Zanibal provides an integrated business platform for financial services that includes capital market back office solutions, customer service, sales force automation, document management, and data management consulting. It offers a unified SOA platform that can be customized and extended to leverage competitive differentiators. Zanibal also provides professional services including industry best practices, process mapping consulting, and a six-stage implementation methodology.
BI is all about making dry figures accessible & useful to the right audience within an Enterprise
Euthenics IT Services Pvt. Ltd.
306-B, Super Plaza, Sandesh Press Road, Bodakdev, Ahmedabad-380 054, Gujarat, INDIA
Tel: +91 (79) 26769094 & 40036094
Web: www.euthenicsit.com/ www.factisbi.com
SAP Banking - Powering Digital Transformation with SAP S/4 HANAJoe Torres
SAP Banking with SAP S/4HANA as the digital core can enable the business capabilities required to achieve these strategic priorities. For example, a bank might use the solutions to reimagine the record-to-report process by optimizing the financial close cycle and accelerating financial reporting.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
BrokerFabrik is an all-in-one software system for financial institutions that integrates a unique client stock trading experience with a robust operational backbone. It's all in one place, front-to-back: we call it broker in a box.
Groupsoft is a leading Software Solution company with focus on Retail
Solutions. Groupsoft has implemented complex retail solutions at more than
60 retailers globally. It operates out of US, Canada and India and serves
customer in North America, South America, Europe, South Africa, Middle East
and Asia.
Groupsoft retail expertise extends to all categories of retailers from Food and
Grocery, Apparel, Opticals, Electronics and Home Appliance in multi- formats
including Hyper Markets, Supermarkets, Convenience Stores, Luxury Stores
etc. For more information, visit www.groupsoftus.com
Skills -
SAP Solution
SAP Application
SAP Services
Financial and Cost Management
Customer Relationship Management
Human Capital Management
Supply Chain Management
Supplier Relationship Management
SAP ERP
Business Analytics Solutions
Business Performance Management
SAP POS
Point of sales
Retail Solution
ERP Implementation
Supply Chain Optimization
Business Warehouse Consulting
Merchandise Assortment Planning
supply chain management
Consumer Packaged Goods
Planning retail
Retail it outsourcing
Assortment planning
Merit Event - Customer Relationship Management - What are the Benefits?|guest68ea87
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Merit Event - Customer Relationship Management - What are the benefits?meritnorthwest
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
BI is all about making dry figures accessible & useful to the right audience within an Enterprise
Euthenics IT Services Pvt. Ltd.
306-B, Super Plaza, Sandesh Press Road, Bodakdev, Ahmedabad-380 054, Gujarat, INDIA
Tel: +91 (79) 26769094 & 40036094
Web: www.euthenicsit.com/ www.factisbi.com
SAP Banking - Powering Digital Transformation with SAP S/4 HANAJoe Torres
SAP Banking with SAP S/4HANA as the digital core can enable the business capabilities required to achieve these strategic priorities. For example, a bank might use the solutions to reimagine the record-to-report process by optimizing the financial close cycle and accelerating financial reporting.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
BrokerFabrik is an all-in-one software system for financial institutions that integrates a unique client stock trading experience with a robust operational backbone. It's all in one place, front-to-back: we call it broker in a box.
Groupsoft is a leading Software Solution company with focus on Retail
Solutions. Groupsoft has implemented complex retail solutions at more than
60 retailers globally. It operates out of US, Canada and India and serves
customer in North America, South America, Europe, South Africa, Middle East
and Asia.
Groupsoft retail expertise extends to all categories of retailers from Food and
Grocery, Apparel, Opticals, Electronics and Home Appliance in multi- formats
including Hyper Markets, Supermarkets, Convenience Stores, Luxury Stores
etc. For more information, visit www.groupsoftus.com
Skills -
SAP Solution
SAP Application
SAP Services
Financial and Cost Management
Customer Relationship Management
Human Capital Management
Supply Chain Management
Supplier Relationship Management
SAP ERP
Business Analytics Solutions
Business Performance Management
SAP POS
Point of sales
Retail Solution
ERP Implementation
Supply Chain Optimization
Business Warehouse Consulting
Merchandise Assortment Planning
supply chain management
Consumer Packaged Goods
Planning retail
Retail it outsourcing
Assortment planning
Merit Event - Customer Relationship Management - What are the Benefits?|guest68ea87
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Merit Event - Customer Relationship Management - What are the benefits?meritnorthwest
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Microsoft Accounting Software | Value Proposition AnalysisKashyap Shah
This presentation describes various features of Microsoft's Accounting software for SME & MSMEs in India. It also includes balanced score card and competitive analysis based on the value offerings by Microsoft.
Achieving Sales Performance Optimization Through Automated Incentive Compensa...Callidus Software
presented at TrueConnection: Sales Performance Management Conference 2007 by Jeff Staley, CRM Center of Excellence at SAP, and Jim Thomas, Senior Sales Engineer at Callidus Software
QlikView is the Business Answers Company. We offer a whole new
class of business intelligence software. One that puts business users
in control, lets them explore their data with unprecedented freedom,
so they get the answers they need, and can take action – now.
QlikView delivers answers for businesses of every size and kind, from one-person shops to multinational organizations. Some of the world’s largest institutions – with billions of records – rely on QlikView. QlikView accesses all your data, so your analysis is complete and thorough. No limits. No half-way answers. No blocked views. And it easily integrates with your existing systems. No need to rip or replace anything.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Welocme to ViralQR, your best QR code generator.ViralQR
Welcome to ViralQR, your best QR code generator available on the market!
At ViralQR, we design static and dynamic QR codes. Our mission is to make business operations easier and customer engagement more powerful through the use of QR technology. Be it a small-scale business or a huge enterprise, our easy-to-use platform provides multiple choices that can be tailored according to your company's branding and marketing strategies.
Our Vision
We are here to make the process of creating QR codes easy and smooth, thus enhancing customer interaction and making business more fluid. We very strongly believe in the ability of QR codes to change the world for businesses in their interaction with customers and are set on making that technology accessible and usable far and wide.
Our Achievements
Ever since its inception, we have successfully served many clients by offering QR codes in their marketing, service delivery, and collection of feedback across various industries. Our platform has been recognized for its ease of use and amazing features, which helped a business to make QR codes.
Our Services
At ViralQR, here is a comprehensive suite of services that caters to your very needs:
Static QR Codes: Create free static QR codes. These QR codes are able to store significant information such as URLs, vCards, plain text, emails and SMS, Wi-Fi credentials, and Bitcoin addresses.
Dynamic QR codes: These also have all the advanced features but are subscription-based. They can directly link to PDF files, images, micro-landing pages, social accounts, review forms, business pages, and applications. In addition, they can be branded with CTAs, frames, patterns, colors, and logos to enhance your branding.
Pricing and Packages
Additionally, there is a 14-day free offer to ViralQR, which is an exceptional opportunity for new users to take a feel of this platform. One can easily subscribe from there and experience the full dynamic of using QR codes. The subscription plans are not only meant for business; they are priced very flexibly so that literally every business could afford to benefit from our service.
Why choose us?
ViralQR will provide services for marketing, advertising, catering, retail, and the like. The QR codes can be posted on fliers, packaging, merchandise, and banners, as well as to substitute for cash and cards in a restaurant or coffee shop. With QR codes integrated into your business, improve customer engagement and streamline operations.
Comprehensive Analytics
Subscribers of ViralQR receive detailed analytics and tracking tools in light of having a view of the core values of QR code performance. Our analytics dashboard shows aggregate views and unique views, as well as detailed information about each impression, including time, device, browser, and estimated location by city and country.
So, thank you for choosing ViralQR; we have an offer of nothing but the best in terms of QR code services to meet business diversity!
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
2. Agenda Our company FSI Challenges & Opportunities Our Services & Solutions Capital Market Back Office Customer Service Sales Force Automation Document Management Data Management & Business Consulting Delivery Approach Case Study & Demo
3. About Zanibal Started with a mission to deliver cost effective and flexible on-demand solutions Headquartered in San Jose, California Started operations in Lagos – Jan 2008 Large and growing base in FSIs Award winning solutions. Technology Marketing Corporation's Best Software Service "Keep an Eye On" The CPA Technology Advisor
4. Zanibal - Some Customer Quotes “The ability to leverage the insight and understanding of every customer's value at all service points has enabled us to deliver outstanding business performance at unprecedented low costs” –HarunaJalo-Waziri (CEO) UBA Stockbrokers Ltd “Our improved visibility to business performance and better customer and sales management enabled by Zanibal continues to help our bank outperform its expectations.” - Edson Sossai (VP Sales) Banco Itau Europa International “The web services integration b/w our home grown systems and Zanibal is so seamless and flexible that we can now deliver new business capabilities in 20% of the time it used to take us” – Roland De’Veries (CTO) InterraNet Group
6. Reusable Platform for Multiple Solutions Collaborative Customer Engagement Compliance Global Knowledge Base ERP/CRM Solutions Process Optimization eDiscovery Financial Market Solutions Enterprise Collaboration
7. Unified SOA PlatformTo Run A Business Tailor & Extend To Leverage Competitive Differentiators Zanibal: 3 Core Capabilities
8. Customization Web Services AppBuilder Easily Extend & Customize Zanibal Web Services SOAP, standards-based web service APIs extend system of record – Zanibal – to subordinate systems Zanibal CustomizationPersonalization, configuration, and vertical tailoring all within Zanibal Zanibal AppBuilderAllows for entirely new applications to be built within Zanibal including custom database tables, forms, process validation, and tabs Sales Marketing Service Zanibal Workflow
9. STP & Streamlined Business Processes Unified SOA PlatformTo Run A Business Tailor & Extend To Leverage Competitive Differentiators Zanibal: 3 Core Capabilities
10. Knowledge Base Tracking Web Store Orders Support Content MarketingCRM SALES MARKETING Back Office Processes SUPPORT BANKING INSURANCE CAPITAL MARKETS Zanibal Streamlined & Integrated Processes
11. Zanibal Professional Services Industry Best Practices Vertical domain expertise Streamlined process mapping and consulting Six-Stage Implementation Methodology From initial consulting, to data conversion to tailored end-user training “Train the Trainer” approach Self sufficient post implementation
12. Summary One complete front & back office system to deliver a single, real-time view of your transactions, customer and sales processes across all departments and all locations Applications designed for all businesses sizes Delivered as a hosted service or deployed on client’s site Designed for lowest cost of ownership and enterprise class scalability and performance. Easily extend functionality Via Built In Customization APIs & Web Services World class business consulting services Best practices implementation methodology
14. Our FSI Mantra “Help financial service institutions increase their revenue, streamline costs and drive organic growth through reengineering of their organizations and implementation of ourfront & back office management solutions”
15. Key Challenges for FSIs Lack of Support for Customer Activities Poor Sales Force Automation The tracking of sales activities and associated revenue pipeline is very rudimentary and there is poor visibility into the real time performance of the sales force. A lot of the activities required to supportcustomer business functions are manual. Most customer requests and cases cannot be initiated using self service web forms. Customer information from all channels is not integrated into a single view. Poor Analytical Capabilities Poor Document & Process Integration Disintegrated systems and platforms resulting in fragmented views of the customer, service issues and an inability to properly align the customers lifecycle with products at the right channels Most of the processes are manually tracked with no ability to monitor the real time execution of customer requests. KYC, AML and other regulatory compliance challenges due to poor document management capabilities.
16.
17. Core functions in the business units must be reengineered and automated with technology to be at least on par with best practice benchmarks.
18. Organizational design must reflect consolidated back office functions Consolidation & Organizational Redesign - > Shared Services Back Office Processes Customer Service Custody, Clearing & Settlement Trading & Funds Management Sales, Marketing & Research Transaction Management Finance (accounting, financial planning, reporting, forecasting) Human Resources (Benefits, compensation, recruitment, payroll, HRIS, etc.) Legal & Other Services Information Technology
19. A Capital Market Platform A shared service for: Retail Banking Capital Markets & Merchant Banking Wealth Management Brokerage (Equity, Insurance etc) Registrar Services Asset Management Custody & Trustees Pensions
20. Key Platform Capabilities A front-to-back technology platform to support: client interaction (Web Enabled) aggressive growth plans (Scalable) process reengineering (Single Data Model) lead generation (CRM functionality) client agreements (Document Management) transaction lifecycle (Workflow Tools) asset servicing (Interface to Ledgers) teamwork (User Groups) delivering strong technology ROI
34. Dashboard-Centric Management Key Performance Indicators (KPI) & Comparatives Trend Analysis Point & click content Drag & drop layout Dashboards as a Workspace AJAX Productivity Role-Based Dashboards for Executives, Managers and line of business personnel
35. Key CRM & SFA Benefits Operational Excellence Responsive and accurate delivery of customer requests across all channels Analytical Insight Analyze, predict and drive customer behavior Identify the right time to make the right offer to the right market Process Optimization Improve visibility and performance across all involved business processes Know More Sell More
43. Solution Architecture Enterprise Service Bus (Real time Integration) CRM SFA DM TOMS AWM CUST SRM BNK LEG App DB App DB App DB App DB App DB App DB App DB App DB App DB Extract, Transform & Load (ETL) Legend CRM – Customer Relationship Mgmt. SFA – Sales Force Automation DM – Document Management TOMS – Trade Order Management System AWM – Asset & Wealth Management CUST – Custody Systems SRM – Share Registration & Management BNK– Core Banking Application LEG – Legacy Systems Operational Data Warehouse (ODS) Data Mining & Enterprise Reporting
44. Data Warehousing Consolidate information on customers from all systems Bio, Household, Address, Valuation data Normalize data and uniquely identify customers across the various systems Store all customer transactions Trades, Position, Deposits, Withdrawals etc. Store asset valuation history across all systems and asset classes Equity, Bonds, Currency Building block for analytics & research Consolidated Analysis & Reporting Customer relationship/account valuation & segmentation Customer Lifecycle & Product Analysis Cross-sell & Up-sell Management Marketing design Segmentation & Lead Identification Compliance Reporting
64. Assess the Nigerian/ regional industry to examine the long-term growth prospects, the range of products/services offered, barriers to entry/exit and competitors’ positioning
77. Build a business case by reviewing the current state and using a set of transformation principles to help achieve the future state
78. Define the high level target business service model, products/services, operating model, organization model, technical and application architecture
79. Derive the required core competence in key business processes, organization, skills, management and technology
80.
81. Business plan outlining the core business services and value proposition, functional and technical architecture, strategic investment, sale and marketing plans
117. Demo - Sales & Marketing Highlights Leads can be generated on the corporate sites and captured directly into Zanibal for analysis and marketing programs Advanced reporting/segmentation of leads and customers for marketing purposes. Combined with product/account data from the ODS for cross sell & up sell analysis. All marketing plans can be attached to the clients record for use by sales or service reps Marketing campaigns can be designed, targets identified and attached and performance measured within the platform
118. Paper documents can be captured directly into electronic workflows using workflow enabled MFC scanners. Key meta data such as customer numbers, notes etc are captured at scan time. Batch numbers used for retrieval from the offsite location is also captured Generated PDF files automatically attached to the relevant Zanibal document. Electronic documents in any format can be uploaded and archived into customer records Documents used in resolving complaints or other transaction types in Zanibal can also be archived. Demo – Documents & Records Management
The context for this demo is to showcase a customer lifecycle (lead capture, lead qualification with workflow, campaign execution, lead conversion & account managementLead Capture:A lead will be captured from the demo bank websiteAfter showing the lead record in Zanibal, point out that a very simple lead processing workflow is automatically started and complete the “Validate Data” activity A number of emails and phone calls are traded with the lead and follow up tasks are also created during the qualification process. A proposal document that is sent to the lead is also captured into the lead accountAt the end go back to the “Home” tab and complete the qualification activity in the workflowAfter the qualification, a walk through for the Monacho HF campaign is done and the newly captured lead is added to the campaignAnother lead from the CABAL analysis is uploaded from an excel sheet and is also attached to the campaignAfter the campaign is executed and the web captured lead responds, his lead account is then converted to a customer account by running the lead conversion workflow. Account Management:Log into the online bankingShow the checking and savings balanceUpdate the contact info for the client and then follow the link into ZanibalNow show the “Activity Tracking”, Case, Contact, Opportunity & Financial Accounts Tab. Also mention that there are indicator prompts to help the CSRs understand his lifetime value. Point out that there is an indicator prompt that mentions that he is a target for our new Amex credit card productMention that the account tab has a complete view of all the holdings of this client across other product groups. Go back to the website and complete the application for the Credit CardFollow the link and then jump into the Case record. Walk through the case record and then complete the case workflow. Now go back to the website and open a current account transaction and complain about a transaction. Opportunity Management:Use “Emeka’s” account to discuss pipeline management (Sales Stages, Probability #s, Tasks & Doucments)Also mention what the workflow engine can be used to automate the entire process and make sure that tasks are correctly and timely executed. Case Management:Go to the website and complain about a given transactionFollow the link and show that case captured in Zanibal within context of the user’s accountUpload a document into the case and close out the case.Document Management:Search for emeka to see all the related doucumentsMention automated capture using cheap MFPs that are workflow enabledReports:Run the Key accounts report and show how the filters can be easily changed. Export the report as a PDF and click on an account to see its details. Modify the report and save it as a private report with some new filter added (Use the partner.ownerType = “ORG” to create a new report for companies)