After taking over 125,000 customers from a savings bank, our client needed help in the subsequent migration process. Based on our experience in large migrations, we knew that support is needed throughout such a process: from analysis to final migration to aftercare.
Acting in the role of business analyst, we supported the client throughout the entire process. Our approach comprised six different phases: analysing the products and processes; analysing and cleaning up the customer data; preparing the migration strategy; test migrations; final migration; and aftercare.
Analysing the products and processes
Working together with the former savings bank and our client, we organised several workshops and working sessions to map out the various portfolios. We also analysed the differences between current and future products. Various stakeholders were involved in all this, such as the Compliance, Legal Affairs, Product Management and Operational departments of the bank. We also carried out a process-impact analysis for the migration, complete with the relevant advice and measures to be taken. In the context of all this, we took into account the simplification of the product portfolio, to reduce costs and facilitate the digitalisation.
Analysing and cleaning up the customer data
We analysed the customer data for both accuracy and completeness. With regard to the various savings products, we analysed the volume and distribution of the portfolio, along with the associated digital archives. Based on the outcomes of these analyses, several issues and anomalies in the data were resolved and the data was cleaned up.
Preparing the migration strategy
The results gleaned from the analyses of products and processes and customer data enabled us to determine in the migration strategy which steps and actions needed to be taken to make the necessary product and customer conversions. We then drew up a roadmap for migrating the customers to our client’s new products.
Carrying out test migrations made the results of the actual migration immediately visible. Suitable solutions were defined to address identified differences and all steps were carefully described and documented. Our pragmatic approach enabled us to carry out many test migrations in a short timeframe, allowing us to quickly book results. We decided what had to be resolved in the project phase and what could be resolved in the aftercare phase.
All savings accounts were migrated in one weekend, with the whole project team working from several locations. Prior to the migration, we compiled a “master roadmap” and all steps in it were successfully carried out by the project team and departments in question.
To ensure that everything went according to plan, we supported the client for several weeks after the final migration. As part of the aftercare plan, we specified in advance the steps that were to be taken after the migration, an important aspect of which was the digital archives of the savings products. The overall focus was on the effective implementation of the project in our client’s organisation.
All the 125,000 savings-bank customers were successfully migrated to the new products in our client’s digital environment. Furthermore, the successful migration of the digital archives will now help the client when questions arise. Following the acquisition of these 125,000 customers, our client’s savings portfolio has grown by a third to €1.7 billion. Thanks to the efficient management and monitoring of our actions, coupled with our accurate and pragmatic methodology, we have made a significant contribution to our client’s strategic growth objectives.
Want to know more about our Consultancy services? Click here.
WHAT CLIENTS SAY
Set up and implementation of a Customer Due Diligence policy
“Making a good start was half the battle”
The challenge facing KAS BANK was to implement a Customer Due Diligence policy and rationalise customer files in a limited timeframe.
In collaboration with ITDS, project manager Marc Brouwer took on the challenge.
A social strategy and implementation for OHRA
“As soon as we were satisfied, they’d raise the bar”
In the space of just a few years the role of Social Media at OHRA has grown from “a nice little extra” to a fully fledged business channel.
Iris Wezenberg – previously Social Media Manager and now Online Service Manager with this Dutch insurer – explains how it all came about.
An international IT strategy and organisational change
“You have to get people onside because not everyone likes change”
In just over 40 years Brunel has evolved from a Delft-based brokerage company into an international service provider employing more than 11,000 people in 37 countries. In many of these countries Brunel used local IT systems, each with its own definitions. To make it all future-proof, all these systems had to be replaced by a single system based on the same standard.
Stefan de Boer, Manager Global IT, tells about the collaboration with ITDS.
RELATED casesShow all cases
RELATED SERVICESShow all services
Digitisation and transformation
Digital transformation is more than just a mobile portal or chatbot; it is a new way of thinking and working. We will gladly help you make the transformation from strategy to implementation. Together, we can transform your distribution channels into digital channels and adapt your product so that it can be processed online. We can also make your processes STP, and transform your CRM system into a platform that will project a real and complete image to the client. Step-by-step, we can help you translate strategy into success.read more
Who are the people that can ensure your organisation will perform better – and then permanently cement it all into your culture? Your employees, that’s who. They are the assets that make behaviour and leadership such key performance indicators. If you want to take your organisation to the next level, it’s absolutely crucial to determine what kind of behaviour is desirable, and how this corresponds with your organisational goals. Our Performance Team can help you. We can train your people, assist your HR department, coach your management and collaborate with you in the area of development. We can also measure how these performance enhancers play out in your daily choices and negotiations.read more