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1) How much time must the client dedicate to the implementation process? The resources
involved in the implementation of Baxon
PMS on the PE firm side are one person from
the middle office, who is designated as
the system administrator, and eventually
a person or group from the front office
who will define the required reporting format
and structure. The system administrator
is involved in the first stage of the implementation
process, when requirements are defined,
and in the last phase, for training. Although
time and resources required for implementing
the system may vary according to a number
of parameters, an estimate of 15-20 hours
of the system administrator are enough to
accomplish a successful implementation.
End users only require basic user training,
which can be done in a 30 minutes session.
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2) Do portfolio companies have to change their current reporting methods? No.
Companies do not have to change the structure
of their current reporting spreadsheets
or change the information that they report.
Baxon PMS is flexible enough to adapt to
different reporting structures, indicators
and Excel spreadsheets used to feed it. |
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3) Are clients required to adopt a standard template in order to capture portfolio company's inputs?
Not necessarily.
Baxon PMS is flexible enough to adapt its
capture and reporting formats to unlimited
number of different models, layouts and
indicators. |
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4) How complicated is it for a CFO or portfolio company user to update their data in the system? It
is very simple. It takes a 3 minutes tutorial,
available online, to learn how to update
the system, and the whole process is performed
with three clicks. |
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5) Are there
any limitations to integrate Baxon PMS to
other systems? The
open architecture of Baxon PMS, based on
SQL server database, allows it to be integrated
seamlessly with other existing systems,
although the need of integration is not
significant, due to the limited interface
of the monitoring process with back office
processes. |
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6) Who are the
typical users of Baxon PMS? Users
are generally the same end users of the
current internal reporting which addresses
the business and financial performance of
portfolio companies. Typically it includes
investment directors, investment managers,
partners, portfolio managers and fund administrators. |
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7) What in-house IT resources are required to implement Baxon PMS?
If Baxon PMS is deployed
as a software on-demand, outsourcing the
hosting and data management services with
Baxon, there is no requirement of IT resources. |
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8) What types of firms would benefit most from Baxon PMS?
In general terms, PE firms
investing directly in companies, and involved
in the process of helping their management
teams create value for their businesses
are very benefited with the implementation
of Baxon PMS. For a tailor made assessment
of the benefits it would bring to your firm,
please visit our Self-Assessment module
by clicking here. |
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