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Chapter 2: Pre-Implementation Readiness Assessment
Before you contract a vendor, before you run a demo, before you scope the project — assess where you actually stand. This chapter covers the four readiness dimensions that determine whether your OMS implementation succeeds or drags.
What's in this chapter
- Data readiness: security master quality, position history, and transaction data completeness
- Integration inventory: counterparty connectivity, custodian feed status, FIX broker relationships
- Organizational readiness: team capacity, stakeholder alignment, and vendor management structure
- Technical infrastructure: network architecture, DR requirements, and co-location considerations
- Readiness scoring framework with platform-specific callouts for Bloomberg AIM and Charles River
- Red-flag checklist: the 12 indicators that your implementation is at risk before it starts
~3,200 words
PDF format
CRD + AIM callouts