"
You, on the cutting edge of technology, have already made yesterday's impossibilities the commonplace realities of today. "
~
Ronald Reagan


Strategic Planning Venture consultants can help you analyze your current infrastructure, recommend cost-saving solutions, and implement critical improvements to your business operation and the technology that supports it.

Representative Projects include:

New Investment Product Rollout

Venture was asked to work with the leadership of a major financial services firm to develop a strategy to roll out a new investment product, 529 Plan. Venture was responsible for defining new business workflows throughout the organization and developing business specifications to support the evaluation of internal applications and vendor packages to perform the recordkeeping for the product.

Business Process Redesign for Accounting and Pricing of Mutual Funds

Venture was commissioned by a major financial institution to provide JAD (Joint Application Development) Facilitation Services and define new business workflow processes to support a new application in the accounting and pricing of mutual funds. JAD sessions included workshops with up to 20 participants, each representing different areas of the company. Venture defined new operational work processes to support this client and documented the calculations required to support fund accounting.

Business Models for Investment Compliance

An investment operations group brought Venture on board to evaluate and develop business models for investment compliance. The project scope included an assessment of organizational structure and functions. Venture then delivered options and recommendations for compliance service models to support investment professionals, liability models, trading support models, and product ownership models. Venture defined compliance tests and ownership at each stage of the trade cycle and articulated historical data requirements to meet future compliance reporting and testing requirements.