Our process review and system design involves a comprehensive analysis of your equity management and reporting process, with the goal of implementing best practices. Our consultants will identify the key areas for process improvement including automating data feeds from upstream/downstream applications, such as treasury, HR, Payroll, Finance on a periodic basis. We can also recommend improvements to your broker/dealer interface. Key deliverables include detailed process documentation and customized training for the departments involved, the roles and responsibilities across departments, all equity and cash awards, reporting requirements, and data management and migration.