise
Chronograph
Services
Our deep portfolio monitoring and private capital markets knowledge is a perfect complement to Chronograph’s next-generation platform
With an impressive track record, our Chronograph services range from ongoing product support to full implementations. Chronograph provides sophisticated solutions which automate the process of data collection. analytics and reporting for both GPs & LPs.
Our Chronograph Services
Best Practice
Scoping
Building
Data Models
Zero Downtime
Data Migration
Systems
Integration
Client
Training
Portfolio Company
Education
Platform
Maintenance
Reporting Cycle
Management
Current Chronograph
Healthcheck
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Chronograph Services Case Study
London Based GP
Portfolio Monitoring Vendor Selection Gathering, Chronograph Implementation and Migration.
Our client, an infrastructure GP, was reaching a critical size where their current excel based portfolio reporting process was not going to meet the growing needs of the firm. it|venture was engaged support the firm with assessing their portfolio monitoring needs, and guided them through a robust vendor selection process, ultimately determining that Chronograph would best meet their requirements. The firm continued to engage it|venture to implement the solution.
The project required close work with the investment, finance, and ESG teams to define the data model. Following this scoping phase, the it|venture team worked with the in-house project and Chronograph team to deliver the solution.
Following the project, the team’s reporting processes were significantly faster, and with data stored in a central location, users were able to access and interrogate independently, taking pressure off the reporting team, who no longer needed to provide this data upon demand.
- Work with the business team to define the collection process, including consolidation of a standard set of metrics, and bespoke asset KPIs.
- Configuration of the Chronograph solution to meet the specification, including the set-up of individual portfolio company portraits to efficiently collect data and a harmonised data model to allow full firm comparative reporting.
- Design, build and roll out of a set of robust asset monitoring reports, significantly reducing the time taken to produce these reports for team meetings.
- Migration of data from existing sources where available and coordination of a historical collection process.
- Training for the wider business to ensure they could access what they needed independently, and derive enhanced value from their data.
Our team’s expertise with the subject matter and the Chronograph platform was key to ensuring useability of the system, as well as adding bandwidth to a team with limited internal capabilities. Time spent with users gathering requirements allowed us to act as the client’s advocate in the implementation, allowing the internal team to keep on top of BAU requirements.
Chronograph Services Engagement Models
Project Based Resourcing
Clients that require assistance to deliver a dedicated project, for example the full implementation of the platform, roll-out of new features, the analysis and revision of the site’s data model, the rebuild of existing features or processes, the full re-integration of the platform or the on-boarding of new teams.
Following scoping sessions, a documented scope will be agreed with the client and a commercial proposal provided. Once agreed we will provide dedicated project resourcing with the appropriate skillsets to deliver the project working closely with the client’s internal team and business users to ensure success.
Retained Service
Clients that require access to consistent resourcing to provide support and delivery for the Chronograph platform. Typically, our team will supplement the client’s internal capacity to provide best practice advice and technical delivery of any changes that are required, as well as the full-service management of collection and data upload, as well as report generation.
Resourcing is agreed on a per month basis with time allocated to the client that is utilised over the course of the month on a scheduled basis. Depending on the level of assistance required we can provide everything from full time equivalent resourcing through to one day a week of resourcing.
Ad Hoc Support
Clients who do not have a major project or roadmap to deliver against, but require ad-hoc assistance to deliver smaller changes or supplement internal capacity.
You will be assigned an account manager who will coordinate organising ad-hoc access to resourcing as requests are made for support. The account manager will seek to provide access to a consistent pool of resources throughout the project, and deliver availability timelines upon request.
Contact Us
Our team of experts is ready and waiting to discuss your unique needs.
- +44 (0) 20 4551 9191
- info@itventure.com
