Optimise your iLEVEL environment for strategic insight and operational efficiency.
With extensive experience delivering iLEVEL implementations and enhancements for private market firms, we know the critical role the platform plays in portfolio monitoring, data aggregation, and investor reporting. Whether you’re managing a single fund or operating a multi-strategy platform across global markets, a well-structured iLEVEL environment is key to data-driven decision making. And that’s where our iLEVEL Health Check comes in.
A healthy iLEVEL configuration is a competitive advantage. When properly aligned with your operating model, it unlocks streamlined reporting, accurate performance analytics, and increased confidence in your data.
Is an iLEVEL Health Check right for you?
If you’re currently using iLEVEL but suspect you’re not fully capitalising on its capabilities, our Health Check is designed to assess your current setup, identify opportunities for improvement, and help you to future-proof your data infrastructure.
Consider these benefits of a sound system set up:
Teams are confident in the accuracy and completeness of your fund and portfolio data.
Data collection procedures are straightforward for users to perform, running smoothly and without delays.
Dashboards and reports deliver the insights stakeholders need.
The system structure is aligned with how your business has evolved, and can it be adapted easily for changes.
Manual effort or offline workarounds are not required to complete key processes.
If you are not experiencing these system benefits, it’s likely time for a Health Check. Our structured approach helps improve trust in your data, streamline workflows, and optimise the platform for your organisation’s needs. Following the review, we provide a tailored roadmap outlining clear, prioritised steps to implement improvements, ensuring your iLEVEL environment supports current operations and enhances future growth potential.
The opportunity.
Improved user adoption.
Cleaner, more consistent data.
Streamlined dashboards, reporting and workflows.
A roadmap for improvement.
Our iLEVEL Health Check process.
Our iLEVEL Health Check begins with a 30-minute consultation to understand your specific use case and challenges, followed by a detailed review of your iLEVEL configuration and usage. You’ll receive a concise, actionable report outlining next steps to unlock greater value from your platform.
30 minute consultation
We start with a brief call to understand your goals, walk you through our approach, and tailor the scope to your needs, ensuring you get the most out of iLEVEL from the start.
In-depth evaluation
Our iLEVEL consultants conduct a comprehensive health check covering system setup, feature usage, user feedback, and field structure, identifying inefficiencies, missed opportunities, and areas for optimisation.
Tailored report and roadmap
You’ll receive a detailed, actionable report with prioritised recommendations to enhance performance, boost adoption, and align iLEVEL with your long-term strategic goals.
What's included in our iLEVEL Health Check.
We assess the overall structure of your iLEVEL environment and how data is organised across entities, assets, funds, and investors. We review naming conventions, hierarchies, workflows, and any custom structures to ensure alignment with your operational model.
We evaluate the consistency, accuracy, and completeness of your data. This includes reviewing the data structure in place and assessing calculations and dependencies. We’ll flag common issues such as:
- Inconsistent naming or categorisation
- Calculation mismatches
- Duplicate data items or overlapping data concepts
- Redundant or underutilised datasets
We examine your current collection processes, ease of use and alignment with stakeholder expectations. This includes:
- Reviewing any collection templates being used
- Evaluating any manual upload processes
- Understanding any data approval requirements
- Identifying opportunities for automation or consolidation
As part of our health check, we conduct a comprehensive review of your reporting setup, evaluating how effectively iLEVEL’s native tools and integrated solutions like Power BI or SSRS are being used. We assess whether your reporting framework delivers accurate and real-time insights.
Adoption is key to platform success. We assess user engagement levels, login history, and system touchpoints. We also evaluate permission structures to ensure they support security best practices and operational efficiency.
Our findings
Data and structural review.
We perform a detailed review of your iLEVEL configuration to uncover inefficiencies, improve data integrity, and align system structure with business needs. Our findings are delivered in a clear, actionable report covering:
Entities
A review of all entities and entity types, highlighting potential duplicates and providing a breakdown by type.
Data items
Full audit of data items, including classification, type, usage frequency, and recency. We check for duplicates or overlapping concepts and review list values. Calculations and dependencies are also assessed for clarity and completeness.
Submitted data
We analyse data submission trends by relationship level, period, method, and scenario, ensuring that data in the system can be easily interrogated by users.
Reporting
Analysis of all required reporting outputs, ensuring these are accurate, consistent, and delivering value for the platform users.
User access
Evaluation of user roles, associated permissions, and role assignments. We review user access and data usage trends, highlighting potetial for enhanced adoption.
The outcomes.
At the conclusion of the iLEVEL Health Check, you’ll receive a tailored report of prioritised enhancement opportunities that includes:
1.
Recommendations
For system cleanup, structural re-alignment, and data governance
2.
Advice
To increase automation and reduce manual intervention.
3.
Actionable insights
To boost user engagement and system confidence.
The result is a clear roadmap that empowers your team to maximise the value of iLEVEL as a trusted reporting and data management platform.
Post iLEVEL Health Check services
Our support doesn’t stop with diagnostics. We help turn insight into impact with tailored services that deliver lasting improvements.
Once the Health Check is complete, we offer a range of post-assessment services designed to implement recommendations, optimise your platform, and support ongoing success.
Implementation
We will implement agreed changes based on your roadmap, from system reconfiguration to data cleanup and workflow optimisation.
We design and build customised dashboards and investor reports, enabling faster insight delivery and real-time performance tracking.
Recognising that iLEVEL solves a portion of the private markets puzzle, it is often desirable to integrate iLEVEL with your broader data ecosystem, from accounting and CRM systems to Excel and BI platforms. Our development team has significant capabilities in connecting systems, allowing for seamless reporting across your firm’s infrastructure.
Platform management
We provide proactive, ongoing oversight of your iLEVEL environment, including regular checks, system tuning, and advisory support to keep your configuration aligned with evolving business needs.
We also perform a managed data collection and reporting service, taking complete control of sourcing and importing data into the system and creating the required outputs. This gives valuable time back to users, who can benefit from the data without the responsibility of sourcing it.
We provide tailored, role-based training and onboarding to support adoption and ensure best practice use of iLEVEL across your team.
Find out more
The it|venture iLEVEL Health Check.
If you are ready to unlock your iLEVEL’s full potential, then request your complimentary 30-minute consultation today. During your consultation, we will take time to understand your business goals, how you are currently using iLEVEL, and where you may have opportunities to improve efficiency, drive greater value, and support your team more effectively.
You can also download our iLEVEL Health Check Brochure by clicking on the image.
