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Page 1: PeopleSoft Application Support for Leading Financial Services - Case Study

Significant cost reduction in the total cost of ownership• Increased employee productivity• Zero post shipment defects

Business Benefits

Case Study Financial Services

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PeopleSoft Application Maintenance and Administration Support for a Leading Financial Services group

The client is a multi-billion dollar financial services group serving millions of clients in 22 countries and territories worldwide. The products and services include individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products.

Client Overview

The Client’s incumbent team was a mix of independent contractors, employees and an offshore vendor working from onsite. This arrangement resulted in sub-optimal operations, higher cost and brought in a scope for: • Establishing an highly experienced resource pool to support and maintain the CRM applications • Reducing maintenance cost by incorporating an economical and flexible onsite consulting team• Customization of PeopleSoft CRM applications on the Blackberry platform to improve sales productivity

Business challenges

As a niche PeopleSoft player, Hexaware planned a sophisticated project roadmap for application support and maintenance activities, which included:• Review of business requirements• Preparation of functional testing strategy• Preparation of technical design document• Well defined process connecting all the phases

Hexaware Approach

A robust global delivery model was incorporated by leveraging our proprietary HexASM methodology. We incorporated a 30% onsite and 70% offshore resource pool that led to improved productivity, enhanced application stability with less number of support and maintenance staff.In addition, a couple of resources were added to the pool in a shared mode to provide leveling during peak period.

Solution Framework

• PeopleSoft CRM 8.8 , Peopletools 8.49, • BlackBerry - Bold 9000, Bold 9700 • Pyxis Application on BlackBerry - 6.3.12• Pyxis Application Development – App Studio

Technical Environment

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