The Axxsys User Training service aims to provide a strategy of end-user training in a structured method to guarantee a successful implementation.  This service is designed for institutions such a Fund managers, Investment banks, Pension Funds and Insurance companies implementing or upgrading their current system infrastructure.

Axxsys provides advanced functional or technical training programmes performed by senior consultants and experts who are business knowledgeable and completely up to speed on the latest enhancements and features. We believe that training should be delivered with flexibility and relevance to our clients’ organisation.  We therefore tailor the training sessions, to meet the unique objectives, and rely on our expertise from the different domains in the value chain within Investment Management, combined with detailed knowledge and experience from all the solutions our consultants deliver on a daily basis.  We can provide training on a number of applications, such as Advent, Markit EDM, SimCorp Dimension®, BlackRock/Aladdin, CRD and Murex.

Our Axxsys User Training service is based on the use of Axxsys Axxelerators™ which provide proven methodology and best practise guidelines along with our in-depth knowledge across multiple systems.

The Axxsys Data Migration Service provides a best practice solution to fully understand what data is being migrated, where it’s stored, what form it’s in and the form it will take at its new destination. The wealth of experience offered by our consultants will ensure data migration policies will be implemented and will fully test, validate and document the entire data migration process.

Axxsys’ Data Migration approach combined with our system expertise, technical know-how and solid business knowledge will be the key accelerators that will enable us to deliver a high-quality, timely and efficient migration solution to our client. We recommend a Migration Plan in coordination with company Change Programme that incorporates;

• Analysis & Design – Data and Migration Design
• Data Mapping between source/legacy and target systems(s)
• Extraction of Data from Source/Legacy system
• Conversion & Reformatting of extracted Data
• Load of Source Data to the staging area and target systems
• Migration Test
• Tools and Scripts for validation and cleansing of Data

Our service is based on the Axxsys Axxelerator™ methodology, which is built around the extensive knowledge of the consultants and proven best practice guidelines developed on multiple successful data migration projects. We offer a comprehensive project plan, tools, detailed timelines, identify roadblocks and potential risk areas which will be fully evaluated prior to the commencement of the migration.

Axxsys Build Service is offered to clients across the Financial Services industry including Asset Management, Wealth Management, Insurance companies, Pension Funds and Capital Markets. We believe that whoever is building the final solution should possess extensive business and product knowledge in order to extract maximum benefit in the minimum time, ensuring that business requirements are delivered upon in a well-functioning system. Axxsys offers a range of build services across the entire organisational spectrum, providing expertise in Business Configuration, Integration Development and Technology/ Development Configuration.

The Build Service utilises Axxsys Axxelerators™, incorporating Axxsys standard best practice solutions for a broad suite of popular financial industry-leading products, developed through years of experience across dozens of clients. A typical Business Configuration build process will involve taking the finalised business requirements and building a prototype solution using existing Axxsys builds as a template. In close collaboration with our clients, the solution is refined through an agile process until it is ready to take to the testing phase of the project.

Axxsys are experts in a number of standard products including SimCorp Dimension®, MarkitEDM, eFront and Charles River (CRD).

To effectively manage change, a suitable change management process and governance model needs to be in place. The Axxsys approach will apply a proven change management process and governance structure to any form of change in our client’s organisation, from smaller initiatives to large-scale change programs. The objective is to create overview, coherence and transparency of decision-making and ease stakeholder management.  This will ensure that projects can be delivered on time and on budget.  Our Programme Management service will allow your organisation to perform the right initiatives or activities effectively. Axxsys can also help you prioritise your project portfolio and align this to your company objectives and goals.

Axxsys has a proven successful Programme Management, Change Management and Project Governance Model, and we have all relevant project templates and a repository of the relevant roles for a project.

We are experts in assembling high performance teams, and we have successfully managed large changes as well as smaller projects for our clients.

Quality Assurance (QA) is an integral part of any large change programme or project in the industry. The overall objective is to manage risk and improve the likelihood for delivery on time, on budget and to required quality standards.

Axxsys QA Services is offered across the industry and targets the core change elements – Business requirements, designs, testing and deployment, together with QA of change management processes, project governance, people and capabilities.

Our QA service aims to ensure transparency  and traceability between business requirements, design and business strategy.  Our Axxsys Traceability Methodology and Trace Matrix ensures consistency, completeness and provides management overview, confidence and actionable programme insight on progress, pain points and risks.

Axxsys QA Services is based on the use of Axxsys Axxelerators encompassing QA Best Practice guidelines, QA tools for Planning, Audit and Controls. The service includes independent quality audits and reviews to identify quality gaps, inefficient procedures or processes in the project.  We offer comprehensive deep-dive QA reviews of business requirements, designs, test processes and deployment.

Axxsys Business Requirements Collection Service is driven by Axxsys Axxelerators™, incorporating standard business requirement methodology, guidelines, templates and tools. Our standard 5-step methodology begins with the Discovery phase where the requirements are gathered through a series of workshops and one-on-one meetings with stakeholders and SMEs. Following this Analysis, the results of the Discovery phase are taken and formed into coherent requirements in-line with the organisation structure. Documentation of the requirements including exceptions and current pain points is undertaken from the Analysis. Communication/Dissemination to stakeholders and SMEs for clarification is then undertaken and the requirements refined through an iterative process until ready for Validation/Sign-Off from stakeholders.

The Axxsys Target Process Modelling Service is available to industry clients including Asset Management, Wealth Management, Insurance companies, Pension Funds and Capital Markets. We work to create a baseline using the current process model, documenting key business processes, flows and pain points. We conduct a gap analysis, identifying redundant and missing processes and functions in the current process are identified, leading to a Target Process Model.

For large Change Programmes, the design and related process changes are a key activity which closely link to the firm’s business strategy. Taking point of departure in the current process model, the business requirements and client strategy form the input to the future process model. Functional requirements and designs are aligned and validated against the model ensuring that the final design of systems and operational processes are cohesive with the Business Strategy

This service is based on the Axxsys Axxelerator™ platform which enables the client to take advantage of predefined best practise standards and guidelines, allowing implementation of applications in a shorter space of time and with less dependency on key resources from the business.  The Axxsys Axxelerator™ platform contains a set of templates, training materials and guides “ready to go” and deploy to a client, populated with their details, taking operational risk and audit requirement into consideration.

The Axxsys Testing service aims to provide a strategy and execution plan for testing, providing a best practice framework. This service is designed for institutions such a Fund managers, Investment banks, Pension Funds and Insurance companies implementing or upgrading their current system infrastructure.

Axxsys Testing Framework includes identifying the Test Goals, Deploying the right Test Strategy for an organisation, Test Management, Test Measurement, Test Evaluation and Test Improvement.

Axxsys can provide dedicated Quality Assurance Managers, Test Leads, Test Analysts and Business Analysts to work with the business users during User Acceptance Testing.

Our Axxsys Testing service is based on the use of Axxsys Axxelerators™ which provide proven methodology and best practice guidelines along with our in-depth knowledge across multiple systems. We include templates and standard test tracking tools.

Axxsys offers a Business Architecture Service to describe your business model and end-to-end business processes, to ensure that they are clearly aligned to reaching your goal and support the needs of your organisation. We can then work with the client to identify and build the more appropriate structure maximising the potential of the priorities of your business. This service can be aligned and delivered as an integral part of our Target Operating Model (TOM) Service or separately as a service to further evaluate the operating structure in its present state and align this with future requirements and overall strategy.

Experienced Axxsys consultants will evaluate your specific requirements, assess and make strategic suggestions in close collaboration with the stakeholders, assisting with the development and roadmap for all key initiatives. Furthermore working closely together with the client to analyse the current process model and to create the target business architecture encompassing:

We will then determine and recommend the structure for each business area, forthcoming implementation or change project. The ideology of this service is based on the use of Axxsys Axxelerators™, which incorporate our standard methodology, templates, guidelines and analysis tools.

With a packaged support solution Operational Services (OS) from Axxsys Consulting, an asset manager can manage its software platform needs quickly, expertly and in a cost-efficient manner. OS gives a fund direct access to technology expertise and project management skill – all in a uniquely flexible format that reduces both overhead and operational risk.

The service is based on our Operational Service model, but is tailored to suit the specific client. Axxsys realise that clients need different types of skill sets at different times to support the on-going usage of their financial software applications. Obtaining and retaining the appropriate level of expertise as and when needed, as well as planning for major or minor changes, have proven to be a challenge for many clients.

We have therefore found that creating a specialist pool of consultants with different areas of expertise is a cost efficient and useful service to the standard application client base. The consultancy skill sets cover Business Consultants with general Asset Management proficiency as well as Front, Middle and Back Office expertise and Technical Consultants with reporting and integration skill sets.

Axxsys can provide a complete team of experienced Developers and Analysts, to run the day to day support of applications, either off-site or on-site.  Our managed service offering includes management oversight, as well as upgrade services and delivery of business as usual change programs such as the implementation of new funds and instruments types.  Our managed service offering is a cost efficient support model with the aim of enabling our clients to focus on the core business of managing funds, while we take ownership of the systems and day to day management of the vendors, and changes to the set-up. Axxsys Managed service can be tailored to fit the clients needs, such that we agree the level of ownership and support our clients require, relative to in-house capabilities.

The managed services is currently targeted at clients with the following applications/requirements:

• SimCorp Dimension®
• BlackRock/Aladdin
• Linedata Beauchamp
• Sophis Value
• Calypso
• Markit EDM
• Advent product suite

Most software solutions mandate an upgrade. These upgrades consume staff and systems resources which can block for other value adding projects. Axxsys’ Upgrade Service helps our clients to be more efficient and with less dependencies on key people and business users involvement.

The first time the process is used, benefits are gained by having a better understanding of the way the system is used in a business context. This will lead to better testing coverage, reduce unnecessary testing and provide justification on why each test case is implemented.

The long-term benefits of Axxsys Upgrade Service is the continuity it creates, since our clients don’t have to start from scratch at every upgrade. Test cases may be re-used in future testing, and technology and business users can utilise the same set of test cases. All test cases are based on scenarios previously processed by the client.

Benefits by using Axxsys’ Upgrade Service:

• You will lower the cost and time of upgrades
• Achieving sign-off is easy as the justification for the testing is defined and transparent
• Axxsys’ approach can be tailored to the clients needs
• Independent consultancy providing upgrade service