Olmstead was engaged by a major service provider to design and develop an equity report template to provide an “out of the box” client report solution for their middle office clients and data mart clients.  This project led to a fully automated client reporting solution relieving clients of manual production of client reports.  Duties included the design of the client report, data gap analysis, and design of the business/data workflows, and UAT.  The Olmstead team also authored the Migration Specifications document used by the provider’s middle office clients who utilized Vermilion as part of their middle office solution.