As it relates to the configuration aspect of the project, how would you rate the following:
Very Satisfied Satisfied Neutral Dissatisfied
Very
Dissatisfied Not Applicable
Platform and business model configuration
and validation (BOM)
Fee configuration and validation
Statement configuration and validation
SEI Total Wealth configuration and
validation
Configuration correction and update process
As it relates to the Data Migration, how do you rate the following:
Very Satisfied Satisfied Neutral Dissatisfied
Very
Dissatisfied Not Applicable
Data migration documentation and reference
materials
Data validation Trial 1
Data validation Trial 2
Data mapping correction and update process
As it relates to the Technical Readiness aspect of the project, how would you rate the following:
Very Satisfied Satisfied Neutral Dissatisfied
Very
Dissatisfied Not Applicable
Interface discovery and needs analysis
including any custom work needed
Standard interface file documentation and
support
Technical Infrastructure and update process
(examples are RCP, VPN, SSO, DR/BC)
How would you rate SEI's ability to react to changes needed throughout the project?
Excellent
Good
Fair
Comments
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