Posts Tagged ‘analysis’

Most are familiar with the Five Ws for information gathering: Who, What, When, Where, and Why – adding in How for good measure (making it the Six Ws). Fewer are aware of the Five Whys which is a simplistic method of root cause analysis (RCA). This article explains the Five Whys, also known as a […]

Leading healthcare organizations are presented with opportunities to meet an accelerated demand for services being driven by a rise in health consumerism, the need to improve patient outcomes and satisfaction, increased cost pressures, and alternative reimbursement models. These healthcare organizations are undergoing Finance transformation and utilizing technology to bridge the gap.  Watch on-demand to learn how […]

All software systems exist in an insecure state, which creates the need for a way to conduct software attack surface analysis. This is because any useful system must connect in some way with the outside world and therefore contains at least one point of interaction with that world. These communication paths accept data / instructions […]

To deliver a positive experience for your visitors, it’s important to make sure you are resolving usability issues

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

The business intelligence (BI) industry has been plagued with poor user adoption for years and has a huge failure rate among companies. Here are some of the reasons why. Product is challenging to use: When a BI tool is not designed for business users, such as financial advisors and client associates who are primarily non-technical […]

Looks like the folks over at Wired launched a redesign of their site yesterday.  I was just reading through an article about it written by their engineering director. http://www.wired.com/2015/03/wired-dot-com-from-the-devs/ I’ll let you creative types comment on the actual design of it, but there are some interesting things they are doing developmentally that strike my…interest. First, they […]