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KELTON PARTNERSINTELLIGENCE
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SERVICES · 02

Data & Workflow Services

Turn fragmented files, systems and recurring manual steps into a controlled operating flow that people and AI can use reliably.

TYPICAL CLIENT SITUATIONS

Begin with the work as it actually happens.

  1. Position, cash, NAV and investor data arrive in different formats and locations.
  2. Critical reports depend on individual knowledge and manual copy-paste work.
  3. Teams cannot identify the latest approved file or trace how a number was produced.
  4. Existing systems remain useful, but the connections and controls between them are weak.

INPUTS & WORKFLOW

Clear inputs, controlled steps and visible review.

TYPICAL INPUTS

  • Approved source files, system extracts, report templates and process documentation
  • Field definitions, calculation logic, owners and review requirements
  • Access, retention and data-handling constraints

WORKFLOW

  1. Inventory sources, hand-offs, controls and recurring outputs
  2. Define the controlled target data and workflow model
  3. Implement ingestion, validation, exception and reporting steps
  4. Test with representative inputs, document ownership and support adoption

INDICATIVE SCOPE

A controlled operating layer around the critical workflow.

Data consolidation

  • Source and file inventory
  • Data ingestion and field mapping
  • Normalisation across providers and formats
  • Controlled operating data stores
  • Historical migration and archive design

Data quality and control

  • Validation rules and completeness checks
  • Reconciliation and exception logic
  • Data lineage and version visibility
  • Ownership, approval and change records
  • Access and retention requirements

Reporting infrastructure

  • Recurring operating and management reports
  • Controlled Excel or web-based outputs
  • Template and calculation governance
  • Scheduled refresh and distribution workflows
  • Evidence and archive packages

Workflow and document management

  • Process mapping and responsibility design
  • Task, exception and approval workflows
  • Document classification and retrieval
  • Email, spreadsheet and system hand-offs
  • Automation of repeatable preparation steps

DELIVERABLES

Practical outputs that make responsibility and evidence visible.

Current-state data and workflow mapTarget-state architecture and implementation roadmapData dictionary and source mappingValidation and exception frameworkWorking reports, tools or workflow applicationsOperating procedures and ownership model

Operating principle: The goal is not to replace every existing system. It is to create a dependable operating layer across the systems and providers that the firm already uses.

Indicative timeline: A focused workflow typically begins with a 6–12 week implementation phase. Timing depends on source quality, integration access and the number of outputs.

RESPONSIBILITY BOUNDARY

The workflow is designed around who executes, reviews and approves.

KELTON PARTNERS INTELLIGENCE

Designs and implements the agreed data and workflow layer, including validation, documentation and enablement.

CLIENT

Approves source use, calculation rules, permissions, outputs and final operating ownership.

EXISTING PROVIDERS

Remain responsible for the completeness and accuracy of information supplied under their own terms.

AVAILABLE DELIVERY MODELS

The same capability, configured around the intended operator.

01 · RUN IT FOR US

Managed Operations

Kelton Partners Intelligence executes an agreed workflow with defined controls, review thresholds, exception routes and reporting.

02 · ENABLE OUR TEAM

Technology Enablement

Kelton Partners Intelligence deploys the workflow, data connections and controlled AI capability so the client team can execute the work.

03 · WORK ALONGSIDE US

Hybrid / Co-sourced

Both teams operate the workflow together while controls, data and responsibilities are stabilised before a longer-term model is selected.

QUESTIONS

A focused first scope is often the best starting point.

Do we need a large data-platform replacement?

Not necessarily. Many mandates begin with a thin integration and control layer around existing systems, spreadsheets and service providers.

Can staff continue using Excel?

Yes. Excel can remain a controlled interaction and review surface while source data, versions and validation are managed more systematically.

Can the solution support future AI use?

Yes. Clean inputs, clear ownership, retrievable evidence and defined workflow states are prerequisites for dependable AI-enabled operations.

Discuss a data or workflow problem

We will help define a practical first engagement.

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