Business intelligence
case
Context
In the domain of retail banking,
the competition is fierce and the margins are small. The bank
wants to evolve from a product oriented approach to a customer
focused approach.
Objectives
The main business
objective was to increase the knowledge and differentiate the
customers by developing a unified client vision, to evolve from
a product approach to a differentiated customer approach and develop
the share of wallet. They wanted also to enable strategic analysis
on profitability and put in place lead generation. The second
business objective was to increase customer interactions and enable
product customisation.
Description of the solution
The solution is based on
a corporate database providing information concerning client/product/channel
and a segmentation based on the value and the potential for a
differentiated approach by client.
Description of the assignment
•
Business plan and project prioritisation
• Design of the functional
and technical Architecture
• Functional and technical
specifications
• Data models, reports
and cubes including KPI
• Implementation of
the solution
• Test and acceptance
• Deployment and post
implementation support
• Training and workshop
Technologies
Business Objects,
Informatica, DB2, Oracle, Essbase, Unix
B2B information portal
case 1
Context
Currently, the customers
mostly contact the call center or access the web to get the needed
financial information
Objectives
The objective of the new
portal is to download the workload of the callcenter and provide
secured and personalised information.
The portal should promote
self services to reduce costs, provide secured direct access to
the financial information, be more proactive by providing personalised
information, emails and notifications. The information provided
should be more up to date thanks to automated workflows to process
the generated content.
Description of the solution
The solution is
based on a portal architecture providing personalised building
blocks, a subscription service, a content management and workflow
system, a security system and a tracking system on the web activity.
Description of the assignment
• Functional study
and detailed specifications
• Design of the technical
Architecture
• Detailed technical
design and implementation of the solution
• Test and acceptance
• Documentation, launch
and training
Technologies
Websphere Portal Server,
Tridion Content Management, LDAP directory, Oracle, Open Source
search engine
B2B funds information
portal case 2
Context
Funds distributors
and institutional clients are demanding for more information,
analysis and reports on funds. This information has to be up to
date, easy to find and access and well secured.
Objectives
The objective was to put
in place a new platform to support personalised information and
personalised subscriptions, profiling, access via different channels
and a secured infrastructure.
The added value provided
to the business partners should help to increase the volume of
transactions generated.
Description of the solution
The portal offers
a personalised and personalisable interface with a subscription
center, a funds selector, a multichannel push and pull mechanism(web,
email, fpt, fax, printer) and a multiformat reporting system.
Technologies
The portal is based on a
J2EE archicture supported by Weblogic, Alta Vista Search, Business
Objects Webi, an LDAP directory, Netpoint Access and Identity
Management, Digipass, Oracle.
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