Dynamo Software, Inc. provides industry-specific cloud-based relationship management (CRM), investor and portfolio management, and reporting software to streamline end-to-end operations of alternative investment firms and their investors. Dynamo Software’s 350+ firm client base encompasses private equity/venture firms, hedge funds, funds of funds, fund administrators, prime brokers, family offices, endowments and foundations, pension funds, and real estate private equity firms.
Dynamo Software Implementation Services
Dynamo Software’s implementation process, while based on PMI project management standards, is augmented to create a common vision with clients from planning to deployment. It also aligns with the Lionpoint Group methodology and approach. The project manager initially sends a Project Charter to the client, asking them to provide their definition of a successful implementation, and the criteria needed to achieve that success.
Once the Project Charter is approved, the implementation team configures and then presents a preliminary demonstration of Dynamo’s™ functionality to the client. This demo opens a dialogue that ensures the client understands their stake in the process, and empowers them to mold the final Dynamo™ product into their ideal solution. Opening the lines of communication this early also saves significant implementation time, limits changes that would need to be made in subsequent, more complex stages of the implementation, and eliminates misperceptions of the product.
The combined implementation team’s familiarity with other software offerings in the alternative asset space also ensures seamless data import from legacy systems, and streamlines the integration with back office systems. This establishes an agile development process, with the client and implementation specialist in constant dialogue to ensure that the client has full visibility in the implementation process and is satisfied with the final configuration of Dynamo™.
“Dynamo Software proudly endorses Lionpoint Group as a valued business partner and experts in our industry. We have been impressed with their impartiality during the consultative product selection process. The Lionpoint Group implementation team’s deep industry experience, sharp business acumen, and the technical expertise have ensured that our shared clients realize the full value of the Dynamo platform.” – Krassen Draganov, Chief Executive Officer, Dynamo Software
Information regarding specific feature sets can also be found on Dynamo Software’s Solutions page.
Questions? Contact us today.