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Introduction. Organization. Deal Life Cycle. Project Life Cycle. 

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Introduction. 2|. 3|. 4|. 5|. 1|. Agenda. Organization. 

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Mission  Ensure Improved Risk Analysis, Wiser Decisions, And A Seamless Customer Journey Through Innovative Lending Digitalization Solutions. 

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Founded in 2004 Owned and managed by experts in the Credit & Risk Management: a sign of stability, agility, long term commitment and continuous involvement. Opting for axefinance means choosing Expertise.

High investment in R&D.
 Always at the vanguard of the LendTech market
 axefinance enjoys a sustained growth since inception and has a healthy balance sheet with zero debt.

A global & reputable banking software provider.
 Solely focused on its core business: lending digitalization.

Mission  Ensure Improved Risk Analysis, Wiser Decisions, And A Seamless Customer Journey Through Innovative Lending Digitalization Solutions

+45,000 Reinvestment in R&D +29 +40%  Employees Years, Founders Experience +26 countries worldwide 1 users worldwide  8 Unique Focus Locations Footprint   +270

Clients’ location. Offices’ location. Europe. Tunis. 

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VIB Logo Vector (.EPS) Free Download. Logo Bangkok Bank Limited. 

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Logo, company name

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axefinance, Trusted worldwide. Logo skye bank. Les bonnes performances de la Société Générale Côte d'Ivoire en 2018. 

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Les bonnes performances de la Société Générale Côte d'Ivoire en 2018

The Smarter Way To Bank - BRED Bank Cambodia

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Fidelity Bank Plc (FIDELI.ng) - AfricanFinancials

Resilience and protection against data breaches and their ensuing costs. 

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Resilience and protection against data breaches and their ensuing costs

Ensuring the confidentiality, integrity, and availability of all data

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Ensuring the confidentiality, integrity, and availability of all data. 

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Offre d'emploi Inspecteurs - Banque, Assurance, Finance - Cameroun |  Talenteo

Officially A Certified ISO 27001 Credit Risk Management Solution Provider. 

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Officially A Certified ISO 27001 Credit Risk Management Solution Provider

axefinance meets global information security requirements

Embrace security in our day-to-day working practices and procedures

Ensure the confidentiality, integrity, and availability of all data

axefinance Accreditation, data security at the heart of our business

Organization. 2|. 3|. 4|. 5|. 1|. Agenda. Introduction. 

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axefinance, Meet our Top Management. Dhafer Berrachid. 

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Country Director & Head of Client Success

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Professionals in Financial & IT Engineering: Software design, new development, upgrades, releases, and quality assurance.. 

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Professionals in Financial & IT Engineering: Software design, new development,  upgrades, releases, and quality assurance.

Professionals with extensive knowledge of software implementation & Project Management.

Client Delivery & Support - Organizational Structure. 

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Client Delivery & Support - Organizational Structure

Technical  Design & Integration  Methodology Standards

Functional Design & Methodology Standards

Client Portfolios 
 Centers of Excellence

Detailed role distribution and decision making
 Fluent communication

What is a Center of Excellence? A group of experts within the company from different disciplines who share expertise, insights & resources to achieve a successful axefinance solution delivery. Typically built around critical processes, technologies or applications to help the delivery be more efficient and of higher quality. Experts who serve various functions within the company and provide best practices, leadership, and support for a specific subject area. Combines knowledge & oversight around a specific area.. 

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What is a Center of Excellence? A group of experts within the company from different disciplines who share expertise, insights & resources to achieve a successful axefinance solution delivery.  Typically built around critical processes, technologies or applications to help the delivery be more efficient and of higher quality.  Experts who serve various functions within the company and provide best practices, leadership, and support for a specific subject area.  Combines knowledge & oversight around a specific area.

Benefits of Centers of Excellence Standardize implementations Overcome silos & improve cross-functional communication. Enable company to scale its delivery efforts through capitalization.  Improve service delivery quality & ensure consistency.  Reduce knowledge management risks. Reduce operational costs by eliminating inefficient/duplicated practices Support individual & team learning.

Client Delivery & Support - Centers Of Excellence (CoE)

Sr. / Integration Managers Sr. / Project Managers Portfolio Director Business Stream Leads Sr. Business Consultants Business Consultants Jr. Business Consultants Integration Stream Leads Sr. Integration Consultants Integration Consultants Jr. Integration Consultants Business Stream Leads Sr. Business Consultants Business Consultants Jr. Business Consultants Integration Stream Leads Sr. Integration Consultants Integration Consultants Jr. Integration Consultants. 

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Sr. / Integration Managers Sr. / Project  Managers Portfolio Director
 Business Stream Leads Sr. Business Consultants Business Consultants Jr. Business Consultants

 Integration Stream Leads Sr. Integration Consultants  Integration Consultants Jr. Integration Consultants
 Business Stream Leads Sr. Business Consultants Business Consultants Jr. Business Consultants Integration Stream Leads Sr. Integration Consultants  Integration Consultants Jr. Integration Consultants

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Prospection Qualification Demo Quotation RFP/ RFI & POC. 

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Prospection

 Qualification

 Demo

 Quotation

 RFP/ RFI & POC

Within BizDev, three main teams collaborate to generate new leads and enrich the CRM database: Marketing team: The initial source can be Outbound Marketing through events, ads etc or Inbound Marketing via the website and campaigns. Inside Sales team: Primarily relies on prospections and GTM explorations as an initial source. Sales team: Analyzes the target  market and initiates comprehensive explorations.

Showcase key features and functionalities to address the specific needs identified during the qualification stage
 Ensure that the client sees the relevance and applicability of our solutions to their specific context and business segments.

Provide a detailed breakdown of costs, including licensing, implementation, training, and ongoing support.
 Work closely with the client to align the quotation with their budget constraints. This may involve offering flexible pricing models or phased implementation options.

Craft comprehensive responses to Requests for Proposals (RFP) or Information (RFI) to showcase our capabilities.
 Develop a Proof of Concept (POC) to demonstrate the practical application and benefits of our solutions.

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Lead qualification is conducted thorough a Lead Scoring system that analyzes metrics and KPIs related to the lead’s profile, source, activities, and engagement.
 This lead scoring system enables us to segment, qualify, and classify our database into three main stages: cold leads, warm leads, and hot leads.

Defense Kick-Off Negotiation Award & Contract. Standard Deal Life Cycle. 

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Defense

 Kick-Off

 Negotiation

 Award & Contract

Anticipate and address potential concerns or objections raised by the client.
 Highlight the strengths and unique features of our services.

Celebrate the successful bid and secure the contract.
 Ensure all terms and conditions are clearly outlined in the contract

Organize a kick-off meeting to introduce key team members, establish communication channels, and clarify project goals.
 Collaborate closely with the client to finalize project specifications.

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Engage in open and transparent negotiations, with a primary emphasis on finding mutually beneficial solutions.
 Consider flexible pricing models or additional services to meet the client's needs without compromising our value.

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 Shorten Time To Value and Reduce Costs Cost Time To Value Cost Time To Value. 

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 Reduce Risks, While Moving Forward
 Big Bang


 Incremental Approach

 Flexibility & Choice
 On Premises Cloud Hybrid On Premises Mobile

 Shorten Time To Value and Reduce Costs

 Cost  Time To Value 


 Cost  Time To Value

Flexibility Framework, As Business Expectations Have Changed…

axefinance Project Management & Delivery. 1. 2. 3. 

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Strong Partnership and collaboration to drive end to end value, aligned with functionality for end user

Agility, Flexibility and Resilience coupled with Stability in project delivery and responding to change

Data- Driven Operating Model enabled by Digital Technologies

Industrialization (Standardization, reuse and modularization) for repeatability and innovation

Sustained Capability Building and redesigned talent pipelines foster collaboration across the project.

Future proofing of the project by ensuring sustainability and planning for potential opportunities, constraints and risks

A Leading-Edge & Agile Approach 
We Adopted a New Approach for the Project Management & Delivery…

A Leading-Edge & Agile Approach … to Accelerate Implementation & adoption. 

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A Leading-Edge & Agile Approach 
… to Accelerate Implementation & adoption

Configure the project, deliver the  solution incrementally MODULAR AND AGILE

Identify risk early with total quality  approach for implementation QUALITY BUILT-IN

Validation to Best Practices and Fit-Gap  Analysis VALIDATE SOLUTION

Re-use Knowledge Assets  and Prebuild Content START WITH BEST PRACTICES

Implementation and Operations fully  supported with dedicated Support Teams & SLA’s PREMIUM ENGAGEMENT READY

axefinance Project Management & Delivery. Is the combination of axefinance Best Practices, tools for an assisted implementation and agile methodology to simplify the adoption of our solutions
Delivers ready-to-run business processes optimized with a reference solution
Provides best practices for migration, integration and configuration for our solutions
Supports different starting points for customers to adopt our solutions - new implementation, system conversion and landscape transformation
Accelerates the initial implementation of our solutions that are designed for continuous innovation. 

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Is the combination of axefinance Best Practices, tools for  an assisted implementation and agile methodology  to simplify the adoption of our solutions
Delivers ready-to-run business processes optimized with a reference solution
Provides best practices for migration, integration  and configuration for our solutions
Supports different starting points for customers to  adopt our solutions - new implementation, system conversion and landscape transformation
Accelerates the initial implementation of our solutions that are designed for continuous innovation

A Leading-Edge & Agile Approach 
The Road to Implementation Success

ONE simple, modular and agile methodology supporting all axe solutions transition scenarios Full support for initial deployment and continuous business innovation Streamline implementation approach for cloud, on- premise and hybrid deployments Enables co-innovation with customers and accessible to implementation partners. 

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axefinance solution selection 
 Legend Scrum Master






 Story creation and scoping process (initiation)








 Prioritized product backlog Product owner Implementation Team
 Sprint planning




 Time box Sprint backlog



 Demo Retrospective Features UAT & Go Live  Adapt, learn, update product backlog
 Select next sprint backlog items




 Sprint cycles





























































 More detailed Done sprints Current sprint  Bank resource axefinance resource Initiation








 Less detailed Upcoming sprints

A Leading-Edge & Agile Approach
Agile Build Using a SCRUM-Based Approach Driving Customer Success

ONE simple, modular and agile methodology supporting all axe solutions transition scenarios

Full support for initial deployment and continuous business innovation

Streamline implementation approach for cloud, on- premise and hybrid deployments

Enables co-innovation with customers and accessible to implementation partners

Solution Validation. Delta Scope Prioritization. Delta Design. 

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6 Verify & Accept Verify process & solution  design Design Acceptance

5 Delta Design Update Business Models  and Process Design Solution Design and  Visualization / UX

2 Validation of Axe Solution Show & tell Axe solution Standard key design elements

1 Reference Value Provide process, value and  strategic context Set boundaries Tie to Business Case, Value  Drivers

3 Identify Deltas & Gaps Identify delta scope and  requirements Document gaps

Priority Effort (D) Would 12 6
 11 4
 10 2 Could 9 1
 8 2
 7 3 Should 6 5
 5 3
 4 1 Must 3 2
 2 4
 1 2

A Leading-Edge & Agile Approach
Accelerated Time to Value Through Content Reuse and Focus on Differentiating Capabilities

Time. Priority Effort (D) Would 12 6 11 4 10 2 Could 9 1 8 2 7 3 Should 6 5 5 3 4 1 Must 3 2 2 4 1 2. 

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A Leading-Edge & Agile Approach
Higher Quality Solution through Iterative and Incremental Build with Frequent Inspection Points

[image] ööö iii. A Leading-Edge & Agile Approach
Standard Planning For The Implementation of A Corporate Loan Origination System. 

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A Leading-Edge & Agile Approach
Standard Planning For The Implementation of A Corporate Loan Origination System

01. INVOLVEMENT Have a real and visible involvement of the project stakeholders Product Owner federates stakeholders' input. 

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ONE TEAM Work together as one team Give the team access to all the necessary information Trust the team to do the job and have flexibility to self-organize

REACTIVTIY Respect schedule and key milestones Send information in a timely manner and anticipate when needed Adapt the content of the analysis as needed

COMPLETENESS Ensure that all elements of the scope are delivered Use the Agile artefacts to  communicate with the involved parties

INVOLVEMENT Have a real and visible involvement of the project stakeholders Product Owner federates stakeholders' input

FOCUS Focus on the sprint features Product owner fully focused on prioritizing delivery as the project progresses, with value to the bank as sole driver

VALUE CREATION  & FEASIBILITY Propose ambitious objectives that maximize value for the bank Allow team to determine what is realistic in terms of implementation

A Leading-Edge & Agile Approach
ACP Implementation Key Success Factors

1 Steering Committee Bank’s Project Sponsors & Managers axefinance’s Project Director & Manager. 

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1 Steering Committee Bank’s Project Sponsors & Managers  axefinance’s Project Director & Manager

3 The Bank Team Business Analysts IT Specialists

2 Project Committee Bank’s Project Manager axefinance’ s Project Manager Other Key Stakeholders

axefinance Team Business Consultants Technical Consultants
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A Leading-Edge & Agile Approach
Project Governance

Tasks AF Bank Signoff Roles Project Management & PMO Project planning & regular review provides the bank with all the prerequisites related to ACP & the methodology. Progress monitoring & reporting. Scoping & Design Phase axefinance leads the workshops & provides the design documents. Bank responsible for expressing needs & documents signoff. Gap Analysis (Rollouts) Gap analysis workshops by axefinance. Bank responsible for expressing needs & documents signoff. Bank to take decisions relates to CRs Configuration ACP configuration by axefinance Configuration of Interfaces Client axefinance assists the bank in case of ACP specific need. Bank develops & tests the interfaces. Axe Credit Portal (ACP) Bank assists axefinance in case of specific need in the context of the bank. axefinance develops & tests the interfaces. Reporting Datamart axefinance provides client datamart with all the info available & required by the bank. Extraction of Client Datamart Performance & Techniques axefinance provides expertise on aspects of performance and architecture. Bank defines final architecture & is responsible for managing the environments Configuration Validation axefinance provides expertise during test plans development & provides assitance during test execution. Bank prepares & executes test plans Deployment axefinance assists in the preparation & development of Go Live. Bank is in charge of the Go Live.. 

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Tasks
 AF Bank Signoff Roles
 Project Management & PMO



 Project planning & regular review provides the bank with all the prerequisites related to ACP & the methodology. Progress monitoring & reporting. Scoping & Design Phase



 axefinance leads the workshops & provides the design documents. Bank responsible for expressing needs & documents signoff.
 Gap Analysis (Rollouts)



 Gap analysis workshops by axefinance. Bank responsible for expressing needs & documents signoff. Bank to take decisions relates to CRs  Configuration



 ACP configuration by axefinance
 Configuration of Interfaces Client


 axefinance assists the bank in case of ACP specific need. Bank develops & tests the interfaces.
 Axe Credit Portal (ACP)


 Bank assists axefinance in case of specific need in the context of the bank. axefinance develops & tests the interfaces.
 Reporting Datamart


 axefinance provides client datamart with all the info available & required by the bank.
 Extraction of Client Datamart



 Performance & Techniques



 axefinance provides expertise on aspects of performance and architecture. Bank defines final architecture & is responsible for managing the environments Configuration Validation



 axefinance provides expertise during test plans development & provides assitance during test execution. Bank prepares & executes test plans Deployment



 axefinance assists in the preparation & development of Go Live. Bank is in charge of the Go Live.

A Leading-Edge & Agile Approach
Roles & Responsibilities

Role Description Project Sponsor Ensures the objectives of the Project are aligned to the business priorities defined in the Strategic Business Plan Project Manager Has overall day to day basis responsibility for ensuring the success of overall project Technical Manager Provide technical configurations and communicate the user requirement to IT team. Business Team
Member / Business
Consultant / Analyst Collect & confirm user requirements and documenting the status of implementation
Monitor documentation on Training
Support testing activities
Support Training & Rollout Business Process Owner (Functional Lead) Appointed senior representative of the products and services implemented in the Program/Project
Approves project deliverables as defined in Key Project Milestone Signoff IT Service / Process Owner (Infrastructure Lead) Approves project deliverables as defined in Key Project Milestone Signoff Review and final approval on IT policy (include Security, Testing along with Deployment) as needed for the project implementation
Review and final approval at risk acceptance level
Validate the configurations
Assign representative for IT and Administration training, and all IT support required IT Analyst Scoping of project technical aspects
Implementation of the Bank side integration touch points : Batch and webservices
Technical support : solution installation & deployment , trainings & testing
Take ownership of the solution post go-live Test Manager Responsible for planning and execution of Bank’s testing Defect Manager Responsible for incident resolution Testers Responsible for conducting the testing Approver Responsible for signing the Certificate of Acceptance upon completion of testing. 

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Role Description Project Sponsor Ensures the objectives of the Project are aligned to the business priorities defined in the Strategic Business Plan Project Manager Has overall day to day basis responsibility for ensuring the success of overall project Technical Manager Provide technical configurations and communicate the user requirement to IT team. Business Team
Member / Business
Consultant / Analyst Collect & confirm user requirements and documenting the status of implementation
Monitor documentation on Training
Support testing activities
Support Training & Rollout Business Process Owner (Functional Lead) Appointed senior representative of the products and services implemented in the Program/Project
Approves project deliverables as defined in Key Project Milestone Signoff

 IT Service / Process Owner (Infrastructure Lead) Approves project deliverables as defined in Key Project Milestone Signoff 
Review and final approval on IT policy (include Security, Testing along with Deployment) as needed for the project implementation
Review and final approval at risk acceptance level
Validate the configurations
Assign representative for IT and Administration training, and all IT support required IT Analyst Scoping of project technical aspects
Implementation of the Bank side integration touch points : Batch and webservices
Technical support : solution installation & deployment , trainings & testing
Take ownership of the solution post go-live Test Manager Responsible for planning and execution of Bank’s testing Defect Manager Responsible for incident resolution Testers Responsible for conducting the testing Approver Responsible for signing the Certificate of Acceptance upon completion of testing

A Leading-Edge & Agile Approach
Bank Contributions: Required Roles

axefinance. The Bank. Axe Finance Implementation Team Project Manager & Team Leads Project Manager Relationship Manager Exec /Sponsor. 

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Axe Finance Implementation Team Project Manager & Team Leads Project Manager Relationship Manager Exec /Sponsor

Axe Finance PMO / bank implementation Team  IT & Business Managers PMO/ Project Manager IT & Business  Heads Exec /Sponsor

Monthly Business Objectives, Milestones, budgets,…

Quarterly  Project Review, Business Objectives

A Leading-Edge & Agile Approach
A Multi Level Interaction

A rich repository of program-tracking methods, scenarios, and risks mitigation tools based on axefinance’ s experience in Loan Origination System implementation projects. 

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A rich repository of program-tracking methods, scenarios, and risks mitigation tools based on axefinance’ s experience in Loan Origination System implementation projects

A Leading-Edge & Agile Approach
Program tracking & Reporting

Project / Operational Level Communication & Issue Resolution Day-to-day management of project activities and issue resolution Program Management Office. 

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Project / Operational Level Communication & Issue Resolution Day-to-day management of project activities and issue resolution Program Management Office

Strategic Level Communication & Issue Resolution Strategic Considerations Business Outcomes Escalation & Resolution of unresolved issues
 Steering Committee Level

Board / Exec Sponsor Level Strategic Partnership Directions Business Outcome Issue Resolution Board / Executive Level

A Leading-Edge & Agile Approach
Issue Escalation Hierarchy

Streamlined Building Process, Using Azure Devops. 

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Streamlined Building Process, Using Azure Devops

Quality Assurance Proficiency, Verification & Validation using Azure Test Plan

Fully Automated Testing Routines Using Katalon

Fully Monitored Activities Using Azure Dashboards

[image]. A day-to-day Project Management Tools
Project delivery Overview. 

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A day-to-day Project Management Tools
Project delivery Overview

Creation of the Backlog Items to be developed based on detailed specifications

Validation of the Backlog Items by the Project Manager & Sprint planification

Delivery of the Developed Backlog Items to the Project’s QA Team

[image] 53 so possibility to hide refresh icon When the field have a configured. 

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A day-to-day Project Management
Requirement Standard

All requirements are expressed using a  predefined standard

Each requirement will be associated to a sprint and a fixed priority

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possibility to hide refresh icon When the field have a configured

Onboarding Training