Setting you up for success: 4 key elements to a successful implementation
1. Sales process: defining success
At Quantifi, we believe in doing things differently. Our consultative sales process is geared towards truly understanding our clients’ challenges and goals. Unlike other risk technology providers, rather than forcing a one-size fits all approach, we offer solutions that can adapt to clients’ particular strategies and processes. Built on an open, API-centric architecture, our system provides the agility necessary to adapt and evolve as our clients’ requirements change. Collaboration is at the core of our approach, and we always strive to foster flexible and strategic partnership with our clients.
2. Thorough scoping: maximising value
The success of any solution hinges on the team responsible for its implementation, maintenance, and support. At Quantifi, we are committed to ensuring that our clients get the maximum value from the solution. Through close partnership and collaboration, we build and nurture strong relationships. Our detailed planning process revolves around understanding and addressing the unique needs of each client. This meticulous approach minimises project risks and ensures that all stakeholders’ objectives are met without any surprises.
3. Fine-tuned implementation process: delivering results on time and on budget
Quantifi’s implementation process is designed for success. A key element of this is the experience of the client service team. We have a well-defined approach to implementation that ensures all risks are identified upfront and carefully managed. This is a result of significant investment in tools that facilitate the process, including out of the box interfaces and configuration. We begin by creating a comprehensive project plan that encompasses milestones, ownership, and timelines, all aligned with the client’s requirements. This minimises project risk and ensures the achievement of stakeholders’ goals. For large-scale implementations, we adopt a multi-phase approach, rather than a one-shot Go-Live strategy.
This approach enables “quick wins” by swiftly delivering core functionality so clients can start experiencing the benefits of our solution as soon as possible. A multi-phase implementation strategy builds upon existing infrastructure, experiences, and embedded processes from preceding phases. By leveraging this foundation, subsequent phases become more efficient and streamlined, maximising productivity and minimising redundant efforts. We understand the importance of mitigating risks during the implementation process. Our phased approach reduces the impact of uncertainty by breaking down the implementation into manageable stages. This provides flexibility for the client, allowing them to adapt and make informed decisions at each phase, ultimately reducing overall risk and ensuring a successful outcome.
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4. Training and support: empowering users
At Quantifi, we understand the importance of providing comprehensive training and ongoing support to our clients. Our highly skilled technical and financial experts are dedicated to ensuring that clients derive maximum benefit from Quantifi. We provide tailored training to all clients, either onsite or remotely, covering technical installation and maintenance, API training to customise and expand functionality, and business training to allow clients to model the wide range of financial instruments supported within our solution. Our client services team also includes quantitative and research consultants who support model validation activities and research-based support.
Your partner in achieving success
Quantifi is positioned to transform the way our clients approach their risk, analytics, and trading requirements. Through a consultative sales process, thorough scoping, fine-tuned implementation, and comprehensive training and support, we empower our clients to achieve their goals and transform their businesses.