This helps them to reconcile and develop procedures for on-going balancing efficiency. The service of the EFT consultants is not only limited to new systems, it has also been used to train staff. It also helps to resolve settlement ands also in balancing issues and re-engineer business processes.
A typical agenda of EFT consultants has the following features:
Interface with existing and new vendors like ATM, switch vendor and host, etc on technical problems that are discovered in settlement and balancing.
To assist back office personnel with:
- To access production reports.
- Researching and balancing the differences.
- Reviewing the new system configuration, mostly for the cutover process.
- Helping with procedure updates and creating process for instructions.
- Interacting with each user, going through what they do and helping them do it with the new system. This includes both working through the balancing and the posting processes. The user can be an individual or a group, usually by area that they balance that includes host, switch, ATM and like.
- To prove the capacity of the new system by comparing reports and seeing if they balance to each other.
- To assist users with switch or host reports or talking to the vendor for clarification.
- Use of the system for queries and also for running report.
- Understanding new reports and help them to assess which is to be used for what.
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