毕博上海银行咨询TobeDeliverables Chap6K

1、kpmghanvit bank 209 confidential to hanvit bank crms project table of contents 1executive summary 2background & overview 3commercial crms “to be” process model, design requirements & work-plan 4retail crms: objectives, “to be” components, process improvements & work-plan 5commercial & retail crms pr

2、ocess improvements 6plan sign-off & next steps 7appendices 1. 2. 3. crms “to be” , , 4. crms : , “to be” 5. crms 6. , 7. kpmghanvit bank 210 confidential to hanvit bank crms project 6.1 overview: nthis chapter summarizes next steps & outlines the issues related to achieving organizational buy-in for

3、 the design changes required for crms nkey decisions required by the bank are also reviewed ntactical next steps over the next two weeks to “jump start” phase ii are also described implementation requirements: overview 6.1 * crms * * 2 2 kpmghanvit bank 211 confidential to hanvit bank crms project 6

4、.2 implementation requirements: achieving buy-in n successful implementation of crms requires a number of key steps to achieve buy-in at multiple levels within the organization: communication of the program to internal audiences is key nsenior management buy-in requirements: agreement at the concept

5、ual level of solutions & benefits allocation of resources beyond the crms task force to support implementation requirements - most importantly for systems development nmiddle management buy-in requirements: applicability of combining “best practice” solutions with current banking practices in korea

6、feasibility of solutions within the aggressive time frames commitment of resources nall effected staff must be able to recognize tangible benefits at their activity levels & user input must be documented to drive detailed design requirements implementation requirements 6.2 : * crms . - * - - crms -

7、* - - - * , input . kpmghanvit bank 212 confidential to hanvit bank crms project 6.3 key crms project decisions: by hanvit bank nthis section highlights the key decisions that the bank must make to support the success of the crms project nthese key decisions stem from a combination of project depend

8、encies & key milestones nkey bank decisions: detailed design sessions: the bank must provide timely sign-off on the consensus requirements that come out of the detailed design sessions so that these requirements can be provided to kis to begin development it systems staff: provision of bank it staff

9、 to support crms systems, connectivity & database coding as well as provide the required hardware & software hub & spoke: confirmation of new organization structure for hub & spoke & lob retail centralization plan: confirmation & detailed communication concerning the retail centralization plan datab

10、ase design issues:successful reconciliation & prioritization (to avoid resource conflicts) of the plan being discussed for the bank & kis to implement one, single integrated database combining all kis information & bank crms data implementation requirements 6.3 crms * crms . * . * - : kis . - it : c

11、rms , , , it . - hub & spoke : hub& spoke lob - : - : kis crms kpmghanvit bank 213 confidential to hanvit bank crms project 6.3 key crms project decisions: by hanvit bank cont. nkey bank decisions: cont. loan review: the bank must make an organizational decision concerning where the loan review func

12、tion will reside & what components of the detailed functional design provided by kpmg to implement relationship management: the crms project will provide a detailed design framework for the role/responsibilities of the relationship manager, & the bank must make final decisions on which parts of this

13、 functional design to accept & implement portfolio management: the crms project will provide a detailed design framework for the role/responsibilities of the portfolio manager, & the bank must make final decisions on which parts of this functional design to accept & implement supporting tools: timel

14、y adoption & procurement by hanvit bank of efficient data extract, transformation and population tools for the crms database supporting tools: timely adoption & procurement by hanvit bank of user friendly ad hoc query & reporting tool hardware-software: timely procurement & implementation by hanvit

15、bank of hardware & software required to pilot & implement the crms solutions database design implementation requirements 6.3 crms () * () - : kpmg - relationship management : crms rm / . - : crms / . - : . - , : crms , . kpmghanvit bank 214 confidential to hanvit bank crms project 6.4 crms project:

16、knowledge transfer approach nmaximum benefit from the new functions developed in the crms project will be gained by successful knowledge transfer to hanvit bank staff. kpmgs approach to knowledge includes the use of workshops, training materials & training of key “trainers” for future bank training.

17、 kpmg may make additional recommendations for training in basic credit analysis or other skills which will be needed by personnel who will perform the functions proposed in the crms project. subjects for knowledge transfer are: new credit processes new loan marketing & production technique roles and

18、 responsibilities of newly created positions (relationship manager, credit officer, & loan review officer) new pricing model commercial & retail crms credit scoring & rating loan review & monitoring methodology including feedback on new loan classification criteria portfolio management organization

19、& process implementation requirements 6.4 crms crms . , , “trainer” , crms . : - - - (rm, , ) - pricing - crms scoring & rating - ( ) - kpmghanvit bank 215 confidential to hanvit bank crms project 6.4 next steps: nreview phase ib “to be” deliverable in detail & adjust detailed work-plans as required

20、 nreview required implementation support & roles & responsibilities: hanvit bank kis kpmg nreview key dependencies with appropriate bank staff nfinalize the systems & data design approach & review with bank systems integration team nconduct “to be” briefing for deputy gms to provide details on the a

21、pproach & plan nconduct bank-wide seminar on the “to be” approach & plan nbegin detailed design sessions for the kis module suite as soon as possible implementation requirements 6.4 * phase 1b “to be” work plan * / - -kis -kpmg * * * “to be” * “to be” * kis kpmghanvit bank 216 confidential to hanvit bank crms project majpjmvcyzj21hlfrvy96dv02lppfygxus7iymzkyemz0kgeyzs3bplckyh1lt4ek7cxmux3ijoysoer7zuavwygz4epzruirvpmzzvntf1xzw5oswsxotfaejnocmfe1lzgnn1rsxg8wlcg8cvq3xpjmvodpfwcpiyjgzaznsepniaklysu7qsd1upaxmzdlpn9zw7kljfslcli26yv109ffbndh8lbun1g6acurq39eg12khl9txsz1jzgock8g1kunoh5efvcm