Making Data Simpler

  • The real world is complex. Data reflects the real world and we have to deal with it.
  • BUT data has become over complex because of legacy systems, technology and other factors.
  • Mastery of data is essential for any organisation needing to adapt and change.
  • EDMworks MAKING DATA SIMPLER training program shows you how to master data.

MAKING DATA SIMPLER is a one day training course that will…

  • Explain how the same data is re-used throughout the organisation
  • Describe essential master reference data for securities and clients
  • Explain the causes of OVER complexity and how to deal with them
  • Describe effective target data solutions and how to build them
  • Show how to organise and promote effective data strategies

Course Overview


Investment business functions

  • Product creation and marketing
  • Client on-boarding and set-up
  • investments and dealing
  • Operations and corporate events
  • Performance, risk and reporting
  • Regulation, compliance and disclosure
  • Running the investment business

Essential master reference data

  • Securities, derivatives and issuers
  • Market data vendors and exchanges
  • Client mandates, accounts and parties
  • Core reference data; ratings, sectors etc.
  • Product and vehicle structures

Over complexity and how to deal with it

  • The major causes of over complexity
  • issues and consequences
  • Strategies for dealing with them

For info and to book

Tanya.Hubbard@edmworks.com +44(0)203 3973461

Effective target architectures

  • Know your organisations data strengths and weaknesses
  • Examine proven architecture models for enterprise data
  • Choosing the best approach for your organisation

Promoting effective data strategies

  • The critical importance of early success
  • Being relevant to the ‘big issues’ for the organisation
  • Process for defining effective strategies and plans
  • Gaining and maintaining support at all levels
  • Top down and bottom up approaches and combinations
  • Effective organisational approaches

 

  • This course is for: Middle management, operations management, project manager, analysts and developers moving into data.