A mid-sized hedge fund needed a management consultant to evaluate their research, technology, operations and risk management departments. Fortivision analyzed all of their major systems and data sources, documented all their automated and manual system procedures, created system architecture diagrams, and developed standardized formats for new trading system requirements and test plans. The result was a streamlining of data processes and an overall 25% decrease in operational expenses.

A major European investment bank had two separate invoice and payment systems and needed to consolidate the two processes. Fortivision recommended a new web-based system and managed the full life cycle development process. The resulting system yielded 60% greater efficiency.

A major US money center bank needed to meet business continuity requirements mandated by the Securities and Exchange Commission (SEC) and the Office of the Comptroller of the Currency (OCC).
Fortivision managed the development of detailed Business Continuity Plans and Disaster Recovery Plans for the restoration of critical processes and operations for all back office applications in the investment banking division. These plans included:
• Systems and telecommunications accessibility
• Alternate physical site location and preparedness
• System backup and recovery
• Employee communications
Fortivision also managed the testing of these systems with internal back office applications. The client successfully met all SEC and OCC compliance regulations.

A web hosting provider needed a marketing strategy for their outsourced MS Exchange 2000 solution. Fortivision created a Total Cost of Ownership (TCO) report detailing the benefits of using a hosted solution versus having an email solution in-house.