fs loans overview

INTERNAL

SAP LOANS MANAGEMENT FOR BANKING RAPID DEPLOYMENT SOLUTION Solution Overview

August 2011

© 2011 SAP AG. All rights reserved. 2

We Are Here to Discuss

• Your key business needs

• SAP LOANS MANAGEMENT FOR BANKING rapid-deployment solution for Sales

• Product Demonstration

• Customer successes


Top Executive Issues Bring new products to markets quickly Offer tailored products to a new generation of

customers Need for operational efficiency & excellence Generate cost savings Improve service quality New IT system are difficult to implement

Costly / high Total Cost of Implementation (TCI)

Especially high services costs

Long project run times & duration difficult to plan

Lack of required skills

What Are Your Issues Today?


How We Support Your Agenda

Business Benefits Ready to run system to do the backend processing

of consumer loans (w/o accounting part): SAP Loans Management

SAP Loans Management offers Very High Flexibility in Product Configuration

Very high Operational Efficiency & Excellence

The rapid deployment methodology ensures Fixed implementation time

Fixed costs (Total Cost of Implementation (TCI) dramatically lowered)

Learn from implementation team

Support by reducing manual tasks for testing

Reduced overall implementation risk


.

SAP BRINGS TOGETHER SOFTWARE AND SERVICES IN A NEW OFFERING THAT GIVES YOU ESSENTIAL LOAN MANAGEMENT FOR BANKING FUNCTIONALITY QUICKLY AND AFFORDABLY

Preconfigured software to eliminate the guesswork

Rapid deliver in as little as 3-4 weeks, using SAP consulting

An affordable, flexibly priced solution

Limited scope to jump start

A clear path to your full Supply Network Collaboration vision

Preconfigured software and services enabling rapid deployment


Becoming the Best in Your BusinessWith SAP as Your Partner

SAP Loans Management for Banking as one Building Block on top of the Banking Platform SAP Loans Management for Banking as one Building Block on top of the Banking Platform

Enterprise-Wide Strategic Platform for All Banking NeedsEnterprise-Wide Strategic Platform for All Banking Needs

Flexible management of different types of lending – secured or non-secured such as

Mortgage loans

Personal loans / Consumer Loan*

Corporate loans

Special lending

Flexible definition of lending products

Rich condition handling features

Extensive back office support

Large variety of automated processes

* Implemented as part of this RDS


Process Flow – Consumer Loan

Fully automated

1.Create / assign Business Partner

2. Create Loan

Account3.Disbursement

5.Invoicing

8.Outbound Interface

10.Account closure

Early Full Payoff *

Payment Plan

Change *

4.Billing

6. Post incoming payment

9.Settlement

7.Payment Distribution

* exceptional / optional process steps


Process Flow – Consumer Loan with direct debit

Fully automated

1.Create / assign Business Partner

2. Create Loan

Account3.Disbursement

5.Invoicing

8.Outbound Interface

10.Account closure

Early Full Payoff *

Payment Plan

Change *

4.Billing

6. Payment Run / Post incoming payment

9.Settlement

7.Payment Distribution

* exceptional / optional process steps


What‘s in SAP Loan Management for Banking rapid-deployment solution?

Processes and features:

1. Executing a consumer loan from account creation to account closure

2. Posting incoming payments without a payment transaction system

3. Implementing a job network to process the installments automatically

4. Explaining how to add new payment methods across Banking Services and FI-CAx


Big Picture System Landscape & Requirements

.

Open Item Management

SystemSAP FI-CAX

Business Intelligence

SAP NetWeaver BW

General LedgerSAP GL

Output Management

SystemStreamServe

Payment Transaction

SystemSAP PE

Account OriginationSAP CRM

banking services from SAP

Loans Management

Bank Analyzer

Collateral Management

Withholding Tax

SAP CYT Management

Required components/software versions for SAP Loans Management for the Banking rapid-deployment solution (marked with yellow color)

SAP Loans Management for Banking 7.0

SAP FI-CAx 6.0 EHP5

SAP NetWeaver 7.11

The other shown components (not part of RDS) can be used from SAP as well or alternativly these functions can be covered by already existing or 3rd party banking systems


Product Demonstration

DisbursementsBillingPayments

ContractOperationsFinance

Payments/Checks

Accounting& Reporting

Reporting*

Loans contractsCollaterals*

In-/outbound communication

Contract Management

TransactionsException HandlingBank Statements

GL integration*

Productconfiguration / Definition of standard features and conditions

LoansMgmt.LoansMgmt.Product

Management Executing paymentsException handling/repairCurrency conversion*

Link to Demo (Process Flow Recoding)

* Collaterals, Reporting, GL Integration, Currency Conversation are not yet part of this RDS (and demo), but can certainly be realized


Successfully Deploy in as Little as 3-4 Weeks

Expectations

User-acceptance testing

Onsite and remote support

Deploy

Successful rollout and adoption

Configuration documentation

Start

Mutually-approved scope document

Working SAP Banking system

Project management

Kick-off workshop participation

Preparing technical infrastructure

Implementation

Testing

Key User Training

Run

Superior support to ensure smooth functioning

Results

1 2 3


Installation check

Initial scoping workshop to understand and cover your requirements

Project documents: blueprint, project plan and WBS activities

Customization of chosen packages for the SAP Loan Management for Banking rapid-deployment solution in the development system

Knowledge transfer to key users on configured SAP Loan Management for Banking rapid-deployment solution system

Support for going live

Installation check

Initial scoping workshop to understand and cover your requirements

Project documents: blueprint, project plan and WBS activities

Customization of chosen packages for the SAP Loan Management for Banking rapid-deployment solution in the development system

Knowledge transfer to key users on configured SAP Loan Management for Banking rapid-deployment solution system

Support for going live

What does SAP deliver?

Provide the IT infrastructure (server)

Install the required software components on the development and production environments

Provide fixed contact people in the business and IT departments

Conduct end-user training

Performance testing

Provide the IT infrastructure (server)

Install the required software components on the development and production environments

Provide fixed contact people in the business and IT departments

Conduct end-user training

Performance testing

What do you have to do?

Key Deliverables


Bright ProspectsWhat You Can Achieve

Run a full loans life-cycle without customization know-how

Speed-up implementation by reducing testing efforts and providing configuration templates

Get users and configurators quickly up-to-speed.

Increase user-acceptance

In a fixed time

For a fixed price (significantly lower TCI)

Low implementation risk


Roadmap to Success

How to get started – Key steps to get engaged

1. …

2. …

3. …

Starting point for further scalable implementations Standard SAP solution roadmap component

This slide should be updated by presenter


FAQ

Starting point for further scalable implementations

Standard SAP solution roadmap component

Links to an RDS F&Q where you can select questions: https://portal.wdf.sap.corp/wcm/ROLES://portal_content/com.sap.sen.sales.workspace_sales/com.sap.sen.sales.roles/com.sap.sen.sales.sales_generic_2_0/sales_and_marketing/com.sap.sen.sales.sales_portfolio/solutions/Infocenters/WS%20Sales%20and%20Marketing/SMW%20Generic/Solutions/Solutions%20Home/~/SAP%20Rapid%20Deployment%20Solutions


Customers are about SAP Loans Management for Banking:

Customers about SAP’s Rapid Deployment Solutions:

“With our quick, low cost implementation of SAP CRM, we now have a 360-degree view of our customers….”

Eric Schmitt, Executive Vice President, Fulfillment, Springer SBM, Gmbh

“

“The rapid deployment allowed us to implement the solution with minimal staff – our dedicated CRM IT employee started two weeks after going live. We now have a quick leg up on CRM and we now have a terrific platform to grow in our use of SAP CRM..”

Craig Pedersen, Director of ecommerce, Hunter Douglas, Inc.

“

“Thanks to the rapid deployment of SAP CRM we were able to quicklyimplement affordable and easy to use central CRM software…”

Ursula Schindler, Division Head for Private and Corporate

“

Customer examples:

“More important especially this year, with SAP we achieved a leading position in combining high capabilities in risk control with low cost of end-to-end loans servicing and white-labelling” Andreas Schimmele, Commerzbank

“


FAST TO DEPLOY AND EASIER TO CONSUMERapid-deployment – Preconfigured software that delivers essential sales, marketing and

service processes in as little as 3-4 weeks.

Reduced complexity – The robust SAP Loans Management for Banking rapid-deployment solution from SAP – as single vendor – with superior global support, means fewer worries for you

1

2

3BUILDING FOR SUCCESS

Flexibility – in terms is integrating SAP Loans Management into your system landscape but also flexibility in products and product variants to process

Foundation for growth – start small, prove the value of this solution, and then grow on your schedule to the full SAP Banking Services application, if needed.

REDUCES RISKPredictable costs – Low, predetermined fees and clearly outlined deliverables mean no

hidden fees or ˝gotchas˝ for the delivered solution (dramatically reduced TCI (Total Cost of Implementation))

Predictable project planning –The usage of best practices and pre-configuration also speeds up the implementation and ensures that deadlines are met

Key Takeaways


Further information….

All RDS Packages on Service Market Place :www.service.sap.com/solutionpackages

SAP Rapid Deployment Solutions:www.sap.com/rds

Loans Management RDS on Service Marketplace :www.service.sap.com/rds-loans

Deposits Management RDS on Service Marketplace :www.service.sap.com/rds-deposits

Data Migration for Loans Management RDS on Service Marketplace :www.service.sap.com/rds-DM4LM

All Banking RDS Packages on Service Market Place :www.service.sap.com/rds-banking

Deposits Management RDS for transaction history analysis with SAP HANA HANA on Service Marketplace :www.service.sap.com/rds-hana-transhis

Bank Analyzer RDS for financial reporting with SAP HANA on Service Marketplace :www.service.sap.com/rds-hana-finrep

Thank You!

Contact information:

Of person presenting

Appendix

fs loans overview

Documents