Reporting Data Mart & Coric Implementation

Olmstead was engaged by the client to lead their project to build a reporting data mart and implement Coric.  This project successfully created a fully automated client reporting process and a gold copy of reporting data resulting in a shorter production period utilizing pre-validated data. Our team was responsible for reporting project status to offices of the CTO, CFO, and Chief Reporting Officer via steering committee meetings.  We successfully automated the production of biographical data, investment commentary, and disclosures, and created Design Specifications for both the reporting data mart and the client report templates.