i-sems Strategic Enterprise Management

Transcription

1 i-sems Strategic Enterprise Management December, 2010

2 Agenda I. Financial Solution Framework II. Technical Architecture III. Introduction to i-sems IV. Benefits

3 Financial Solution Framework The application execution architecture of i- CRMS and i-sems is a powerful solution that improves: 1 Development productivity 2 Scalability 3 Performance 4 Maintainability Through the Business process manager and control modules that accommodate both business and technical requirements. Industry Specific Functionalities Customer Orientation Integration Experience Any Application ; Legacy Apps, Internet & Intranet, and External Network Back Office Interface Business Process Manager Control Modules Process Interface BNA M.Q. IIOP TCP/ IP Any Data ; ODS, EDW, And Data Mart X.25 Message Queue SAS QBR OLAP Admin CM QBE RAPM PA CCS META ABC FTP Message Queue Web Service Customizing Adapter RBMS MDMS Repository Validation Authorization Scheduler BO Monitoring Logging FC Session Encryption Multi-Lingual DAO Transaction Exception XML i-sysframe Manager/Designer Data Interface RBMS(Rule Base Management Service), MDMS(Meta Management Service) BO(Business Object), DAO(Data Access Object), FC(Format Converter), SAS(Sales Support), CM(Campaign n Management), CCS(Customer Care Service) All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 3 <<<

4 Technical Architecture * Requirements * SW Architecture Server OS Windows : 2003 or 2008 UNIX : SUN Solaris, HP-UNIX, IBM AIX or other UNIX Linux, Free BSD, etc Web Server AP Server Business Suite u-banks Server DB Server Client OS DB Web Platform Windows 2003, Window 2008, XP, Vista, and Window 7 Oracle Sybase DB2 Tera Data BEA WebLogic, IBM WebSphere, Jeus,Tomcat, and Resin.Net Framework (version 2.0 or later) IIS WAS Oracle.Net Windows NT End-user Client.Net Windows Series JVM UNIX or Windows NT Power User Client U-Banks/ Manager.Net Windows Series JVM UNIX or Window NT All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 4 <<<

5 i-sems i-sems consists of ABC, FTP, and PA applications running on powerful data warehouse and provides KPI service that incorporates all of our knowledge and project experiences Report View Planning & Performance Measure Area Performance Measurement Profitability Analysis & Report Area ABC Reporting Roll Up Profitability Measurement Area Budget & Planning Profitability Analysis Reporting Profitability Analyzer FTP Reporting Activity Based Costing FTP Measurement CRM Risk Management Credit Management Common Area Data Reconciliation Source Data Acct CUST Finance HR Cost TRX Area Log Risk DW Area Data Warehouse All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 5 <<<

6 i-sems/abc i-sems/abc is activity based costing system that various parameters and simulation functionalities. Code control features - Cost resource code - Cost pool code - Job code to manage activities - Activity code - ABC product code to manage transactions - Channel code and ABC transaction code ABC Reporting Activity cost analysis Cost efficiency analysis Transaction analysis ABC Process Control By department By product By customer Cost assignment By department By job By employee Automation rate By department By job By employee Automation rat Report analysis The built-in control modules that control Core Control Table CRM management of Assignment base pool which is optimized for financial institution and cost assignment are: - Centralization/Assignment control by subject Legacy DW Cost Resource Cost Driver Job Position Cost Assignment Job Position Risk management - Assignment control based on department activity - Assignment control based on indirect division activity - Assignment control based on sales support activity SEM Data Mart ABC FTP PA KPI Business planning - etc All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 6 <<<

7 i-sems/ FTP i-sems/ftp is funds transfer costing system, which consists of yield curve generator and market rate management module. i-sems/ftp provides the latest information on internal interest rates of diverse currencies, and fiduciary STP (Straight- Through Processing), which are generated by yield curve generator based on daily updates of major market rates. FTP Reporting FTP Rate of Interest FTP Closing Statement FTP Process Domestic currency Foreign currency Fiduciary STP Monthly average By account By department By item By customer By fiduciary items Report Analysis The system contains FTP rules pre-defined by managing FTP based on market rate and using FTP parameters. The rules automate the FTP process by applying: - Internal interest rate to maturity - Funding / Lending rate - Moving average - FTP by account - Borrowing rate Legacy DW FTP parameter Mgt. FTP Mgt. Domestic/ Foreign FTP Settlement Foreign Currency FTP Mgt. Abnormal Profit Adjustment Yield Curve Generator Non-account FTP Settlement SEM Data Mart ABC FTP PA KPI CRM Risk Analysis Business Planning All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 7 <<<

8 i-sems/ PA i-sems/ftp is profitability management system that consists of control table management module and functions of analyzing profitability by account, customer, product and department. Control table management: Branch and account codes for managerial accounting Profitability analysis - Analysis of profitability by department -Comparative analysis of profit and loss for financial and managerial accounting -Factor analysis for increase/decrease of profit/loss - Analysis of profitability by account and customer Legacy DW PA Reporting By Department By Product By Customer PA Process PA Control Table Mgt. Total profit by account PA by Department Fair Profit Total PA by Product Managerial Account BS/PL SEM Data Mart BS/PL PL comparison Profitability Customer manager Account profitability Product profitability By certain period Factors for PL Profitability List Profitability analysis Product by CUST group CUST/Product Mix PA by Customer ABC FTP PA KPI Report Analysis CRM Risk Analysis Business Planning All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 8 <<<

9 Benefits * Business performance improvement Maximize efficiency in sales activities by providing consistent customer information atic sales management Improve knowledge sharing and usability Improve sales process Progress analysis by employee or team Work out exact profitability of each business area * High efficiency in planning and executing Biz strategy Enable Efficient marketing for acquisition and retention of customers Optimize target marketing based on reliable date Realize scientific management via accurate performance analysis Establish profit-oriented decision system Support management decision for each business division Cost saving / Productivity improvement Improve productivity by reducing the time for customer contact and data processing Increase marketing efficiency via potential customer data Minimize the time and resources to manage the data required for decision making Minimize hardware cost via optimum system architecture All Rights Reserved. Copyrightc2011 Will-Be Solution Corporation 9 <<<

10 Contact Us International Division / Chief Consultant Tel : /112 shpark@willbesolution.com website : Thank You!