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Success Stories

Seamless Platform Migration – SSR to SmartStream TLM for a Leading Investment Firm and Custodian in US

Business Need

Client was planning a Global Reconciliation platform migration from SmartStream SSR to SmartStream TLM. Client wanted SmartStream TLM implementation across the enterprise. For this implementation, client was looking for a partner for requirement Analysis for validation and modification of business rules, analysis of their feed flows so as to streamline the feeds on TLM platform and Development & Go live Support.

HCL Solution

HCL executed this engagement in an Onsite-Offshore model. The solution was divided in the following stages:

  • Requirement Analysis
    • Business Requirement
    • Volume Analysis
    • Frequency of Reconciliation
    • Entity Specific Information
    • Reporting/MIS Requirement
  • Feed Analysis
    • Analysis of Feed Format in SSR
    • Inputs to IT Team for FEED Development where required
    • FTP/SFTP Transfer
  • UAT and Training
    • UAT Packs and Testing
    • Sign-Offs
    • User Training
      • TLM User Training (GUI Based Training)
      • Upstream and Downstream Systems Overview
  • Go-Live and Support
    • Static Setup
    • TLM Access
    • Minimum System Requirements
    • Transfer of legacy Data from SSR to TLM

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