Improving Process and Collaboration in Insurance - K2 and Sword hosted a breakfast seminar at the Royal Exchange in London on Thursday 18th September 2014 Guest speakers included industry experts Lloyd’s Syndicate Marketform and Microsoft

1. Alfred and the Holy Grail
Murray Macdonald and Daniel Blackwell

2. Agenda
•Introduction
•Business requirements
•Project
•Solution

3. Marketform
•153 Employees - 3 Developers
•£160M Premium
•Underwrite 13 classes of business
•Member of Great American Insurance Group
•Operate within Lloyd’s insurance market

4. Business requirements
•Business Process
–Consistent underwriting process
•Application
–Assist the users through the business process
–Visibility of tasks and workflows
–Single system
–MI reporting

5. Project
•Dependencies
–Documented business process
–Desire to change
–Senior management support
•Parallel development
•Phased deployment
•Delivered on time and within budget
•Regular updates

6. Solution
•Workflows
–30 K2 Workflows
–14 K2 SmartObjects
–Over 20,000 possible paths
–Fully automated test suite
–6 Web service trigger events
•Client
–WPF
–100 Screens
–4 Different data sources

7. Alfred
•Great user experience
–Good looks
–Simplicity
–Ease of use
•Key Features
–Task list
–Single system
–Workflow visibility
–Reporting
Alfred

11. Summary
•Many factors impact success
•User experience matters
•You can do this too!

12. Contact Info
•Murray Macdonald
@thek2guy
murray.macdonald@marketform.com
•Daniel Blackwell
@thekanbandan
daniel.blackwell@marketform.com
#marketform , #ALFRED