Project Management Advisory

Manage Your Project to Delivery Success by Meeting Priority Business Needs within Your Budget & Schedule.

Experienced Project Managers with industry knowledge and experience to deliver complex commodities trading, energy trading, and capital markets systems landscapes.

Problems We Solve

  • Unclear scope & requirements definition

  • Obtaining business buy in to solution.

  • Navigating the complexity of multisystem implementations (i.e. – numerous and/or complex integrations, coordinating multiple teams and vendors);

  • Runaway scope, budget, and timelines.

  • Poor role definition with little to no decision-making body effectiveness

  • Diminished transparency into project status.

Project Management Services

We help clients achieve project success by supplementing their team with experienced project managers. We have proven project management tools specific to trading technology systems to align scope with realistic and achievable timelines. We help you plan, manage, and mitigate risks with the outcome of improved leadership transparency, more agile decision making and better control over the project outcome.

We know the solutions you are delivering and can provide valuable input into realistic scope within the system’s core capabilities. We will help you identify where business processes may not fit within the technology and work with your team to identify solution alternatives if needed. Starting with a realistic and well-defined scope prevents lack of customer buy-in to the delivered solution and allows for realistic project planning and better definition of risks.

Common outcomes are enhanced collaboration between the project team and business team, requirements definition and traceability, well defined project plans with milestones and risks, and consultation on functional and technical scoping decisions.


Project Advisory

We partner with your project team to help plan and scope your project for a successful delivery. Many times we stay on in an oversight role to ensure best practices and apply trading solutions specific knowledge where appropriate.


Project Health Checks

The Lucido team conducts reviews of projects to satisfy internal audit or leadership requests. Health checks can include a project governance review, business requirements review, and/or technical review.


System Implementation & Upgrades

We help clients deliver successful energy trading and capital markets systems projects. Our project managers understand physical and financial trading and have experience delivering industry standard solutions.