Mely Lerman’s Main Projects Mely Lerman managed and participated in dozens of projects during his career. This presentatio...
Bank Mizrahi Tfahot <ul><li>Mizrahi Tfahot is the biggest mortgage bank in Israel. In 2005 the Israeli authorities set the...
<ul><li>David Shield is a leading provider of International medical insurance and offers health insurance around the world...
Ventures <ul><li>ICE  </li></ul><ul><ul><li>Mely Lerman is associate in a Start-up on construction </li></ul></ul><ul><ul>...
MENORA Commission System Design <ul><li>Menora Mivtachim is the third largest insurance company in the life insurance and ...
ESI <ul><li>ESI (www.esi-knowledge.com) is a leading provider of knowledge-based solutions and, as such, offers solutions ...
MENORA Migration Project <ul><li>The work was done for Sapiens from 07/2006 till 01/2008. The team comprehended fourteen p...
Sapiens International Corporation <ul><li>From 2003 till 07/2006  </li></ul><ul><li>VP Insurance, Life and Pensions  </li>...
Sapiens INSIGHT for Life & Pensions <ul><li>Sapiens INSIGHT™ for Life & Pensions is a powerful framework-based life & pens...
More <ul><li>Harel Insurance company project </li></ul><ul><ul><li>From 2002 till 06/2003 Mely Lerman acted as external co...
LOGIC LTD <ul><li>Between 1986 till 1993 LOGIC LTD managed by Mely Lerman implemented its own end-to-end AS/400 system in ...
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Mely's Projects

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Mely's Projects

  1. 1. Mely Lerman’s Main Projects Mely Lerman managed and participated in dozens of projects during his career. This presentation brings some of the main projects of the last years.
  2. 2. Bank Mizrahi Tfahot <ul><li>Mizrahi Tfahot is the biggest mortgage bank in Israel. In 2005 the Israeli authorities set the possibility of the bank to open an agency in order to sell mortgage insurance – risk and property. They installed a system that helped them to sell the policies for some time but after two years of increasing activities they contracted LEAD 2000 to define the new needs of the agency and to recommend feasible solutions. </li></ul><ul><li>The scope of the project was to study the current situation, analyze the requirements, map the problems and determine what must be done. </li></ul><ul><li>The first phase of the project was finished, the report was presented and approved. A RFI was put on the market for implantation of a new Policy Administration system and the Billing and Collection system is going under the process of developing and implementing new applications. </li></ul>
  3. 3. <ul><li>David Shield is a leading provider of International medical insurance and offers health insurance around the world, under the insurance umbrella offered by Insurance Companies. </li></ul><ul><li>Started on 01/2009 </li></ul><ul><li>The work consists in general IT consultancy assisting the CIO. </li></ul>Ongoing project: David Shield
  4. 4. Ventures <ul><li>ICE </li></ul><ul><ul><li>Mely Lerman is associate in a Start-up on construction </li></ul></ul><ul><ul><li>To be published soon </li></ul></ul><ul><li>IRA Solution for the Israeli Market </li></ul><ul><ul><li>The Israeli Financial Market is waiting for the Israeli Parliament to approve a self invested pension plan. </li></ul></ul><ul><ul><ul><li>To be published soon </li></ul></ul></ul>
  5. 5. MENORA Commission System Design <ul><li>Menora Mivtachim is the third largest insurance company in the life insurance and pension branch, with over 21% in both assets and premiums. Menora is the subsidiary for Life Insurance and its share in the insurance market is around 10% of the premiums sold in Israel, which places it in fifth place in the general insurance market. </li></ul><ul><li>Menora is implementing Sapiens INSIGHT for Life and Pensions. The migration to the new system is being implemented by steps - the old system Mivtach and the new system TOPAZE are operating together. On 2008 the company contracted Mely Lerman to analyze and recommend solutions for the commission and super commission systems in a way that they will be operating on the new environment at the same time of the old environment. </li></ul>
  6. 6. ESI <ul><li>ESI (www.esi-knowledge.com) is a leading provider of knowledge-based solutions and, as such, offers solutions for Healthcare. </li></ul><ul><li>The company asked Debby Lerman LTD for a study in the feasibility of an adaptation of the system created for Healthcare for the Insurance Industry. </li></ul>
  7. 7. MENORA Migration Project <ul><li>The work was done for Sapiens from 07/2006 till 01/2008. The team comprehended fourteen people from Sapiens and Menora. It included actuaries, system analysts and programmers. </li></ul><ul><li>The project included: </li></ul><ul><li>Migration of most of the data through Transaction Approach methodology. </li></ul><ul><li>Data-to-data migration of some tables </li></ul><ul><li>Reconciliation </li></ul><ul><li>The project included developing and implementing actuarial calculations and algorithms for sum assured and premium calculation of old products. </li></ul>
  8. 8. Sapiens International Corporation <ul><li>From 2003 till 07/2006 </li></ul><ul><li>VP Insurance, Life and Pensions </li></ul><ul><li>Sapiens International is a global provider of IT solutions for Insurance companies with headquarters in Israel and subsidiaries in North America United Kingdom, and Japan. Sapiens clients include AXA, Allianz Group, Liverpool Victoria, Norwich Union, Principal Financial Group, and Menora among others. </li></ul><ul><li>Responsibilities included: </li></ul><ul><li>Marketing </li></ul><ul><li>Dealing with clients </li></ul><ul><li>Managing RFI and RFP answers </li></ul><ul><li>Participating in design, marketing and in the implementation of large projects all over the World </li></ul><ul><li>Professional assistance to the design and development of Sapiens INSIGHT for Life & Pensions </li></ul><ul><li>Direct Involvement in Projects </li></ul>
  9. 9. Sapiens INSIGHT for Life & Pensions <ul><li>Sapiens INSIGHT™ for Life & Pensions is a powerful framework-based life & pensions solution that serves companies administering life insurance, pension funds, health insurance and saving plans. Sapiens INSIGHT™ for Life & Pensions provides customer centric insurance management and shortens the time to market for new insurance products. The system has Life, Pension and Health Insurance modules, and includes product management, individual and collective policy administration, and funds revaluation with full unit link management. </li></ul><ul><li>Mely Lerman was responsible for the vision of the product and worked with the development managers, participated in parts of the preliminary design and provided professional assistance through the whole development process </li></ul>
  10. 10. More <ul><li>Harel Insurance company project </li></ul><ul><ul><li>From 2002 till 06/2003 Mely Lerman acted as external consultant for NESS Technologies </li></ul></ul><ul><li>Amdocs </li></ul><ul><ul><li>From 1997 till 05/2001 Mely Lerman acted as external consultant for Amdocs in Brazil, Germany and Israel. </li></ul></ul><ul><li>Migdal Insurance (Generali subsidiary in Israel) is the largest Israeli insurance company. Mely worked as a consultant for the company for more than 20 years. Projects included: </li></ul><ul><li>Interface Migdal 2000 to SAP and to Data Warehouse </li></ul><ul><li>Migdal 2000 – the in-house Life Insurance System </li></ul><ul><li>Mely Lerman was responsible for algorithms and the whole migration process. The migration included 5 different companies into the new Migdal system. </li></ul>
  11. 11. LOGIC LTD <ul><li>Between 1986 till 1993 LOGIC LTD managed by Mely Lerman implemented its own end-to-end AS/400 system in 8 Life Insurance Companies. </li></ul><ul><li>Between 1982 till 1984 LOGIC LTD managed by Mely Lerman implemented its Policy Administration system (IBM mainframe) in 3 Life Insurance Companies owned by Migdal. The system worked for 18 years till was replaced by the Migdal 2000 project </li></ul>

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