What the EIM’s Scope for this case study?• What is the problem faced by the organization and how it was solved?• Summarize the paper in a maximum of Five lines to the next, rather than developing enhancements and future roadmap requirements.SOURCE SYSTEMSNEW CENTRALIZED REPOSITORYTARGET SYSTEMSMarket DataTrading SystemCRM SystemIn-House ApplicationsCustodian Service ProviderReportingData from various sources constantly propagate essential in-house and third party systems.SOLUTIONSThe asset management firm hired UB Technology Innovations (UBTI), who provided the following solutions:UBTI became an extended arm of the client's technology team, helping them avoid the burden ofhiring additional manpower and providing the flexibility to ramp up or down as needed.UBTI's expertise with ETL tools and data integration services streamlined the firm's processes andminimized the span of response to attend data inconsistencies.A knowledge repository was created for the technology team. By having a record of previous issuesand solutions, the technology team was able to more efficiently address requests.Now that the client isn't bogged down with requests, they are able to spend more time focusing on whatmatters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.MicrosoftPartnerGold Application DevelopmentSilver Data AnalyticsUB Technology Innovations, Inc.2401 E Katella Ave. # 450, Anaheim, CA 92806(714) 912-1600www.ubtiinc.comH Microsoft UB TECHNOLOGYINNOVATIONS22 30 152374INCCase StudyUBTI Efficiently Integrates SystemsAn Asset Manager's Success StoryTHE CLIENTGlobal asset management firm with four decades of experience with investments across fixed income, equities,emerging markets, and alternative investments. The firm relies on data from vendors such as Bloomberg, Fitch,S&P, and Moody's for critical financial decisions. The information must smoothly integrate within their systemsand be deployed for trading, in-house applications, and reporting.CHALLENGES FACED BY CLIENTInconsistent data format – The vendors make frequent changes to the format of the data they provide, hindering thedata feed due to the inconsistencies between the source and destination.Keeping up with requests – The client deployed an in-house technology team to support end-users and executeenhancement projects. Unfortunately, they lacked the resources to address support requests in a timely manner.Long-term enhancements superseded by urgent tasks - Frequent end-user requests added to the firm'sbacklog of projects. This resulted in their technology team's time being spent jumping from one short-term issueto the next, rather than developing enhancements and future roadmap requirements.SOURCE SYSTEMSNEW CENTRALIZED REPOSITORYTARGET SYSTEMS

Enterprise Information Management is a software used for data management in an organization. Every…

Answered: What the EIM’s Scope for this case…

What the EIM’s Scope for this case study? • What is the problem faced by the organization and how it was solved? • Summarize the paper in a maximum of Five lines

Understanding Business

12th Edition

ISBN:9781259929434

Author:William Nickels

Publisher:William Nickels

Chapter1: Taking Risks And Making Profits Within The Dynamic Business Environment

Section: Chapter Questions

Problem 1CE

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Concept explainers

Overall Equipment Effectiveness

Overall equipment effectiveness or OEE as it is known can be defined as a widely standard to measure manufacturing productivity. In other words, it can also be defined as the exact percentage of time which is productive. If the score of overall equipment effectiveness is 100%, it is an indication that only good parts are being manufactured with no stop time. Hence OEE of 100% means 100% quality, performance & also availability.

Question

What the EIM’s Scope for this case study?
• What is the problem faced by the organization and how it was solved?
• Summarize the paper in a maximum of Five lines

to the next, rather than developing enhancements and future roadmap requirements.
SOURCE SYSTEMS
NEW CENTRALIZED REPOSITORY
TARGET SYSTEMS
Market Data
Trading System
CRM System
In-House Applications
Custodian Service Provider
Reporting
Data from various sources constantly propagate essential in-house and third party systems.
SOLUTIONS
The asset management firm hired UB Technology Innovations (UBTI), who provided the following solutions:
UBTI became an extended arm of the client's technology team, helping them avoid the burden of
hiring additional manpower and providing the flexibility to ramp up or down as needed.
UBTI's expertise with ETL tools and data integration services streamlined the firm's processes and
minimized the span of response to attend data inconsistencies.
A knowledge repository was created for the technology team. By having a record of previous issues
and solutions, the technology team was able to more efficiently address requests.
Now that the client isn't bogged down with requests, they are able to spend more time focusing on what
matters most: managing risk, maintaining compliance, reducing expenses, and focusing on customers.
Microsoft
Partner
Gold Application Development
Silver Data Analytics
UB Technology Innovations, Inc.
2401 E Katella Ave. # 450, Anaheim, CA 92806
(714) 912-1600
www.ubtiinc.com
H Microsoft

UB TECHNOLOGY
INNOVATIONS
22 30 152
374
INC
Case Study
UBTI Efficiently Integrates Systems
An Asset Manager's Success Story
THE CLIENT
Global asset management firm with four decades of experience with investments across fixed income, equities,
emerging markets, and alternative investments. The firm relies on data from vendors such as Bloomberg, Fitch,
S&P, and Moody's for critical financial decisions. The information must smoothly integrate within their systems
and be deployed for trading, in-house applications, and reporting.
CHALLENGES FACED BY CLIENT
Inconsistent data format – The vendors make frequent changes to the format of the data they provide, hindering the
data feed due to the inconsistencies between the source and destination.
Keeping up with requests – The client deployed an in-house technology team to support end-users and execute
enhancement projects. Unfortunately, they lacked the resources to address support requests in a timely manner.
Long-term enhancements superseded by urgent tasks - Frequent end-user requests added to the firm's
backlog of projects. This resulted in their technology team's time being spent jumping from one short-term issue
to the next, rather than developing enhancements and future roadmap requirements.
SOURCE SYSTEMS
NEW CENTRALIZED REPOSITORY
TARGET SYSTEMS

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