Advisory Services
Transforming your CRM vision to reality
Seasoned advice from experts is crucial
to any successful CRM implementation.
i-flex®’s CRM CoE has developed
offerings fine-tuned to your specific
CRM needs.
We bring you the following services:
Strategy and Benchmarking
Our opportunity and capability
assessment test will determine your
organization’s readiness as well as
identify any prior work that is required
before implementing the CRM initiative.
This assessment covers all key areas of
your enterprise: processes, technology,
knowledge strategy, partnerships,
customer relationships, employee
management and competitive strategy.
Based on this assessment, we identify
practical CRM initiatives that individual
groups such as IT, Business, Products
and Channels can use for quick wins and
proof-of-concept.
Product Selection
With many CRM applications readily
available in the market today, it is a
challenge to zero-in on the one that fits
best. Some of the factors that influence
your choice of a CRM application are
costs, vendor stability, goodness-of-fit,
external interfaces, implementation
issues, and scalability.
Equipped with the necessary expertise,
and by following a structured
methodology, we can assist you in
choosing the best-suited software
package. Alternately, if you have already
finalized on a product, we can help you
adapt to the application, identify the
fit, and resolve gaps. Our structured
methodology provides you the relevant
framework to choose the right product.
Contact Center Consulting
Establishing a contact center involves
managing multiple vendors, process
changes and alignments, and an
executable plan to optimize enterprise
profitability, improve customer
satisfaction and reduce costs. To take
on this challenge, we have developed
our own contact center implementation
framework that will help you define
entry and exit criteria for a project
lifecycle.
Usage Tracking
Usage tracking is imperative to
obtaining insight into the adoptability
of an application; so also its usability.
It allows organizations to gauge the
success of their CRM implementations,
identify pain-points and ensure user-
adoption based on the results.
Using our multiple project
implementations and post-project
reviews, we have developed tools and
techniques to help our customers
track relevant metrics and provide
recommendations based on the
challenges faced.
Performance Monitoring
At i-flex, we provide cost-effective
services revolving around industry-
defined tools and technologies.
Key performance indicators on the
client application servers are tracked,
consolidated, graphed and analyzed
against a performance checklist. Any
deviation from the optimum value
on the checklist is highlighted and
corrective action is recommended. Our
performance monitoring services target
a 100% system up-time ensuring the
smooth flow of your business.
i-flex solutions limited, i-flex Park, C/o Embassy Business Park, C.V Raman Nagar, Bangalore-560093, India

Contact our marketing offices

New York New Jersey Minneapolis Boston Miami
Tel: +1-646-619 5300 Tel: +1-646-619 5320 Tel: +1-952-942 6297 Tel: +1-617-854 7451 Tel: +1-646-619 5401
Fax: +1-212-430 1918 Fax: +1-732-548 6030 Fax: +1-952-942 6451 Fax: +1-617-549 9304 Fax: +1-786-275 8681

London Amsterdam Frankfurt Dubai Singapore

Tel: +44-207-531 4400 Tel: +31-20-575 4200 Tel: +49-69-3085 5901 Tel: +971-4-391 1890 Tel: +65-6238 1900
Fax: +44-207-531 4401 Fax: +31-20-575 4201 Fax: +49-69-3085 5104 Fax: +971-4-390 4876 Fax: +65-6238 1282

Tokyo Mumbai Bangalore

Tel: +81-3-5521 1166 Tel: +91-22-2839 1909 Tel: +91-80-5759 7000
Fax: +81-3-5521 1167 Fax: +91-22-2836 3140 Fax: +91-80-2534 5090

Come visit us at www.iflexsolutions.com e-mail: marketing@iflexsolutions.com April, 2005

COPYRIGHT (C) 2005 i-flex solutions

All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means (electronic, mechanical, photographic, graphic, optic recording or otherwise), translated
in any language or computer language, without the prior written permission of i-flex solutions.
Due care has been taken to make this document as accurate as possible. However, i-flex solutions makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage
caused to the user by the direct or indirect use of this document. Furthermore, i-flex solutions reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of i-flex solutions to notify
any person of such revision or changes.
This announcement contains forward-looking statements regarding platforms to be supported. General availability, prices, final functions, ordering information, and terms and conditions will be provided when the actual products
are announced.
i-flex and FLEXCUBE are registered trademarks of i-flex solutions. Reveleus, Daybreak and PrimeSourcing are trademarks of i-flex solutions and are registered in several countries.
All company and product names are trademarks of the respective companies with which they are associated.
Contact Center Consulting
Develop an effective customer-centric strategy
Most customers, today, expect their
bank to provide access to products,
services and information through
multiple and convenient delivery
channels. Contact centers have evolved
to be a customer-preferred and
convenient delivery channel to facilitate
both customer service and sales. Banks
are saving on costs by encouraging the
customer to utilize alternate channels
such as the Internet.
With improved Internet bandwidths, the
web is emerging as a strong delivery
channel today. With this, the need to
position the contact center within the
framework of a holistic multi-channel
customer contact strategy becomes
i-flex’s contact center consulting methodology
Diagnostic
Planning & Design
important. Providing the customer with • Channel integration planning and
a single, continuous stream of consistent self-service strategy
and convenient interface-experiences
• Business process and technical
across multiple channels of the bank is
Design
an imperative.
• Managing the bid process, including
i-flex®’s CRM CoE offers
technology evaluation, RFP
comprehensive contact center consulting
preparation and analysis, and vendor
services that can help you develop a
evaluation
customer-focused blueprint for success.
Our methodology helps you align your • Program management
contact center strategy with your and supervision of system
business goals. implementation
Our contact center consulting services • Re-engineering and audits
include:
• Vision and strategy planning
Vendor Evaluation
Program
Management
Audit
i-flex’s Call Center consulting methodology
i-flex solutions limited, i-flex Park, C/o Embassy Business Park, C.V Raman Nagar, Bangalore-560093, India

Contact our marketing offices

New York New Jersey Minneapolis Boston Miami
Tel: +1-646-619 5300 Tel: +1-646-619 5320 Tel: +1-952-942 6297 Tel: +1-617-854 7451 Tel: +1-646-619 5401
Fax: +1-212-430 1918 Fax: +1-732-548 6030 Fax: +1-952-942 6451 Fax: +1-617-549 9304 Fax: +1-786-275 8681

London Amsterdam Frankfurt Dubai Singapore

Tel: +44-207-531 4400 Tel: +31-20-575 4200 Tel: +49-69-3085 5901 Tel: +971-4-391 1890 Tel: +65-6238 1900
Fax: +44-207-531 4401 Fax: +31-20-575 4201 Fax: +49-69-3085 5104 Fax: +971-4-390 4876 Fax: +65-6238 1282

Tokyo Mumbai Bangalore

Tel: +81-3-5521 1166 Tel: +91-22-2839 1909 Tel: +91-80-5759 7000
Fax: +81-3-5521 1167 Fax: +91-22-2836 3140 Fax: +91-80-2534 5090

Come visit us at www.iflexsolutions.com e-mail: marketing@iflexsolutions.com April, 2005

COPYRIGHT (C) 2005 i-flex solutions

All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means (electronic, mechanical, photographic, graphic, optic recording or otherwise), translated
in any language or computer language, without the prior written permission of i-flex solutions.
Due care has been taken to make this document as accurate as possible. However, i-flex solutions makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage
caused to the user by the direct or indirect use of this document. Furthermore, i-flex solutions reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of i-flex solutions to notify
any person of such revision or changes.
This announcement contains forward-looking statements regarding platforms to be supported. General availability, prices, final functions, ordering information, and terms and conditions will be provided when the actual products
are announced.
i-flex and FLEXCUBE are registered trademarks of i-flex solutions. Reveleus, Daybreak and PrimeSourcing are trademarks of i-flex solutions and are registered in several countries.
All company and product names are trademarks of the respective companies with which they are associated.
Enterprise Reporting and Analytics
Transforming data into a powerful business tool

Business Intelligence (BI) and reporting
always go together.
i-flex’s CRM Center of Excellence
(CoE) leverages on its financial services
domain knowledge to define and develop
BI solutions and reports that add value
to your business. Our team leverages
the latest reporting tools in the market,
requisite skill-sets that help you identify,
consolidate, and disseminate critical
data residing in your ’data islands’
and transform them into intelligence
super-houses. In this manner, the right
information reaches decision-makers
enabling them to evolve better business
strategies.
ensuring successful and timely delivery.
We offer:
• Proof-of-concept, prototyping
• System design and sizing analysis
• Installation and implementation
assistance

to provide a low cost of ownership
and, at the same time, helps customers
understand data quickly to make timely
and effective decisions.
Enterprise Reporting: We leverage our • Web deployment assistance
financial services domain knowledge to
• Report distribution strategic
define approaches and mine knowledge
planning
from data. Our expertise in reporting

tools (Actuate Reports, Crystal Reports) • Database view/stored procedure

As a part of our reporting and analytics
offerings, we focus on:
Data Marts and Warehouses: Our data
and related technology complements design and development
this knowledge. Our quality processes
• SDK analysis and application design
deploy reusable objects that have been

intelligence consultants provide the previously implemented and tested, thus

i-flex solutions limited, i-flex Park, C/o Embassy Business Park, C.V Raman Nagar, Bangalore-560093, India

Contact our marketing offices

New York New Jersey Minneapolis Boston Miami
Tel: +1-646-619 5300 Tel: +1-646-619 5320 Tel: +1-952-942 6297 Tel: +1-617-854 7451 Tel: +1-646-619 5401
Fax: +1-212-430 1918 Fax: +1-732-548 6030 Fax: +1-952-942 6451 Fax: +1-617-549 9304 Fax: +1-786-275 8681

London Amsterdam Frankfurt Dubai Singapore

Tel: +44-207-531 4400 Tel: +31-20-575 4200 Tel: +49-69-3085 5901 Tel: +971-4-391 1890 Tel: +65-6238 1900
Fax: +44-207-531 4401 Fax: +31-20-575 4201 Fax: +49-69-3085 5104 Fax: +971-4-390 4876 Fax: +65-6238 1282

Tokyo Mumbai Bangalore

Tel: +81-3-5521 1166 Tel: +91-22-2839 1909 Tel: +91-80-5759 7000
Fax: +81-3-5521 1167 Fax: +91-22-2836 3140 Fax: +91-80-2534 5090

Come visit us at www.iflexsolutions.com e-mail: marketing@iflexsolutions.com April, 2005

COPYRIGHT (C) 2005 i-flex solutions

All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means (electronic, mechanical, photographic, graphic, optic recording or otherwise), translated
in any language or computer language, without the prior written permission of i-flex solutions.
Due care has been taken to make this document as accurate as possible. However, i-flex solutions makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage
caused to the user by the direct or indirect use of this document. Furthermore, i-flex solutions reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of i-flex solutions to notify
any person of such revision or changes.
This announcement contains forward-looking statements regarding platforms to be supported. General availability, prices, final functions, ordering information, and terms and conditions will be provided when the actual products
are announced.
i-flex and FLEXCUBE are registered trademarks of i-flex solutions. Reveleus, Daybreak and PrimeSourcing are trademarks of i-flex solutions and are registered in several countries.
All company and product names are trademarks of the respective companies with which they are associated.