Erp System Solution And Project Implementation Study Of C Investment Bank

With the rapid development and increasing deepening of China’s economic reform, demands for investment and financing in social and economic life are growing day by day. China’s investment banking is facing the huge market demand through its history. However, as the economic globalization and growingly drastic market competition, the requirements for business management in investment bank are getting higher and higher. how to make full use of information technology to build enterprise management platform, to enhance the enterprise strategy implementation and risk management level, to strengthen the management decision-making and management control capabilities, thus to enhance enterprise efficiency and value has become a major issue faced by the investment bank in China.This article takes the ERP project implemented by C Investment Bank as the research object. The business in C Investment Bank is constantly extending and the Group needs to control the whole business. In addition to the bottleneck of the previous system, the existing management system is difficult to meet the company’s business needs and the corporate management and supervision target. After a long period of selecting ERP systems, C Investment Bank finally chooses Kingdee EAS system, with the hope of obtaining a complete solution including the Group financial system, customer relationship management system, human resources management system, financial investment management system and management online management systems etc.Firstly, this paper introduces the ERP system and Kingdee ERP system, mainly from the basic theory, development process and characteristics of the ERP system, and also introduces the Kingdee Group and characteristics of its ERP software; then summarizes the company information, informatization status, main business needs and the Group’s strategic objectives of information technology. Secondly, on the basis of the system research, this paper analyzes the Group’s key business requirements in detail, including the overall financial demand, financial module needs and demand for industry financial instruments; Thirdly, according to the customers’ critical business needs and the contract signed by both parties, the corresponding solutions and main operating instructions are given out to ensure the completion of the project contract; Finally, combining the project management knowledge system and the implementation methodology of Kingdee Group, this paper describes the process of implementing the entire project.