# Financial Institution Case Study

- Link: https://sapsol.com/case-study/financial-institution-case-study/
- Published: 2025-03-24T17:59:13-05:30
- Author: admin@sapsol.com

![finance](https://sapsol.com/wp-content/uploads/2025/03/case-study-img33-900x313.
jpg)

### Assessment of Complete Upgrade and Integration Functionality of ERP (COTS) with BIBO/COGNOS and External Systems

###### Client Profile

A leading financial institution with the financial and banking segment.

###### Project Scope

 Assessment of Business Intelligence integration with SAP and BI and COGNOS . Payment
integration with 3ʳᵈ party vendors like federal and provincial authorities.. Assessment
and planning of Global upgrade and integration with internal (BI) and External systems
within large government entities.,

 The client needed to implement analytics as well as integrate the external systems
for payment processing which involved all large financial institutions in Canada.

 The client wanted to seamlessly migrate data across different SAP instances using
TDMS as well as implement centralized monitoring and control.

 Enhance functionality of HCM, SCM, FSCM, TRM to get new reports from the analytic
system s.

###### Resources Utilized

 Types of resources utilized

    - Enterprise Architects
    - Technical Consultants
    - Functional Consultants
    - Workflow Consultants
    - Data Migration Leads.

###### SAPSOL Deliverables

 Assessment Options for implementing analytics.

 Total cost estimate and gap analysis of BI, COGNOS, SAP and 3ʳᵈ party integration
options.

 Detailed architecture roadmap.

 Detailed implementation plan.

 Detailed data architecture and ETL strategy.

 Integration and interface development with external systems for payment processing.

 Maintenance and testing of all applications.