Advisory

[key messaging]

Our Advisory service offering focuses on 4 specific categories including Vendor Selection and Due Diligence, Target Operating Model, Technology and Data Architecture, and program Mobilization. The analysis this holistic picture will offer is a clear roadmap for a project implementation while taking into account the challenges and factors which impact most projects. Leveraging TorreBlanc's experience in planning a beginning to end approach will help avoid and anticipate pitfalls. The outcome if this exercise will paint a roadmap that is clear, transparent, and consistent to all executive stakeholders.

Vendor Selection and Due Diligence

  • Evaluate security, performance, and infrastructure considerations
  • Current State and Future State Analysis
  • Product Capabilities
    • Fit for Purpose Analysis
  • Contract Negotiation
    • What modules are purchased
  • Proof of Concept

Target Operating Model

  • Define roles for each business area
  • Policy and Procedures
  • Outsourcing
  • Training and Knowledge Transfer

Technology and Data Architecture

  • Cross-platform, cross vendor solution architecture
  • Strategic planning and vendor alignment with cloud strategy
  • Source of Truth evaluation
  • Data storage and retention

Program / Project Mobilization

Governance

  • Define workstreams
  • Jira / ADO
  • Project Acceleration Framework

Resourcing

  • Skillset identification
  • 360 view of available resources including employees, current consultants and skill and/or role gaps.

Test Strategy

  • Environment plan
  • Metrics and executive reporting

Migration

  • Production Parallel Strategy
  • Environment Management
  • Business and Operational Readiness

How TorreBlanc Can Help

Execution

Elevate your initiatives with TorreBlanc. We pride ourselves on sourcing mission-fit, experienced, and industry-hardened consultants who leverage their deep bench of experience for immediate impact.

Business Verticals

We bring an end-to-end view of your entire office to your transformational initiatives. With deep domain expertise in front, middle, and back office functional areas and technologies, our clients leverage our experience to anticipate and remove obstacles to deliver impactful results. We work with our clients to meet their strategic objectives and position them for future growth.

Impact Stories

Technology

Fund Accounting System Consolidation

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Process

Testing Post

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Ready to Transform Your Business?