The document discusses setting up an information management solution including a data warehouse for an insurance company. It covers key components such as establishing governance, profiling data quality, defining business requirements, designing the database and ETL processes, implementing data validation and security, and selecting business intelligence tools for data presentation and reporting. The overall goal is to provide a single source of accurate, consistent information to help improve business performance and decision making.

1. Information Management SolutionsDiscussion Document

2. AgendaReview Meeting ObjectivesAgile ProjectsInformation Management Practice Data WarehousingBusiness IntelligenceData IntegrationAdvanced AnalyticsData GovernanceNext Steps

3. Information ManagementAgile Projects March 2010

4. Who we are …Agile Technologies is a nimble, aggressive, consulting firm focused on improving our clients’ businesses by bringing together deep insurance industry experience, the flexibility to build partnership-based engagement teams and technology expertise. Since our founding early in 1997 we believe a critical success factor to achieving breakthrough bottom line results for our clients is understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals.Our firm’s commitment to client success is demonstrated by our seasoned professionals’ industry experience, knowledge of the technology landscape in the insurance industry and long history of successful projects. We are committed to helping our clients stay at the forefront of rapid industry changes by helping them develop new markets and creating new efficiencies and capabilities for their organizations.Our Mission is to build long-term, durable relationships with our clients that continually deliver improved business results from their investments in technology, business processes and communications.

5. Mergers, Acquisitions, Affiliations and New PlayersMargin PressureGlobal MarketplaceChanging Regulatory and Compliance Environment New Products and Services Customer Needs Clear Answers and Partners They Know Broker/Wholesaler/Agency Support, Compensation, Licensing & EducationBusiness Dynamics Creating Opportunities to Differentiate

6. Technology Solutions Making a Bottom Line ImpactImprove Process EfficiencyReduce time to market into Custom Development EffortsReduce Risks (Implementation and Changes)Increase Management ControlsAccelerate Program Introduction, Training and SupportImprove Customer Satisfaction (Quality time with clients)Drive Technology ROI (Software and Hardware)Enhance Systems Flexibility and Reporting

7. Agile Technologies’ Value PropositionIn ActionIndustry Knowledge – Our teams consist of industry professionals that understand, have managed and improved all elements of property & casualty insurance businesses. Experienced Professionals – The mix of professionals that service our insurance clients have decades of experience in both the insurance business and the specific technologies used by our clients.Outcome Focused Project Teams – Our standard engagement approach establishes focused objectives at the outset of each effort and project . This is a critical component in our project methodology and will drive the teams toward the critical project objectives. Hands-on Executive Leadership – The entire executive team has extensive experience in insurance and is involved in every engagement.Demonstrated Flexibility in Approach – Our approach positions our clients for success using blended teams.

8. An Engagement ApproachTo Maximize Your ResultsDEFINECurrentEnvironmentDEFINENewEnvironmentBUILDRoadmapTo Get ThereBUILDNew EnvironmentLEVERAGENewEnvironmentGAP ANALYSISASSESSMENTBENEFITS REALIZATIONIMPLEMENTATIONVISIONINGValidate and understand objectives

9. Establish As-Is

10. Identify areas of strengths and improvement

11. Ask Why? Gain buy-in

12. Analyze key differentiators

13. Business strategy

14. Operating objectives

15. Develop picture of To Be environment

16. Link technology with business priorities and aggressive improvement processes

17. Evaluate gap

18. Current condition of systems and information

19. Vision of where the business requires technology

20. Lay out the road map to realize the benefits of the technology investment

21. Maximize profit impact

22. Maximize growth impact

23. Turn the Vision into reality

24. Successful project management

25. Communication

26. Control

27. Transformation

28. Organization

29. People

30. Installation

31. Continuous advancement

32. Aggressively manage the realization of the value proposition

33. Manage reliability and availability

34. Reduce operating costs

35. Lessons Learned

36. Cross-ImplementInsurance Value Chain Fully ServedRiskDistributionIndemnificationIncrease Surplus/ Reduce ExposureInsuranceCarriersRRGsSelf InsuredsReinsurersCaptivesBondsSyndicateAgents ProducersBrokersDirectInsuredsBusiness AcquisitionPolicyClaims Cash and Disbursements Finance, Actuarial and SupportOur firm has served every aspect of the insurance value chainWe have served every functional area in the insurance business life cycleWe have a history of success in providing innovative technical solutions for complex business process challenges

37. ManagingSuccessful OutcomesCUSTOM DEVELOPMENTPortals

38. Web Development

39. Application Integration