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Consulting and integration LLC

Konsultasi dan integrasi PT

“Excellence is the gradual result of always striving to do better”. Pat Riley

Strategic planning

Financial and organizational chart

Financial model and cubes

Business planning and budgeting

Business model

Products and services

Business-process alignment and solution

IT-platform

Service-oriented architecture

KPI’s and rewarding system

We are glad to help you with designing and constructing a standard service-oriented architecture in the bank pursuant to the business strategy:

Comprehensive solution for bank

Integrated financial model is a complex of systems and processes that based on bank software.

All the systems integrated and interact each other to ensure banking process and finance governance fulfilled well.

Our company is able to provide its own methodology for design and configuration of the systems.

Finance and process methodology based on the best practices and our own experience that we received within projects fulfillment in the banks.

We also carry out the implementation of the systems taking into account the methodology and requirements of the banking customers.

Customer Relationship Management (CRM) is defined as “the collection and analysis of information designed for sales and marketing decision support…to understand and support existing and potential customer needs. It includes account management, catalog and order entry, payment processing, credits and adjustments, and other functions.” (According to APICS Dictionary.)

Our company can provide flexible configuration of the CRM system for:

  • Retail
  • SME (small and medium enterprises)
  • Corporate
  • Investment banking

 

Various hierarchy of:

  • Client’s segments and groups
  • Client managers and client manager teams (groups)
  • Products, services, operations and client interactions (service tasks)
  • Integration with any systems.

 

We can elaborate banking service model and products/service/operation catalogue as a methodological frame for the CRM system design.  

We can provide a deep seamless integration of CRM with other bank systems (core system, in-house banking card processing, e-channels, front-end (corporate site, internet-banking, mobile banking), contact-center, Cisco / Avaya corporate network and data warehouse etc.

Information that based on CRM data are crucial for improving sales, accumulating vast detailed clients, trend and products data.

It also important for performance efficiency and motivation system that allows calculating of personal achievement for each client manager, teller or other front-office staff.

CRM can boost your sales; ensure an increasing market penetration and competitive advantages for banking retail, corporate business, interbank and custody.

We strongly recommend that our customers choose Oracle Siebel CRM system as the best solution for the bank.

The acronym ERP stands for enterprise resource planning. It refers to the systems and software packages used by organizations to manage day-to-day business activities, such as accounting, personnel administration, organizational management, procurement, project management and maintenance. ERP systems tie together, define a plethora of business processes, and enable the flow of data between them. By collecting an organization’s shared transactional data from multiple sources, ERP systems eliminate data duplication and provide data integrity with a “single source of truth.”

Financial and cost controlling, budgeting.

ERP system can be integrated with the Planning system and data warehouse.

In addition, we can provide ERP integration with the SRM system (supplier relation management), tender management and other systems.

All bank clients, customers and suppliers can be classified in the unified directory under master data management (MDM).

This implies the integration of ERP (suppliers, service-providers, lessee, and lessors), CRM (clients) and core-system (all banking, non-banking clients and correspondents) within unified classificatory.

This approach allows us to provide a unified methodology, management data on customers and counterparties.

 

  • Scalability
  • Cross-module integration
  • Process alignment and automation
  • Lower operation risk
  • Reduce costs
  • More accurate and vast analytics

Dimensions:

  • Accounts
  • Financial assignments
  • Financial management units / cost centers
  • Funds
  • Projects

 

  • MSS ESS (web intranet corporate portal: self-service functionality).
  • Elements of the system "artificial intelligence" (decision-making in the standardized and non-standard strategy of the HR process, approval and replacement)
  • e-recruiting
  • e-learning
  • e-assessment
  • Travel management

 

  • Motivation and rewarding system
  • Business-roles
  • Personnel professional development and promotion

 

  • HR management
  • Personal development

SAP SRM (Supplier Relationship Management) is a SAP product that facilitates the procurement of goods via a web-based platform. Organizations can procure all type of products like direct and indirect material, services and this can be integrated with SAP ERP modules and other non-SAP backend systems for accounting and planning.

Catalog Management

Suppliers can easily manage catalog data and this data can easily be integrated with business processes like accounting, finance and planning.

Procure to Pay Optimization

Using SAP SRP product, you can streamline procure to pay lifecycle and improve communication with supplier and cost management.

Self Service Procurement

End-users can search products using multiple product catalog and helps them to find and purchase product that are compliant with purchase and procurement policy of the company.

Reporting Functionality

 Using SAP Supplier Relationship management, you can create reports related to procurement activities, compliance and contract management, and managing costing in procurement process.

Quotation and Live Auction Cockpit

MDM at the bank is a systematic approach that comprises the processes, governance, policies, standards and tools that consistently define and manage the critical data of the financial organization to provide a single point of reference.

We can set up MDM at the bank or provide an alignment of your MDM processes in according with the best practices.

Gartner recommends the approach as follows:

‘Proper’ managerial accounting in the bank

 

Profitability and Cost Analysis:

  • Business lines
  • branches and distribution channels
  • products and services
  • customers

 

Total Cost of Ownership (TCO) and Cost Analysis:

  • IT-systems
  • Projects
  • Marketing campaigns
  • Investments
  • Investments in subsidiaries

Planning system allows aligning the process of budgeting within bank. It is good for dividing and defining the roles of the staff who is engaged in planning and budgeting.

Bank business planning and budgeting: methodology and business-process framework

  • streamline planning, budgeting, and forecasting
  • planned and factual master data alignment
  • migration of historical planned and factual master data

 

Planning system at bank:

  • Oracle Hyperion Planning
  • SAP BI-IP (Integrated Planning)
  • SAP SEM-BPC (Strategic enterprise management and Business-planning and consolidation)

 

Forecasting and predictable models

 

 

Data warehouse and Business intelligence for decision making in the bank

 

Banking financial methodology and managerial accounting implementation

 

An excellent toolkit for data analytics on the platform:

Oracle BI

SAP BO (Business objects)

Oracle Financial Services Analytical Applications (OFSAA):

 

Funds Transfer Pricing (single transfer rate at bank)

 

Assets and liability management

Liquidity Coverage Ratio (LCR)

Net Stable Funding Ratio (NSFR)

GAP analysis

 

Capital adequacy management (Basel III)

Leverage

Risk-adjusted return on capital (RAROC)

Risk procedures and metrics

Risk management systems (SAP, SAS, Oracle)

Lending management system (retail and corporate clients).

Collateral management system (CMS).

Business-process management (BPS PEGA)

 

Advanced risk management techniques (BASEL iii, IFRS 9 requirements):

  • Developing optimal credit risk model calibration procedures (PD / LGD / EAD)
  • Using survival analysis techniques for credit risk modeling
  • Devising new frameworks for monitoring and validating credit risk parameters (PD / LGD / EAD)
  • Introducing innovative economic capital stress testing procedures
  • Developing new ways to quantify and deal with model risk
  • Developing credit risk models for microfinance
  • The impact of data quality on credit risk modeling

 
Business-process design and alignment

Seamless online integration with core-banking system, data warehouse, CRM, BI

 

Business process and technical solution for the bank on the IBM FileNet platform

The range of our products for the banks includes a variety of process and software implementation.

This range includes ERP, SRM, HCM, Corporate Portal, mobility application, CRM, CMS, OLAP, BI, DATA WAREHOUSE and MDM, e-document and content management, client identification system, integration solutions and others.