Mutual Fund Product Launch Process Setup and Automation: Streamlining Spreadsheet Workflows: A Case Study

Abstract

The implication of technology is discussed in the study in a streamlined manner. The white paper presents a detailed case study that outlines the successful transformation of macro-heavy spreadsheets into a streamlined system to track the launch of a new mutual fund strategy. Gold source databases were associated before setting up procedures to assist business users in tracking the launch of new mutual fund strategies. Therefore, the empirical analysis is purposed toward analysing mutual fund product launch process setup and automation through a case study. Such feathers provide the basis for the introduction of mutual funds. The project required the creation of a gold source database from scratch, the implementation of effective procedures, and the use of software programs like Informatica and ServiceNow. Additionally, with the help of a streamlined case study method, it was possible to discuss the challenges of the mutual fund’s product development process. The strategy teams in the US and UK were analysed with a framework., and the framework and procedure were put into place accordingly. Furthermore, ServiceNow, which is a cloud-based platform was analysed for product development and Informatica was used in the project. Moreover, it was noted that the software aids businesses in automating and managing their HR, security, and customer support procedures. Thus, ServiceNow and Informatic were analysed from the lens of creating a product for mutual funds