Case Study
A scalable system for structured order execution — reducing risk, increasing clarity, and enabling operational growth.
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Services
Product Design
Product Development
Post-Launch Support
Industry
Private Equity
Client
Global Investment Firm
DURATION
2+ years
Context & Objectives
Instant Time Logs & Clear Team Insights
Addressing defined business and user needs, we streamlined the time logging process — reducing input time and errors, enhancing ease of use, and enabling immediate visibility into logged data to support operational efficiency.
In-Context Trade Access
Trades are surfaced in a contextual drawer within each order, giving users immediate access to key details and required actions without navigating away. This streamlines execution, reduces delays, and ensures accountability at every step
Adding trades is fast and structured: a guided step form captures key details in just a few clicks. Once submitted, trades are immediately ready for review by TradeOps, reducing turnaround time and minimizing errors.
Optimized Role Flow
TradeOps operates as a dedicated user role with a structured workflow for verifying and reviewing trades.The solution aligns with their operational requirements, ensuring immediate sync with other roles and minimizing handoff delays. This supports accuracy, accountability, and cross-team efficiency.
Complete Trade Visibility
With TradeOps verification complete, the workflow shifts seamlessly back to traders.
Each trade — booked and executed — is now fully detailed and visible, including any mismatches or updates flagged during review. This centralizes critical information, preserves change history, and enables accurate, informed action without leaving the platform.
Adaptive Themes and Table Tools
To support diverse workflows and sustained focus, the platform includes both dark and light themes by default. Advanced table features—sorting, filtering, resizing, and sticky headers—streamline complex data work and enhance cross-role productivity.
RESULT
The system provides a unified view of all orders, trades, and contributors in one place. It offers full visibility into responsibilities, status, and progress, with clear role distribution, built-in action tracking, and accountability.
Standardized, repeatable workflows help reduce errors, while end-to-end traceability ensures a complete audit trail of actions and ownership. This leads to better operational efficiency through faster execution and less manual effort.
The system is built for scale, supporting team growth and increasing order volume without compromising operational stability. It maintains smooth operations during expansion—avoiding chaos and bottlenecks—while providing a solid foundation for growth through advanced reporting, automation, and future capabilities.
A global growth equity firm tasked its Research Operations team with improving due diligence, knowledge access, resources, dashboards, and contact networks.
Investors lack real-time data on existing commitments, limiting their negotiating power with banks and counterparts.
Invest in solutions that streamline, improve, and scale.
