Complete automation of the cost audit report generation.

Highlights include the following:

≻ Automation of entire process of generating cost audit report


≻ Preparation of cost audit and other reports for understanding for cost auditor


≻ Easy error tracking and correction procedure


≻ The system is highly parameterized and strict validation controls ensure a high level of data accuracy while posting and processing


≻ Provision to merge reports of current year and last year.


≻ The system provides easy interface with other Systems.

Complete automation of the Risk Based Internal Audit (RBIA) and Inspection function of the Banks.

Highlights include the following:

≻ Automation of entire process – From conception till closure of audit


≻ Extensive Features Supporting each stage of the Audit Process, Various Modules extensively covering different stages of Audit Processes including: Planning, Allotment, Inspection / Audit, Reporting, Reviews, Compliance and MIS


≻ Facilitates Effective Tracking, Prioritization and Controlling of all Actionable Areas


≻ Provision to define various rules and guidelines for the planning and conducting an audit


≻ Real time status availability for all-India branches, controlling offices and the Central Offices


≻ The system provides easy interface with other Systems like Finacle, etc.

An Integrated Complaints and Lead Management System for the Banks

Highlights include the following:

≻ ClientMatrix enables systematic recording, management and closure / redressal of all leads and complaint cases for the Banks

≻ ClientMatrix software is easy to set up, is based on a web technologies, and permits a number of cross-references, search fields and full reporting capabilities

≻ ClientMatrix provides for extensive provision for recording complaint details like Complainant’s Details, Category of Complaint, Complaint Originating Source, Complaint Description, etc.

≻ Provision to generate automated letters / Mails like Acknowledgement letter, Forwarding Letters, Reminders, Special Letters, Final Disposal Letters, etc.

≻ Provides Structured Complaints Follow-up Process including System-aided case tracking, Action Recording and next action plan, Incremental Build-up of the customers databank. etc

≻ Various reporting needs in-built in the system like Daily Reports, Weekly Reports / Monthly Reports, Statutory Reports, etc

≻ Analysis of complaints based on a host of criteria like Complaint Aging Analysis, Complaint Volume (Nature, Branch, Period, etc.), Complaint Pendency Status (Source, Officers, Zone, etc.), Complaint Disposal Rate, Complaint Checklist, etc.

Comprehensive System enabling process automation for General / Office Administration Departments (GAD and OAD Dept) of Banks.

Highlights include the following:

≻ An integrated system enabling Centralized Management & Maintenance of all owned and leased properties of the bank including Commercial as well as Residential properties

≻ Covers all stages of property management including purchase or lease, all types of taxation, legal aspects including litigation, regular maintenance / upkeep, empanelment of contractors for all possible maintenance work (civil, electric, furniture, renovation, plumbing, etc), contractual arrangement and fulfillment from all vendors, etc.

≻ Coverage of extensive Property Details including details like identification, Ownership / Lease details, Acquisition details, Commercial Transaction details, legal transaction details, Area, Landlord Details

≻ Provides for Multiple Classification of properties and has ready occupancy details as also Allotment of Furniture / Fixtures and other Asset Type

≻ The system also enables to systematically record and maintain all types of Projects (e.g. civil, electrical, all Annual Maintenance Contracts, renovations, house-keeping, household maintenance, etc) along with comprehensive Project as well as the Contractors details

≻ Includes in-built comprehensive Billing System as well as the Accounting System

≻ Extensive reporting capabilities on a host of parameters

The Accounting System (Head Office General Ledger) for use at the Central Accounts Department of Banks.

Highlights include the following:

≻ Total Automation of the General Ledger Functions including various Modules / Functions like Day Book, Auditor's Payment, Write-Off Proposals, Suspense Receipts, Profit & Loss, Balance Sheets, etc.

≻ Provision to record all Cash, Clearing and Transfer voucher (financial) records

≻ Easy Provision to create Account heads and sub-heads - its codification, hierarchy and entry rules

≻ Easy steps for transaction creation, its authorization and final posting

≻ Provision for multiple debit - multiple credit transaction postings

≻ Provision for batch posting of daily financial transactions

≻ User defined setting and hierarchies of the Balance Sheet and Profit & Loss statement formats

≻ Change and amendment possible at any stage of Balance Sheet preparation

≻ In-built Auditor's Billing and Payments Module

≻ In-built Write-Off Module enabling recording and scrutiny of the write-off proposals from the branches and its due amalgamation into the respective accounting heads

≻ Provision to record intra -branch payment and receipt records

≻ Provision of viewing / printing of ledgers based on the user defined period range

≻ Easy error tracking and correction procedure

≻ Complete Audit trail

A Comprehensive Inventory Management System for use at the Printing and Stationary Department at the Head Office as well as at multiple Warehouses and Godowns of the Banks.

Highlights include the following:

≻ The Stationary Management System maps the complete business processes of the Printing and Stationary Department of the Banks including Purchase of stationeries, Supply to branches/regions, Stocking and managing of inventories, Selecting and empanelment of Suppliers, and finally Billing and Accounting

≻ The main functionality includes maintaining all items description, Enquiry processing, indent processing, Purchase Orders, Dispatch, Goods Receipts Preparation, Transportation, Branch Acknowledgment, Inventory planning, recording and maintaining stocks across various go-downs / warehouses, and others

≻ In addition, the system has other key features like Item Classification, Printing Norms and Rates, Paper Types, Enquiry / Tender Processing, Instrument Tracking, Stock Analysis, Consumption Analysis, etc.

≻ The System is based on the Maker-Checker concept followed by most banks towards data posting, reviewing and authorization

≻ The system is highly parameterized and strict validation controls ensure a high level of data accuracy while posting and processing

≻ A thorough audit trail is maintained for the data posting and modifications

Towards effectively managing the Sales Force of large pharmaceuticals company.

The Application / Coverage:

≻ The System is available in both Web-based and Windows-based versions

≻ All aspects for field planning including work day plan, doc meetings, targeted and prescribed products, etc. with access/privileges for all users in the hierarchy right from field representatives up to the business heads are included in the online system

≻ In offline mode, key activity involves structured organization of voluminous doctors / trade data in booklet forms for each Reps, collection of updated records from the fields, dedicated center at Epsilon for data entry of all new and updated doctors’ records and finally MIS/ analysis on multiple parameters

Business Benefits:

≻ The system provides immense business benefits for the organization in way of faster dissemination of customer information, ready facility for detailed business analytics as per the user-defined parameters thus enabling the Business Managers to plan and monitor the activities of the field force at any point of time.

Towards facilitating online performance audit of CFAs in the Pharma Sector.

The Coverage:

≻ This system facilitates online performance audit of the CFAs with the help of key features like dynamic questionnaire built-up, period-wise (monthly, quarterly, etc) responses / inputs from each CFAs, audit reviews/feedback and online performance grading.

Business Benefits:

≻ The biggest challenge of any organization towards attaining harmonious participation of the CFAs w.r.t. the organization’s performance benchmarks and policy guidelines is well addressed with the help of this system

≻ The system also helps in identifying areas of improvement in business relationship with CFAs and devising policy frameworks towards achieving incremental growth

Enabling Business / Area Managers Plan and Monitor their Monthly Meetings.

The Coverage:

≻ This system is primarily aimed at helping the Business Managers plan and organize their monthly business meetings with respect to attaining a balanced visibility and spread across various meeting types, doctors, institutions, along with focus on products, prescriptions, budgeted expenses, and other business goals, that can all be conveniently recorded, reviewed and monitored with the help of this system.

Business Benefits:

≻ The system facilitates an easy to use online discussion forum between the Area Managers and their Superiors towards conveniently and meticulously planning the month-on-month meetings for each territory in addition to regular reviews and monitoring of the planned vs. actual deviations.

Connecting all Third Party Manufacturers (TPM) towards ensuring business goals are well alligned.

≻ Important and timely information from all the Third Party Manufacturers (TPMs) forms the cornerstone of any business planning for all Pharma manufactures

≻ The system provides for timely inputs from all TPMs on all key parameters relating to quality, packaging, statutory compliance and vendor management, thus ensuring that the TPM’s roles at all stages in the business planning are consistently aligned to the overall goals of the organizations

Managing SMS campaigns for Field Force and the Doctors and providing analytics based on responses.

The Coverage:

≻ The regular SMS campaign to the company’s field force or to the doctors can be comprehensively administered by Epsilon

≻ A specially developed system helps in retrieving and analyzing the responses and presenting the reports to the Business Managers in desired formats

Business Benefits:

≻ Have been put to a variety of use right from educative (relevant field knowledge in short text form on regular basis) to getting instant feedback or even seeking opinions on any relevant theme from a select target groups; also periodically reaching out to large doctors’ base with some special messages for some special occasions.

Towards evaluating and rewarding the Field Force.

≻ On similar lines to one of those regular quiz shows in TV (like ‘Kaun Banega Crorepati’), the system enables the Business Managers to test and reward the field force by conducting this online quiz program;

≻ The question-bank is custom built along with multiple options for attempting an answer as also has the now-common features like 50-50, phone-a-friend, skip, etc. making the participation a joyous and exciting event

Qualitative and Quantitative Forecasting Models for vast range of Products / Product Groups.

The system enables the organization in better

≻ Planning and Budgeting of the various Products / Product Groups

≻ Evaluation, like did the planning meet expectations and

≻ Measurement of performance against set targets

The company can aggregate the forecasting by

≻ Product: Single Product or Product Group

≻ Employee Hierarchy

≻ Organizational hierarchy: Company, Division, Region, Depot, Territory

Both Qualitative and Quantitative Forecasting Approaches can be used to arrive at a highly reliable forecasting estimates

≻ Manages complete cycle of bookings, shipment, warehousing, delivery and billing

≻ Provides complete web-based connectivity for branches, godowns, and controlling offices spread across the geographies for each of the operational requirements

≻ Online Tracking facility enables the tracking of consignment at any point of time