First State Super acquired StatePlus and as a result a multi-million dollar program was established to lead this acquisition from Functional and Technical perspectives. Business systems included Finance, Wealth, CRM, Investment, Product and Portfolio Management.
How we helped
We managed integration / consolidation of Financial/GL, Wealth Management, Clients and Advisors Portal and CRM (Digital), Registry, Product and Portfolio Management systems.
Directly reporting to the CIO and the Head of IT for both organisations (First State Super and StatePlus), we analysed the requirements, created roadmaps and prepared solution architecture artefacts.
We analysed various solution facets from legal, regulatory, investment feasibility and cost and benefit perspectives. We also prepared business cases, RFQs, steer-co packs and options papers to assist the program executive and delivery managers. We acted as the main liaison between the business and the delivery team.