BEK ADVISORY SUCCESS STORIES
Our achievements
We support our clients in their IT and business transformation projects with solutions tailored to banking, corporate, and technological challenges.
Our expertise includes optimizing operating models, selecting ERP/IT systems, and implementing innovative strategies.
BEK ADVISORY SECTIONS
Banking
Assistance in the transition to SBS managed services
New CBS and definition of an IT TOM
Migration of reports to Power BI
Centralized Data Warehouse and BI Tool
Analysis of the existing IT system and gap analysis
Implementation
of
payment tools
Deployment of a workflow management tool
IT activities
transfer of
a bank
Acquisition of
part of a bank's activities
Separation between a banking entity and its subsidiary
Creation of a European Leasing Company
Redesign
of the ERP and CRM
for an entity
Assistance in the implementation of an ERP
Deployment of a unified EPM Platform
Implementation of
Infrastructure Tools
Selection of an ERP for the Finance scope
IT activities transfer project from a bank to an entity
A company intends to take over the infrastructure activities within the scope of a bank.
Bek Advisory supported the bank to ensure the transfer of IT activities (hardware, software, security, service management) from the bank to the company.
CONTRIBUTION BEK ADVISORY
Our added value
Project monitoring and organization
Clear visibility of project progress with tracking of next steps and risks
Animation des comités Groupe
Acquisition of part of the activities by an entity
In the context of the acquisition of part of a bank's activities by a company, we supported the client throughout the different phases of the transaction on the following issues:
Identification of synergies/anti-synergies
Definition of the target operating model
Development of the integration strategy
Preparation for the transaction closure (Day-1 readiness) to ensure continuity of operations
Development of action plans by function and tracking of synergies
CONTRIBUTION BEK ADVISORY
Our added value
Strong experience in developing governance plans
Expertise in facilitating scoping workshops and analyzing the existing situation
Assistance opérationnelle dans la continuité des opérations
Overhaul of the ERP and CRM for an entity
A client wishes to modernize its IT system through the implementation of a new ERP and CRM. In this context, we supported the group in:
Scoping the ERP/CRM project
Defining target processes
Writing the RFI & RFP
Supporting the selection of solutions
Support for the Selection of a New CBS and Definition of an IT TOM
As part of replacing the current Core Banking System, which has become obsolete and does not meet regulatory requirements, Bek Advisory assisted the bank in:
Selecting the target Core Banking System following a comprehensive functional analysis to ensure alignment between the bank’s needs and the solutions offered by vendors
Defining the IT TOM and post-transformation budget according to the chosen architecture (On-premise, SaaS)
CONTRIBUTION BEK ADVISORY
Our added value
Successful methodology in gathering requirements
In-depth knowledge of CBS
Technical expertise to assess the feasibility and relevance of the proposed solutions in terms of architecture, security, integration, etc
Expertise in developing IT TOMs
Separation between a banking entity and its subsidiary during an acquisition by a sector player
As part of the acquisition of an entity's activities in Europe, the United States, and Japan, we supported a company during the various phases of the transaction on the following operational challenges:
Identifying synergies/anti-synergies
Creating the integration strategy
Defining the target operating model
Preparing the transaction closure (Day-1 readiness) to ensure continuity of operations
Developing action plans by function and tracking synergies
CONTRIBUTION BEK ADVISORY
Our added value
Solid experience in separation projects and the development of business continuity plans
Experience in implementing business continuity strategies
Expertise in defining TOMs
Implementation of Payment Tools
As part of the implementation of treasury tools, we supported the bank in the following areas:
Establishing a connection between business and IT teams, and translating business needs at the IT level
Monitoring the IT project
Ensuring the smooth daily operation of the IT system for the payment domain
CONTRIBUTION BEK ADVISORY
Our added value
Strong experience in defining strategic projects
Business expertise in the payment domain within banks
Experience in improving data quality
Organizational skills
Assistance with the transition to SBS managed services
A bank has historically used a SAB AT Core Banking Solution to cover and manage its banking activities.
It has decided to implement a managed services project with SBS to delegate the management of its CBS, infrastructure, and user support. The bank has committed to a four-phase approach, including :
1. Rationalization/optimization of its IT systems
2. Transition to managed services, including the establishment of a specific partition
3. Version upgrade
4. Clearing of the specific partition
CONTRIBUTION BEK ADVISORY
Our added value
Organizational and human skills of the consultants
Strong writing skills
Ability to facilitate technical meetings and cross-functional committees
SAB configuration
Exécution des phases de tests d’intégration et recette fonctionnelle d’homologation
Préparation du plan de bascule et mise en production
Accompagnement au changement et support post-MEP (mise en production)
Implementation of a Workflow Management Tool
The bank currently uses two separate tools to process both back-office requests and handle signed and unsigned transfer requests. In light of the transition to managed services, these two existing tools are considered technically outdated. The goal is to implement a unified tool capable of centralizing all requests (from all departments) and managing all transfers (SEPA/SWIFT) through integration with an existing tool, while setting up automatic/semi-automatic controls during submission processing.
CONTRIBUTION BEK ADVISORY
Our added value
Organizational and interpersonal skills of our consultants
Ability to facilitate training sessions
Capacité à assurer un support utilisateur auprès d'une centaine de collaborateurs
Strong writing skills
Ability to provide user support for a team of over a hundred employees
Construction of a centralized Data Warehouse and implementation of a BI tool
In the context of replacing the current Core Banking System, which is becoming obsolete and no longer meets regulatory requirements, Bek Advisory supported a client bank in:
Supporting the construction of the Data Warehouse, selection, and implementation of a SAP BI tool
Defining data governance and establishing a data analyst team for reporting construction
CONTRIBUTION BEK ADVISORY
Our added value
Establishing a unified data warehouse aggregating all data sources
Harmonizing and rationalizing data
Implementing automated and customizable reports according to the needs of internal clients
Mise en place d'un datawarehouse unique regroupant toutes les sources de données
Implementation of Infrastructure Tools
Our client aims to steer the IOS department towards a service center trajectory, focused on delivering IT services, business management, and directorial services. In this regard, we supported them in the development and implementation of this service center
CONTRIBUTION BEK ADVISORY
Our added value
In-depth knowledge of technical environments such as Kubernetes, Docker, Oracle, etc
Enhancement of operational efficiency
Expertise in managing and integrating multi-environment infrastructures
Assistance with the implementation of an ERP system
Assistance with the deployment of a new Oracle Cloud ERP. AMOA (Assistance to Project Owner) during the scoping and design phases of the implementation project.
Creation of a New European Lessor (10 Countries) Through the Merger of Two Entities
Following the creation of a new European lessor (covering 10 countries) through the merger of two entities, we supported our client during the various phases of the transaction on the following operational challenges:
Identification of synergies and dis-synergies
Definition of the Target Operating Model (TOM)
Development of action plans by function and monitoring of synergies
Development of the integration strategy
Preparation for closing to ensure business continuity
CONTRIBUTION BEK ADVISORY
Our added value
Strong experience in defining target operating models
Expertise in process optimization
Expertise in process optimization
Deployment of unified EPM platform
Following the merger of two entities, the financial information systems are not yet unified. The ERPs and performance management tools used by the management control department are obsolete and need to be replaced. We supported our client by ensuring: the improvement of financial and statutory reporting, the modernization of the financial information system, the reduction of human errors, and the implementation of a single EPM tool that consolidates all necessary data and will be used by the group's finance business teams.
CONTRIBUTION BEK ADVISORY
Our added value
Change management
Data migration
Project management
Support in the Selection of an ERP for the Finance Scope
Given the shortcomings of the current ERP tool used by several entities within the Group in the finance area, the complexity of intra-group flows, and the high volume of manual processing, our client decided to acquire a new ERP tool for the Finance domain. In this context, we assisted the group in drafting the specifications, launching the RFP, evaluating the responses, and selecting the right vendor/implementer pair.
CONTRIBUTION BEK ADVISORY
Our added value
Successful methodology in gathering requirements
In-depth knowledge of finance ERPs
Technical expertise to evaluate the feasibility and relevance of proposed solutions in terms of architecture, security, integration, etc.
Analysis of the current IT system and gap analysis with business needs and regulatory requirements
Given the need to align the information system with business needs and regulatory requirements, the client bank embarked on a process of reviewing and optimizing its IT system. In this context, Bek Advisory supported the bank in conducting a comprehensive assessment of its current IT system, including an analysis of applications, architecture, data flows, and existing documentation.
Bek Advisory also assessed IT governance in terms of resources, costs, and ongoing IT projects.
CONTRIBUTION BEK ADVISORY
Our added value
Critical thinking and analytical skills
Knowledge across all IT domains (applications, infrastructure, IT projects, etc.)
Organizational and interpersonal skills of consultants
Support for migrating reports to Power BI
The Finance Department of a bank currently has reports that may lack interactivity and detail, making it difficult to access the essential figures and visuals needed for an in-depth understanding of results. This limitation reduces the effectiveness of exchanges and complicates strategic decision-making by management. The goal is to migrate these reports to Power BI to improve data visibility, optimize performance, and provide an enhanced user experience with advanced features.
The aim is to migrate these reports to Power BI to improve data visibility, optimize performance, and provide an enriched user experience with advanced features.
CONTRIBUTION BEK ADVISORY
Our added value
Critical thinking and analytical skills
Knowledge across all IT domains (applications, infrastructure, IT projects, etc.)
Organizational and interpersonal skills of consultants
