Coolprofs

Clients

Registration ABN AMRO: Very EASI

Allard Hofstra & Frank Last Business & IT:

“Thanks to COOLProfs’ flexible, structured way of working and their results oriented approach, we now have a sales management system in place that allows us to streamline even further the activities of our sales executives in the bank shops.”

Assignment

Build a user-friendly sales management system for the ABN AMRO bank shops, so that sales executives can register sales on a daily basis and have real-time sales updates at hand

Motivation

In order to oversee and improve performance in the ABN AMRO bank shops, the sales management of the Retail Sales & Advisory division needed more accurate and more comprehensive real-time information. This could not be attained with the two existing sales systems. The new system had to integrate these existing systems in such a way that sales data could be entered efficiently, as and when required, thereby generating real-time sales information and enhancing the capability to monitor sales

Approach

Because of earlier projects carried out successfully, COOLProfs was selected to implement the sales system on the basis of fixed price, fixed date and fixed quality.

Working from the specifications of the existing systems and the user requirements, COOLProfs took just six weeks to produce an FMI report including prototype. This confirmed the client's confidence in the knowledge and skills of the COOLProfs team.

Assigning an ABN AMRO employee to the COOLProfs team meant there was an optimal transfer of knowledge. The ABN AMRO employee acquired a working knowledge of AllFusion Gen, the development environment used. At the same time, COOLProfs had access to functional knowledge about the old systems.
In the DBI phase the sales system was then executed on time, on budget and according to specifications. After extensive testing the system has been successfully brought on line.

Benefits

• The new sales management system was produced on time and on budget and providing the anticipated functionality and quality;
• The system is very user-friendly and because of its intuitiveness it was introduced with minimal training effort;
• As the new system generates more real-time information, management can fine-tune the sales process during the day;
• No more peak loads with data entry as sales data can be entered at any time;
• New banking products can be easily added to the sales application.