The Home Credit bank completes system deployment of document management on the SAP platform

In Home Credit Bank the SAPRUN company together with employees of the customer carried out the implementing solution SAP RCM (Record and Case Management), the company integrator reported on January 10, 2013.

Goal

Use by Bank of earlier existing, isolated information systems on automation of administrative activity led to duplication of a large number of information, errors of input, duration of processing and approval of documents. Moreover, the solution on document flow used earlier ceased to satisfy requirements of promptly growing business.

At study of versions of solutions, the Bank made a choice for benefit of the SAP solution RCM (Record & Case Management), considering that personnel management processes (SAP HCM), managements of material flows (SAP MM) and managements of finance (SAP FI) are automated. The functionality of SAP RCM satisfies all requirements of Bank for the solution of assigned tasks on document flow and allows to build end-to-end business process thanks to close integration with other modules of SAP and external systems.

Solution

The director of the department of development of IT of Bank Kirill of Kibalko estimating possibilities of SAP RCM, noted: "Implementation of the EDMS which is built in the ERP system, more effectively than separate workflow automation. Thus, we implemented both financial accounting, and the related processes in a single system. At us approval of documents significantly became simpler, terms of consideration of requests were reduced and that the most important, we provided a full compliance of the executed costs to the adopted budgets".

Within six months SAPRUN company and employees of the bank Home Credit conducted works on project implementation.

The task consisted in creation of a system on maintaining and approval of account economic agreements, requests for payment, powers of attorney, requests for order mobile communication. Also it was required to consolidate and arrange data in work with a large-scale extensive partner network regarding maintaining agreements with partners of Bank.

Results

Regarding maintaining account administrative agreements the solution provided a user-friendly interface for change control in the draft treaty, automatic detection of a route of approval taking into account an organization structure and the purchasing policy of Bank, function of substitution and delegation of tasks that allowed to reduce terms of approval of documents significantly. For simplification of preparation of the draft treaty in the solution the functionality on automatic formation of documents on the basis of standard forms is used.

Formation of requests for payment on the basis of these agreements and purchase orders allowed to provide efficiency of their creation, to avoid repeated data entry and to exercise control over payment exceeding. For requests for payment approval process was also automated. Integration of a system into the core banking system allowed to minimize input errors, to achieve fall forward and transparency of payment process of requests.

The chief financial officer of Home Credit Bank Irina Kolikova emphasized: "Before the invoice for payment it was necessary to send in Directorate. It took a lot of time, to four – five days. Now it is for this purpose rather simple to attach to the agreement in a system the copy of the account which needs to be paid. Also it was necessary to enter the same documents into both systems which were not connected among themselves. With implementation of document flow in SAP we avoided problems with duplication, distortion or loss of information".