Product overview
By analyzing financial service comprehensively and based on the deep understanding of various advanced performance evaluation theory Performance evaluation system builds a set of whole and detailed system which is closely connected with the practical application in bank to realize the whole process of performance evaluation management in bank. The system includes getting, revising and treating of various information in the field operated by the bank to provide a strong panel for the bank performance management. On the basis of data warehouse, by the overall and detailed performance statistic norm system it accomplishes the division of performance data from detailed account to key performance statistic norm and at last by using the strong score setting tools to accomplish the complicated evaluation plan and evaluation method in bank.
Functions:
● Performance evaluation of the organization (department)
Performance evaluation of the organization takes five kinds of service data as basic data for comprehensive performance evaluation. They are deposit, loan, and quality of loan, international settlement and intermediate business. Connected with two organization management models, multilevel branches and flatting management, it sets different evaluation rules and evaluation plans according to the different nature of the work so as to confirm its key performance statistic norm. It makes relevant evaluation method and it finally builds and finishes the performance evaluation system.
● Performance evaluation in counter
The result of the performance evaluation in counter is connected with the profit of each personnel in counter, so the accuracy of the evaluation data is very important. There will be fair praise and punishment, and reasonable motivation system only if there is accurate performance evaluation in counter. The performance evaluation in counter takes the service quantity and error rate of each person as the main evaluation content. It will set a fixed coefficient for each service according the difficulty after analyzing each service and at last it will calculate the comprehensive scores of each person in counter and the rank.
● Performance evaluation of the customer manager
Evaluation of the customer manager takes the sales performance as its main evaluation content. The key lies in the match of bank service data with the customer manager. The performance evaluation system of the customer manager forms a set of scientific, regulated and proper performance evaluation system of the customer manager according to the characteristic of the sales work of the customer manager. It can show the attribution the customer manager made to the bank scientifically and it can motivate the customer manager.
● Performance evaluation of product
Product is the division of the service providing to customers by the bank. It can be evaluated with product as its major line. It can have more objective evaluation of the bank marketing strategy to promote the deepening and renewing of the service types in bank. As a new definition in bank management, the product evaluation adopts comprehensive profit evaluation method to clarify proper product by the division of various services in bank and to calculate the respective profit and economic added value of each product. Product evaluation accomplishes the analyses of the operation condition of the bank product so as to provide decision supporting information fro the product marketing.
Characteristics:
● overall evaluation system
Having full consideration of various principle and application method in the present bank performance evaluation, it uses various evaluation systems such as goal management, qualification evaluation, comprehensive benefit evaluation and balanced scorecard. Based on the marketing principle of the bank it builds an overall target system with account, transaction and benefit as its center to evaluate the performance of each operation.
● advanced evaluation principle
As the core for the comprehensive benefit evaluation system, it adopts the EVA theory to divide the EVA into performance reasons such as income, expenditure, cost, profit, financial capital and capital cost and to accomplish the final performance evaluation of various evaluation subjects by flexible rules and system allotment.
● abundant evaluation rules database
Adopting the advanced theory by financial professionals as guide, in the cases of many banks it accumulates abundant evaluation rules database including target management, KPI evaluation, qualification evaluation and EVA evaluation. The customer of the bank can build his performance evaluation plan and indicator system by the evaluation rules database.
● refined technical frame
Based on the main subject data in the data warehouse, New Choilink performance evaluation system build a data market aiming at the performance management and it divides performance management data into detailed data level, total account level, basic statistic norm level, KPI level and advanced derivative statistic norm level. It uses different technical method to each level to make sure the system possess the overall service data and high running efficiency.
● powerful support of the technical method
Using date processing tools in the data warehouse with the intellectual property rights as a panel, it adopts the whole scrip allotment mode to accomplish the ETL process to the data warehouse. In the whole process no program is needed so as to make sure the data integration is fast and accurate.
On the system function, it uses the tree structure statistic norm to realize the save function of multidimensional data. It can accomplish the processing of multidimensional data based on relationship database so that the processing ability of system basic data is much enhanced.
The system uses self developing WEB front report tools as the technical panel for information display and it provides abundant display forms for front screen. It can also transfer data displayed into Excel files. At the same time the report tools can make various reports for bank customers.
