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Managed ASM Services - Leading Global Bank

Managed ASM Services - Leading Global Bank

The Business Issue

The customer had implemented Salesforce.com extensively in its Private Client and Private Banking environment as the solution of choice for CRM. The engagement involves providing managed services for both Application Management development and production support for multiple technologies in PWM -IT in US. The services suite encompasses L1, L2, and L3 support and maintenance services, configuration management, application on boarding, testing services, etc. Salesforce.com is used for Account management, Leads and Contacts management, Transaction management , Reporting , etc. It is integrated to multiple applications and handles KYC and Audit and Compliance processes.

Services

  • Managed L1/L2/L3 help desk support and enhancements
  • Solution Requirements, Design & Build
  • Customization and Enhancements to Salesforce.com Solution


Size

  • Total User Base: 3000+
  • Geo Spread: US


Our Approach

  • Run the Business solution through L1, L2 and L3 helpdesks
  • Support team manages configuration issues, data clean up, batch job monitoring, ad-hoc report generation, change requests ,development of new functionalities, enhancements and  production support
  • Process management  of  new developments e.g. requirement analysis, testing , UAT, and User education
  • Leverage the standard Salesforce.com features and building custom applications
  • Study Customer processes to suggest and implement value adding enhancements

The Results

  • Smooth “run the business” scenario across multiple applications within different business divisions
  • Process improvements and customizations to improve business efficiency
  • Understanding of complexities of Production support environment
  • Seamless Business continuity for  the customer followed  higher user adoption

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We will treat any information you submit with us as confidential. Please read our privacy statement for additional information.