Business process automation allows your firm to move to exception-based processing -- so that you can do more with less.


Provide clarity to roles and organizational structure by aligning your “operating modes” with efforts to standardize or specialize.


Success will be determined by properly aligning your systems architecture with the related business functions that it serves.


Our Business Services Model approach determines how you organize to deliver standardized versus specialized services.

A Custom Fit

Our Target Operating Model Strategy Approach


Assess Current State

Working closely with you, we assess your current state operating environment to determine the fit with your business capability requirements. We interview key stakeholders to understand your requirements, expectations, and perceptions of the current level of operational efficiency. We assess the relative fit and maturity of your existing business process automation, including organization design/workflow, systems, and data. We document key findings related to strengths, weaknesses, gaps, and pain points, as well as focus areas for improvements.

Design the Target Operating Model

We develop specific and actionable recommendations based on the assessment's findings and the identified focus areas for improvements. The Current State Assessment and Future State Design must drive consensus on which areas need system changes. We define processes, systems, data management, and governance changes required to support the proposed operating model improvements.

Plan the Roadmap

We collaborate with you to develop a solution path and implementation plan for the target operating model recommendations. This includes defining and prioritizing tasks, projects, phases, activities, and dependencies. Future state improvements are articulated with respect to cost-benefit in order to support the business case for the transformation.

Why Partner With Cutter on Your Operating Model Design?

  • Cutter Associates has helped hundreds of asset managers, asset owners, and wealth managers achieve clarity in their technology and operations strategies.
  • Our consultants bring abundant real-world expertise to your project and the lessons learned from strategic engagements with your peers.
  • This experience and expertise, enhanced by deep insights from our research and operational benchmarking analysts, provide you with a unique and comprehensive view on industry and system developments and best practices.
  • We bring the know-how and insights necessary to help you formulate and implement a truly architected platform.

Cutter Associates has successfully completed more than 700 projects for world leaders in the investment management industry. Start your business transformation with us today.