Empowering Financial Services Organizations via Oracle Lease Management: Empowering Financial Services Organizations via Oracle Lease Management FIN-SIG Seminar OAUG Connection Point, Grapevine, Texas June 13, 2005


Slide2: Gecis Overview


Slide3: Mexico Employees: 2,500 Languages: English and Spanish Hungary Employees: 600 Languages: German, French, Italian, Dutch, Swedish, English…… India Employees: 13,000 Languages: English China Employees: 1,250 Languages: Japanese, Chinese, Korean Pioneered integrated services In Each of These Countries $429 MM in Annual Revenues ~17,000 Employees, 20 Languages 500 + Black Belts; 100% Six Sigma Trained Clear Industry leader in Depth of Experience, Process Expertise in Financial Services, Manufacturing, Scale, & Sophistication of Services Highlights Gecis Overview Provide Clients World Class Global Delivery Recognized as Business & Technology Services Industry Leader in Multiple Independent Studies Largest Business & Technology Services Integrated Firm in India, China, Hungary 1,000+ Project Transitions…Designated “Gold Standard” by Independent Consultants Six Sigma Rigor & Quality Tools Ensure Ongoing Process Improvement & Productivity Ability to handle Complex & Global Projects Lowest Attrition In the Industry Management Team Populated with Leaders Who Have Defined the Industry Aggressively Growing Through Partnership Strategy with Key Clients Proven ability to deliver business outcomes and drive operational metrics


Slide4: Gecis Capabilities Best-in-Class Customer Fulfillment Manufacturing Learning Early Stage Late Stage Skip Tracing Consumer Commercial Rule-set Decisioning Customer Service Origination Policy Maintenance Claims Processing Medical Summaries Underwriting Accounts Payables Account Recs Receivables Mgmt Financial Reporting FP&A Supply Chain Order Management PO Processing Field Support Collections Actuarial Services Risk Modeling & Analysis Profitability Analysis Inventory Management Pricing Strategy Underwriting Needs Assessment Design & Development Performance Support Technology Services Client Services IT Helpdesk Server Maintenance Application Monitoring Network Management Financial Systems Mgmt Supply Chain Systems Mgmt Customer Relationship Systems Mgmt Data Warehousing Services Scanning, Imaging Document & Image Storage/ Retrieval (GESS)


Slide5: Agenda Leasing Industry – The Context Oracle Lease Management – Introduction Oracle Lease Management – Empowering Financial Services Organizations Our OLM Experience at a Large OLM Program


Slide6: Global Leasing Industry: The Context


Slide7: Oracle Lease Management: The Business Fit Key Business Strategies… Standardize: Business processes & digitization Simplify: Applications & Infrastructure Global collaboration: Shared services, global contract repository …OLM Enablers Based on a framework of ‘key business flows’ & electronic workflows Single application and infrastructure platform – Oracle Supports global shared services collaboration and contract repository


Slide8: Agenda Leasing Industry – The Context Oracle Lease Management – Introduction Oracle Lease Management – Empowering Financial Services Organizations Our OLM Experience at a Large OLM Program


Slide9: Lease Lifecycle Management Traditional Business Functions ….Functional Silos….lack of ‘end-to-end’ view of Client interaction Traditional business function interaction…


Slide10: Oracle Lease Management Application Solution Set Credit Application to Booking Quote To Termination Asset Return To Disposal Period Open To Close Inquiry To Resolution Invoice To Receipt Author Contract Activate Contract Pay Vendor Journalize Acctg Entry Generate Invoice Receive Payments Journalize Acctg Entries Collect Payments Log Customer Inquiry Resolve Inquiry Communicate Result Log Resolution Provide Quotes Repurchase Contract Terminate Contract Restructure Contract Journalize Acctg Entries Return Asset Remarket Asset Sell Asset Record Remarketing Costs Journalize Acctg Entries Generate Accruals Calculate Loss Provision Calculate Write Down Values Perform Periodic Adjustments Journalize Acctg Entries Lease Management Modules Lease Management Financial & ERP Modules General Ledger Receivables Payables Fixed Assets Cash Management HR (Shared) Inventory Order Management Technical Modules Application Object Library Business Event System Workflow XML Gateway Core Application Footprint Business Processes CRM Modules CRM Foundation Contracts Core Service Contracts Installed Base Advanced Collections Third Party Applications SuperTrump (default Pricing engine with OLM) Sabrix (Optional tax engine) Key Business Flows The OLM Solution Set consists of a suite of Oracle Applications supporting the Leasing lifecycle…. Opportunity To Lease Quote Identify Prospect Qualify Prospect Select assets Structure the Deal Generate Quote Opportunity Management Sales Online Marketing Online


Slide11: Oracle Lease Management An Integrated Leasing Solution Complex Lease Price Modeling Oracle Financial Applications AR AP FA GL INV Oracle Lease Management Usage Billing Collections for Lease Customer Service Asset Remarketing Options Core Functionality Credit Decisioning Service Contracts Collections Telesales Advanced In-/Outbound Scripting Telesales Advanced In-/Outbound Scripting iStore Marketing Online Credit Management XML Integration to Industry-Standard Pricing Software Source: Oracle


Slide12: Agenda Leasing Industry – The Context Oracle Lease Management – Introduction Oracle Lease Management – Empowering Financial Services Organizations Our OLM Experience at a Large OLM Program


Slide13: Oracle Lease Management Leverage the Power of Key Business Flows Lease quoting & sales Credit decisioning Booking Billing, receipts, collections Subsidies Investor Agreements Terminations, restructuring Asset re-marketing Lease/loan accounting Customer service & self-service Vendor programs & self-service Inquiry to Resolution Period Open to Close Opportunity to Lease Quote Credit to Booking Invoice to Receipt Asset Return to Disposal Quote to Termination


Slide14: Oracle Lease Management Example Flows: Opportunity to Booking Identify Prospect Qualify Prospect Select Assets Structure the Deal Generate Quote Complete Credit Application Make Credit Decision Author Contract Activate Contract Pay Vendor Journalize Accounting Entries Opportunity to Quote Credit to Booking


Slide15: Oracle Lease Management Example Flows: Billing to Asset Disposal Quote for Termination, Repurchase or Restructure Restructure Contract Repurchase Assets Terminate Contract Journalize Accounting Entries Create Billing Item Generate Invoice Collect Outstanding Payments Receive Payments Journalize Accounting Entries Return Asset Remarket Asset Sell Asset Record Remarketing Costs Journalize Accounting Entries Asset Return to Disposal Quote to Termination Invoice to Receipt


Slide16: Oracle Lease Management Empowering Financial Services Organizations Domestic Focus International Strategy & Planning Dimension From… …To Siloed Integrated Shared Services Operations & Processes Fragmented, Inconsistent Global, Standardized Data Visibility Complex, Custom Integration Simplified, Standards Based Technology


Slide17: Agenda Leasing Industry – The Context Oracle Lease Management – Introduction Oracle Lease Management – Empowering Financial Services Organizations Our OLM Experience at a Large OLM Program


Slide18: Our Experience at a Large OLM Program Deploying a Global Implementation Roadmap Functional Solution Design of Custom RICE Objects Technical Design & Build of Custom Extensions and Interfaces to OLM Base Product System Configuration Change and Software Quality Assurance Management On-going Program Governance and Change Acceleration Management


Slide19: Thank You! For further information, please contact: Samir Singh Program Manager Global Lease Management Solutions Gecis Software Email: singh.samir@ge.com


Slide20: Annexure


Gecis OLM Center of ExcellenceValue Proposition: Gecis OLM Center of Excellence Value Proposition Key Drivers Speed To Deployment Minimize Development Cost Post Production Support Benefits Offshore Leverage OLM Implementation Road Map Leverage Experienced Pool of Resources 24x7 Development Full life-cycle partnership model Optimal Production Schedule Entitlement Gecis OLM Center of Excellence – The Viable Alternative


Slide22: Gecis OLM CoE Offerings


Gecis an early adopter of OLM: Gecis an early adopter of OLM Value Added Services Timeline Rel. 11.5.8 Assessment Support to a Global leasing Co. Ramp-up 11.5.9 Fresh Config POC using Client Data Set (MO1) Contract Import POC Business Requirement gathering support to Client US & UK Ops Gap / Fit Analysis Future Process Design Validation (US Ops) Functional Design for custom Extns & Interfaces Technical Design & Build Extns (Phase 1) Global Design Services launch PMO Governance services 11.5.9 + Fresh Config. (MO2) Client UK Ops Functional Design for - - Extensions - Interfaces - Reports - Conversions Technical Design & Build for Extensions Global Design Services PMO Governance, Planning & Scheduling Services 11.5.10+ Fresh Config (MO3) Testing Support (LINK) SIT, UAT, Prod Readiness (Planned) 2 FTE 20 FTE 120 FTE 200+ FTE 2002 2003 2004 2005 ‘Early Adopter’ ‘End to End Capabilities’ OLM.. A Strategic Investment Incubated OLM skills as an ‘Early Adopter’ Gained Leasing Business Process knowledge Built Scale for Global Deployments


OLM and Gecis - The Business Fit: OLM and Gecis - The Business Fit