$17B AUM private equity firm - technology modernization
A $17B AUM private equity firm was translating priorities from an enterprise technology assessment into a multi-phase modernization portfolio. The immediate work covered a fund-accounting data foundation, reporting modernization and new project governance.
Established an integrated plan, working-level delivery cadence, short executive steering, risk and decision registers, and weekly written status across the executive sponsor, CFO, interim CTO and IT Director.
Coordinated vendor delivery, UAT and production sign-off while keeping technical verification separate from business acceptance.
When a proof of concept exposed the cost and maintainability of the remaining reporting build, recommended a different path. Executives redirected the roadmap toward requirements-first dashboards.
Declined a near-real-time replication upgrade the business did not need, and reviewed vendor invoices and a supplemental order against the governing agreement before approval.
Developed a platform-agnostic workflow assessment using live process walkthroughs to identify and structure AI opportunities. Broader discovery remains part of the active portfolio.
Established an independent Snowflake data foundation with daily replicated fund-accounting data, giving the firm independent access outside its core vendor platform and a base for future cross-system analytics. Business, technical and vendor teams signed off on the delivered phase; the broader modernization portfolio remains active.