01
Digital strategy & blueprint
Assessment, target operating model, phased roadmap, business case
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Capabilities
We sign off only what can be accepted
"Digital transformation" is not a deliverable. What can be accepted is a data dictionary signed by three functions, a process engine rewritten to your committee rules, a field-level permission model, a response time written into the contract, and an AI module you can switch off. That is how the six capabilities are cut.
How the capabilities combine
Two set direction, three build capacity, one keeps it running
Most clients arrive asking for platform delivery; what determines whether the platform survives year two is data governance. We will not recommend starting an implementation without a data dictionary and a named owner for each definition — which is why strategy and platform are separate capabilities with separate leads, artefacts and durations.
Groups usually buy three or more together: blueprint first, definitions next, then business-line modules released in sequence.
Six capabilities
Each page gives method, artefact list, typical duration, technical base and deployment options.
02
Investment platform delivery
PEPM across pre-investment, portfolio, post-investment and portals
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03
AI agents & intelligent risk
Report OCR, indicator judgement, behaviour monitoring, effort costing
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04
Data governance & metrics
Data dictionary, consistent definitions, valuation and disclosure metrics
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05
Security & localised-IT compliance
Field-level permissions, encrypted chain, full Xinchuang stack
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06
Delivery & managed operations
Implementation method, migration, enablement, 24/7 response
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Artefacts, duration, acceptance
Standard ranges; group programmes are re-sequenced against the phased roadmap. Clock starts when the work-breakdown structure is agreed.
| Capability | Core artefacts | Typical duration | Acceptance method |
|---|---|---|---|
| Strategy & blueprint | Break inventory, data dictionary v1, roadmap, business case | 5–7 weeks | Sign-off by business, risk and finance |
| Platform delivery | Workflow configuration, legacy migration, field permissions, integrations | 8–16 weeks | UAT pass rate plus a live filing rehearsal |
| AI agents & risk | OCR extraction, indicator alerts, behaviour logs, effort costing | 4–10 weeks | Sampled accuracy with reviewable evidence |
| Data governance & metrics | Metric library, change process, quality rules | 6–12 weeks | Definition-consistency audit |
| Security & localised IT | Topology, encryption chain, compatibility list, remediation | 3–8 weeks | Third-party assessment report |
| Delivery & operations | SLA, runbook, training and knowledge base, quarterly review | From year one | Response-time attainment |
Nineteen business systems on one dictionary
Names follow the company’s published product scope. Cross-system reporting shares one dictionary, so consolidation stops drifting.
PE/VC investmentGuidance fund / FOFInvestment bankingFinancial holding groupInvestor relationsManager portalWealth managementReal-estate fundDebt trading & issuanceInfrastructure investmentAMC operationsREITsOA collaborationDistressed assetsSOE online supervisionFamily officePortfolio risk monitoringFundraising & LP reportingAI desktop behaviourMicro-lending
Engagement questions
Can we buy the advisory work without the build?
Yes. Assessment and blueprint are a contract in their own right; you keep the dictionary and roadmap and procure delivery elsewhere if you wish. Our position is unchanged: without agreed definitions, whoever implements will rework.
We have an in-house team. What do we need from you?
Usually governance plus reusable components: metric definitions, the change process, module-level interfaces, and the 18 warning indicators and valuation logic delivered as libraries instead of being rebuilt.
Does the AI layer send data outside our network?
In intranet deployments the OCR and indicator models run inside the client environment with no outbound path. Enabling each agent is a client permission; disabling one leaves the workflow intact.
What happens after the free year?
One year of service after acceptance is a standard contract term. Beyond that, operations and iteration are priced annually and include the quarterly definition review and response-time commitments.
Start with a current-state assessment
In 45 minutes we map the breaks across your pre-investment, portfolio, post-investment and reporting chain, then set out a phased path.