Integrated Data Management Solution

Business Problem

Client's management of one of the Forbes billionaire's estates, overseeing finance, accounting, and global property management.
Dealt with disparate systems for data generation, distribution, and reporting across different business lines.
Faced challenges with manual data distribution processes and keeping multiple data sources synchronized.
Implemented Backstop and Microsoft SharePoint 2010 as centralized information portals.
Automated data distribution processes to reduce operational risk from manual uploads on SharePoint.
Published and distributed a single version of the truth.
Integrated with Backstop to access holdings data via web services and establish a unified "Goldencopy."
Created graphs using historical performance data.
Generated custom PDF reports by aggregating and manipulating Backstop data elements.
Ensured application and data security.
Managed historical data requirements.
Implemented role-based access control.

Business Benefits

The most significant achievement for the client was establishing a single version of truth in financial reporting.
Additional benefits included the capacity to efficiently create, manage, and distribute information consistently to all stakeholders.
The use of Backstop and Microsoft SharePoint facilitated seamless integration of the portal with other in-house systems that relied on Microsoft technologies.

Solution Overview

The team brought specialized knowledge in enterprise content management along with a deep understanding of the unique workflows in the wealth management industry. By leveraging reusable assets, a highly proficient team of designers, developers, testers, and project managers was swiftly assembled, enabling the project to be completed within an exceptionally short timeframe.

Using web services APIs, the team interacted with Backstop to extract necessary data, perform real-time manipulation, and generate PDF reports, which were seamlessly published to SharePoint. This integration facilitated a single version of the truth for end users through Microsoft SharePoint 2010, while customized C# code ensured that all access control and role-based security mechanisms were maintained in alignment with the client’s existing SharePoint environment.