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Integrated Client Management - HSBC Africa

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Seamless Solution Delivery:Comprehensive Transition <strong>Management</strong>The success of implementing a cash management solutionis highly dependent on having common objectives and aneffective change management process. Our successfulexperience in re-engineering financial processes, andengaging stakeholders at every stage is supported by ourtechnology and expertise to ensure a swift and efficientsolution delivery.Business ProcessAt <strong>HSBC</strong>, we understand effective stakeholderengagement is one of the most importantsteps in realising the full benefits of thesolution that has been so carefully crafted foryou. <strong>HSBC</strong> uses the knowledge gained fromdiscussions with your team and leverages onour experience with other successful implementations toensure a smooth transition. Our team will be:Business ProcessOur certified cash management professionalswill lead the implementation project rightthrough to completion. Working in partnershipwith your team, we develop a customisedimplementation plan and determine the bestapproach for a seamless transition by:bbbbbbMeeting with your local and regional teams tounderstand existing processes and identify areas forimprovements;Providing useful tips to your business partners on thenew transaction process; andCustomising training programmes for your staff toadapt to the new workflowbbbbbbUnderstanding potential challenges specific to yourbusiness and taking action to minimise disruption;Continuously communicating and trackingimplementation milestones and project status; andMonitoring operational efficiency and transactionflows once the solution is fully implementedTechnologyRelationship <strong>Management</strong>: Building andsustaining value through partnershipIn order for you to get maximum benefit out of yourcash management solutions, ongoing maintenanceand evaluation is critical. After the conclusion of animplementation plan, your relationship will continue togrow with our <strong>Client</strong> Service Team, who will be yourpoint of contact for all day-to-day operational and cashmanagement needs.bbbbbbSystems integration is an integral part ofthe implementation project. Our dedicatedspecialists are committed to:Developing an integration approach that best fits yoursystem infrastructure and business requirements;Working closely with your IT team and business usersto ensure all technical specifications are designedand integrated seamlessly with your ERP or treasurymanagement systems; andSharing industry best practices on system integration,file and software developmentYour dedicated <strong>Client</strong> Service manager not only providessupport to enquiries relating to your accounts andtransactions, but also schedules regular meetings withyou to understand your ongoing needs and businessobjectives. Having a thorough understanding of yourbusiness and operations, we proactively provide updateson regulations and suggestions to streamline andenhance your financial operations. Whether you arelooking for opportunities to improve your collectionprocesses, centralising your treasury functions, orexpanding into new markets, you can count on your<strong>Client</strong> Service manager for tailored advice to help youmove your business forward.

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