Facilitating Management of End-of-Day Routine Operations for ING Bank

Business Challenge 

• ING Bank Ukraine had an application to support End-of-Day routine tasks in their operation department.  
• The application provided a set of checklists with operations that must be executed at a specific time and order by bank employees or departments on a daily basis.  
• The application was based on IBM Lotus Notes and was difficult to maintain. That is why the client wanted to migrate it to the Microsoft platform.  

Solution 

• Our consultants migrated and partially re-engineered the existing application, bringing customer experience to the next level.  
• The new solution is built on Microsoft SharePoint Enterprise with web-based InfoPath forms.  
• Daily checklists with pending operations are published on the SharePoint portal and are assigned to responsible departments.  
• Intuitive dashboards and proactive alerting ensure hassle free EOD operations.  
• The solution enables monitoring who and when marked an operation as complete, adding an extra transparency layer. The system also supports business rules like “operation cannot be completed before preceding operations are completed”, “operation triggers mail notification when completed” etc.  
• Checklists support auditing and can be easily modified using the InfoPath Designer; thus, no development skills are required for process customization, which provides an additional value to the customer.  

Technologies & Tools 

• Microsoft SharePoint 
• InfoPath Designer 

Business Value 

• A comprehensive solution to manage typical EOD challenges 
• Improved operational efficiency, transparency, and employee productivity 
• Flexibility in the system’s further support and maintenance.