challenge

  • legal and general a tough client
  • mechanics of the transaction didnt incentivise their support
  • and therefore they allocated very little resource to supporting the migratioin
    (big contrast to say my experience on the Aviva Heritage Migration)
  • large number of historic allocation rate and commission deals

action

  • i wanted to know the ins and outs knowing that when deal done no recourse to ask questions
  • when with them only had to answer questions as they arose… we had to anticipate all possible future questions.
  • this is advised business… and therefore lots of tricky questions… if not able to explain how a deal had been arrived at could be costly.
  • multiple attempts to get information required to design solution for target system
  • and becuase under serious time pressure… a lot of areas dependent on my work
  • made explicit assumptions at start of solution design
  • concurrently took concern to committee and had conern added to risk register
  • enabled me to progress, without blocker and full visibility should my design need to be re-worked
  • by adding to risk register.. seen by independent expert.. and to a small extent weigh in on court decision if not dealt with.

result

  • left able to answer queries that come up post migration

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