Empowering Business Intelligence Through Structured Knowledge Management (KM) Systems: A Case Study

Introduction
Business Problem
Solution Strategies Through Nexgen Partnership
Results

 

Introduction

Our client in this study is a well established hedge fund in the United States that has concentrated investments in a specific business sector. Their business growth and return on portfolio depends on making time sensitive, informed investment decisions. The company and its analysts rely heavily on extensive internal research and external data sources for compiling this information to make actionable decisions.

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Business Problem

The company struggled to consolidate all relevant information from various sources. They were dependant on internal studies, research, various analysis models and several external data sources that are required to make time sensitive trading decisions. This pool of heterogeneous data and knowledge was scattered throughout unfriendly internal systems and various external sources. The inability to find related information in an expedited manner was very costly to the company. Manual process of consolidating and organizing this data was prone to error and consumed valuable time.

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Solution Strategies Through Nexgen Partnership

Nexgen was called in to analyze their internal processes and help them consolidate the vast amount of data to be easily accessible from a single knowledge interface. Nexgen together with the client’s research team devised a plan to build a very structured knowledge management (KM) system to consolidate all the relevant data and index them to be easily searchable. Nexgen decided to take a modular approach in building the system by taking a multi phase development model.


  • Enterprise email system is searched, indexed and cataloged for related email and attachments with tags and categories.
  • Enterprise file servers are routinely searched, indexed and cataloged with tags and categories.
  • Subscriptions to market data, events and news are integrated into the KM system.
  • Target industry events and contacts are integrated into the KM system.
  • Internally developed analysis models are integrated into the KM system.
  • Implemented automation to apply these analysis models to cataloged information.
  • Single point search function with features to choose resulting knowledge tree in multiple formats.

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Results

The newly developed Knowledge Management System consolidated all legacy systems and external sources to provide a one-stop-shop for all relevant research and information. This greatly improved the time it took the analysts for making informed decisions.


  • System functions with very minimal administration.
  • Automated targeted reports were introduced, based on market/industry events and triggers.
  • Created a unified interface for all information and implemented a single-point search.
  • Knowledge is now organized based upon applied business logic.
  • Company analysts are able to make informed decisions ahead of the competition.

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