Start by focusing on people, rather than platform features
Global asset manager with investment offices in major trading centers worldwide.
The company was struggling with how to unify its analytics approach, while remaining compliant with financial industry standards. With different departments gathering information in disparate ways, the existing model was not sustainable. It was imperative to identify common use cases, target a short list of vendors whose capabilities matched the use cases, and navigate the RFP and demo processes.
Ironside was called in, and made it clear from the outset that system selection is about people, not just technology. The approach consisted of four steps:
Make Analytics Human
Narrow the Focus
Make the Choice
KEYS TO SUCCESS
The vendor selection process enabled the client to: