Experience / Case Studies

Increasing Visibility Into The Sales Pipeline For Financial Services

Challenges

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

Achieving Cost Savings By Converting From Business Objects to Oracle Business Intelligence Enterprise Edition

Challenges

Bank of Hawaii was challenged with the substandard flexibility and complexity of maintaining multiple instances of Business Objects. There was a high cost of ownership with a hosted implementation of the Business Objects tool.

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Tags: SAP, Oracle, Finance, Business Intelligence, Bank of Hawaii, Migration Programs

The Largest Implementation of Oracle Human Resource Analytics In The World

Business Drivers

Because of recent government regulatory pressures on the financial services industry, the CEO initiated a large cost reduction plan to create a leaner version of the financial services. This business intelligence initiative was a result of this cost management effort.

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Tags: Planning & Consolidation, Oracle, Finance, ERP Analytics, Business Intelligence, HR Analytics

Supporting The Office of Finance With Financial Analytics

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Tags: Oracle, Finance, ERP Analytics, Business Intelligence, Savings Bank Life Insurance, Insurance

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

Achieving Knowledge Transfer Through Business Intelligence Training

As part of a larger Packaged ERP Analytics project, Humana’s goal was to achieve Level 1 knowledge transfer from the KPI Partners project team to members of Humana’s internal business intelligence team.

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Tags: Oracle, Finance, Humana, ERP Analytics, Business Intelligence, Delivery Leadership, Insurance

Simultaneous Deployment of Financial Analytics & ERP With A Custom Security Model

This four-month project, with Oracle E-Business Suite as its data source implemented General Ledger Analytics.  Approximately 100 custom columns were added to the BI Application data warehouse to accommodate customizations made by the business within their ERP system.

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Tags: Planning & Consolidation, Oracle, Finance, Humana, ERP Analytics, Insurance

Better Together: Performance Management & Business Intelligence

Experian is a global leader in consumer and business credit reporting and marketing services.

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Tags: Planning & Consolidation, Experian, Oracle, Finance, Business Intelligence, Delivery Leadership

Custom BI Deployment With Oracle MapViewer at Audatex

Audatex is one of the largest insurance claims processing companies in the world. It has 300 insurance company customers and delivers many of its applications based on the software as a service or hosted model.

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Tags: Finance, Audatex, Business Intelligence, Insurance