1. You Are A
Stock Market Brokerage Firm

2. Business Problem
Commissions on Trading the Firm’s
Trades Cash Assets
Online Reporting Internal Trade
Research
Calls
Market Research and
and
Insight
email

3. Business Problem
No Documenting of the Research Department
processes.
Communicating, validating and acceptance of
research outcomes take too much time.
Manual consolidation of client’s online, phone
and email trades.
Increasing amounts of data, less and less
knowledge and control.

4. Solution Requirements
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

5. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

6. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

7. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

8. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

9. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

10. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

11. Solution Requirements
Classify
Classify Documents
Access
Access Easily
Discover
Search and Share
Control
Control Actions and Movements
Security
Security and Privacy
Storage
Storage

14. Traders

15. Traders Researchers

16. Management
Traders Researchers

17. Management
Traders Researchers
Clients

20. Traders

21. Researchers
Traders

22. Researchers
Clients
Traders

24. Management

25. Management

27. Document

28. Metadata not
code
Document

29. Metadata not
code
Event Handlers Document

30. Metadata not
code
Event Handlers Document
Unique Number and
URL

32. Users

33. Users

34. Users Web
Interface

35. Users Web
Interface

36. Users Web
SharePoint
Interface
Server 2010

37. SQL DB
Users Web
SharePoint
Interface
Server 2010

38. SQL DB
Users Web
SharePoint
Interface
Server 2010
App
Srvr

39. SQL DB
Windows
Azure
RBS
Users Web Blobs
SharePoint
Interface
Server 2010
App
Srvr

40. SQL DB
Windows
Azure
RBS
Users Web Blobs
SharePoint
Interface
Server 2010
App
Srvr

41. SQL DB
Windows
Azure
RBS
Users Web Blobs
SharePoint
Interface
Server 2010
App
Srvr