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












