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 elena@abilitics.com and I can provide you with additional information about the case studies

and our services.

Elena PetrovaBusiness Development Managerelena@abilitics.com