
Banks
Integrated processes – starting from a prospect up to a customer value analysis
Bank für Sozialwirtschaft AG
Project goals
Integration of all business units along the customer lifecycle via the SAP CRM integration platform
- Design and implementation of a software solution that allows a complete view of the business partner and serves as a single point of entry for customer-oriented day-to-day business
Process optimization by transferring paper into operations and activities
Project focus
FS business partner (including comprehensive financial status)
- Marketing, service, opportunity / project management
Standardization of cross-departmental processes
- Integration of other SAP and non-SAP systems
Our customer
- A bank specializing in support for institutions and organizations in the social and health care sector since 1923
- Balance sheet total: EUR 8.69 billion, 437 employees (2016)
- Headquarters in Cologne, another 9 branch offices in Germany, 1 in Brussels