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How Bank Sinarmas Optimized Financial Services Delivery with Orangescrum

“After implementing Orangescrum, we were able to efficiently track projects and provide management with a dashboard view of all projects. It also allowed the project team involved to collaborate seamlessly and eliminated confusion to a great extent.”

Daniel Lim

Bank Sinarmas

IT Advisor, PT Bank Sinarmas

Their Objective

Bank Sinarmas provides various financial and banking services such as e-banking products, investment products, bank assurance, fund collection and other credit activities.

Bank Sinarmas needed a platform to manage various banking and financial functions. The financial organization implemented Orangescrum to their existing software ethos to be able to manage various user roles, maintain time logs, manage documents online, track issues, and other services to streamline and centralize their task management.

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Industry Consultancy

HQ/Location Switzerland

Presence 1 Country

2x Customer

Satisfaction

10 + Team

Size

The Challenge

Bank Sinarmas carries out various banking processes such as processing loans, give payments, manage investment portfolios etc. for which they needed a software platform to perform following actions:

  • Enable team collaboration
  • Assign tasks and manage task completion status
  • Manage documents and files online
  • Tracking digital baking tools issues for bug fixing
  • Collaboration tool for agile scrum flow

Orangescrum became their preferred project management tool to manage all business functions on a single unified platform. It seamlessly integrated into their existing system that enabled easy on-boarding and effective task management.

Our Solution

After integrating Orangescrum the banking and financial service provider was able to expand their business reach, make their team members more productive, and increase their revenues.

  • Bank managers get more clarity on various banking functions
  • Team members become more productive.
  • Save internal documents on secure storage systems
  • Share documents and business guideline on digital channels
  • Manage banking processes in an agile workflow system
  • Streamline inter-departmental tasks with ease.
  • Plan and schedule various banking projects efficiently
  • Create Gantt chart for determine and improve task productivity

Features That Helped Bank Sinarmas Development Team

Task Status Management

Create tasks and assign status for easier tracking and management of various banking projects.

Dashboard

View and access essential task-related information, project completion data, schedules and to-dos from the Orangescrum application dashboard.

User Role Management

Manage users roles to define who has access and the authority to perform tasks and who doesn’t in the collaborative platform.

Document Management

Save documents in a centralized location. Access and share digital files remotely.

Time-Log and Time-Sheet

Enable bankers and individuals to maintain time-logs for their assigned task to measure task productivity.

Gantt Chart

Create gantt charts which provide a timeline view of the tasks completed in relation to the time assigned to complete each task.

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