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Task Management
for Operational Excellence

Designed and backed by 20 years of executive
HEDGE FUND experience, OpsCheck is
a web based application that produces powerful results.

  • Greatly enhance management oversight. Flexible in its design and configuration to support large hedge funds as well as small emerging managers.
  • Promote a cycle of continuous improvements by taking lessons learned and applying them to future tasks and schedules.  Cover the field of best practices.
  • Build a culture of operational excellence. Its both dynamic and customizable giving you the ability to manage tasks as granular or as high level as you choose. 
OpsCheck
interview

10 Key Features

Dashboard monitor

Dashboard monitor

The dashboard monitor provides senior management with a macro view of all the tasks that need to be followed. This view centralizes all tasks and shows various summaries, with the ability to drill down to observe the event in detail.

Reminders and alerts

Reminders and alerts

Since all tasks are not created equally OpsCheck provides you the ability to set up reminders when tasks are established. An email will be sent to the person responsible for the task’s completion based on the amount of time needed to complete it. OpsCheck will also send out emails and have online alerts when a task is overdue.

Shared calendar

Shared calendar

The calendar functionality allows you to query and filter all upcoming tasks weeks and months in advance for individuals, departments and the firm overall. This powerful scheduling tool will make your team aware of every deadline every time.

Robust audit trails

Robust audit trails

System integrity is paramount so OpsCheck has built an effective audit trail. You can track any additions, changes and deletions for all critical events. Investors, regulators and auditors are all influenced positively when your information is organized and verifiable.

Powerful task filtering

Powerful task filtering

Tasks can be filtered and displayed in numerous ways. This serves as an efficient method to identify and execute all tasks. More importantly, you can drill down to the exact issue when managing any operational problem or crisis.

Suggested tasks

Suggested tasks

OpsCheck comes with over 100 suggested tasks to be performed by hedge funds. Many small and mid-sized funds will see the tasks that larger funds typically perform and can use it as a guide as their firm grows.

Detailed task history

Detailed task history

Keeping track of all tasks and history is made easy. In addition to the robust audit trail you can track the history of completed tasks. You will be able to go back and find a specific task and view any note, procedure, policyProcedure or attached backup document.

Flexible configuration

Flexible configuration

OpsCheck was designed to accommodate large and mid-sized hedge funds as well as smaller emerging funds. The configuration can be very granular using various user levels, functions and departments, or high level to accommodate very small teams.

Connect policies, procedures and notes

Connect policies, procedures and notes

Every task can be as simple or as detailed as you prefer. Using the same functionality as document management; you can attach any written procedures or any firm policies to any or all tasks. You also have the ability to add notes directly to the task as its being worked on or executed, for full disclosure of any pertinent information.

Unique document management

Unique document management

Document management is designed to link your documents to tasks. Instead of attaching documents, you attach a link which is only accessible by those within the client’s network. The client maintains confidentiality of proprietary information since the document never leaves their network. You also have the ability to link multiple documents and maintain integrity since OpsCheck can identify when a document has been changed.