Project Management

When your firm faces critical projects (regulatory responses, technical upgrades, firm integrations, systems/data conversions, and strategic imperatives) and has limited capacity to drive these projects with the firm’s existing resources, Oyster can supplement your staff, helping to manage and guide your projects and portfolios to successful completion. Oyster’s certified Project Manager Professionals (PMPs) combined with our experienced industry experts can quickly and seamlessly team with your organization to facilitate and guide these activities. Oyster’s teamwork, communication and change management skills deliver results. We will work closely with your firm’s key business, technology, risk management, and user community stakeholders. Oyster will comprehensively assess impacts, recommend ways to remediate any gaps and help to ensure your firm realizes its anticipated returns. Project Management leadership, customized to your firm, will cover:

  • Scope definition and approvals
  • Comprehensive Status Reporting
  • Requirements Gathering
  • Vendor Selection and Third Party Vendor Management
  • Resource Management
  • Risk and Issue Management
  • Budget Tracking
  • Communications (executive, project, operations, business, regulatory and client facing)
  • Change Management and Business Readiness (readiness assessments, training development/delivery and stakeholder communications)
  • Process Mapping, Re-engineering and Impact Assessment
  • Documentation of Roles and Responsibilities
  • Post-implementation Monitoring and Support
  • Quality Assurance – change control, command center, user support and incident escalation management
  •  Business Continuity and Disaster Recovery policies, procedures and testing
  • DOL Fiduciary Standard Implementation

The Oyster Difference

Oyster does not have a one-size-fits-all approach to project management. Prior to joining Oyster, our PMPs were experienced business leaders who will bring best practices and lessons learned to enhance your expected returns and mitigate risks. Oyster will quickly help confirm scope, breakdown the work into discreet tasks, engage project resources, establish a schedule and track to the budget while keeping all key stakeholders engaged and apprised throughout the project lifecycle.