Olmstead was engaged to assist with the first Nort American implementation of Vermilion at a large institutional & retail investment manager. This project fully automated a previously manual client reporting process. Olmstead’s responsibilities included performing a data readiness analysis across multiple sources to determine the systemic availability of data needed to produce client reports. Our team wrote the design specifications that detailed report design, data mapping, data validation, error processing, and approval workflows. We also developed and completed UAT testing. Documentation was handed off to the client to be used by business analysts, system analysts, and developers detailing report components, data sources, stored procedures and business contacts.
