Overview

We offer a host of industry/LOB solutions built on our Reference Organization Model (REF-OR-M) framework. Each D365 industry/LOB solution, built using the REF-OR-M framework, is a preconfigured, end-to-end reference solution, tailored to an industry or line of business. It comprises of end-to-end process flows and proven best practices from successful D365 transformation engagements to achieve greater business value.

The key building blocks of our REF-OR-M framework are:

  • Business value articulation and advisory “Show and tell workshops to jointly explore the solution and define roadmaps
  • Implementation workbench consisting of tools, accelerators, and templates to fast-track the digital transformation
  • Preconfigured solution with the pre-built configurations, demos, security setups, and foundational solution data-model/components
  • Pre-built point solutions and business content covering various industry or LOB specific processes and best practices
  • Digital solutions powered by AI/ML, chatbots, mobility, analytics etc. and embedded as offerings in addition to the D365 features
  • Accelerating Cloud Transformation (ACT) Methodology’ for Agile cloud implementations, ensuring rapid deployment and faster time to market

The REF-OR-M solution built for modern CX in banking, is a preconfigured, end-to-end reference solution, tailored to suit customer experience practices for the banking sector. Our solution comprises of end-to-end process flows, foundational solution components, and proven best practices from successful D365 transformation engagements in the banking business, brought together in a unique solution concept to achieve greater business value with Microsoft Dynamics 365.

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Challenges & Solutions

With our solution, bankers can put customers at the center of their business model and plan for products/offerings to align with the customer needs/goals

360 degree view of customer transactions helping in personalizing all these transactions at scale, so that customers know that they are important

Provide the right digital and omni-channel experience to customers

Relevant analytics/reporting about the customer details, current holdings/purchase information, service tickets, and grievances