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Overview. Implementation Context Implementation Scope Implementation Timeline Keys to Success Questions. Implementation Context. A start up operation has its advantages No Conversion No Legacy Constraints No production support (initially) Single State (California)
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Overview Implementation Context Implementation Scope Implementation Timeline Keys to Success Questions
Implementation Context A start up operation has its advantages No Conversion No Legacy Constraints No production support (initially) Single State (California) On the other hand No product, (forms, rates, etc..) No System Limited resources to start with 1 developer, 1 business analyst, 2 testers 3 underwriting, 1 claims, 1 operations, consulting actuaries No reporting
Implementation Scope Billing -- 2 pay plans (10 pay and full pay) Claims -- Limit changes to only what was absolutely necessary to administer claims Policy Administration and complete products, (forms, rates, etc..) First Phase Business Auto – 11 coverages, 57 Forms General Liability - 2 coverages, 223 forms AGOP - 74 coverages, 40 forms Second Phase Commercial Umbrella (carry coverages from underlying) Farm Property 41 coverages, 45 forms Farm Liability 16 coverages, 34 forms Farm Umbrella 33 forms
Implementation Scope Limited Workflow Correspondence (Claims only) Cosmetic or validation request No scanning and Imaging, manual attachments Integration in initial implementation General Ledger Vin Verification Agents Portal
Keys to success Decision Making Shift decision making based on results vs. what was planned (ties with agile development/sprints) Remove bureaucracy (committees, reviews, etc…) The fewer involved the better Dedicated resources Executive sponsorship and support Blur the line between business and IT (highly collaborative) Right people Willing to accept change Flexible, do whatever it takes, get hands dirty Knowledgeable
Keys to success Choice of Vendor Suite versus best of breed Ease of integration Completeness of solution and current technology (out of the box) Web based UI and portal Workflow, Rating, Rules, Document and forms management Scanning and imaging Reinsurance Stat reporting and business Intelligence Insurance knowledge and approach Configurable versus Customizable 3 hours to design, configure, attach a form 4 hours simple rating algorithms (unit tested), medium 8, complex 12 1 hour to add a field to a product, tile change, available to rating Complete new screens 4 hours 24 hours to add composite rating (screens, rating, print)
Keys to success Change the Paradigm Follow 80/20 rule (there will be a phase 2) Hosted model to speed delivery True partnership with vendor, trust, transparency Accept change Follow the process Daily stand up meetings, review meetings, etc.. Commitment to remove impediments Self managed but guided teams Focus on managing scope inside of sprints Just in time delivery
Keys to success Testing Adequately plan and manage QA and UAT testing Early business involvement Embrace defects (requests for change) and keep moving forward