Here are some sample work products from previous Insurance724 client engagements…

Core Diagram  One page diagram showing the complete end-state definition for the full enterprise operation, serving as the guiding vision for the organization around which the management team can rally. Each shape represents a capability to be developed within a core functional area, and each shape has individual meaning in conjunction with its relative position to other nearby shapes. Usually accompanied by the Core Story which provides a narrative for the Core Diagram.
View the Sample Core DiagramInsurance Technology

Process Map  A classic technique of visually diagramming the flow of work activities, handoffs, system components, decisions, document handling, and workflow between roles in a process internally and/or externally. There are supposed to be two versions for every functional area… an As-Is version and a To-Be version. Opportunities for improvement are identified and marked with triangles before they get logged into another relevant work product namely the OFI Catalog.
View the Sample Process MapInsurance Technology

OFI Catalog (Opportunities for Improvement)  As information is collected in our client working sessions, the current workflow is analyzed to identify “OFIs” aka Opportunities for Improvement. OFIs both large and small are marked on the As-Is Process diagrams with triangles and subsequently assessed in terms of both their impact and frequency. OFIs are captured into our template, then described and compiled for analysis. Multiplying the impact grade times the frequency grade provides an initial priority level for each OFI. Another column shows ways to address OFIs or how to mitigate them in the To-Be Process being formulated.
View the Sample OFI CatalogInsurance Technology

Best Practice Capability Model  Through this capability model describing Insurance724’s Best Practices, we and the client can match up on what the shared understanding should be of a rigorous criteria for operational process success in the client’s particular environment. Using our Best Practices to guide, we leverage the end-state vision work products including the Core Diagram, the opportunities for improvement, and CTQs (critical to quality factors) to redesign the process still using a role-based approach. This will provide the best and lasting future state definition from which system requirements naturally reveal themselves.
View the Sample Best Practice ModelInsurance Technology

System Requirements Analysis With having now accomplished a shared understanding within the client’s management team of a transformed operating model in a solid future process framework, the complete set of system requirements can be confidently fleshed out and finalized as they are grounded in how the process could or should work in the To-Be definition. We organize the system requirements according to the core functional areas, which in turn comprise your fully developed capabilites of the envisioned end-state necessary to execute on your marketplace business strategy.
View the Sample Requirements AnalysisInsurance Technology

System Evaluation and Selection Within our proven RFQ methodology, our work products show an apples-to-apples marketplace review of the best fitting solutions/vendors. Our protocol keeps you in control and fully participating in the process as we facilitate team demo sessions, score vendor responses to the RFQ, and ensure a shared two-way solution understanding. This work product is the summary of our independent vendor evaluation method based on pre-defined and agreed-upon weighted scoring of the process needs, system requirements, and vendor partner criteria for shared success.
View the Sample System EvaluationInsurance Technology

Solution ROI Estimation For key capability areas, an ROI projection for the best-fitting solution options using well-defined cost estimates along with benefit dollars quantified to compare solution scenarios. This work product is very useful for engaging the management team in the system/vendor selection process as it provides insight into which solution will provide the strongest ROI through a meaningful and granular cost benefit analysis model (CBA) over a five-year period.
View the Sample Solution ROI EstimationInsurance Technology

Ops/IT Implementation Roadmap  People, Process, and Technology Coordinated. This is an implementation roadmap for the management team and organization to rally around, including the steps necessary in the areas of People, Process and Technology on a weekly or monthly basis over the next 6, 12, 18 months for execution. System and Non-System steps are shown, and the implementation roadmap for the upcoming few years is included as well at a high-level to provide the path forward longer term.
View the Sample Implementation RoadmapInsurance Technology

Portal Specifications and Integration  When we create self-service web portals or provide integration services with our hands-on software development, the work products always include full system specifications and proper documentation. We believe that building software properly starts with the creation of great blueprints as driven by the To-Be Process Definition and System Requirements. We include screen wireframes, explicit business logic, dataflow rules, field-by-field database design, data interface specifications, and instructions. Our documentation enables your IT staff to take over the software that we build and easily maintain it internally without us.
View Sample Portal Specifications IntegrationInsurance Technology

Analytics Dashboard Development  To achieve great performance management by design, we utilize our process depth on your key Metrics which drive the business and then we detail out how your existing data can be leveraged with Analytics. We apply just enough project management structure from our creating strong specifications through the “build” stage to implement the customized dashboard into production. Our hands-on software development and integration work always includes full application specifications with all of the underlying business intelligence logic, all screen/sub-screen wireframes, dataflow rules, and database table design going all the way down to field-by-field instructions. Our approach enables your internal IT staff to take it over from us and maintain it with proper documentation which we provide.
View the Sample Analytics DashboardInsurance Technology

Role-Based Workflow Training  Role-Centered (not System-Centered) Process Training including Screens. Role-Based Training… Our full process training packages are from the perspective of the staff member “in role” and hand-offs are shown. Training done in this way forms the basis for new organizational capabilities which are at the heart of transformation. Process training must be ‘holistic’ meaning the IT components of screens and reports are shown within the context of the new workflow scenarios.
View Sample Role-Based/Workflow TrainingInsurance Technology