MANAGEMENT SERVICES

Management ServicesProgram Management

Project Management “Maturation Assessments”

Through an in-depth assessment you’ll learn how your current skills, systems and corporate structure support or hinder the development of an improved management system. During this assessment, all stakeholders will be interviewed from top management, down to the general worker. In addition, an analysis of documents used to support your business direction, organization and communication will be provided. Additionally, observation or participation in typical work, planning or decision-making is conducted to gain greater insight into your organization.

Project masters will ensure an accurate picture of the work in progress. typical status reporting includes:

  • Activity Status Reports
  • Recommendations
  • Time and costs to complete remaining activities
  • Risk assessments and mitigation

Project Masters support you by

Providing experienced, certified Project Managers, Program Managers, Project Schedulers and Project Coordinators to implement project plans, mentor your staff, and improve your project management disciplines. Managing the Project from Initiation phase through Closeout Tailoring to your organizations needs as determined by the complexity, critical nature and length of the project Concentrating on assembling the various pieces of the Project Plan.

  • Providing Quality Project Management
  • Quality Project Processes
  • Quality Project Standards

Organizational Change Management

Through an in-depth assessment you’ll learn how your current skills, systems and corporate structure support or hinder the development of an improved management system. During this assessment, all stakeholders will be interviewed from top management, down to the general worker. In addition, an analysis of documents used to support your business direction, organization and communication will be provided. Additionally, observation or participation in typical work, planning or decision-making is conducted to gain greater insight into your organization.

Project masters’ organizational change management methodology

Organizational Change Management will be applied through tried and true methods, with the use of proactive customer communication skills. Project masters’ will adapt processes and procedures to meet your exacting requirements. The above figure represents Project Masters’ “Organizational Change Management Method”. Figure below represents Project Masters’ “change control method”. These methods will be tailored to meet your specific needs.

Managing its team during contract performance

Project Masters will use PMI standards, and project management best practices. Project Masters uses several methods to manage risk, staff and subcontractors, to achieve compliance with project and customer standards.

Typical Measures used:

  • Detailed statements of work for each subcontractor
  • Customer performance reviews
  • Project team performance reviews
  • Project guidelines, which govern communications and execution
  • Milestone management

Securities Processing

SOHO can provide your organization with the professional resources you need without the long-term expenses associated with full-time employees. We will assemble a team of management consultants with specific knowledge and industry experience to fill your needs now and who can get the job done. Our professionals partner with your team to build solutions and address your specific concerns in the following areas:

  • ACATS
  • Clearance and Settlements
  • Derivatives processing
  • Fund/SERV and Networking
  • Income Processing
  • International Securities Processing
  • Margin and Cashiering
  • New Accounts
  • P&S
  • Securities Lending
  • Stock Record