Stockloud: 2-wks Assesment

C-ven Technologies

Helping brokers to automate their account opening process and customer lifecycle

C-ven Technologies will work with your company to define and document key business processes to bring innovation and differentiation in the stock market with a deeper understanding of the customer behavior at every point in the life cycle. The engagement aims at accomplishing two key objectives:

  1. Facilitate design and discovery sessions to document current and future processes impacting the business.
  2. Build an implementation roadmap prioritizing the processes that have been defined and documented.

During the SureStart project, we will work together to accomplish the following: • Define the key objectives and requirements to implement Stockloud within the organization • Establish key milestones and phases (with associated timelines) for the Stockloud implementation • Define the operational objectives and identify how Power Apps can assist in the overall operation's vision

Design and Discovery Sessions: C-ven Technologies will engage client representatives via a series of meetings where interviews and discovery sessions will occur. These meetings will provide the basis upon which all items to be incorporated within the project will be identified and documented.

Implementation Roadmap: The final aspect of this engagement focuses upon creating a high-level implementation roadmap. This roadmap will be engineered from the core business processes defined and documented above and will provide recommended approaches and phases to address specific subsets of processes. Associated costs to implement and build each subset of processes will be provided within the roadmap; these budgetary estimates will provide realistic expectations of cost and duration to implement Stockloud.

Proposed Scope and Deliverables: • Documentation of the roadmap, process flows, and recommendations for implementing Stockloud • Presentation of the roadmap with associated recommendations with client stakeholders • Estimated cost and implementation timelines of Stockloud

Visão geral