CASE STUDY 3

Technology services

An information technology firm needed to upgrade its financial software.

PTX provided project management and business analysis services to a New York City firm that provides information technology for hedge funds, private equity funds, and investment management firms, needed to upgrade its financial software. PTX managed the project and provided business analysis to upgrade Microsoft Dynamics GP 2010 ERP software.

  • Provided business analysis resources for the documentation of financial processes and development of the upgrade strategy and testing strategy.
  • Provided project management for overall coordination of the initiative.
  • Provided resources to execute the upgrade itself.
  • Analyzed how the firm used its systems so we knew how to design the tests for the upgraded systems.