Vermilion Investment Reporting Project

Background

Having formed a partnership with Vermilion in November 2013, ReformIS assisted with a Quarterly Client Reporting implementation project for a London based global investment management firm. The firm had selected Vermilion Reporting Suite after alternative solutions were tried and found to be unsuitable due to the volume of reports to be produced.

 

Implementation

ReformIS consultants worked alongside Vermilion implementations staff to deliver a solution to meet the client firm’s specific requirements. This involved building and configuring automated data load processes, implementing custom report components and templates based on brand style guides, and configuring an automated multi-team workflow process to enable efficient and timely report production every quarter.

 

The project was run to strict and aggressive deadlines with user acceptance testing starting in February 2014 and the first quarter end run in production starting successfully on time in April. This could only have been achieved through careful monitoring of scope and with very close liaison between Vermilion/ReformIS and the investment firm’s Client Reporting team, IT project managers and business analysts from project start to finish.

 

Notably ReformIS consultants took the lead in delivering user training sessions at the client firm’s premises and the production of a detailed VRS user operations guide customised for this specific implementation.

 

About Vermilion

Vermilion Software (Vermilion) is a leading global provider of client reporting and communications software and services to the financial asset management industry.

 

Vermilion’s flagship product, Vermilion Reporting Suite (VRS) is designed to deliver accurate, flexible, and scalable client reporting and communications, empowering client service professionals to deliver multilingual, graphical, marketing-quality reports, all of which can be created through an automated process.