Case Study: Harbour Asset Management reduces spreadsheet risk with YouDo's Business Systems Platform

Harbour Asset Management - Customer Case Study

Harbour Asset Management, a leading investment management business, faced significant business risk by relying on a mission-critical Gross Returns Spreadsheet for performance reporting. Led by COO Ruari McGregor, the company engaged vendor YouDo to create a custom business systems software solution to capture this institutional knowledge and eliminate the risks of manual errors, data corruption, and data loss.

YouDo developed a proprietary Business Systems Platform secured within the client's firewall. The solution automated data processes to improve accuracy and efficiency, providing a robust foundation for future enhancements. Harbour Asset Management now benefits from reduced overhead, greater operational visibility, and increased efficiency, allowing their team to focus on higher-value client relationships. The successful outcome has led to further engagements with YouDo to automate additional processes like client report generation.

Harbour Asset Management

Ruari McGregor

Director & COO