Merrill Lynch's IT Initiatives|IT and Systems|Case Study|Case Studies

Merrill Lynch's IT Initiatives

            
 
Case Studies | Case Study in Business, Management, Operations, Strategies Case Studies

ICMR HOME | Case Studies Collection

To download Merrill Lynch's IT Initiatives case study (Case Code: ITSY038) click on the button below, and select the case from the list of available cases:

IT and Systems Case Studies | Case Study in Management, Operations, Strategies, Business Ethics, Case Studies

» IT & Systems Case Studies Collection
» IT and Systems Short Case Studies
» View Detailed Pricing Info
» How To Order This Case
» Business Case Studies
» Case Studies by Area
» Case Studies by Industry
» Case Studies by Company

Custom Search



Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.



Chat with us

Strategic Management Formulation, Implementation, & Control, 12e

Please leave your feedback

Leave Your Feedback

ICMR India ICMR India ICMR India ICMR India RSS Feed

Case Details:

Price:

Case Code : ITSY038 For delivery in electronic format: Rs. 400;
For delivery through courier (within India): Rs. 400 + Shipping & Handling Charges extra

Themes

-
Case Length : 16 Pages
Period : 1997 - 2004
Pub Date : 2004
Teaching Note : Not Available
Organization : Merrill Lynch
Industry : Financial Services
Countries : USA

Abstract:

The case examines the two major IT projects implemented by the US-based Merrill Lynch & Company (ML), a leading global financial services firm. It describes the Trusted Global Advisor (TGA) project that aimed at offering high quality content and analytical tools to enable ML's financial advisors create, use and track financial plans for their clients. The case describes in detail the systems architecture of TGA, its utility and the problems faced by ML during and after implementation of the project. The second IT project that ML launched to replace TGA was the Wealth Management Workstation (WMW), the largest IT project worth $ 1 bn to be fully outsourced by third party vendors. The case discusses the system architecture of WMW, the role played by various vendors. Finally, it updates on the current status of the project implementation.

IT and Systems Case Studies | Case Study in Management, Operations, Strategies, IT and Systems, Case Studies

Issues:

» Study the systems architecture of a typical IT project and examine the objectives for its implementation in a financial services company.

Contents:

  Page No.
Introduction 1
Background Note 2
The Need for It 3
The Trusted Global Advisor Project 4
The Problems with TGA 7
The Wealth Management Workstation Project 7
The System Roll Out 10
Exhibits 12

Keywords:

Merrill Lynch, IT Projects Implementation, IT in Financial Services, Trusted Global Advisor, Wealth Management Workstation, IT Systems Architecture, IT Outsourcing

Merrill Lynch's IT Initiatives - Next Page>>


Custom Search





Marketing Financial Products
ICMR Textbooks Collection

Case Studies in Finance Volume-IV

Case Volumes Collection

Case Studies in Finance Vol III

Case Studies in Finance Vol III
e-Book on Case Studies in Finance

Case Study Volumes Collection


 

Case Studies Links:- Case Studies, Short Case Studies, Simplified Case Studies.

Other Case Studies:- Multimedia Case Studies, Cases in Other Languages.

Business Reports Link:- Business Reports.

Books:- Textbooks, Work Books, Case Study Volumes.