Consulting
In addition to having built and grown clearing firms organically, the founder, management and analysts of Canterbury have collectively managed a number of major integrations due to mergers and acquisitions of the technology and operations of FCMs or broker/dealer firms, and performed both large and small scale systems integrations seamlessly. Our firm approaches each engagement for our clients with experienced staff that bring an understanding of cross-functional teamwork. We emphasize the importance of pre-project planning all the way through to user testing prior to go live.
Canterbury offers clients a systematic approach to merger integration and systems migration projects that minimizes any impact on day to day operations. Key features of our approach include:
• Project management methodology
• Resource balancing
• Realistic timeframes for completion
• Disciplined mapping of schedules
• Achievable milestones
• Detailed Work stream breakdowns
• Accurate cost and time estimates
• Complete UAT testing and acceptance prior to go live
• Post project lessons learned
Business analysis, process modeling and teamwork are key ingredients to the success of any project, large or small. Canterbury’s project and change management expertise allows our clients to leverage their current staffing and resources with experienced industry knowledge to accelerate and guarantee successful project implementation and delivery with a minimum of risk.