CONSULTING SERVICES
Corporate finance organizations
are facing unparalleled pressure
to implement technology and
improve operations.
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.
Financial SyStemS
implementation Support
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
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SunGard Consulting Services has developed the SUMMITmethodology 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 Management (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
our
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
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Create extracts from third-party systems– ERP, market rate provider
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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
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Test payments to banks›
Create user requirements for custom reports›
Create custom documentation (e.g. desk procedures)›
Create UAT test scripts›
Run test scriptsBusiness Technology Requirement & Analysis Best Practice Architecture and Design Solution Build Implement Data Integration Custom Development Training
Testing Release Post Implement Support
PHASES
PROGRAM, PROJECT, CHANGE MANAGEMENT
SOLUTION IMPLEMENTATION ServicesClient
Disaster Recovery Business Outsourcing Testing Services Information Management Technology Design Industry Best Practices
Infrastructure & Application Management Services Business Process Management CLIENTS PRO JEC T DELIVER Y SOL UTIONS DEVELOPING THE
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.
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Project management›
Workflow process documentation›
Mergers & acquisitions›
Accounting & financial reporting›
Treasury management systems›
Cash management systems›
SWIFT›
Corporate banking systems›
User requirements definition›
Financial systems design›
Interface definition›
Bank relationship management›
Financial risk management›
Financial planning & analysis›
Strategic planning›
Cash flow forecasting›
Globalization›
Legislation and regulation›
Payments and related systems›
Working capital management›
Financial supply chain›
Liquidity management›
Capital markets›
SunGard applications›
Custom programming anddevelopment
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Network and infrastructure›
Database and administration›
Testing›
Information managementFRONT OFFICE Assent & Liability
Management Cash Position & Forecasting International Banking REGIONAL TREASUR Y EXTERNAL Assent & Liability
Management Cash Position & Forecasting International Banking ERP FINANCIAL S YS TEMS
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.
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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, andimplemented 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 systemsoperate and should be implemented
- Influences quality of service, cost advantage, scale on solution maintenance services
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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
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Our combination of business and IT knowhow sets ourteams apart from the rest
- Our consulting and thought leadership background can help drive transformation
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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 BENEFITS
PROCESS MANAGEMENT & OPTIMIZATION
Reporting Low technology ROI Manual processes and
inefficiencies
High technology ROI Automated processes
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 www.sungard.com/consulting
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 www.sungard.com.
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