Universal Implementation of Strategy and Tools

Rohanna Wise

Following on from our look at strategies in the last chapter, a series of extensive meetings and discussions between John and myself then ensued. What came out of those discussions was a comprehensive picture of where and how an upgrade to our applications could and would benefit the company. From the perspective of how we do things internally, I was able to demonstrate to John numerous examples of inefficiencies, and opportunities for improvement, as they pertained primarily to the workflows of portfolio managers and traders.

What John brought to the table were the viewpoints of a number of other departments that are also impacted, beyond what I realised, as I had not worked with them. Marketing, sales, operations and corporate finance were departments in our organisation that were all impacted by currency risk, meaning that all these could (and would) potentially enjoy improved results in this area if we made certain changes.

For my side of it, I used examples that I knew would resonate with John. He had just witnessed my presentation to Sean, a representative of, and heavy influence on, the decision of our prospective high-net-worth client, so he would be familiar with the