Experience / Case Studies

Increasing Visibility Into The Sales Pipeline For Financial Services


PNC needed to increase visibility into its sales pipeline for its corporate and institutional bank sales force to improve its effectiveness. Data was spread in multiple systems including legacy mainframe applications. The business intelligence application had to be easy to use and access for sales users.

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Tags: Oracle, Finance, PNC Financial Services, ERP Analytics

CRM Analytics Knowledge Transfer & Training

This project, with Siebel CRM as the primary data source required the integration of mainframe data containing sales quotas with CRM data containing sales opportunities. The dimensions were conformed between the two data sources and historical snapshots were also taken of the mainframe data and the Siebel CRM opportunity data. This project won Oracle’s Customer Excellence Award at Oracle OpenWorld.

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Tags: Oracle, Business Intelligence, Finance, PNC Financial Services, Delivery Leadership

CRM Analytics With Integrated Mainframe Data & Custom Security Model

PNC Bank is one of the largest financial services companies in the US, with approximately $143 billion in assets.  In total, PNC has over 66,000 employees and offers services to individuals, small companies, large corporations, and government entities.

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Tags: Oracle, Business Intelligence, Systems Implementation, Finance, PNC Financial Services, Data Integration, Siebel