LEASING IN CEE2 February 2012

Four Seasons Hotel – Prague

THE FUTURE OF “IT” IN FINANCE:GOVERNANCE THROUGH BPM

Diego BrottoCOO, Forward Software

Head of International Business, Liscor Group

CONTENTS

LEASING INDUSTRY: TODAY NEEDS “IT” SOLUTIONS: HISTORY “IT” SOLUTIONS: TODAY WHAT IS BPM? BPM LIFECYCLE

DESIGN AND MODELING EXECUTION MONITORING AND OPTIMIZATION

PURSUIT OF GOALS “IT” SOLUTIONS: FUTURE LISCOR GROUP OFFERING

LEASING INDUSTRY: TODAY NEEDS

GOVERNANCE THROUGH … RISK MANAGEMENT

CREDIT WORTHINESS EVALUATION COLLECTION

BUDGET COST CUTTING INVESTMENTS

PROCEDURES SERVICE LEVEL COMPLIANCE FULLFILMENT OPERATIONAL RISK MITIGATION

BUSINESS DEVELOPMENT DATA CONSISTENCY

INTEGRITY CORPORATE REPORTING LOCAL REGULATION

“IT” SOLUTIONS: HISTORY

FULLY INTEGRATED SYSTEMS (1980s …)

MODULES ACCOUNTING OPERATIONS (THIRD PARTY, CONTRACTS) LITIGATION

DATA CONSISTENCY OPERATIONAL RISK MITIGATION

“MULTI” APPROACH -CONTRY, -COMPANY, -CURRENCY, -LANGUAGE -CHANNEL, -PLATFORM

BUSINESS DEVELOPMENT CORPORATE GOVERNANCE

“IT” SOLUTIONS: HISTORY

FULLY INTEGRATED SYSTEMS (1980s …)

END TO END SOLUTIONS FRONT AND MIDDLE OFFICE BACK OFFICE

DATA CONSISTENCY OPERATIONAL RISK MITIGATION

WEB BASED SOLUTIONS (2003 …) HIGHLY AVAILABILITY “SALES NETWORK” ORIENTED

COST CUTTING (INFRASTRUCTURE) OPERATIONAL RISK MITIGATION BUSINESS DEVELOPMENT

“IT” SOLUTIONS: TODAY

BUSINESS PROCESS MANAGEMENTBPM BASED SOLUTIONS (2010 …)

OVERCOME “FUNCTION-BASED” SOLUTIONS LIMITS PROCESS INTEGRATION BUSINESS ACTIVITY MONITORING “ELECTRONIC DESKTOPS” TO “SALES NETWORK”

PROCEDURES OPERATIONAL RISK LEVERAGE BUDGET RISK MANAGEMENT BUSINESS DEVELOPMENT

WHAT IS BPM

BUSINESS PROCESS MANAGEMENT AND MODEL ECONOMIC SYSTEMS HOLISTIC SYSTEMS “PROCESS OPTIMIZATION” PROCESS

HOWEVOLUTIONARY PROTOTYPING DEVELOPMENT CYCLE

EXECUTION

MONITORING

MODELING

OPTIMIZATION

BPM LIFE-CYCLE VISION DESIGN AND MODELING EXECUTION MONITORING OPTIMIZATION OR

RE-ENGINEERING

BPM LIFECYCLE: DESIGN AND MODELING

BUSINESS MEETS “IT” … DESIGN FOCUS

PROCESS IDENTIFICATION ACTIVITIES IDENTIFICATION “TO BE” DESIGN DEFINITION ACTORS AND ROLES ESCALATION RULES SERVICE LEVEL CONDITIONS

MODELING FOCUS BUSINESS RULE ENGINE WHAT-IF ANALYSIS

… BUILDING THE BRIDGE

BUSINESS NEEDSTO

IT OBJECTIVES

BPM LIFECYCLE: DESIGN AND MODELING

BPM DESIGNER: BUSINESS PROCESS "IT”

BPM LIFECYCLE: EXECUTION

ORCHESTRATOR EXECUTION OF SERVICES (AUTONOMOUSLY OR TRIGGERED) INTERACTION WITH USERS DYNAMIC DEFINITION OF ACTIVITIES

ELECTRONIC DESKTOP QUEUED AND PENDING ACTIVITIES MESSAGES ATTACHEMENTS

BUSINESS RULE ENGINE EXECUTION DYNAMIC BEHAVIOUR OF SYSTEM VARIABLE DEFINITION (PRODUCT, CONDITION, AGREEMENT)

BPM LIFECYCLE: MONITORING AND OPTIMIZATION

MONITORING THROUGH DEFINITION OF KPIs

PROCESS TIME ANALYSIS BY ACTIVITY/STAGE, USER/GROUP, …

AVERAGE SERVICE TIME (PRODUCT, CHANNEL, BRANCH, …)

USER ACTIVITY AUDITING … (EVERY INFORMATION CAN BE TRACKED

BY SIMPLE CONFIGURING OF DYNAMIC INQUIRIES)

OPTIMIZATION TUNE BOTTLENECKS TUNE USERS/GROUPS OVERLOAD ENHANCE SYSTEM USABILITY

B A M (DASHBOARD)

PROCESS ANALYST

PURSUIT OF GOALS

INCREASE GOVERNANCE OF EXISTING PORTFOLIO ASSET MANAGEMENT CREDIT MANAGEMENT (WORKOUT)

ENSURE THAT ALL ORGANISATIONAL UNITS WORK TOWARDS … THE SAME UNIQUE OBJECTIVE THE SAME RULES AND GUIDELINES

STANDARDISE SERVICE LEVELS WHILE MITIGATING COSTS ALIGN ALL ASPECTS OF ORGANIZATIONS WITH NEEDS OF CLIENTS PROMOTE EFFECTIVENESS AND EFFICIENCY THROUGH PROCESS TUNING

COST SAVING THROUGH SAFE AND ECONOMICAL INVESTMENTS SPEED UP THE PROCESS TO BUILD NEW SOLUTIONS TO BUSINESS NEEDS EASY INTERANCTION BETWEEN BUSINESS FEEDBACKS AND DEVELOPMENT MEASURE INTERNAL EFFICIENCY AND PERFORM CORRECTIONS

PURSUIT OF GOALS

APPLICABILITY: MOST IMPORTANT AREAS ACQUISITION

MANAGE BUSINESS RULES: PRODUCT-AGREEMENT-CONDITION

ACTIVATION

MANAGE FASTER AND SAFER CREDIT WORTHINESS EVALUATION

WORKOUT

MANAGE COMPLEX COLLECTOR NETWORKS

“IT” SOLUTIONS: FUTURE

BPM EVOLUTIONS AUTOMATED PROCESS EXECUTION

BPM DRIVES PROCESS ACTIVITIES

SELF LEARNING SYSTEMS SELF-PROCESS ENHANCEMENT THROUGH BAM ANALYSIS SELF-OPTIMISATION OF USER ALLOCATION

DECREASE LABOUR FACTOR DECREASE HUMAN INTERACTION INCREASE EFFICIENCY

WHO IS LISCOR GROUP

COMPANY PRIVATE OWNED COMPANY INDEPENDENT SOFTWARE VENDOR, WORKING SINCE 1980s SPECIFICALLY FOR CREDIT SECTOR LONG LASTING EXPERIENCE WITH DOMESTIC AND INTERNATIONAL COMPANIES

OFFERING HIGH KNOWLEDGE CONSULTANTS WITH COMPREHENSIVE

EXPERIENCE IN MULTI-COUNTRY PROJECTS CUTTING-EDGE TECHNOLOGIES AND FUNCTIONALITIES

SPECIFICALLY SUITED FOR THE LEASING INDUSTRY

MEANINGFUL CREDENCIALS

CONTACTS

VISITWWW.LISCOR.COM - WWW.FORWARDSOFTWARE.RO

LISCOR HQCorso C. Colombo, 1020144 Milano · ITALYtel. +39 02 581 521fax +39 02 581 524 99

FORWARD SOFTWARE10, Piata Montreal Street Bucharest 011469 · RomaniaTel: +40 372783639

LISCOR IBERICACalle Almagro 28 28010 Madrid · ESPAÑA Tel : +34 91 310 27 30

PE ”4A2C”Mezhova street 12 04123 Kyiv · UKRAINEPhone +38 (044) 451-6416