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    CASE STUDY

    Strategy, Programme Management, & Performance​​

    Security Benchmarking and Strategy Development for a Boutique Investment Firm​​

    Objectives:

    • Develop a comprehensive security strategy and benchmarking analysis for a boutique investment firm to improve its security posture and ensure regulatory compliance.​
    • Security Strategy & Benchmarking: Conduct an assessment of the current security practices against industry standards and create a strategic plan to address gaps.​
    • Financial Management: Set up a cost-effective budget plan for implementing the new security strategy.​
    • Metrics and Reporting: Establish key performance indicators (KPIs) and regular reporting mechanisms to track the effectiveness of implemented strategies.

    Time to Complete:

    5-6 months. This duration allows enough time for comprehensive benchmarking, strategic planning, and initial implementation phases.


    Team Structure:​

    • Agile Lead (1): To oversee the project and ensure alignment with business objectives.​
    • Security Consultant (1): Expert in security strategies and benchmarking to lead the assessment and strategy formulation.​
    • Financial Analyst (1): To manage the financial aspects of the security strategy, including budgeting and cost analysis.​
    • IT Security Analyst (1): To implement the recommended security measures and establish reporting protocols.​

    Required Resources:​

    • Security benchmarking tools and software.​
    • Strategic planning and financial management tools.​
    • Communication tools for reporting and internal discussions.​

    Additional Info:​

    Engagement with external regulatory and compliance experts to ensure the strategy meets all legal requirements.​

    Regular meetings with firm leadership to review progress and adjust the strategy as needed.​