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Software Implementation

"Margining has increased workarounds and manual intervention. Firms lack resources and experience to implement a vendor solution while simultaneously managing their operational processing."

EXTENSIVE EXPERIENCE

›    Our team consists of former practitioners with professional
experience implementing vendor solutions across numerous clients of various size and complexity​
›    Former practitioners with experience evaluating, purchasing and implementing vendor solutions with first hand knowledge of pain points and potential pitfalls​
›    Actualize leverages our deep experience to anticipate client needs and configure vendor platforms with an emphasis on automation and ease of use from a practitioner's perspective
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​PROJECT MANAGEMENT

›    Actualize understands typical project issues and will proactively leverage this knowledge to avoid project risks
›    Our consultants are hands-on which will translate to a shorter, more efficient and less expensive implementation with less risk

SAMPLE PROJECT APPROACH

Project Planning
At inception, project scoping is performed to define phases, resources and timelines, followed by a project plan and system training
Configuration
Configure functionality to meet client specifications and requirements
Conversion
Normalize data into system nomenclature and transform into system format and flowing through per client specifications
Final Preparation
Perform unit testing for functionality sub-sets, integration testing for inbound and outbound interfaces, and user acceptance testing
Go-Live
Perform parallel and Go-live planning
Stabilization
Perform stabilization activities after go-live to ensure functionality is Working as expected

Contact Us

​​Copyright 2003-2023 Actualize Consulting All Rights Reserved
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  • Home
  • Areas of Expertise ▼
    • Market Trends
    • Infusion Programs ▼ >
      • Culture Infusion
      • Gratitude Infusion
      • In the News
      • Interactive Sessions
      • Testimonials
    • Capital Markets ▼ >
      • Risk Management Oversight
    • Mortgage & Fixed Income
    • Treasury
    • Collateral Management >
      • Operations
      • Regulatory
  • Services ▼
    • Business Process
    • Finance Transformation
    • M&FI Services ▼ >
      • Data Management
      • Digital Mortgage
      • Integrated Mortgage Disclosure
      • MERS
      • MISMO®
      • MISMO® Authorized Assessor
    • Reporting & Analytics
    • Software Implementation
    • Treasury Services ▼ >
      • Bank Rationalization
      • Bank Relationship Management Service
      • Cash Forecasting
      • Corporate SWIFT Services
      • Digital Treasury
      • Management Reporting and KPIs
      • Payments Strategy Assessment
      • Supply Chain Finance Program
      • Treasury Assessment
      • Treasury Policies Review
      • Valuation
    • Vendor Selection
  • Products
  • About Us ▼
    • Webinars
    • Testimonials
    • Twitter Feed
    • Contact Us
    • Podcast
  • Careers
  • Client Satisfaction
  • Employee Portal ▼
    • Consulting Basics
    • Success at Actualize
    • Client Outreach Request
    • Project Set-Up
    • Internal Info ▼ >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
    • Internal System Tips