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The Plan must define outcomes
Enterprise Data Planning is a key to long term success.  The outcomes of the planning process are a viable ENTERPRISE DATA PLAN and COMMITMENT from key people at all levels.

Core components of the plan:
  • A realistic assessment of current data provision in terms of availability, coverage, quality, cost and the amount of manual intervention involved
  • A blueprint for future business operations, systems and data requirements based on:
    • External research of client and distributor needs, product structure and packaging, competitor behaviour, regulatory change and other external factors
    • Best of breed architectural patterns and data structures to support the evolving investment world
    • Internal plans for business and systems developments
  • A gap analysis to satisfy the data needs of the blueprint
  • The schedule of business and infrastructure projects that will satisfy the needs
  • Schedule of personal, team and organisational development.


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