Execute
Execution Assets for Decisions That Matter
85 deployable toolkits — capability models, value streams, and architecture blueprints that translate decisions into action, faster and with greater precision.
Asset Management Business Architecture Toolkit
A complete, editable asset management operating-model baseline — roughly 410 capabilities across three levels, 60 value streams, a business data model, and nine strategy artifacts.
Core Banking Transformation Toolkit
A bundle of 20+ editable project deliverables for a core banking transformation — strategy, business case, charter, RFP and BRD outlines, vendor profiles, governance, and change management.
Health Insurance Business Architecture Toolkit
A complete, editable health insurance operating-model baseline — roughly 385 capabilities across three levels, 34 value streams, a business data model, and nine strategy artifacts.
Hedge Funds Business Architecture Toolkit
A complete, editable hedge fund operating-model baseline — roughly 600 capabilities across three levels, 30 value streams, a business data model, and nine strategy artifacts.
Investment Banking Business Architecture Toolkit
A complete, editable investment banking operating-model baseline — roughly 410 capabilities across three levels, 37 value streams, a business data model, and nine strategy artifacts.
Life Insurance Business Architecture Toolkit
A complete, editable life insurance operating-model baseline — roughly 700 capabilities across three levels, 35 value streams, a business data model, and nine strategy artifacts.
P&C Insurance Business Architecture Toolkit
A complete, editable P&C insurance operating-model baseline — roughly 700 capabilities across three levels, 45 value streams, a business data model, and nine strategy artifacts.
Payments Business Architecture Toolkit
A complete, editable payments operating-model baseline — roughly 300 capabilities across three levels, 24 value streams, a business data model, and nine strategy artifacts.
Prime Brokerage Business Architecture Toolkit
A complete, editable prime brokerage operating-model baseline — roughly 420 capabilities across three levels, 26 value streams, a business data model, and nine strategy artifacts.
Private Equity Business Architecture Toolkit
A complete, editable private equity operating-model baseline — roughly 330 capabilities across three levels, 21 value streams, a business data model, and nine strategy artifacts.
Professional Services Business Architecture Toolkit
A complete, editable professional services operating-model baseline — roughly 375 capabilities across three levels, 21 value streams, a business data model, and nine strategy artifacts.
Real Estate Business Architecture Toolkit
A complete, editable real estate operating-model baseline — roughly 280 capabilities across three levels, 44 value streams, a business data model, and nine strategy artifacts.
Retail Banking Business Architecture Toolkit
A complete, editable retail banking operating-model baseline — roughly 330 capabilities across three levels, 30 value streams, a business data model, and nine strategy artifacts.
Wealth Management Business Architecture Toolkit
A complete, editable wealth management operating-model baseline — roughly 630 capabilities across three levels, 39 value streams, a business data model, and nine strategy artifacts.
Asset Management Capability Model
A three-level decomposition of roughly 410 asset and investment management capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Business Architecture for Digital Transformation
A complete digital business operating-model baseline — roughly 260 capabilities across four levels, data entities, operating models, business models, roles, definitions, KPIs, and a capability-led transformation planning guide.
Finance and Accounting Functional Business Architecture
A complete finance and accounting operating-model baseline — roughly 220 capabilities across three levels, value streams, data entities, roles, glossary, and a transformation framework, plus eight bonus deliverables.
Health Insurance Capability Model
A three-level decomposition of roughly 385 health insurance capabilities, with Level 3 definitions, Level 2 KPIs, value streams, and eight bonus business architecture deliverables.
Hedge Funds Capability Model
A three-level decomposition of roughly 600 hedge fund capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Human Resources Functional Business Architecture
A complete HR operating-model baseline — roughly 450 capabilities across four levels, value streams, data entities, roles, glossary, operating model archetypes, and a transformation framework.
Investment Banking Capability Model
A three-level decomposition of roughly 400 investment banking capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Investment Management Business Capabilities Model
A two-level capability model covering the investment management value chain, with definitions and KPIs, delivered as core and bonus archives.
Life Insurance Business Capability Model
A three-level decomposition of roughly 700 life insurance and annuity capabilities, with Level 3 definitions and Level 2 KPIs, plus eight bonus business architecture deliverables.
Marketing Functional Business Architecture
A complete marketing operating-model baseline — roughly 300 capabilities across three levels, value streams, data entities, roles, glossary, and a transformation framework, plus eight bonus deliverables.
P&C Insurer Business Capability Model
A three-level decomposition of roughly 570 property and casualty capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Payments Industry Capability Model
A three-level decomposition of roughly 300 payments capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Prime Brokerage Business Capabilities Model
A three-level decomposition of roughly 420 prime brokerage and clearing capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Private Equity Capability Model
A three-level decomposition of roughly 330 private equity capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Retail Bank Business Capability Model
A three-level decomposition of roughly 330 retail banking capabilities, with Level 3 definitions and Level 2 KPIs, in editable PowerPoint, Excel, and Word.
Wealth Management Business Capabilities Model
A three-level decomposition of roughly 630 wealth management capabilities, with Level 3 definitions and Level 2 KPIs, plus eight bonus business architecture deliverables.
Cybersecurity Capabilities Model
A three-level decomposition of roughly 230 cybersecurity and information security capabilities, with Level 3 definitions and Level 2 KPIs, delivered as core and bonus archives.
Finance Transformation Project Deliverables
23 editable project deliverables for a finance transformation — strategy, business case, charter, RFP, requirements, vendor and feature references, governance, and change management.
HR Transformation Project Deliverables
22 editable project deliverables for an HR transformation — strategy, business case, charter, HRMS RFP and vendor references, governance, discovery, and change management.
Sales Management Business Capabilities Model
A three-level decomposition of roughly 200 sales management capabilities, with definitions and KPIs, plus eight bonus business architecture deliverables.
Sustainability Business Capabilities Model
A three-level decomposition of roughly 120 sustainability and ESG capabilities, with definitions and KPIs, plus a sustainability strategy and roadmap template and a sector overview.
Business Architecture Current State Assessment
A scored self-assessment — roughly 90 questions across 16 dimensions — for evaluating a business architecture practice and deciding what to fix first. Editable Word document.
Enterprise Architecture Current State Assessment
A scored self-assessment — roughly 100 questions across 16 dimensions — for evaluating an enterprise architecture function and deciding where it is actually being ignored. Editable Word document.
Infrastructure and Technology Platforms Capabilities Map
A three-level decomposition of roughly 500 infrastructure and platform capabilities, with definitions and KPIs, delivered as core and bonus archives.
Alternative Investments Portfolio Accounting System Features List
A pre-built feature checklist for alternative investments accounting systems — capital calls, commitments, illiquid valuation, K-1 handling, multi-tier ownership — in editable Word for RFPs.
Asset Management Fee and Billing Software Platform Features List
A pre-built feature checklist for investment fee billing platforms — fee schedules, householding, accruals, splits, invoicing, revenue reporting — in editable Word for RFPs and evaluation.
Asset Management Value Streams
Sixty pre-built asset management value streams covering fund launch, mandate onboarding, the trade lifecycle, valuation, client reporting and distribution, in editable PowerPoint with a guide.
Bank Value Streams
Thirty pre-built retail banking value streams covering account opening, lending, cards, payments, servicing and collections, in editable PowerPoint with a guide to using them.
CORE BANKING SOFTWARE FEATURES
A pre-built feature checklist for core banking platforms — product factory, accounts, deposits, lending, payments, general ledger — in an editable Word document for RFPs and vendor evaluation.
CRM For Financial Advisors Software Features List
A pre-built feature checklist for advisor CRM platforms — household modeling, custodian integration, workflow, compliance archiving, reporting — in editable Word for RFPs and evaluation.
Digital Account Opening Platform Features for Financial Institutions
A pre-built feature checklist for digital account opening platforms — application flow, identity verification, decisioning, funding, abandonment recovery — in editable Word for RFPs.
Financial Advisor Workstation Feature List
A pre-built feature checklist for advisor workstation platforms — unified client view, planning, proposals, trading, reporting, workflow — in editable Word for RFPs and vendor evaluation.
Health Insurance Claims Management System Features
A pre-built feature checklist for health insurance claims systems — intake, edits, adjudication, pricing, coordination of benefits, appeals — in editable Word for RFPs and vendor evaluation.
Health Insurance New Business Development and Underwriting features
A pre-built feature checklist for health insurance group sales and underwriting systems — RFP intake, census, rating, quoting, renewal — in editable Word for vendor evaluation.
Health Insurance Policy Administration Features
A pre-built feature checklist for health insurance policy administration systems — benefit configuration, group setup, enrollment, eligibility, billing — in editable Word for RFPs and evaluation.
Health Insurance Value Streams
Thirty-four pre-built health insurance value streams covering enrollment, provider contracting, prior authorization, claims adjudication, appeals and premium billing, in editable PowerPoint with a guide.
Hedge Funds Value Streams
Thirty pre-built hedge fund value streams, mapped end to end across the manager and its service providers, in editable PowerPoint with a guide to using them.
Identity and Access Management Capability Model
A two-level capability model with around 145 identity and access management capabilities, in editable PowerPoint, Excel and Word, with bonus reference material.
Insurance Fee and Billing Software Features
A pre-built feature checklist for insurance billing platforms — bill plans, invoicing, payment application, delinquency, commission, reconciliation — in editable Word for RFPs and evaluation.
Investment Banking Value Streams
Thirty-seven pre-built investment banking value streams covering origination, deal execution, syndication, research, the trade lifecycle and conflicts clearance, in editable PowerPoint with a guide.
Life Insurance Value Streams
Thirty-five pre-built life insurance value streams covering illustration, underwriting, policy issue, servicing, annuity payout and death claims, in editable PowerPoint with a guide to using them.
Life and Annuity Claims Management System Features
A pre-built feature checklist for life and annuity claims systems — notification, beneficiary verification, contestability, calculation, disbursement — in editable Word for RFPs and evaluation.
Life and Annuity Insurer Underwriting Features
A pre-built feature checklist for life and annuity underwriting systems — application intake, evidence, rules, accelerated underwriting, reinsurance referral — in editable Word for RFPs.
Life and Annuity Policy Administration Software Feature List
A pre-built feature checklist for life and annuity policy administration systems — product configuration, issue, servicing, values, payout, claims — in editable Word for RFPs and vendor evaluation.
Payments Value Streams
Twenty-four pre-built payments value streams covering merchant onboarding, authorization, clearing, settlement, funding and disputes, in editable PowerPoint with a guide to using them.
Portfolio Accounting Features and Functions
Around 120 portfolio accounting features in an editable spreadsheet you can score directly, with a Word overview of what a portfolio accounting system is for.
Portfolio Management and Rebalancing Software Features
A pre-built feature checklist for portfolio management and rebalancing platforms — models, drift, tax-aware trading, cash management, restrictions — in editable Word for RFPs and evaluation.
Portfolio Performance Reporting Platform Features
A pre-built feature checklist for performance reporting platforms — return calculation, attribution, composites, benchmarks, client statements — in editable Word for RFPs and evaluation.
Prime Brokerage Value Streams
Twenty-six pre-built prime brokerage value streams covering client onboarding, financing, securities lending, margin, clearing, collateral and reporting, in editable PowerPoint with a guide.
Private Equity Value Streams
Twenty-one pre-built private equity value streams covering fundraising, sourcing, diligence, closing, capital calls, portfolio monitoring, exits and distributions, in editable PowerPoint with a guide.
Professional Services Value Streams
Twenty-one pre-built professional services value streams covering pursuit, engagement setup, resourcing, delivery, time and billing, collections and recruiting, in editable PowerPoint with a guide.
Property and Casualty Insurance Claims Management Feature List
A pre-built feature checklist for P&C claims management systems — FNOL, assignment, investigation, reserving, payment, subrogation, litigation — in editable Word for RFPs and vendor evaluation.
Property and Casualty Insurance Policy Administration System Feature List
A pre-built feature checklist for P&C policy administration systems — product configuration, rating, forms, endorsement, renewal, billing — in editable Word for RFPs and vendor evaluation.
Property and Casualty Insurance Underwriting Software Features
A pre-built feature checklist for P&C underwriting software — submission intake, triage, risk data, rating, referral and authority — in an editable Word document for RFPs and vendor evaluation.
Property and Casualty Insurance Value Streams
Forty-five pre-built P&C insurance value streams covering product filing, quote and bind, underwriting, policy administration, claims, subrogation and reinsurance, in editable PowerPoint with a guide.
Real Estate Value Streams
Forty-four pre-built real estate value streams covering acquisition, financing, leasing, tenant servicing, maintenance, property accounting and disposition, in editable PowerPoint with a guide.
Trade Order Management Software
A pre-built feature checklist for trade order management systems — order capture, compliance, routing, execution, allocation, settlement — in editable Word for RFPs and vendor evaluation.
Trust Accounting Software for Financial Firms
A pre-built feature checklist for trust accounting platforms — principal and income accounting, fiduciary reporting, distributions, tax, court accountings — in editable Word for RFPs.
Wealth Management Value Streams
Thirty-nine pre-built wealth management value streams, from prospect through planning, funding, rebalancing and the annual review, in editable PowerPoint with a guide to using them.
Asset Management Business Information Model
A structured inventory of the business data entities an investment manager runs on — fund, mandate, portfolio, instrument, position, benchmark — in editable Word, with a business data modeling guide.
Health Insurance Business Information Model
A structured inventory of the business data entities a health plan runs on — member, subscriber, group, benefit, provider, claim, authorization — in editable Word, with a business data modeling guide.
Investment Bank Business Information Model
A structured inventory of the business data entities an investment bank runs on — legal entity, counterparty, deal, mandate, trade, book, allocation — in editable Word, with a data modeling guide.
Life Insurance Business Information Model
A structured inventory of the business data entities a life and annuity carrier runs on — contract, insured, owner, beneficiary, rider, premium — in editable Word, with a business data modeling guide.
Payments Business Information Model
A structured inventory of the business data entities a payments business runs on — merchant, transaction, authorization, settlement, dispute, scheme — in editable Word, with a data modeling guide.
Prime Brokerage Business Information Model
A structured inventory of the business data entities a prime broker runs on — client, fund, account, position, margin, collateral, loan, locate — in editable Word, with a data modeling guide.
Private Equity Business Information Model
A structured inventory of the business data entities a private equity firm runs on — fund, investor, commitment, capital call, portfolio company, valuation, distribution — in editable Word, with a guide.
Professional Services Business Information Model
A structured inventory of the business data entities an advisory firm runs on — client, engagement, resource, time entry, rate, work in progress, invoice — in editable Word, with a data modeling guide.
Property and Casualty Insurance Business Information Model
A structured inventory of the business data entities a P&C carrier runs on — policy, risk, coverage, peril, claim, reserve, treaty — in editable Word, with a business data modeling guide.
Real Estate Business Information Model
A structured inventory of the business data entities a real estate business runs on — property, building, unit, lease, tenant, owner entity, work order — in editable Word, with a data modeling guide.
Retail Banking Business Information Model
A structured inventory of the business data entities a retail bank runs on — party, account, product, transaction, collateral — in an editable Word document, with a business data modeling guide.
Wealth Management Business Information Model
A structured inventory of the business data entities an advisory firm runs on — client, household, account, registration, position, plan, goal — in editable Word, with a business data modeling guide.