CONSULTING SERVICES Financial Systems Implementation Support

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1 CONSULTING SERVICES Financial Systems Implementation Support

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3 Financial Systems Implementation Support Corporate finance organizations are facing unparalleled pressure to implement technology and improve operations. SunGard Consulting Services offers a one-stop-shop of end-to-end project and systems implementation support. To be competitive, the goal of leading finance organizations is to achieve a return on financial systems investments, integrate and standardize applications and processes, manage project risks, while improving performance and lowering costs. However, the challenges of having to do more with less, the issues of implementing complex financial systems and integrating functions, change management and regulatory requirements, along with the need for experienced staff, create challenges that make transformation difficult. SunGard Consulting Services offers a one-stop-shop of end-to-end project and systems implementation support. Supported by SunGard s project management methodologies, financial systems implementation experienced staff and core services, our transformation solutions leverage our industry experience to accelerate a return on investment through faster, more accurate, delivery of solutions. [email protected] 3

4 Our Transformation Solutions Project management methodology SunGard Consulting Services implements SunGard and non-sungard applications using our proprietary tools. We add value to financial systems implementations by supporting the client in their core project management, by providing resources with backgrounds in technology integration, process reengineering and systems experience SunGard Consulting Services has developed the SUMMIT methodology for managing projects. SUMMIT is a robust repository of methodology content and the team managing SUMMIT is continually adding and improving content. SUMMIT s many methodologies include Agile w/ Scrum, Waterfall SDLC, Testing, as well as methodologies supporting Managed Services ( Managed IT Services, BPO) Consulting Services Change (CM) methodology is the primary method for managing change within our projects, and it provides a structured approach to transitioning individuals, teams and organizations from a current state to a desired future state. The initial release contains a training guide, an overview of the methodology, detailed process definition documents and a collection of templates. SunGard adds value to financial systems implementations by supporting the client in their core project management, by providing resources with background in technology integration, process reengineering and systems experience 4

5 Standard implementation services Standard client implementation support services include: Maintain client project plan Maintain open issues list Maintain documentation Gather data and input the information into spreadsheets required by SunGard Static data, transaction types, accounting treatment Create extracts from third-party systems ERP, market rate provider Create encryption and decryption process for bank files (installed clients only) Map bank transactions to daily cash worksheet Input treasury transactions Money market, long-term debt, fees, inter-company Loans, FX, derivatives Test payments to banks Create user requirements for custom reports Create UAT test scripts Run test scripts Create custom documentation (e.g. desk procedures) CLIENTS DEVELOPING THE SOLUTION IMPLEMENTING THE SOLUTION REALIZING THE BENEFITS PHASES PROJECT Business Technology Requirement & Analysis Best Practice Architecture and Design Solution Build Implement Data Integration Custom Development Training Testing Release Post Implement Support PROGRAM, PROJECT, CHANGE MANAGEMENT DELIVERY SOLUTIONS Industry Best Practices Business Process Technology Design SOLUTION IMPLEMENTATION Information Testing Services Infrastructure & Application Services Business Outsourcing Client Services Disaster Recovery 5

6 Consulting skills Our team skills and project methodology covers it all from project initiation to completion - including project management, change management, requirements definition, estimating benefits and costs, creating project plans and milestones, estimating effort and resources, anticipating and resolving issues and risks functional and technical designs, process analysis and design, proof of concepts, infrastructure build, implementation, integration, testing, training, go-live and post go-live support, disaster recovery development. Project management SWIFT Interface definition Strategic planning Workflow process documentation Mergers & acquisitions Accounting & financial reporting Treasury management systems Cash management systems Corporate banking systems User requirements definition Financial systems design Bank relationship management Financial risk management Financial planning & analysis Cash flow forecasting Globalization Financial supply chain Capital markets SunGard applications Legislation and regulation Payments and related systems Working capital management Liquidity management Custom programming and development Network and infrastructure Database and administration Testing Information management FRONT OFFICE MIDDLE OFFICE/BACK OFFICE EXTERNAL CORPORATE FINANCE - CFO CENTRAL TREASURY REGIONAL TREASURY Assent & Liability Cash Position & Forecasting International Banking Credit Collateral Investments ORDER TO CASH OPROCURE TO PAY Financial Accounting In-House Banking Payments Factories Electronic Imaging Foreign Currency Hedging Capture Deals CRM Deal Capture Deals CRM Deal ERP FINANCIAL SYSTEMS BANKS Assent & Liability Cash Position & Forecasting International Banking Customers Vendors Financial Counterparty 6

7 Business process optimization For many organizations, the investments in financial systems that took place over the past decade have not realized improvements in operations or reduced costs. To realize the benefits from existing applications, or implement new technology, a return on investment can be achieved by using SunGard s process optimization approach. Based on industry best practices, customized to your specific applications and operations, and implemented using change management methodology that facilitates success. The SunGard advantage One of the leading consultancies focused on global financial services and energy We have a deep understanding of how financial systems operate and should be implemented - Influences quality of service, cost advantage, scale on solution maintenance services Strategic relationships speed up our ability to address issues on partner technologies - Our insight into the latest technologies helps our teams quickly resolve your issues Our combination of business and IT knowhow sets our teams apart from the rest - Our consulting and thought leadership background can help drive transformation Our global delivery model helps deliver cost reduction, scalability, information, data security and enhanced quality of service - Our technology teams offer a large pool of experienced senior level consultants Our solution implements control processes across the transaction management organization, helping you to comply with regulatory requirements CURRENT PROCESS & SYSTEMS UTILIZATION PROCESS MANAGEMENT & OPTIMIZATION BENEFITS Manual processes and inefficiencies Low technology ROI Reporting Better use of technology Automated processes High technology ROI decision support systems [email protected] 7

8 About SunGard Consulting Services SunGard Consulting Services helps financial services, energy and media companies solve business problems by managing their complex technology and operational needs. Focused on large scale data and process management, custom application development and systems integration; we combine business and technology consulting and managed services to deliver innovative custom solutions. We help our customers capitalize on and manage the consequences of business, technology and regulatory change. For more information, visit us at About SunGard SunGard is one of the world s leading software and technology services companies. SunGard serves approximately 25,000 customers in more than 70 countries and has approximately 17,000 employees. SunGard provides software and processing solutions for financial services, education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue of over $4.0 billion, SunGard is the largest privately held software and services company. For more information, please visit For more information: [email protected] visit: Follow us on Twitter: twitter.com/sungardcs Connect with us on LinkedIn: sungard-consulting-services Like us on Facebook: Visit our blog centre: SunGard. Trademark information: SunGard the SunGard logo and SunGard Consulting are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.