Ioppolo & Associates Perth, Western Australia Odoo ERP implementation and business automation services
WHY I&A

Banking case study

Company Overview

This Client is a Chinese policy financial institution. It is one of the largest development finance institutions in the world and one of China’s largest banks specialized in medium and long-term lending and bond issuance.

Ioppolo & Associates banking strategic consulting for budgeting, planning and financial systems transformation

Strategic Consulting

The output from this project comprised several volumes of documentation and ran for approximately 16 weeks. Specifically, this project involved:

Documenting the current State of Process and Systems associated with the Budgeting Process for the entire Bank. Providing recommendations on Best Practice Budgeting and Planning in the Banking Industry. Proposing a Future Budgeting and Planning Process and Systems Framework incorporating Cost Allocations, Transfer Pricing and Risk Adjusted Return on Capital

Challenges and Business Objectives

  • I&A (Strategic Consulting) were engaged by Oracle Consulting Services in Beijing to lead a team to undertake a complete review of the Bank’s Budgeting and Planning process and systems and to provide recommendations to the Bank on what a future state would look like and how the Bank could transition to this future state outcome.
Ioppolo & Associates banking strategic consulting for budgeting, planning and financial systems transformation