Implementation & Training

A successful implementation is built around a robust implementation methodology delivered by experienced consultants. As part of any implementation, Visual Risk will work with business, IT and project management stakeholders to build a detailed implementation plan against which achievement of deliverables will be measured.

This requires a complete understanding of a company’s requirements, procedures and desired outcomes. Over the years we have distilled our experience into a collaborative project plan that will ensure you complete your implementation successfully and derive the maximum benefit from your investment in Visual Riskā„¢.

Our Process


ONE

Scoping/
Planning

Your dedicated Visual Risk Relationship Manager will meet with all stakeholders to ensure all project scoping and planning is agreed and mapped out prior to project commencement. This will ensure the project runs smoothly

TWO

Solution
Deployment

Our IT team will install either a local or web hosted version to suit your business. Best-practice web services and file based interfaces will be deployed to integrate with any existing third party systems

THREE

Data
Import

Static data and business rules will be established to ensure transactional data can be rapidly uploaded from any third party sources. Bulk loading tools will be utilised to streamline these tasks

FOUR

Interface
Deployment

Once all data configuration and transaction upload is complete, interfaces to third party systems and data sources will be configured and deployed into a test environment. Thorough testing will occur to ensure all interfaces function correctly

FIVE

Training/
Reporting

Key users are trained to use the system through a step-by-step process. Sample transactions and workflow will be modelled to validate output and deliver desired reporting formats. More advanced features of the system will be introduced over time

SIX

Testing/
Go-Live

Once users are familiar with the system and reporting, your Relationship Manager will assist with any parallel runs and user acceptance testing. Key processes will be documented and you will receive any assistance required to ensure a smooth Go-Live process

Support

At Visual Risk, we are committed to delivering best-practice Support which we recognise is critical to ensuring our clients gain the maximum efficiencies from our software.

As highly skilled treasury practitioners, our expert team offer broad expertise across the technically challenging fields of risk analysis, derivative valuations and hedge accounting. They engage with your treasury staff and auditors to ensure you manage your treasury issues optimally and efficiently.

We also believe that an ongoing process of user training is critical to ensuring our users remain fully up to date with all new developments in the Visual Risk system. As your treasury needs evolve or changes occur within your team, we will always be on hand to provide you with all the help you need.