You Have the Data. So Why Can’t Anyone Find It?
Rethinking Integration, Data Exposure, and Workflow Design in Your IMS Environment
CRIMS. Aladdin. The big platforms promise seamless investment workflows. And technically, they deliver the data is in there somewhere. But here’s the real problem: the right person doesn’t see it when they need to.
The Visibility Gap
It’s not that you’re missing data. It’s that it’s buried in the wrong place, accessible only through tedious workarounds, or locked inside someone else’s system – someone you never thought would need it.
That compliance analyst is struggling to trace exposure across accounts?
The PM asking for ESG scores tied to performance attribution?
The client reporting team chasing down benchmarks and tagging logic?
They’re not lacking data. They’re lacking accessibility.
And that’s not a tech problem – it’s a design problem.
Why Data Exposure Fails
Most IMS implementations stop at deployment. But without redesigning how information flows across teams, you’re stuck with:
- Traders ignoring PnL snapshots they don’t trust
- Risk teams are rebuilding analytics that already exist elsewhere
- Client reports are stitched together manually every quarter
- Compliance teams flying blind on breach alerts
You don’t need more data. You need better exposure: surfacing what matters to the right person, at the right moment, in the right format.
Surface Area Matters: It’s a Workflow Issue, Not a Code Issue
This is where boutique consultancies like Ionixx come in. Not to throw more dashboards at you, but to ask deeper questions:
- Who needs what data, and when?
- Where are current handoffs clunky or invisible?
- Can workflows, UIs, or APIs be restructured to reflect how teams actually operate?
By looking across silos, we redesign the data surface – and not just through tech. It’s service design, workflow logic, and yes, sometimes rethinking your API endpoints.
An ETL Example: What It Looks Like in Practice
Want to push performance data outside CRIMS into a dashboard tool like Power BI?
Extract: Pull holdings, transactions, internal classifications
Transform: Clean tags, apply benchmark mappings, normalize data across regions
Load: Route it into a secure, real-time dashboard, segmented by role
Result? No more Excel stitching. No more “I’ll get back to you.” Just clarity.
Final Take: Integration Is a Design Decision
I’ll tell you what I see all the time: the data exists. It’s sitting somewhere in your system – maybe in a report, maybe buried in an API response, maybe only accessible to one team that doesn’t even realize someone else needs it.
The real problem isn’t that the data’s missing – it’s that it’s not surfaced properly. It’s not reaching the right person at the right time, in a way that actually fits into their workflow. And honestly, that’s not a “tech problem.” That’s a design problem.
This is where external consultants – the good ones – bring real value. Someone who can step back and ask: who needs this data, when, and how? That’s when you start to see the gaps in UI, in process, in the logic of how teams work.
Fixing this isn’t just about connecting systems. It’s about rethinking how data lives, moves, and gets used across each specific organization.
Ionixx Technologies specializes in taking the time to ask questions, explore workflows, and design solutions, turning post-go-live frustration into fully integrated systems, where data is visible, meaningful, and above all, usable.
Let’s redesign how your platform communicates. Not just with other systems – but with the humans who make decisions every day.
