Execute
Execution Assets for Decisions That Matter
92 deployable toolkits — capability models, value streams, and architecture blueprints that translate decisions into action, faster and with greater precision.
Asset Management Business Architecture Toolkit
Ready-to-use asset management business architecture deliverables: ~410 capabilities, ~60 value streams, data model, and strategy artifacts in editable formats.
Core Banking Transformation Toolkit
A bundle of 25+ expert-built project deliverables for core banking transformation — strategy, governance, RFP, vendor evaluation, and more. Editable Word, Excel, and PowerPoint.
Health Insurance Business Architecture Toolkit
Ready-to-use health insurance business architecture deliverables: ~385 capabilities, ~34 value streams, data model, and strategy artifacts in editable formats.
Hedge Funds Business Architecture Toolkit
Ready-to-use hedge funds business architecture deliverables: ~600 capabilities, ~30 value streams, data model, and strategy artifacts in editable formats.
Investment Banking Business Architecture Toolkit
Ready-to-use investment banking business architecture deliverables: ~410 capabilities, ~37 value streams, data model, and strategy artifacts in editable formats.
Life Insurance Business Architecture Toolkit
Ready-to-use life insurance business architecture deliverables: ~700 capabilities, ~35 value streams, data model, and strategy artifacts in editable formats.
P&C Insurance Business Architecture Toolkit
Ready-to-use P&C insurance business architecture deliverables: ~700 capabilities, ~45 value streams, data model, and strategy artifacts in editable formats.
Payments Business Architecture Toolkit
Ready-to-use payments business architecture deliverables: ~300 capabilities, ~24 value streams, data model, and strategy artifacts in editable formats.
Prime Brokerage Business Architecture Toolkit
Ready-to-use prime brokerage business architecture deliverables: ~420 capabilities, ~26 value streams, data model, and strategy artifacts in editable formats.
Private Equity Business Architecture Toolkit
Ready-to-use private equity business architecture deliverables: ~330 capabilities, ~21 value streams, data model, and strategy artifacts in editable formats.
Professional Services Business Architecture Toolkit
Ready-to-use professional services business architecture deliverables: ~375 capabilities, ~21 value streams, data model, and strategy artifacts in editable formats.
Real Estate Business Architecture Toolkit
Ready-to-use real estate business architecture deliverables: ~280 capabilities, ~44 value streams, data model, and strategy artifacts in editable formats.
Wealth Management Business Architecture Toolkit
Ready-to-use wealth management business architecture deliverables: ~630 capabilities, ~39 value streams, data model, and strategy artifacts in editable formats.
Business Architecture for Digital Transformation
Ready-to-use digital transformation business architecture deliverables: ~260 capabilities, value streams, data model, and frameworks in editable formats.
Finance and Accounting Functional Business Architecture
Ready-to-use finance and accounting business architecture deliverables: ~220 capabilities, value streams, data model, and supporting frameworks in editable formats.
Cybersecurity Capabilities Model
A structured 3-level capability model with ~230 capabilities covering the cybersecurity and information security domain. Includes editable PPT, Excel, and Word files.
Finance Transformation Project Deliverables
A bundle of 21 expert-built project deliverables for finance transformation — strategy, governance, RFP, change management, and more. Editable Word, Excel, and PowerPoint.
Portfolio Performance Reporting Features and Functions
A conceptual vision and ~120 essential features for portfolio performance reporting systems, delivered as an editable spreadsheet for benchmarking.
Infrastructure and Technology Platforms Capabilities Map
A structured 3-level capability model with ~500 capabilities covering enterprise IT infrastructure and technology platforms. Includes editable PPT, Excel, and Word files.
Identity and Access Management Capability Model
A structured 2-level capability model with ~145 capabilities covering identity and access management. Includes editable PPT, Excel, and Word files.
Blockchain in Financial Services
IT Strategy for the Digital Age
Retail Banking Business Architecture Toolkit
Ready-to-use retail banking business architecture deliverables: ~330 capabilities, ~30 value streams, data model, and strategy artifacts in editable formats.
Asset Management Capability Model
A structured 3-level capability model with ~410 capabilities covering the asset and investment management value chain. Includes editable PPT, Excel, and Word files.
Health Insurance Capability Model
A structured 3-level capability model with ~385 capabilities covering the health insurance value chain. Includes editable PPT, Excel, and Word files.
Hedge Funds Capability Model
A structured 3-level capability model with ~600 capabilities covering the hedge fund value chain. Includes editable PPT, Excel, and Word files.
Human Resources Functional Business Architecture
Ready-to-use human resources business architecture deliverables: ~450 capabilities, value streams, data model, and supporting frameworks in editable formats.
Investment Banking Capability Model
A structured 3-level capability model with ~400 capabilities covering the investment banking value chain. Includes editable PPT, Excel, and Word files.
Investment Management Business Capabilities Model
A comprehensive 2-level capability model covering the investment management value chain. Includes editable PPT, Excel, and Word files with definitions and KPIs.
Life Insurance Business Capability Model
A structured 3-level capability model with ~700 capabilities covering the life insurance and annuity value chain. Includes editable PPT, Excel, and Word files.
Marketing Functional Business Architecture
Ready-to-use marketing business architecture deliverables: ~300 capabilities, value streams, data model, and supporting frameworks in editable formats.
P&C Insurer Business Capability Model
A structured 3-level capability model with ~570 capabilities covering the property and casualty insurance value chain. Includes editable PPT, Excel, and Word files.
Payments Industry Capability Model
A structured 3-level capability model with ~300 capabilities covering the payments industry value chain. Includes editable PPT, Excel, and Word files.
Prime Brokerage Business Capabilities Model
A structured 3-level capability model with ~420 capabilities covering the prime brokerage and clearing value chain. Includes editable PPT, Excel, and Word files.
Private Equity Capability Model
A structured 3-level capability model with ~330 capabilities covering the private equity value chain. Includes editable PPT, Excel, and Word files.
Retail Bank Business Capability Model
A structured 3-level capability model with ~330 capabilities covering the retail banking value chain. Includes editable PPT, Excel, and Word files.
Wealth Management Business Capabilities Model
A structured 3-level capability model with ~630 capabilities covering the wealth management and advisory value chain. Includes editable PPT, Excel, and Word files.
HR Transformation Project Deliverables
A bundle of 21 expert-built project deliverables for HR transformation — strategy, governance, RFP, change management, and more. Editable Word, Excel, and PowerPoint.
Sales Management Business Capabilities Model
A structured 3-level capability model with ~200 capabilities covering sales management functions. Includes editable PPT, Excel, and Word files.
Sustainability Business Capabilities Model
A structured 3-level capability model with ~120 capabilities covering sustainability and ESG functions. Includes editable PPT, Excel, and Word files plus strategy templates.
Business Architecture Current State Assessment
A scored self-assessment with ~90 questions across 16 dimensions to evaluate and improve your business architecture practice. Editable Word document.
Enterprise Architecture Current State Assessment
A scored self-assessment with ~100 questions across 16 dimensions to evaluate and improve your enterprise architecture practice. Editable Word document.
Financial Advisor Workstation Features and Functions
A conceptual vision and ~120 essential features for best-in-class financial advisor workstations, delivered as an editable spreadsheet.
Financial Planning Software Features
A conceptual vision and ~250 essential features for financial planning platforms, delivered as an editable spreadsheet for RFPs and benchmarking.
Alternative Investments Portfolio Accounting System Features List
A pre-built feature checklist for alternative investments portfolio accounting. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Asset Management Fee and Billing Software Platform Features List
A pre-built feature checklist for asset management fee and billing. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Asset Management Value Streams
A pre-built collection of 60 value streams mapping end-to-end value delivery for a asset management firm, covering primary and secondary value chain activities.
Bank Value Streams
A pre-built collection of 30 value streams mapping end-to-end value delivery for a retail banking firm, covering primary and secondary value chain activities.
CORE BANKING SOFTWARE FEATURES
A pre-built feature checklist for core banking. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
CRM For Financial Advisors Software Features List
A pre-built feature checklist for CRM platforms built for financial advisory and wealth management firms. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Digital Account Opening Platform Features for Financial Institutions
A pre-built feature checklist for digital account opening platforms for financial institutions. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Financial Advisor Workstation Feature List
A pre-built feature checklist for financial advisor workstation. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Financial Planning Software Features
A conceptual vision and ~250 essential features for financial planning platforms, delivered as an editable spreadsheet for RFPs and benchmarking.
Health Insurance Claims Management System Features
A pre-built feature checklist for health insurance claims management systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Health Insurance New Business Development and Underwriting features
A pre-built feature checklist for health insurance new business development and underwriting platforms. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Health Insurance Policy Administration Features
A pre-built feature checklist for health insurance policy administration systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Health Insurance Value Streams
A pre-built collection of 34 value streams mapping end-to-end value delivery for a health insurance firm, covering primary and secondary value chain activities.
Hedge Funds Value Streams
A pre-built collection of 30 value streams mapping end-to-end value delivery for a hedge fund firm, covering primary and secondary value chain activities.
Insurance Fee and Billing Software Features
A pre-built feature checklist for insurance fee and billing software. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Investment Banking Value Streams
A pre-built collection of 37 value streams mapping end-to-end value delivery for a investment banking firm, covering primary and secondary value chain activities.
Life Insurance Value Streams
A pre-built collection of 35 value streams mapping end-to-end value delivery for a life insurance firm, covering primary and secondary value chain activities.
Life and Annuity Claims Management System Features
A pre-built feature checklist for life and annuity claims management systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Life and Annuity Insurer Underwriting Features
A pre-built feature checklist for life and annuity underwriting systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Life and Annuity Policy Administration Software Feature List
A pre-built feature checklist for life and annuity policy administration systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Payments Value Streams
A pre-built collection of 24 value streams mapping end-to-end value delivery for a payments firm, covering primary and secondary value chain activities.
Portfolio Accounting Features and Functions
A conceptual vision and ~120 essential features for portfolio accounting systems, delivered as an editable spreadsheet for evaluation and planning.
Portfolio Management and Rebalancing Software Features
A pre-built feature checklist for portfolio management and rebalancing platforms. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Portfolio Performance Reporting Platform Features
A pre-built feature checklist for portfolio performance reporting platforms. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Prime Brokerage Value Streams
A pre-built collection of 26 value streams mapping end-to-end value delivery for a prime brokerage firm, covering primary and secondary value chain activities.
Private Equity Value Streams
A pre-built collection of 21 value streams mapping end-to-end value delivery for a private equity firm, covering primary and secondary value chain activities.
Professional Services Value Streams
A pre-built collection of 21 value streams mapping end-to-end value delivery for a professional services firm, covering primary and secondary value chain activities.
Property and Casualty Insurance Claims Management Feature List
A pre-built feature checklist for P&C insurance claims management systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Property and Casualty Insurance Policy Administration System Feature List
A pre-built feature checklist for P&C insurance policy administration systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Property and Casualty Insurance Underwriting Software Features
A pre-built feature checklist for P&C insurance underwriting software. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Property and Casualty Insurance Value Streams
A pre-built collection of 45 value streams mapping end-to-end value delivery for a property and casualty insurance firm, covering primary and secondary value chain activities.
Real Estate Value Streams
A pre-built collection of 44 value streams mapping end-to-end value delivery for a real estate firm, covering primary and secondary value chain activities.
Trade Order Management Software
A pre-built feature checklist for trade order management systems. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Trust Accounting Software for Financial Firms
A pre-built feature checklist for trust accounting software for financial firms. Use it for RFPs, vendor evaluations, system benchmarking, or requirements documentation.
Wealth Management Value Streams
A pre-built collection of 39 value streams mapping end-to-end value delivery for a wealth management firm, covering primary and secondary value chain activities.
Asset Management Business Information Model
A structured inventory of business data entities for a asset management organization, organized into Foundational, Transactional, and Informational categories.
Health Insurance Business Information Model
A structured inventory of business data entities for a health insurance organization, organized into Foundational, Transactional, and Informational categories.
Investment Bank Business Information Model
A structured inventory of business data entities for a investment bank organization, organized into Foundational, Transactional, and Informational categories.
Investment Research Workstation Features and Functions
A curated list of ~75 essential features for investment research workstations spanning the full analyst workflow, delivered as an editable spreadsheet.
Life Insurance Business Information Model
A structured inventory of business data entities for a life insurance organization, organized into Foundational, Transactional, and Informational categories.
Payments Business Information Model
A structured inventory of business data entities for a payments organization, organized into Foundational, Transactional, and Informational categories.
Prime Brokerage Business Information Model
A structured inventory of business data entities for a prime brokerage organization, organized into Foundational, Transactional, and Informational categories.
Private Equity Business Information Model
A structured inventory of business data entities for a private equity organization, organized into Foundational, Transactional, and Informational categories.
Professional Services Business Information Model
A structured inventory of business data entities for a professional services organization, organized into Foundational, Transactional, and Informational categories.
Property and Casualty Insurance Business Information Model
A structured inventory of business data entities for a property and casualty insurance organization, organized into Foundational, Transactional, and Informational categories.
Real Estate Business Information Model
A structured inventory of business data entities for a real estate organization, organized into Foundational, Transactional, and Informational categories.
Retail Banking Business Information Model
A structured inventory of business data entities for a retail banking organization, organized into Foundational, Transactional, and Informational categories.
Wealth Management Business Information Model
A structured inventory of business data entities for a wealth management organization, organized into Foundational, Transactional, and Informational categories.