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www.InsuranceFrameworks.com
© Insurance Frameworks
 Quickly define the scope of the merger
 Ensure that all capabilities of both organization or the
portfolio are being considered
 Produce the project plan to be
managed
 Improve the comparison process of the two organization
functions, processes, structure and technology
 Assess project delivery capability in organizations
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
 Merging two organizations
◦ Align people
◦ Align processes
◦ Align technologies
◦ Align products
◦ Use Enterprise Framework
◦ Use Process Models
◦ Use Maturity Assessment
◦ Use Product Development
www.InsuranceFrameworks.com
© Insurance Frameworks
Planning the Merger
www.InsuranceFrameworks.com
© Insurance Frameworks
Using Different Panorama 360
Components
www.InsuranceFrameworks.com
© Insurance Frameworks
Customer Service Strategy
 What is the customer service strategy for this merger?
 Is the service strategy different than the one you have in your organization?
 Is there a different service strategy as a result of new markets you are now entering as a result of this
merger?
 Is the expected service level from the new markets different than what you currently provide to your
existing market segments?
 Can you support any new markets with your existing support infrastructure?
Promotional Campaign
 Are you inheriting product brands that belong to the merged company?
 Will the former brands still exist once the merger completed?
 Will promotional campaigns be necessary to increase the visibility, focus and recognition?
 Does the merger include affinity, group or association businesses that might require specific
promotional efforts?
www.InsuranceFrameworks.com
© Insurance Frameworks
 Defines the scope of the project by answering 300
questions
 Considers all the capabilities of both organizations
 Develops the merger plan
 Requires multi-disciplinary team, business and IT
www.InsuranceFrameworks.com
© Insurance Frameworks
Assessing Project Delivery Capability
www.InsuranceFrameworks.com
© Insurance Frameworks
Tool to assess risks
www.InsuranceFrameworks.com
© Insurance Frameworks
Comparing Organizations
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Company A
Company B
www.InsuranceFrameworks.com
© Insurance Frameworks
Organization
Information
Technology
Processes
www.InsuranceFrameworks.com
© Insurance Frameworks
Developing or Enhancing Products
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
A deliverables group is a family of related deliverables. Examples for each deliverable
content is also provided. This methodology identifies twelve deliverable groups:
 Value Offering Concept;
 Market Research;
 Value Offering Design;
 Distribution;
 Communications Program;
 Process;
 Structure;
 Financial / Business Plans;
 Quality Assurance;
 Education / Training;
 Organizational Effectiveness;
 Project Management
www.InsuranceFrameworks.com
© Insurance Frameworks
 Quickly define the scope of the merger
 Ensure that all capabilities of both organization or the portfolio are being considered
 Produce the project plan to be
managed
 Improve the comparison process of the two organization functions, processes, structure
and technology
 Assess project delivery capability in organizations
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.
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
or
Pierre.Gagne@InsuranceFrameworks.com
Any Questions?

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