The beginning of a partnership

We implement projects based on a structured methodology with the aim of maximising client satisfaction and efficiency in the implementation process.

Project kick off

Kick-off meeting is a key step during which all aspects of the project are to be confirmed. This notably helps confirming the following:

  • teams on both sides, notably determining the focal point on client’s side

  • communication across the project: who is to be informed of what and how regularly

  • the breakdown of deliverables in several phases, with their content

  • the project plan with all elements (staff availability, information, hardware, software, etc.) to be provided by the client so that the timelines can be met


Business analysis


Business Analysis includes a first comprehensive walk-through the system, configured as much as possible to be suiting client’s requirements in order to assess and document gaps requiring further customisations. It also helps understand the distinction between customisations (i.e., parts of the system that require OpenCBS developers’ intervention) and parameterisation (i.e., parts of the system that can be modified by the client without OpenCBS developers’ support). The OpenCBS team studies operational processes and their business logic. Further configurations and development are based on collected information.


The Business Analysis phase will then result in a specifications document that will have to be signed-off by the client.


Configuration and development


The OpenCBS team will customise and configure the system as per the agreed-upon scope. Our team applies the highest quality of development standards and each of the configuration and customisation items are tested by our Quality Assurance technicians before being delivered to the client.


Usually several “checkpoints” are decided together with the client so as to ensure the absence of any gap. Checkpoints are regular walk-throughs the system and agreed-upon deliverables. This approach favours a progressive understanding of the solution by employees.




Once the system has been configured to fit client’s needs, OpenCBS specialists conduct a training for users and management. In order to ensure a smooth and swift implementation of the OpenCBS solution, we carry out on-site personalized training with practical exercises designed based on examples of events typically occurring at financial institutions. Our team of experienced professionals tailor design trainings to fit the exact needs of the client. Each training program is unique but the following steps highlight the structure:


  • Theoretical foundation is laid down

  • Practical examples and exercises are created. A training server with an sandboxed environment is created for the team to try using our solutions without affecting the production database

  • Training evaluation: the institution has to rate and evaluate the training they have received


User Acceptance Tests and Go-live


Training is followed by a phase of User Acceptance Tests to confirm that the system works as per requirements. If User Acceptance Tests are conclusive, Go-live is deemed acceptable by the client, the project is signed-off and is then considered to be under support phase.


Contact us to request a quote for implementation.