Our Methodology

A detailed and transparent methodology is essential in any project your organization undertakes. We work closely with you and your team following a time-tested and proven project methodology that consistently delivers successful results. The key phases followed are:

  • Service proposal creation
  • Project initiation
  • Engagement, execution, and deployment
  • Testing and acceptance
  • Project closure
  • Hand off

Each of these phases has standard deliverables providing clear expectations and definitions of success right from the beginning of the project.

When you work with SS&C’s professional services, client involvement and open communication are key components to success. Our methodology ensures that regular communication occurs, providing transparency on scope, timelines, tasks, risks and deadlines so that you can manage your staff and budget accordingly.


Streamlined implementation
Our implementation team ensures your deployment is efficient and you quickly realize return on investment (ROI). We have extensive experience integrating systems, mapping data, designing workflows, developing reports and testing to help you achieve maximum efficiency throughout the implementation process.

Cost management
We identify activities, deliverables, and exit criteria for each project upfront so you gain an accurate picture of the resources involved in your implementation. During the process we provide tools to manage scope, budget, and schedules to ensure you are on track.

Deep industry experience
With average tenure of over 10 years and deep project management and technical skills, our consultants have the detailed product and industry knowledge you need to make the most of your new technology. Our approach ensures that your project is completed right the first time.

Disciplined project management
We outline a repeatable and proven process to ensure successful completion of your implementation. With a clear communication plan, you can undertake an implementation with confidence in complete transparency and collaboration.