Back Office Systems Assessment, Selection & Implementation

Choosing and implementing the back office system to ensure the success and growth of your firm is a pivotal but often daunting task. Oyster will help your firm compare and select the back office system that is best for you. Following vendor selection, Oyster can assist with the implementation, testing, and training to your personnel, and provide conversion. Oyster services include:

Screen Shot 2015-02-16 at 3.31.39 PM
  • Requirements Definition
  • RFP Development and Scoring
  • Change Management, Implementation Planning & Support
  • Program and Project Management
  • User Acceptance Testing
  • Training Development and Delivery
  • Written Procedures
  • Post Implementation Monitoring & Support
  • System Conversions

The Oyster Difference

Oyster’s consultants have an in-depth, practical experience with a variety of back office systems, including Refinitiv, Broadridge, Pershing, Fidelity/NFS and SunGard systems. Oyster consultants have been through these processes many times and have the experience to know where pitfalls may lie and where, when and how to focus efforts to ensure the smoothest implementation possible to keep your firm up and running without missing a beat.