Provision of ICT Research & Advisory Services

1. The following functionalities are required for OIM’s ICT Research & Advisory Services:
a) Research Library: Provide access to most up to date (ex: <18 months) and proprietary technology market research reports, best practices, case studies, tools (toolkits), and templates. Information should be unbiased and independent.
b) Analyst Review: Provide access to experienced and expert advisors for personalized and tailored consultations, within a reasonable time frame (ex: < a few days). Those consultation could eventually be extended to review specific documents and internal deliverables submitted by OIM.
c) Leadership & Strategic Advice: Provide access to dedicated senior executive partners for leadership, coaching and strategic advice
d) Workshops: Facilitate on-site team workshops, and possibly tailored, focusing on a wide range of pre-defined topics currently relevant to the team, from training, process to strategic workshops.
e) Peers Insights & Networking: Access to peers in similar organizations to facilitate discussions of common issues, insights, benchmarking on Key Industry Metrics Data and facilitate networking
f) Conferences: Provide access to several IT conferences/webinars and events per month to stay on top of emerging trends, keep abreast of the latest technologies, gain network opportunities, and develop new skills.
2. The following optional functionalities are required for OIM’s ICT Consulting Services:
a) Provide unbiased and independent actionable insights, advice and tools tailored and specific to OIM’s needs and projects
b) Provide on-site analysis, customized strategies and tailored deliverables combining industry framework and best practices with OIM’s internal policies and standards
c) Provide access to a roster of consultants with expertise in customizing and deploying flexible delivery models to fit OIM’s unique needs and help with the strategy and implementation planning.
d) Provide access to Subject Matter Experts in the areas of interest for OIM especially in industry analysis, product evaluations, implementation approaches and industry best practices.
3. The areas of specialty in scope should include, but are not limited to:

a)  Investment Management Technology & Business Applications

b)  Business Application Management

c)  Collaboration & Productivity Applications

d)  Enterprise Architecture

e)  ICT infrastructure

f)  Cloud and on-premises infrastructure

g)  Network infrastructure

h)  Mobile Device Management, Support and Guidance

i)  ICT Security

j)  Business Continuity and Disaster Recovery

k)  Data Management

l)  Data Governance

m)  Data Warehouse

n)  Data Integration

o)  Business Intelligence & Analytics, Reporting and Performance Measures

p)  Product, Project, Program & Portfolio Management

q)  IT Change Management

r)  Financial Management

s)  Vendor Management

t)  Contract Management

u)  IT Service Management Solutions and Practices

v)  Leadership and Performance Management

w)  Organizational Design and Effectiveness

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