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Computer Aided Drafting
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Equity Research
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Process Flow
Opportunity identification
What type of research/analysis can be outsourced
Opportunity requirements
What skill set is required for successful execution
What is the Service Level Agreement (SLA) expectation
Opportunity development
Develop/customize training material to client requirements
Develop schedule for hiring, training, and deployment
Agree on rates, deliverables, info security and other issues
Opportunity
deployment
Support team goes online
Deploy >> Monitor >> Feedback >> Improve >> Deploy
Opportunity Timeline
Three months to deploy and stabilize after initial agreement is signed
Opportunity pitfalls
Lack of management commitment
Unclear or misplaced expectations
“It cannot be done” attitude
Opportunity success
Success finally will depend on strong communication and belief in the potential value generation
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