Banking Proposal Bidding and response to RFP Presentation

16
Elucidate Symbi Solutions PROPOSAL FOR DIRECT BANKING SOLUTIONS

Transcript of Banking Proposal Bidding and response to RFP Presentation

Elucidate Symbi SolutionsPROPOSAL FOR DIRECT BANKING SOLUTIONS

• Section 1– About ESS

– Vision and Mission statement of ESS

– The Scalability

• Section 2– Our analysis of requirement

– End-Users

– Delivery in phases

– Logical Architecture

• Section 3– Technology used

– Responsive Web-UI

– Glimpse to our solution

• Section 4– Scheduling

– Cost

• Section 5– Benefits of our solution

AGENDA

When you choose Elucidate Symbi Solutions (ESS) as

your IT services, consulting and business solutions

partner, you will discover what so many global

enterprises have already discovered— The power of

Delivering Better and Clear IT Solutions.

We are a leader in the global marketplace and

among the top 100 technology firms in the world.

Our continued rapid growth is a testament to the

certainty our clients experience every day.

Building on more than 20 years of experience, we

add real value to global organizations through domain

expertise plus solutions with proven success in the

field and world-class service.

It’s how we keep you moving forward

Section1 Section2 Section3 Section4 Section5

ABOUT ESS

Section1 Section2 Section3 Section4 Section5

VISION AND MISSION OF ESS

VISION

Achieve excellence through Optimism and

innovation for Building Tomorrow’s Enterprise.

MISSION

We aim to optimally satisfy the needs of clients by

engineering meaningful technology solutions.

THE SCALABILITY

75%

25%

Year 2014-2015

Passive

Active

40%

60%

Year 2017-2018

Passive

Active

Section1 Section2 Section3 Section4 Section5

[Customers Using Bank Services in period of 7days](Based on Study Performed by our company)

Question?

HOW THIS CAN BE ACHIEVED?

OUR ANALYSIS OF REQUIREMENT

Section1 Section2 Section3 Section4 Section5

Online Chat

Social Network Integration

Financial Calculators

How it Works?

TPTAccount Statement

New Accounts

Chat & Enquiry

Secure Access

Responsive UI

Financial Tools

Reporting Services

A/C Statement

New Accounts Reg.

Easy Automated Banking

Social Integration Interfacing Provision

Our RealizationRequirement

Banking Solution

END USERS

Section1 Section2 Section3 Section4 Section5

Gold Members have a Profile and a Banking

Relationship.

Silver Members have a Profile but no Banking

Relationship.

Admin can access user information. Make

necessary modifications on user’s request by

adhering to bank rules and policies. It can revoke

card authenticity to avoid misuse.

Bank employees will use this application for

managing banking functionalities varying from basic

day to day level transactions to annual budgeting

and auditing .

PHASE 1

•Responsive UI

•PDA Support

•Online Chat

•Interfacing with Oracle CRM

•Multi-Language Support

•2 level membership – Gold and Silver

•Edit Profile

Silver Member:

•Interfacing with banking equation

•Financial tool- EMI Calculator for

mortgage, personal and auto loan

•Credit calculator

•FD and saving calculator

•Web Registration

Gold Member:

•Funds transfer

•Account Statements

•Balance view

•Utility bill payments

•Beneficiary

•2 step verification

•Online chat

PHASE 3

•Insurance product

•Investment Product

•Cheque book facility

•Blog and chat rooms

•Analytics and integration with mint.com

PHASE 2

Silver member

•Demo videos

•News letters

•Social n/w integration – like Facebook

Gold Member

Sukuks, Reporting Services.

Delivery in Phases

LOGICAL ARCHITECTURE

Section1 Section2 Section3 Section4 Section5

TECHNOLOGY USEDSECURE AND POWER DELIVERY WITH LATEST TECHNOLOGY

Section1 Section2 Section3 Section4 Section5

Responsive Web UISUPPORT TO ALMOST ALL WEB BROWSERS

Section1 Section2 Section3 Section4 Section5

A GLIMPSE TO OUR SOLUTION

HOW IT WORKS?

Section1 Section2 Section3 Section4 Section5

Estimate Delivery

8 Calendar Months

• The delivery of product in three phases

SchedulingTIMELY DELIVERY IS A KEY SUCCESS FACTOR OF OUR

ORGANIZATION

TOTAL DAYS(working days) EFFORT(man hour)

Phase One 96 3024

Phase Two 47 1516

Phase Three 44 1388

Complete Product. 187 days 5928

Section1 Section2 Section3 Section4 Section5

Our Bid : USD 5,31,443*

CostVALUE TO MONEY SOLUTION

Section1 Section2 Section3 Section4 Section5

0.00

100,000.00

200,000.00

300,000.00

400,000.00

Costing

Phase-Wise Costing

Phase 1

Phase 2

Phase 3

*Note. The bid is exclusive of Service Tax @ 12.36% and VAT @ 5%

The bid is applicable till April 30,2015 only.

Onsite training of the employees for one month by two experts from the company.

Webinars will be conducted that will include 100 hours of free training on product valid till two months of product deployment.

90 days of Product Warranty.

Instant customer support available at Bank hours of Middle East Islamic Bank.

BENEFITS OF OUR SOLUTION

Section1 Section2 Section3 Section4 Section5