Revealing true value for investors
We help investors to understand hidden risks and opportunities in business operations as well as IT environment of target organizations.
We will guide you through all phases of a merger or acquisition of your company.
CUSTOMER CONSOLIDATION ENGINE CAN SAFE AS MUCH AS 80% OF THE NECESSARY WORKLOAD BEFORE DUE DILLINGENCE
Data Consolidation & Anonymization
Preparation of the analytical data set of the due diligence purposes and providing necessary information about future synergies.
Legacy Data Quality Assessment
Detailed assessment of current data quality level for the future detailed planning of data migration. Remediation actions included.
Customer Profiling & Portfolio Overlap
Understanding the profile of the merged portfolios of the two banks and overlap between the portfolios.
Target Segmentation Clustering
Customer segmentation based on the consolidated information from the two merged entities (including consolidated customer exposure).
Branch Product Portfolio Analysis
Understanding of the existing geographical structure of the two customer portfolios.
RESOLVING REGULATORY COMPLIANCE SOON AFTER THE LEGAL MERGE PROVIDES MORE SPACE FOR APPROPRIATE PLANNING FOR THE POST-MERGER INTEGRATION (INCLUDING DATA MIGRATION)
Intermediary Consolidated Regulatory Reporting
Resolving regulatory reporting compliance even without integrated IT landscape might be mundane job to do. We have done it before.
Data Migration Approach
Depending on the overall migration approach (phased, big bang), necessary strategy have to be elaborated also for data migration. We do have plenty of experiences and accelerators.
DATA MIGRATION IS TYPICALLY ON THE CRITICAL PATH FOR THE ACTUAL POST-MERGER INTEGRATION. ONE OF THE MAJOR CONTRIBUTORS TO THE PROGRAM DELAYS. NOT WITH US.
Data Migration
End-to-end data migration including source data analysis, understanding of the target system needs and implementation of the transformation rules/procedures.
Data Quality Issues Resolution
Automated resolution of the identified data quality issues and/or transparent reporting and input for the manual cleansing activities.
Migration Reconciliation
Comparison of the financial and non-financial figures and dimensions between legacy world and target core-banking ecosystem.
Customer Consolidation
Target consolidation of the customer portfolios of the two merged banks.
Business Intelligence Adoption
Adjustments to the BI and Data Warehousing ecosystem (mainly for the purpose of regulatory reporting).
Management console for very controlled execution of the data migration. Prompt and transparent overview of migration success, erroneous migration records, suggestions for the remediation actions.
Robust platform for the customer match and merge, consolidation, unification and mastering. Predefined matching and merging rules and great kick-started for either initial customer consolidation or target consolidation during the post-merger integration.
Self-learning, outlier detection, duplicate detection, standardization rules, issue resolution, change notification, detection of the data patterns, end-less variety of the expressions and issue resolution mechanisms.
target attributes mapped
months to merge data from Istrobanka
ČSOB Bank had to merge the data from Instrobanka into its systems. Due to multiple reasons, it was obligatory to deliver in just 12 months.
The first phase of the project release had ambitious timing of 2,5 months until production deadlines for DWH/MIS alignment, legal merge, connecting payment systems, rebranding, and unified pricing. In addition, migration of client data and Euro current accounts was required.
Six months after the project started, Adastra realized client data updates and migration of card holders, deposit and credit products, payment products, and collaterals. Also finished extracts of migration results for migration debit cards, electronic banking, proxy rights/signature specimen, and customer letters. During the last phase, Adastra also completed the migration of credit cards and mortgage loans, extract for credit cards migration, and cleaning wave to enable preparation of systems switch-off.
FTEs
months to merge data from OTP
The merger of Eurobank Serbia with Direktna required quick preparation of the consolidated regulatory reporting combining the reports from both banks.
target attributes mapped
months to merge data from OTP
As part of the post-merger integration, ČSOB Bank had to merge the data from OTP into its systems (Temenos T24).
Adastra deployed Migration Engine frameworks. We have also arranged adaptation with a new data layer for T24 API structures and ME Admin Console. Customer Data Consolidation included personal and address data of customers standardization and cleanup. Also, Adastra marked OTP customers existing in ČSOB SK for consolidation. Moreover, Adastra designed consolidation rules and provided consulting support to ČSOB in resolving customer overlap issues.
Data preparation, migration, and testing phase included: source systems data model, data imports, source-to-Target mappings (near-SQL), transformation scripts, and code-book lookups between source and T24.
The project of implementing the CRM system took 24 months
of active users/subscribers had to be migrated
Slovak Telekom was implementing a new CRM (Siebel), the most core system in the telco segment (mastering all the client data and information about the product ownership).
Adastra also had to coordinate various vendors in the migration process (preparation of the single source of the truth for the migration, adjustment to the new source system (Siebel CRM), and system integrator.
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