procredit bank credit process
DESCRIPTION
TRANSCRIPT
ProCredit Bank improves control and visibility in its credit processes with
SharePoint
ProCredit Bank improves control and visibility in its credit processes
Solution► Credit documents flow and all
communication between departments is managed by a SharePoint workflow
Benefits► Better control and visibility,
higher productivity and increased efficiency
6. Credit is registered in
the core banking system
1. Old way: email sent to shared inbox / or directly to the HQ
2. New way: Front office initiates SharePoint Process
3. Credit Process managed by workflow
4. Credit Risk is calculated
7. Process control, monitoring & optimization
5. Credit Analysis and go/no-go decision
1. Initiate the process: Front Office Specialist initiates a credit request
Front office specialist fills in electronic form, rather than sending an email
Front office specialist uploads related documents in SharePoint and submits the request
2 Credit request approval is managed via SharePoint workflow
1. Each participant in the process views a list of credit requests assigned to him/her
2. SharePoint assigns the request to the appropriate expert, based on predefined workflow process & rules:
► Expert & Legal Evaluation
► Credit Risk Analysis
► Credit Council to determine the amount of allowed credit
► Credit Administration (registering in the core banking system)
► Credit Monitoring
► Credit Renew
3 Process is monitored via real-time reports showing the credit requests in
various stages*
*The reports are built with Microsoft Excel and the business users can extend the reports of the solution to meet their needs (ex: to track future
SLAs)
Thank You
Contact me at [email protected] and I can provide you with additional information about the case studies
and our services.
Elena PetrovaBusiness Development [email protected]