BUSINESS ADVISORY: ACCOUNTING MANAGEMENT AND PAYMENTPLATFORM MIGRATION

#Advice#Payment Platforms #CashPooler

Background & Challenges

One of our key accounts decided to switch its payment processing platform and migrate from EVE to Cash Pooler.

This migration involved:

  • Receipts from trade confirmations
  • Check deposits
  • Integration of bank account statements

Solution

The proposed measures and actions taken were as follows:

  • Validation of specifications, drafting of requirements
  • Design of business tests, conducting acceptance testing, and monitoring acceptance testing activities
  • Monitoring of the double run; monitoring of production under control following the go-live of the relevant modules (migration of 3 banks – 300 accounts)
  • Monitoring the proper functioning of internal processes; tracking incidents
  • Contribution to the definition of target business processes
  • Expertise in payment-related matters

Benefits for the customer:

For the client, the results were as follows: an improved customer experience, a wider range of payment options, enhanced payment security, and reduced costs.

Quanteam’s expertise makes all the difference

  • Dual expertise: accounting and operational project management
  • Industry expertise in accounting, banking, insurance, and payment methods

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