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Alfresco Day BeNelux: Customer Success Showcase - Credendo Group

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Alfresco Day BeNelux: Customer Success Showcase - Credendo Group

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Alfresco Day BeNelux: Customer Success Showcase - Credendo Group

  1. 1. From paper files to digital insurance underwriting Credendo Group Tom Laureys ECM solution manager AMPLEXOR
  2. 2. Alfresco Day Benelux Amsterdam – 08/12/20162 Some facts & figures About Delcredere|Ducroire and Credendo Group
  3. 3. 3 Some facts and figures Credendo Group Structure Alfresco Day Benelux Amsterdam – 08/12/2016 Delcredere|Ducroire is Belgium’s export credit agency and heads the Credendo Group
  4. 4. 4 Some facts and figures Alfresco Day Benelux Amsterdam – 08/12/2016
  5. 5. 5 Some facts and figures Alfresco Day Benelux Amsterdam – 08/12/2016 M € 2013 2014 2015 Insured transactions 82 370 95 082 83 694 Premium 365,6 371,3 389,6 claims 170,7 73,3 351,3 Equity 2 036,7 2 368,4 2 375,7 Staff 442 455 487
  6. 6. 6 Alfresco Day Benelux Amsterdam – 08/12/2016 Underwriting and Account Management customer Delcredere | Ducroire underwriter Delcredere | Ducroire committee request proposal feasibility/pricing approval
  7. 7. 7 From paper files to digital insurance underwriting The project Alfresco Day Benelux Amsterdam – 08/12/2016
  8. 8. 8 • Historically paper-based administration and locally stored files Getting rid of paper files Alfresco Day Benelux Amsterdam – 08/12/2016 Challenge:
  9. 9. 9 • Potential security issues with sensitive data • Information from multiple sources • Delays between insurance request and insurance proposal, whereas speed and accuracy are necessary • No insight into the detailed status of a case and into performance Operational challenges Alfresco Day Benelux Amsterdam – 08/12/2016 Why?
  10. 10. 10 Digital insurance underwriting Alfresco Day Benelux Amsterdam – 08/12/2016 Objective: • Faster, more transparent and more uniform underwriting process • Insight into case progress • User-friendly and well-performing solution • More know-how retention • Reduced paper storage cost
  11. 11. Alfresco Day Benelux Amsterdam – 08/12/201611 How Delcredere|Ducroire managed the project Project Approach
  12. 12. 12 • Extensive business analysis • Detailed documentation of the TO BE workflows • Very good starting point for functional analysis performed by external partner • An Alfresco solution to be implemented using an external supplier Prior to project start Alfresco Day Benelux Amsterdam – 08/12/2016 Preparation
  13. 13. Prioritized Requirements List according to MoSCoW 13 Prioritizing is key Alfresco Day Benelux Amsterdam – 08/12/2016 Requirements 60% 40% Must haves à could in no case be removed from the scope; had to be implemented in order to get acceptance at the end of the project Should haves à could be removed in case of more serious issues Could haves à can be removed in case of minor issues Won’t have this time è Everyone understands and agrees on the priorities
  14. 14. 14 • Business Ambassadors • Change Management • Senior Management support Alfresco Day Benelux Amsterdam – 08/12/2016 Critical Success Factors
  15. 15. 15 Business Ambassadors: • 1 per operational team • 50% of their time over the course of 5 months • Close collaboration with development team (same room) • Responsibilities: • Provide input to the developers by handing detailed requirements • Confirm on a regular basis that the solution is evolving into the direction of a fit-for-purpose solution • Inform and train colleagues and bring back possible concerns to the developers • Getting everyone on board; be a change management catalyst Alfresco Day Benelux Amsterdam – 08/12/2016
  16. 16. Alfresco Day Benelux Amsterdam – 08/12/201616 Managing the development of the solution Project Approach
  17. 17. 17 Agile approach: the entire project time was divided in a number of timeboxes Alfresco Day Benelux Amsterdam – 08/12/2016 Development of the solution Project 1020: Alfresco Timebox 1 Timebox 2 Timebox 3 Timebox 4 Timebox 5 Timebox 6 Timebox 7 Timebox 3 Kick-off Investigation Refinement Consolidation Close-out
  18. 18. 18 During each timebox specific components were built, tested and feedback was given: 1. Agree on the scope of the sprint 2. Make priorities in the scope 3. Set the approval criteria 4. Full clarification of all requirements 5. Developing all requirements in a functional solution 6. Achieving the approval criteria 7. Review session with demo + feedback Alfresco Day Benelux Amsterdam – 08/12/2016
  19. 19. 19 The solution in production The Solution Alfresco Day Benelux Amsterdam – 08/12/2016
  20. 20. 20 Alfresco Day Benelux Amsterdam – 08/12/2016 Personal Dashboards
  21. 21. 21 Alfresco Day Benelux Amsterdam – 08/12/2016 Overviews
  22. 22. 22 Alfresco Day Benelux Amsterdam – 08/12/2016 Case Details Page
  23. 23. 23 Alfresco Day Benelux Amsterdam – 08/12/2016 Case History
  24. 24. 24 Alfresco Day Benelux Amsterdam – 08/12/2016 Configuration
  25. 25. 25 How our employees reacted to the new solution Feedback Alfresco Day Benelux Amsterdam – 08/12/2016
  26. 26. 26 Alfresco Day Benelux Amsterdam – 08/12/2016 “No more paper” “Uniformity in the way documents are saved (naming, folders,…)” “Overview of “what has been done” and what is to be expected. Avoids having to search in a pile of paper…” “Streamlining of the review and decision processes: they are quicker , more transparant, and better documented. Significant support to a more uniformized and harmonized way of working within the whole department.” “Electronic reviews of proposal/decision docs: by writing in the doc, the “back and forth” [of paper documents] between drafter and reviewer is avoided […] Small errors can also be corrected in the doc self.” UAM Alfresco Survey
  27. 27. 27 Now is a good time Credendo Group Rue Montoyerstraat 3 1000 Brussels, Belgium www.credendogroup.com Alfresco Day Benelux Amsterdam – 08/12/2016 Questions ?
  28. 28. Turning uncertainties into opportunities

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