IT systems: making the right choice.
Q: I am small broker and have just merged with a nearby firm. We are looking to integrate the two bu...
Q: I am small broker and have just merged with a nearby firm. We arelooking to integrate the two businesses, but we have different IT systems.
What advice can you give?
A: Assuming both systems are working adequately, then there is no
short-cut to doing a proper evaluation. This entails determining the
current and future needs of the new company with regards to functionality,
lines of business, channels, scalability and interfaces (to third party
software, to Microsoft Word, to image, to EDI). The
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