A leading regional banking group across Asia sought to modernize its wholesale operations by streamlining workflows, unifying document management, and securing access rights across multiple countries. Partnering with TeBS, the bank implemented an integrated solution leveraging Microsoft Dynamics CRM, SharePoint, and SSIS integration.
CUSTOMER
Leading Regional Banking Group
REGION
Singapore
INDUSTRY
Banking
FUNCTION
Information technology
Organisation Overview
A leading regional banking group, with operations across Asia, serves alarge base of corporate and institutional clients. The organizationfocuses on delivering reliable, tailored financial solutions to supportcross-border transactions, business growth, and capital management.To maintain its reputation as a trusted financial partner, it required asecure and scalable system to streamline workflows, unify documentmanagement, and simplify access rights across multiple countries.
Challenges
As the organization expanded its wholesale banking operations acrossmultiple countries, it faced significant challenges in managing workflows,user access rights, and document repositories:
- Complex User Hierarchies: A large and diverse user group withmultiple country-specific hierarchies created difficulties in managingaccess rights consistently.
- Fragmented Workflow Replication: Access rights of workflows hadto be accurately mirrored in the document management system,requiring complex integration logic.
- Manual Overheads: Lead creation, qualification, and customer dataentry demanded high manual effort, increasing the risk of errors andinefficiencies.
- System Limitations: SharePoint folder and file-level access rightslimitations posed obstacles to replicating customized security settingsacross platforms.
- Disconnected Systems: The lack of seamless integration betweenCRM and document management systems hindered scalability andslowed down operations.
Solution Proposed
To address these challenges, TeBS designed and implemented acomprehensive workflow and document management solution leveragingDynamics CRM, SharePoint, and SSIS integration:
- Unified Access Rights Replication: TeBS developed a solution toreplicate CRM-based access rights into SharePoint, overcoming nativefolder and file-level limitations.
- Automated Workflow Integration: Customer creation, leadqualification, and access rights assignments were automated, withchanges replicated instantly across systems.
- Advanced SSIS Integration: A tailored SSIS package was built tointerface between Dynamics CRM and SharePoint, ensuring secure andaccurate data flow.
- Custom Hierarchy Management: The solution accommodated complexuser hierarchies across multiple countries, enabling consistent accesscontrols while meeting local requirements.
- Hybrid Agile Delivery: Using a hybrid agile framework, TeBS ensuredrapid deployment, user adoption, and adaptability to evolving businessneeds.
Benefit
- Enhanced Security and Compliance: Automated access rights replication ensured consistent and compliant data security across countries.
- Improved Efficiency: Automated workflows reduced manual effort in customer creation, lead management, and access rights assignment.
- Scalable Architecture: A future-ready platform supports over 1,000 users across more than 10 countries.
- Streamlined Operations: Unified systems and automated workflows improved operational efficiency and reduced dependency on manual interventions.
- Future-Proof Platform: The flexible design allows scalability, supporting future expansion and evolving business requirements.
Conclusion
By partnering with TeBS, the organization modernized its wholesalebanking operations with an integrated workflow and documentmanagement system. The solution automated access rights replication,reduced manual workloads, and improved efficiency across multipleregions. With a secure and scalable foundation in place, the organizationis now better equipped to support growth, ensure compliance, anddeliver consistent, future-ready banking services.
