Assessing the Opportunity of Acquiring and Implementing a New Software
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It is common to see companies evaluate and implement software parckages or technologies. Do they get what they expected, have they properly assessed what they are purchasing? View how with Panorama 360 for insurance and wealth management you will: - Much faster define business scope - Quickly identify the interfaces to consider and produce its description - Rapidly document the functions needed for the project team and the vendors - Produce a common reference and traceability model www.InsuranceFrameworks.com
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Assessing the Opportunity of Acquiring and Implementing a New Software
- 2. www.InsuranceFrameworks.com © Insurance Frameworks Much faster define business scope Quickly identify the interfaces to consider and produce its description Rapidly document the functions needed for the project team and the vendors Produce a common reference and traceability model
- 4. www.InsuranceFrameworks.com © Insurance Frameworks • Know what you want to buy… • Know what you buy …
- 6. www.InsuranceFrameworks.com © Insurance Frameworks What are the Business interfaces?
- 7. www.InsuranceFrameworks.com © Insurance Frameworks Manage Distribution Channel Manage Service Providers Manage Collectibles and Payables Manage Human Resources Administer Contracts Manage Claims /Benefits Service Customers
- 9. www.InsuranceFrameworks.com © Insurance Frameworks Example of Stakeholder Integration showing in and out flows of information 1. Claimants From Claims to Claimants: ◦ Acknowledgement of claim receipt ◦ Explanation of the claim process and roles and responsibilities of claimant ◦ Request information – explanation of forms that need to be completed ◦ Forms that claimant may need to complete ◦ Status of claim ◦ Contract interpretation to enhance claimant's understanding of a Claims decision ◦ Notification of decline/acceptance when a Claims decision is made ◦ Correspondence in reply to questions raised by claimant ◦ Confidentiality notices to explain to claimant how the personal information provided to Claims will be treated ◦ Any follow up with claimant regarding outstanding requests From Claimants to Claims: ◦ Notice of disability (paper, call, fax, email,…) which will initiate the Claims process ◦ Completed forms which are required to prove disability as per the contractual definition
- 10. www.InsuranceFrameworks.com © Insurance Frameworks In scope Integrate with Shows Scope
- 11. www.InsuranceFrameworks.com © Insurance Frameworks 6.4.3 Assign Benefit Request Benefit requests can be assigned to internal or external experts according to workload, request type, expertise level and severity of potential request. The required skills by the experts to handle certain types of losses would also be taken into consideration. The request can be handled by one or more experts and may need to be accessed and updated by all or have restricted access based on the confidentiality of the information. 6.4.6 Confirm Eligibility Benefits requests are payable only if the contract stipulates that they are. Verifying that the contract contains the clauses related to the claimed benefits is key being moving forward with the requests.
- 12. www.InsuranceFrameworks.com © Insurance Frameworks How do vendors support these functional capabilities?
- 13. www.InsuranceFrameworks.com © Insurance Frameworks 6.4.3 Assign Benefit Request Benefit requests can be assigned to internal or external experts according to workload, request type, expertise level and severity of potential request. The required skills by the experts to handle certain types of losses would also be taken into consideration. The request can be handled by one or more experts and may need to be accessed and updated by all or have restricted access based on the confidentiality of the information. The activities are: • Confirm location • Confirm availability • Confirm expertise level • Confirm language required • Confirm current workload • Match current workload with expected workload • Assign benefit request • If assigned to robots, ensure knowledge required is available 6.4.4 Complete Forms Forms need to be completed depending on the type of benefit requests. These forms could be related to professional verifications, servicing invoices, or others documents to justify the requested amounts or to release the company’s liability. The activities are: • Complete all the forms requested to assess the situation and to bring the benefit request to the desired result.
- 14. www.InsuranceFrameworks.com © Insurance Frameworks Assign Benefit Request (6.4.3) Definition: Based on location, availability, expertise and workload, benefit request is assigned to the most appropriate HCMS. Business Triggers ◦ Confirm Eligibility ◦ Active benefit request Activities ◦ Confirm location ◦ Confirm availability ◦ Confirm expertise level ◦ Confirm current workloads ◦ Match current workload with expected workload ◦ Assign benefit request Services Performed by ◦ Technology will assign automatically (best practice) ◦ Manual dispatch may occur if no one is qualified for this benefit request Information Referenced ◦ Human resource management (11.1.2 Maintain Human Resources, 11.1.4 Manage Productivity, 11.1.6 Provide Education & Training) ◦ Active benefit request file ◦ Assignment rules (10.1.7 Maintain Process Rules) Information Managed ◦ Assignment allocation Triggered Services ◦ Provide & Collect Information ◦ Close Benefit Request What are your rules and algorithm?
- 15. www.InsuranceFrameworks.com © Insurance Frameworks 6.4.3 Assign Benefit Request Benefit requests can be assigned to internal or external experts according to workload, request type, expertise level and severity of potential request. The required skills by the experts to handle certain types of losses would also be taken into consideration. The request can be handled by one or more experts and may need to be accessed and updated by all or have restricted access based on the confidentiality of the information. The activities are: • Confirm location • Confirm availability • Confirm expertise level • Confirm language required • Confirm current workload • Match current workload with expected workload • Assign benefit request • If assigned to robots, ensure knowledge required is available GREEN: Automated YELLOW: Not Required RED: Manual
- 16. www.InsuranceFrameworks.com © Insurance Frameworks Much faster define business scope Quickly identify the interfaces to consider and produce its description Rapidly document the functions needed for the project team and the vendors Produce a common reference and traceability model All Panorama 360 frameworks, models can be imported on any modeling tool Panorama 360 is affordable and of great value immediately. Ask us at Pierre.Gagne@InsuranceFrameworks.com.