Simplus helped Citi create a pricing interface and effective
approval process for its clientele.

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At a Glance

Due to being purchased by Citibank, Citi was going to Siebel and facing a tough end-of-year deadline. The company was struggling with data migration and working with an external pricing system.

Services Provided
  • Implementation Services
  • Custom Configuration

Citi faced the challenge of a tough year-end deadline and other transitional pains:


Complicated Processes: The Opportunity/Approval processes, including external approvers, were unduly complicated.

Migration Issues: Data migration issues were abundant due to minimal corporate cooperation. This made the configuration more difficult.

Out-of-Scope Interface: There was a critical interface to an external pricing system, creating an out-of-scope element to Citi’s processes.

The Outcome

Perfect go-live: The go-live was perfect, with no problems or additional issues to address.

Fast Project Completion: The Citi project was completed on time and under hours. With the fast completion, Citi can investigate additional options to further its solution.

Managed Services Plan: Due to the immense success of this initial project, Citi is now looking toward a Managed Services Plan once the company’s sale is final.

About Citi

Citi provides financial services that enable growth and economic progress. It’s core activities are safeguarding assets, lending money, making payments, and accessing capital markets on behalf of its clients.

Headquarters: New York, NY
Industry: Financial Services