Microsoft Case Studies 2016 V1.6

Transcription

1 1 Microsoft Case Studies 2016 V1.6

2 2 Risk Reporting Solution for AMC Measures to check consistency in the composition A financial services conglomerate. They have a of product quality which would offer market significant presence across life insurance, returns commensurate with the product objective asset management, NBFC, infrastructure Overview Monitoring mechanisms for investor transactions Client project and structured finance, private equity, in order to adhere to regulatory guidelines broking, wealth management and distribution, Notifications to appropriate levels of the and general insurance advisory services. management with respect to variation in the company s strategic growth related parameters Technology Used Benefits SSIS/ SSRS Consolidated view of enterprise-wide risk MS SQL Server Ease in decision making based on SharePoint perceived risk in various areas

3 3 Risk Reporting Solution for Life Insurance Monitoring of enterprise wide risk Monitoring mechanisms for different transactions A leading life insurance company belonging to a global financial conglomerate. The company in order to adhere to regulator guidelines has an impressive list of products comprising Overview Ensure adherence to operational procedures and Client of children s future, Health & Retirement audit commitments solution etc. Notifications to appropriate levels of the management with respect to variation in the company s strategic growth related parameters Technology Used Benefits SSIS/ SSRS Easy monitoring MS SQL Server 2008 Comprehensiveness SharePoint Flexibility Structured Seamless information processing

4 4 SharePoint Model Clients Browsers Office Apps Custom Apps Web Services SharePoint Server Enterprise Standard: Enterprise Search, ECM, Social Network & User Profile, Digital Asset, Analytics Service Applications Excel Visio Access InfoPath Perf Point User Profile Usage SharePoint Foundation Object Model Storage Security Admin Deploy Sites Extend.Net Framework SQL 2008 IIS 7 Search Workflow Security Master Pages Operating System Services

5 5 Server Architecture Farm Servers Services Database Services Instance Web Applications Content Databases Site Collections

6 6 Site Architecture Subsite Top-level Website List Site Collection Subsites Item 1 Item 2 Item 3 Field 1 Field 2 Field 3 Fields List Items

7 7 SharePoint Features Risk Reporting Portal DocumentLibrary CustomList PublishingTimerJobs GlobalWebParts DocumentManagement AssetLibrary RecordResources A highly configurable reporting portal with options to extend the reports based on organization hierarchy PortalLayouts MySiteNavigation Reporting SiteLists

8 8 Banking Workflow: Life Insurance Overview Tougher monitoring and tracking of banking transactions Fixed deposit placement details Success/ failure of transaction Internal communication for the fund transfer request raised Consolidated information gathering about daily/monthly transactions Client One of the leading international financial services organizations from Canada. With an experience of over a decade, Client has contributed to the growth and development of the Indian life insurance industry and currently is one of the leading life insurance companies in the country. Notification for approvals for fund transfer Technology Used Benefits SharePoint Ease of use No manual errors Structured and flexible Ease in getting data required as per users convenience

9 9 Asset Tracking System: Life Insurance Tracking Asset Delivery to and confirmation from One of the leading international financial employees services organizations from Canada. With an Overview Consolidated data generated as per admin needs Notification to Employees and Admin about the Client experience of over a decade, Client has contributed to the growth and development of status of asset the Indian life insurance industry and Ensure adherence to operational procedures and currently is one of the leading life insurance audit commitments companies in the country. Technology Used Benefits SharePoint System generates alerts. Manual MS SQL Server 2008 Communication not needed Ease in Confirming the assets Time Saving

10 10 SharePoint Features Banking and Asset Tracking CustomeList SiteList SiteNavigation WorkFlow Components PortalLayout A workflow based portal with routing capacities for approvals at different levels

11 11 New Jersey, USA Dubai, UAE Mumbai, India Singapore INDIA Software Pvt Ltd SINGAPORE Singapore Pte Ltd USA America, Inc. UAE Adeptus Technologies LLC