Onboarding White

Wind Investment
Management LLC

BY
SHIVALIK SINGH
MBA(BA) 2023-25
Executive Summary: Onboarding Plan for
White Wind Investment Management LLC
The onboarding project for White Wind Investment Management LLC is a
structured plan spanning 17 weeks, designed to deliver seamless integration,
customized solutions, and operational readiness. The project is divided into 7
interdependent phases, each focused on aligning with client expectations,
ensuring system functionality, and managing risks to guarantee a successful go-
live.
1. Preparation Phase: Establishes foundational elements such as project
scope, stakeholder roles, and centralized onboarding materials to ensure
clarity and readiness.
2. Kick-off and Stakeholder Alignment: Focuses on fostering effective
communication and assigning responsibilities across all teams to align
goals and expectations.
3. System Integration and Testing: This critical phase involves connecting
existing trading systems, integrating new data feeds and validating system
functionality through iterative testing to ensure robust operations.
4. Custom Reporting Development: Runs concurrently to address specific
reporting requirements segmented by strategy and manager, ensuring
compliance with the client’s operational needs.
5. Risk and Contingency Planning: Proactively establishes backup pricing
systems and validates failover scenarios to mitigate risks effectively.
6. User Acceptance Testing (UAT): Conducts a parallel testing period to
validate all processes and outputs under real-world conditions, resolving
discrepancies and ensuring readiness.
7. Stabilization and Go-Live: Marks the transition to production, supported
by comprehensive training and escalation procedures to ensure
operational continuity.
This phased approach is designed to deliver on time, minimize risks, and exceed
client expectations. By prioritizing proactive stakeholder engagement, clear
dependencies, and thorough testing, Arcesium can showcase its commitment to
operational excellence and long-term client success.
Workstreams and Tasks:
1. Preparation Phase (Day 1 – Day 14)
Objectives: Establish groundwork and align teams.
Activities:
1) Analyze project requirements, finalize scope, and document project
charter.
2) Map stakeholders and define roles clearly.
3) Create a centralized repository for onboarding materials (documents,
tools, process flows).
Deliverables: Project charter, onboarding checklist, communication plan.
Dependencies: Client and Arcesium team availability.
2. Kick-off and Stakeholder Alignment (Day 15 – Day 28)
Objectives: Align stakeholders and communicate goals.
Activities:
1) Conduct onboarding sessions with stakeholders using multiple
communication formats (meetings, shared documents).
2) Assign responsibilities and expectations to each team member.
3) Deliverables: Stakeholder brief, meeting minutes, detailed timeline.
Dependencies: Completion of Preparation Phase as Clear scope and defined
roles are essential for effective stakeholder alignment.
3. System Integration and Testing (Day 29 – Day 70)
Objectives: Seamless integration and testing of technical systems.
Activities:
1) Connect existing trading systems (Quantro,etc) with the new platform.
2) Integrate with Flanders and SecData feeds.
3) Conduct iterative system tests to ensure functionality.
Deliverables: Integration reports, system test logs.
Dependencies: Kick-off Phase completion as Stakeholder inputs and defined
roles are required to guide technical teams.
4. Custom Reporting Development (Day 43 – Day 84)
Objectives: Meet client-specific reporting needs.
Activities:
1) Gather detailed reporting requirements by manager and strategy.
2) Develop and validate reports to align with client expectations.
3) Deliverables: Custom reporting suite, user manuals.
Dependencies: System Integration initiation as Reports rely on integrated data
flows to be functional.
5. Risk and Contingency Planning (Day 50 – Day 84)
Objectives: Establish backup solutions and reduce risks.
Activities:
1) Implement backup pricing systems.
2) Document contingency scenarios and validate through simulations.
3) Deliverables: Contingency plan, failover test results.
Dependencies: Overlap with Custom Reporting Development as Risk planning
must account for potential issues in reporting and system integration.
6. User Acceptance Testing (Day 85 – Day 99)
Objectives: Validate project output through real-world testing.
Activities:
1) Execute a parallel run with live data.
2) Collect feedback from stakeholders and resolve any discrepancies.
3) Deliverables: UAT sign-off document, feedback report.
Dependencies: Completion of System Integration, Custom Reporting
Development, and Risk Planning as All components must be tested under real-
world conditions.
7. Stabilization and Go-Live (Day 100 – Day 113)
Objectives: Transition into production and ensure continuity.
Activities:
1) Finalize deployment and handover to managed services.
 2) Provide post-go-live support and training.
Deliverables: Training materials, support escalation guide.
Dependencies: Successful completion of UAT as Validated systems and
workflows are essential for go-live.
Professional Summary: Execution Plan for
White Wind Onboarding

The onboarding project for White Wind Investment Management LLC will be
executed over 17 weeks, structured into seven interdependent phases. The plan
prioritizes alignment with client expectations, seamless system integration, and
robust risk management to ensure a successful go-live.

The project begins with a Preparation Phase, establishing foundational elements

such as scope, stakeholder roles, and onboarding materials. This is followed by
a Kick-off and Stakeholder Alignment Phase to ensure clear communication and
responsibilities among all parties.

The critical System Integration and Testing Phase will connect trading systems,
integrate new data feeds, and validate functionality through iterative testing.
Concurrently, Custom Reporting Development will ensure that the client’s
specific reporting needs, segmented by strategy and manager, are addressed.
Risk mitigation is prioritized through the Risk and Contingency Planning Phase,
which will establish backup systems and simulate failover scenarios.

User Acceptance Testing (UAT) will validate all processes and outputs under
real-world conditions during a parallel testing period. The final Stabilization and
Go-Live Phase will transition operations to production, supported by training
and detailed escalation procedures.

This structured approach ensures timely delivery, mitigates risks, and positions
the client for long-term operational success. Clear dependencies, proactive
stakeholder engagement, and thorough testing underline Arcesium’s
commitment to excellence and client satisfaction.