Choose the right implementation approach.
Compare workflow fit, operating responsibility and total implementation scope.
Documents, periods and the figures they support.
Assess the ongoing responsibility
An internal build gives the office control over the design and responsibility for maintenance, security and continuity. A packaged system may provide an established workflow with less flexibility. Evaluate both against the office’s requirements and its capacity to operate the result.
Identify the missing capability
A CRM may address relationship history and pipeline ownership. A portfolio system may address consolidated holdings. Where the requirement joins mandate, evidence and prior decisions across those sources, assess a connected investment workflow against the existing process.
Bound the first commitment
Agree the first workflow and include implementation effort, licences, support, ownership and exit requirements in the commercial assessment. Avenset pricing is specific to the engagement. Establish scope before a proposal and evaluate any time or cost benefit against an agreed baseline.
