Case Studies
IT Operations Procedures
A futures trading house expanded its IT department, incorporating new infrastructure as part of the expansion project.
PDC was commissioned to document installation and maintenance procedures, and to produce detailed technical documentation on telecommunications, LAN patching and PC/Unix machine builds, along with the associated technical user manuals.
 
Procurement Procedures
The Contracts and Procurements group of a major London-based public body undertook a Best Value review. One of the recommendations of the review was to implement procurement procedures, up to and beyond the European Union financial thresholds.
PDC was commissioned to document these procedures and provides ongoing maintenance.
 
Fund Management
The Asset Management division of a large international bank required an urgent update to its front office procedures for one of its products to satisfy regulatory requirements of the FSA and of its own Group Compliance department.
PDC completed the on-site investigation, and subsequent production of text and process flows to senior management satisfaction within two weeks.
 
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Disaster Recovery / Business Continuity
A major stockbroker with multiple branches nationwide needed to consolidate the DR/BCM structure for its head office, IT division and brokerage houses.
PDC worked with knowledge holders throughout the organisation, gathering information and identifying key focus areas. Complex IT procedures were analysed and documented to subtask level, job dependencies were identified and test procedures scripted.
Recovery testing times were significantly reduced and a structured business continuity management scheme installed.
 
Derivatives System Procedures
A leading international bank set up a new derivatives trading desk.
PDC was commissioned to identify the activities carried out by dealers and associated front office staff. The resulting procedures and system user manuals provided to dealers and their support teams ensured an effective usage of the new system.