Idcrex recognizes the complexity and risks associated with every packaged software implementation. A poorly executed implementation can diminish or negate the inherent benefits of using packaged software. Idcrex's experienced functional consultants focus on helping clients successfully assess, plan and manage their software implementation to maximize business value and return on investment.

A mistake often made by clients is to try and configure or customize the system to match exactly an existing business process, rather than look to improve the processes. We make sure that the best possible improved process are designed without compromising final objectives. We provide you with all preliminary requirements before you select your accounting and portfolio management solutions. As functional consultants, we will understand the modules you are implementing and the set up and configuration options available. Our key skill is being able to map the requirements of the customer to the capabilities of the system. Our functional consultants are expected to generate knowledge about the current business process, design current business flows and study current business processes and its complication.

The niceties of consulting services provided by us include;

Requirement Analysis - Analyze & Document System / Business requirements and further map these to the vendors solution and create high level solution plan that address customers functional & strategic needs.

Process Documentation - Document analysis and processes according to their categories in the form of predefined templates.

Workflow Definition

Application Recommendations

Implementing solutions that cater to Investment Bank's/ Financial Institute's / Family Offices for the Investment / Fund Management & Operations.

Work from high level requirements through detailed specifications, prototype, Implementation & Customization.

Mapping and GAP analysis for each module.

Design, Develop & Implement products & build workflows based on clients requirements.

Work / co-ordinate with team members to plan, develop and execute the projects.

Participate in meetings to elicit and document service requirements.

Adhere to vendor's implementation / customization / development guideline.

Unit testing, create test cases, assist client on the UAT and knowledge transfer to the End Users on the delivered systems.

Conduct training for customers on how to use implemented product.

Prepare end user manual

User Acceptance Testing, System Integration Testing, Performance Testing, Regression Testing or any client specific software testing.

Updation of project status to Project Manager & other concerned persons.

What are we looking for in a functional consultant?

Our Functional Consultants understand the various methods/solutions available to build the system for the client's required structure, so that the consultant can negotiate with the client to produce the best possible compromise of the results desired within explicit cost and time boundaries.

Specialized in front office, portfolio management or back office banking functions and in a particular stage of the product life cycle

A financial markets background and or proven mathematical/business ability

An interest in IT and technology

Excellent written and oral communication skills

Desire to work in a collaborative, multicultural and international environment

Process Improvement is the proactive task of identifying, analyzing and improving upon existing business processes within an organization for optimization and to meet new standards of quality. It involves a systematic approach which follows a specific methodology but there are different approaches to be considered. We focus on different areas of improvement and use different methods to achieve the best results. Processes can either be modified or complemented with sub-processes or even eliminated for the ultimate goal of improvement.

Process Improvement is an ongoing practice and should always be followed up with the analysis of tangible areas of improvement. When implemented successfully, the results can be measured in the enhancement of quality, customer satisfaction, customer loyalty, development of the skills of employees, efficiency and increased profit resulting in higher and faster return on investment.

We offer the following services to improve your process.
Operational efficiency analysis

Continuous monitoring

Steps definition and change request

Impact analysis

We do customization of your in addition to various add on applications that are provided by us.

Application Customization

Reports Customization

Work-flow Customization