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Services Overview

Bonaire provides professional product implementation services to insure the successful installation of our products. Our employees are all experienced financial services project managers and analysts with strong accounting and business skills. We know our products and understand our client’s business issues and requirements based on many successful product installations.

We also employ a proven and structured implementation methodology:

  • Variation of the Rational Unified Process (RUP)
  • Focus on rapid implementation and installation
  • Iterative Approach with active client involvement
  • Strongly emphasizes reusable and configurable components
  • Key project phases and project planning to ensure the success of an enterprise-wide implementation

Once implemented we also assume full responsibility for the on-going client support, maintenance and enhancements/upgrades. This is accomplished with our own dedicated in-house client services group.

If a client has other business or technology needs outside of our products, we also have a dedicated Professional Consulting Services group that provides consulting on an as needed basis. This consulting is focused exclusively on the financial services industry with consultants bringing many man-years of IT and product experience to assist our clients.

Product Implementation Services
Bonaire works closely with new customers during the installation of products such as REVPORT™ to map data flows and ensure that the software is fully functional upon acceptance. Each new account is assigned a team of two to four professionals, including a project manager and a business analyst, to coordinate the implementation and installation REVPORT™ software. These professionals are supported as necessary by other members of Bonaire’s product development and client services teams.

During the functional analysis phase of the process, the project manager and business analyst meet frequently to determine the exact scope and scale of the clients product needs. This process is followed by an extensive technical analysis of the clients systems, including file mapping and a review of the file formats required to extract data from existing repositories and populate any current reporting systems. At the end of this process, Bonaire typically installs the base REVPORT™ software and any licensed add-on modules.

Client Services and Technical Support
Bonaire's dedicated client service team provides ongoing technical support and maintenance services for clients.

  • Client Production Support
    • Design support model and plan and usage metrics to ensure that product meets Service Level Agreement in Maintenance and Support contract
  • Client Enhancements and Release Schedule
    • Solicit, prioritize, and manage on an ongoing basis
      • Maintenance releases
      • General Releases

Professional Consulting Services
Project and technical consulting services remain an important business for Bonaire. Many of Bonaire's service engagements are long-term in nature, with the client effectively using Bonaire’s personnel to augment its project management or technical capabilities.

The Professional Consulting Services staff at Bonaire possesses an intimate understanding of the financial services industry and looks for opportunities to enhance data processing and work-flows, then recommend technical solutions where appropriate.

Bonaire's Business Analysts, Consultants, and Project Managers are not generalists, but vertically focused professionals who quickly identify and address the business and technology issues toward recommending and implementing a more rapid and cost-effective solution.

Areas of Expertise - Bonaire's staff has decades of experience designing, building, installing, integrating and supporting the following types of systems:

  • Trade Order Management
  • Syndicate Deal Tracking
  • Securities Record Keeping (Fixed Income, Money Market, Equity, FX)
  • Performance Measurement and Attribution
  • Billing and Revenue Transfer
  • Pre and Post-Trade Compliance
  • Shareholder Sub-Accounting
  • Quantitative Modeling
  • Automatic Reconciliation
  • Financial MIS Packages (G/L, A/P, A/R, Budget, etc.)
  • Web Reporting Confirm and Statement Generation / Delivery
  • Product development experience using the custody base to generate revenue from both Money Market and FX trade activity