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FULL ASSESSMENT PROGRAMME

Your self-assessment is just the starting point

The online diagnostic gives you a useful baseline. The DC Full Assessment gives you the complete picture — with peer benchmarking, individual skills profiling, and a board-ready roadmap.

WHAT'S INCLUDED

Three deliverables.
One clear picture.

The DC Full Assessment goes far beyond what a self-rating tool can surface. It combines structured interviews, skills mapping, and peer context to produce a rigorous, actionable view of your operation.

Peer Benchmarking Report

How does your operation compare to similar firms? We position your maturity scores against anonymised data from comparable investment operations globally.

  • Scores benchmarked by firm type and AUM

  • Domain-by-domain comparison

  • Gap analysis vs. industry median

  • Identified quick wins vs. structural gaps

Individual Skills Profiling

A structured view of capability depth across the team — not just headcount, but actual expertise coverage across SimCorp modules and business processes.

  • Module-by-module coverage mapping

  • Key-person dependency identification

  • Skills gap heat map

  • Development and succession recommendations

Board -Ready Roadmap

A prioritised, sequenced improvement plan that leadership can act on immediately. Designed to be presented to boards and steering committees without translation.

  • Initiatives ranked by impact and effort

  • 12-month and 36-month horizon

  • Investment estimates and resourcing guidance

  • Clear ownership and accountability structure

THE PROCESS

Four weeks.
No disruption.

Designed to work around your team's operational calendar. No lengthy workshops, no extensive documentation requests — just structured conversations and independent analysis.

Scoping Call

WEEK 1

We review your self-assessment results and agree the scope, stakeholders, and format of the full assessment.

Structured interviews

WEEK 1 - 2

60-minute conversations with key stakeholders across operations, technology, and leadership. Conducted remotely or on-site.

Skills mapping

Individual capability profiles completed by team members, reviewed and validated by DC consultants with deep SimCorp expertise.

WEEK 2 - 3

Findings & road map

WEEK 4

Presentation of full findings, peer benchmarks, and prioritised roadmap to leadership. Board-ready materials included.

SELF ASSESSMENT VS. FULL ASSESSMENT

What the diagnostic can't tell you.

The online tool gives you a useful directional view. The full assessment gives you the evidence, the context, and the plan.

FULL ASSESSMENT

SELF-ASSESSMENT

Maturity score by domain

Instant results

Peer bench marking

Individual skills
profiles

Validated by DC
experts

Prioritised roadmap

Board-ready output

Working with Dimensional Community has been night and day compared to others. If they'd been involved from day one, this would have been a completely different project.

"

— CFO, US Insurance Company

25 

Combined SimCorp implementation experience

6

Global presence across major financial centres
+ yrs
+ markets

100 

Independent — no vendor incentives or predefined solutions

4

From scoping call to board-ready output
%
weeks

THE MATURITY SCALE

Five levels.
Honest thresholds.

Thresholds are calibrated to account for the tendency of self-assessments to skew generous. Most operations land between Reactive and Defined.

< 3.0

INITIAL

Significant gaps

Processes are largely reactive, knowledge concentrated in individuals, and the platform under-leveraged. Structured intervention needed

3.0 - 3.5

REACTIVE

Functional but fragile

Operational but predominantly reactive. Capability and knowledge gaps create risk not yet fully visible to leadership.

3.5 - 4.0

DEFINED

Solid foundation

Processes becoming standardised. A workable baseline exists but consistency and depth across all domains still needs attention.

4.0 - 4.5

MANAGED

Proactive capability

Strong, proactive operational capability. Well-positioned to move toward full optimisation with targeted investment.

4.5 - 5.0

OPTIMISED

Continuous improvement

Exceptional maturity. A continuous improvement culture with deep internal expertise and a fully leveraged platform.

NEXT STEPS

Let's discuss your results

A 30-minute call with a DC consultant is the fastest way to understand what your maturity profile means in practice — and whether a full assessment would add value for your organisation.

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