we are convista

DeDicateD to
smarter standards

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Profile
serviCe offerings
Consulting
software develoPment
PrinCiPle
PhilosoPhy
referenCes
ContaCts/loCations
C o n t e n t s

efficiency through knowleDge.
introduCing ourselves.
P r o f i l e
Process and Implementation Consulting
Software Production
Application Service Provision
Dear reader,
Every company aims to reach its corporate objectives
with the greatest possible efficiency. Our task as a
consulting and systems company is to maximize our
customers’ efficiency via standard processes, stan-
dard software and operating models.
We want to meet our customers’ requirements whilst
doing what we do best. Inherently this means that we
deliver to the highest level against key performance indicators.
Streamlined processes, a higher degree of automation
and shorter project durations serve as indicators
for improved efficiency. These factors directly affect the
performance of our customers.
Expertise in process, technology and methodology form
the fundamental components of our work. The knowledge
of our consultants and software engineers has
enabled us to develop process models, implementation
procedures and software over many years. These tools
serve to deliver tangible improvements for our customers
and provide the foundations for future success.
Efficiency in reaching corporate objectives also relies
upon the optimal assignment of resources through the
appropriate shoring and sourcing model. We develop
customized solutions in cooperation with our customers
and offer tailored services worldwide.
In this brochure we invite you to get familiar with our
company and services.
Happy reading!
Your ConVista-Team
“Our task as a consulting and systems company is to maximize our customers’
efficiency via standard processes, standard software and operating models.”
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comprehensive consulting services complementeD by custom
software Development. we Provide a ComPlete serviCe
offering from a single sourCe.
s e r v i C e o f f e r i n g s

Consulting
software
develoPment
s e r v i C e o f f e r i n g s
The key aspects of our consulting services
are derived from our expertise in three disciplines:
processes, technology and methodologies.
In addition to customers from the insurance and utilities
industries, ConVista operates in other sectors such as
telecommunications, banking, finance, automotive and
the public sector.
From a technical perspective our services are based
on the SAP ERP solution, the SAP industry solutions
and the insurance specific solution ALICE, which is
also based on SAP technology. Established know-how,
innovative approaches and outstanding technical understanding
are the fundamentals of our success. Our
employees are able to draw upon many years of experience
in business process modelling and the associated
technical implementation within complex projects.
Furthermore ConVista can advise its customers on
the optimal architecture of IT installations and on any
necessary integration into an existing heterogeneous
system landscape.
Our broad consulting offering is complemented by our
own product developments under the brand ConVista
Solutions. We offer diverse software products based on
the NetWeaver-platform. Numerous ConVista solutions
have been running successfully for our customers over
many years.
“Established know-how, innovative approaches and outstanding
technical understanding are the fundamentals of our success.”
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Quality implementations
guarantee investment security.
we will aCComPany
you every steP of the way.
s e r v i C e o f f e r i n g : C o n s u l t i n g
One key aspect of our daily work is the
definition of standards in the implementation of
processes. We realise that companies and their
projects are measured by their rates of return and
every additional piece of functionality has to provide
a measurable benefit.
Across industries we have expertise in areas such as
finance, customer relationship management, payment
processing and sales management. For companies in
the insurance industry, we focus on policy and claims
management, reinsurance and financial asset management.
In the utilities sector, our core competencies
include business sales, billing and customer care, network
services and market communications.
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Process Consulting Systems Integration Project Management
The comprehensive range of consulting services
offered by ConVista is complemented by far reaching
skills in the areas of project management, quality (including
testing) and business process management.
In order to successfully implement our projects, we
offer integrated consulting services. We accompany
our clients in all phases of the project: from preparation
through implementation, to the operation of the new
system. Our methodological approach does not only
include traditional project management methods such
as Prince 2/PMI. We have also developed our own
methods and procedures, which through the adoption
of purpose-built deliverables, enable us to implement
new standards. This includes methods for defining
standard processes, as well as for modelling individual
services or entire application architectures. Our range
is completed by tailor-made services for quality management.
“A key aspect of our daily work is the definition
of standards in the implementation of processes.”
generiC
insurance industry
utilities industry
P r o C e s s e s t e C h n o l o g y m e t h o d o l o g y
Finance management
Consolidation
Commission management
Payment processing
Management reporting
Compliance management
Treasury and risk
management
Sales control
Customer relationship
management
Asset management
Claims management
Reinsurance
Financial asset management
Business customer
management
Customer accounting and
support
Web services
Market communication
technical integration (see below),
software development,
Upgrade, migration
SAP NetWeaver
SAP Process Integration (PI)
SAP Workflow
SAP Enterprise-Resource-Planning (ERP)
Financial Accounting (FI) / NewGL
Collections & Disbursement (CD)
Controlling (CO)
Consolidation (SEM-BCS, EC-CS)
Incentive & Commissions Management (ICM)
Materials Management (MM)
Sales and Distribution (SD)
SAP BusinessObjects (BO und BO Finance)
SAP Business Warehouse (BW)
SAP Business Partner (BP)
SAP Treasury and Risk Management (TRM)
SAP Customer Relationship Management (CRM)
SAP Solution Manager
SAP for Insurance
ALICE
sap financial services (fs)
• Collections & Disbursements (FS-CD)
• Claims Management (FS-CM)
• Policy and Product Management (FS-PM)
• Reinsurance (FS-RI)
sap financial asset management (fam)
sap customer relationship management (crm)
• CRM Agent Workplace
SAP for Utilities
Industry Solution Utilities (IS-U)
Energy Data Management (EDM)
Intercompany Data Exchange (IDE / IDEX)
Energy Portfolio Management (EPM)
SAP Customer Relationship Management (CRM)
Account Management
Web Interaction Center
Business Engineering
concept
Process modelling
Service modelling
Reference models
builD
Standard processes
Standard configuration
testing
Test management
Test procedures
Bug tracking
operation
Transport processes
Technical reference architecture
monitoring
Standard reports
Benchmarking
m a n a g e project management: Prince 2/ PMI, quality management: ITIL, change management, governance, controlling
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Under the brand ConVista Solutions we
develop software with an engineering approach
and a focus on object-oriented concepts.
Whenever processes can be applied to several users
they can be supported by standard solutions. If standard
solutions are delivered with the possibility for custom
configuration, this provides an economical alternative
to individual development.
Besides using established project management
models our project experience and system knowledge
has enabled us to develop many best practices.
Our employees have used these successfully both in
standard development, working alongside SAP, and in
custom developments for our clients. A strict release
strategy helps preserve the high quality of our software
products, including maintenance and add-ons.
s e r v i C e o f f e r i n g : s o f t w a r e d e v e l o P m e n t
software develoPment
whether stanDarD or
custom Development,
we build software
for your needs.
individual develoPments
standard aPPliCations
generiC
industry-sPeCifiC

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However! Not all requirements can be met within the
scope of standard solutions. The development of an
individual solution can be necessitated by unique business
demands or technical parameters. Our consultants
and software architects support our customers
from initial requirements analysis to realization and
implementation.
EXAMPLES OF CONVISTA SOLUTIONS:
Generic solution:
convista smart gate is a software package for
system and process integration. The application not
only provides our customers with process optimization
but also potential savings of up to 50 % through the
connection of legacy systems to a SAP system.
Industry-specific:
convista test suite is a software package built to
support the testing phase of a Collections and Disbursements
(FS-CD) project. Due to the complexity of
test scenarios within payment processing, this solution
can reduce the cost of testing by up to 70 %.
“Under the brand ConVista Solutions we develop
software with an engineering approach.”
DemanD-orienteD
Development on a sap
netweaver platform
market Driven
application Design
user-frienDly user interface
reliable, future compatible
release integration with
sap stanDarD
high performance
reliable maintenance
support
target group orienteD
Documentation
QualifieD service anD
support team

precision reQuires
competence.we work
systematiCally.
P r i n C i P l e
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As a consulting and systems company
committed to improving the performance of
our customers, we have to keep asking the question:
“How do we achieve the necessary improvements?”
The answer for us lies with our comprehensive knowledge
and utilization of the right combination of expertise.
Our motto is: Expertise to the Power of 3! Outstanding
process knowledge, excellent understanding
of technology and first-class use of methodologies.

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Our range of services is characterised by the constant development
and improvement of the core and related processes
according to our customer’s requirements.
For example, in the utilities sector, our capabilities are
aligned with the industry-wide objectives of increased process
standardisation, automation and quality. Our experience
in advising clients in diverse markets and industries
helps us to critically evaluate requirements and to deliver
sustainable project results.
In the insurance sector, we use both processes and standard
reference models in our projects. A project will begin by
creating reference processes and documenting any deviations
with the customer. Reference processes and variations
then combine to produce the required future processes. All
business needs and organisational procedures are taken
into account.
Every expert author of a design deliverable knows what is required
within the ‘testing’ of that process. This includes, for
example, how and where these tests are conducted. They
can judge what issues are relevant to related projects and
determine the appropriate dependencies and responsibilities.
These clear structures are also echoed in our comprehensive
project reference model. It provides accessible and
clear definitions of the project structure and therefore, common
understanding and lines of communication throughout
the entire project.
“The ConVista principle signifies:
Expertise to the Power of 3!”
Outstanding process
knowledge
Excellent technical
understanding
First-class use of
methodologies
ProCesses (a selection)
finance management
consoliDation
commission management
monetary transactions / cash flow
management reporting
treasury anD risk management
sales control
customer relationship management
policy management
claims management
compliance management
reinsurance
financial asset management
business customer management
accounting
customer support
web services
market communications
teChnologies (a selection)
system integration of
sap netweaver
sap enterprise-resource-planning
sap for insurance
sap for utilities
sap business objects
sap business partner
sap business warehouse
sap treasury anD risk
management
sap customer relationship
management
sap solution manager
alice
software application Development
migration anD release exchange
methodology (a selection)
ch
business engineering
project management (e.g. prince 2/pmi)
Quality management (e.g. itil)
change management
governance
controlling
implementation moDels
reference moDels
templates
roaDmaps
stanDarD processes
testing scenarios anD tools
transport processes
technical reference architecture
benchmarking
bug tracking
stanDarD reports

putting the focus on people.
we live real teamwork.
P h i l o s o P h y
Integrity
Appreciation
Teamwork
Partnership
Sustainability
Integrity means for us: To do what we have promised.
Integrity is the supreme guiding principle for
ConVista.
This is essential for interacting with clients as well as
with partners and colleagues. As a service provider and
employer we intend to receive approval for our work
and pass it on. We organize our work in teams. We lead
our company in partnership. That is the basis for lasting
success for both us and our clients.
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we are Convista
“Integrity means for us: To do what we have promised.”

freeDom inspires iDeas.
we are rePresented all
around the world.
r e f e r e n C e s
The
most important indicator of our success
is the satisfaction of our clients. The reason: good
references only result from satisfied clients.
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We are proud of our leading position in the consulting
market for the implementation of standard processes
and standard software, as confirmed by many wellknown
clients worldwide. The high number of installations
of our in-house software products (ConVista
Solutions) endorses our strategy to produce standard
applications for the market.

A aDp aig allianz aok arag B axa BURDA
C CAPITA CARGARANTIE CATALANA OCCIDENTE SEGUROS Y REASEGUROS CMGL CNP CSS
D DAIMLER FINANCIAL SERVICES DBV-WINTERTHUR DELTA LLOYD DEUTSCHE BANk DEUTSCHER RING
DEUTSCHE TELEkOM E DEVk INSURANCE E.ON EWE F FARADAY FARMERS FOLkSAM
G GAS NATURAL GE INSURANCE SOLUTIONS GELSENWASSER GEN RE GOTHAER GROUPAMA
H GENERALI GROUP HBOS HDI HDI-GERLING HELSANA I IBERDROLA, S.A. ICBC ICW
INTER INSURANCE L ITERGO LAS LEIPzIG MUNICIPALITY LIBERTY SEGUROS LINEA DIRECTA LV 1871
M MANNHEIMER INSURANCE MASSMUTUAL MELITTA MUNICH MUNICIPALITY MUNICH REINSURANCE
MVA FUND BW MVV ENERGIE N NETCOLOGNE O OBI OLD MUTUAL P PHOENIX
PROMINENT PROVINzIAL INSURANCE R REGENT LIFE REWE RHEIN ENERGY ROLAND
S SANTA LUCIA SAP SCOR SEGUROS OCASO SIGNAL IDUNA SOkA-BAU SPARkASSEN INSURANCE
SPREEGAS STANDARD LIFE SUVA SWISS LIFE T TECHNIkER kRANkENkASSE TICkETMASTER
T-MOBILE TÜV V VHV VIENNA INSURANCE GROUP VOLkSWAGEN FINANCIAL SERVICES
W WÜSTENROT & WÜRTTEMBERGISCHE z zURICH
“Good references only
result from satisfied clients.”

C o n t a C t s / l o C a t i o n s
Stefan Sauels • Managing Partner
Norbert Schroeder • Managing Partner
Peter Rüegger • Managing Partner
Bernd Oehlen • Managing Partner
Daniel Neubieser • Managing Partner
Siegfried Troiber • Managing Partner
Frank Westendorf • Managing Partner
Thomas Möller • Managing Partner
Wolfgang Albers • Managing Partner
“We are there for you.
Locally, personally
and as a team.”
Alistair MacDonald • Managing Partner
Donald Browne • Managing Partner
Torsten Lindner • Managing Partner
Martin Dietz • Managing Partner
Oliver kewes • Managing Partner
Dylan Evans • Managing Partner
Albrecht Hotz • Managing Partner
Heiko Hülsebusch • Managing Partner

C o n t a C t s / l o C a t i o n s
convista consulting ag
germany
Im Zollhafen 15/17
50678 Köln-Rheinauhafen
+49 221 88826-0
+49 221 88826-199
Info_Cologne@ConVista.com
Gleichmannstraße 16
81241 München
+49 89 785767-0
+49 89 785767-27
Info_Munich@ConVista.com
Altrottstraße 34 a
69190 Walldorf
+49 6227 38470-0
+49 6227 38470-199
Info_Walldorf@ConVista.com
convista consulting ltd.
great britain
2 King Street
Nottingham
NG1 2AX
+44 115 853-2887
+44 115 923-1189
Info_Nottingham@ConVista.com
convista consulting ag
JaPan
Tokyo Nihonbashi Kabutocho
AIG Kabutocho Bldg. 3rd Floor
5-1 Kabutocho Chuo-ku
Nihonbashi
103-0026 Tokyo
+81 3 5847-8216
+81 3 5847-7901
Info_Tokyo@ConVista.com
convista consulting gmbh
austria
Waschhausgasse 2
1020 Vienna
+43 1 33952032-0
+43 1 33952032-999
Info_Vienna@ConVista.com
convista consulting & aDvisors, s.l.
Portugal
Trav. da Trindade 16, 4ºA
1200-469 Lisboa
+351 213 474160
+351 213 405329
Info_Lisbon@ConVista.com
convista consulting ag
switZerland
Stettbachstrasse 10
8600 Dübendorf
+41 44 80210-70
+41 44 80210-71
Info_zurich@ConVista.com
convista consulting s.r.o.
slovakia
Velká komárnanská 112
941 31 Dvory nad Zitavou
+421 905 696988
Info_Novezamky@ConVista.com
convista consulting & aDvisors, s.l.
sPain
Rambla Catalunya, 12, Pral. 2 a
08007 Barcelona
+34 93 4459-050
+34 93 4459-060
Info_Barcelona@ConVista.com
Plaza de Castilla 3, planta 14,
oficina E2
28046 Madrid
+34 91 1284-748
+34 91 7335-088
Info_Madrid@ConVista.com
convista consulting (pty.) ltd
south afriCa
4 Waterford Place
Century City
7441 Cape Town
+27 21 5281727
+27 21 5523244
Info_CapeTown@ConVista.com
convista consulting llc
usa
581 Boylston Street Suite #604
Boston, MA 02115
+1 434 825-5912
+1 434 293-8316
Info_Boston@ConVista.com
2015-A Woodbrook Court
Charlottesville, VA 22901
+ 1 434 825-5912
+ 1 434 293-8316
Info_Charlottesville@ConVista.com

www.ConVista.com