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www.InsuranceFrameworks.com
© Insurance Frameworks
 5 Insurance and Wealth Management References
◦ Enterprise Business Architecture Framework
◦ Business Process Models
◦ Merger and Acquisition Methodology
◦ Target Market and Product Development Methodology
◦ Project Delivery Maturity Assessment Methodology
www.InsuranceFrameworks.com
© Insurance Frameworks
 Panorama 360 is a knowledge framework and planning tool to
help:
◦ Ask the right questions
◦ Methodical, consistent, and rapid approach to plan, design, develop and
manage organizations, systems and processes
◦ Includes the full value chain
 More efficiently and effectively
www.InsuranceFrameworks.com
© Insurance Frameworks
o “Panorama 360 is a reference framework that has been integrated at La Capitale General Insurance and
its subsidiaries for over 8 years, both in our projects, architectural approaches and various analyses.
o
Whether it is used to organize and analyze business processes, prepare projects, perform requirements
modeling or for our ROI activities, this reference framework provides a reliable source of information. The
richness found in Panorama 360 is based on the fact that the 500 documented business functions are
focused on the insurance industry.
o
Now integrated into our business activities, the Panorama 360 insurance reference framework ensures
greater velocity and more particularly in validating that all business areas and services in our companies
are addressed. Used in concert with our official project management, architecture and business analysis
methodologies, Panorama 360 ensures consistency in our practices, offering a value proposition centered
on business.”
Constance Lemieux, C.Dir., President and Chief Operating Officer
Property and Casualty Insurance Sector of La Capitale
www.InsuranceFrameworks.com
© Insurance Frameworks
Frederic Naisse - Business Architect at AXA Belgium
 I knew the P360 framework from some time ago. Very useful material for any business or enterprise architect
seeking accelerators to develop blueprints of their company. And if you already have developed you own, P360
can be used to cross-check your work and complete it. I am pleased to see that Pierre continues to elaborate
on this to make it even more useful to the community.
Susan Bird - Retired President, Flying in Formation Inc.
 I have worked using these models. The clients loved them because they were so helpful to rethink the
business line itself, and the related processes and data, without missing something important, and to make all
the right connections and identify the handoffs. We were also able to complete the work much faster than
starting from scratch or just using existing processes as a starting point.
www.InsuranceFrameworks.com
© Insurance Frameworks
“Panorama 360 has given us a jumpstart for capacity based planning, the next level in our architecture
modeling ambition and the management of the strategic changes and project portfolio.”
Kees Tuijnman, EnterpriseArchitect at Vivat Verzekeringen
“Panorama 360 Insurance and Wealth Management creates a common language and information
structure for organizations to capture and communicate their business process architecture. This
comprehensive framework acts as catalyst and accelerator for visualizing, innovating, transforming
and/or improving how things get done within an organization.”
Denis Gagné, Chair of OMG’s BPMN MIWG and CEO & CTO Trisotech
“Panorama 360 represents a comprehensive and easy to use reference architecture model for the
insurance and wealth management industry. From new product introduction to process re-engineering,
these end-to-end models can be used to accelerate change often required to survive in a highly
competitive environment.”
Paul Dolbec, Retired Senior Director, Oracle Insurance Business Unit
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
The Enterprise Architecture View
11 Business Domains
500 Business Functions
70 Major Functions
Customer Care Distribution
Product Definition
Sold Product Life Cycle
Rules ManagementDocument Management
Workflow Management
New Business / Policy Change / Renewal
Contract Issuance Reinsurance
Domain Detail Views
Loss ControlClaims
10
C
o
u
n
t
r
i
e
s
100
C
o
m
p
a
n
i
e
s
The Enterprise Architecture ViewThe Enterprise Architecture View
11 Business Domains
500 Business Functions
70 Major Functions
Customer Care Distribution
Product Definition
Sold Product Life Cycle
Rules ManagementDocument Management
Workflow Management
New Business / Policy Change / Renewal
Contract Issuance Reinsurance
Domain Detail Views
Loss ControlClaims
C
o
u
n
t
r
i
e
s
C
o
m
p
a
n
i
e
s
www.InsuranceFrameworks.com
© Insurance Frameworks
Architecture Process Requirement Dévelop.
Company A
Company B
Company C
Company D
Company E
Company F
Company H
Company I
Company J
Company K
Company L
Company G
www.InsuranceFrameworks.com
© Insurance Frameworks
Choices Processes
Mergers
Change MngtArchitecture
Needs Risks
Scope
Interfaces Heat Maps
www.InsuranceFrameworks.com
© Insurance Frameworks
 Application Management
 Information Security
 Master Data Management
 Business and Systems Integration
 Compliance Management
 Etc…
www.InsuranceFrameworks.com
© Insurance Frameworks
• A box full of blocks
• Descriptions
• Object images
• Ideas
• Real objects
• Your descriptions
Panorama 360
www.InsuranceFrameworks.com
© Insurance Frameworks
What is this business?
What
Why
When
Where
Who
-
-
How
W5
www.InsuranceFrameworks.com
© Insurance Frameworks
Panorama 360 – Framework, Business Process Models and Methodologies
 Enterprise Business Architecture Framework
 Business Process Models
 Marketing Management
 Product Management
 New Sales
 Upselling and Cross-selling
 Contract Management
 Customer Relationship Management
 Claims Management
www.InsuranceFrameworks.com
© Insurance Frameworks
Enterprise Architecture
Panorama 360
Enterprise Model
The LEGO blocks of the industry
11
Domains
75+ Major Functions
500+ Business Functions
Enterprise/Application Architecture Framework
www.InsuranceFrameworks.com
© Insurance Frameworks
Fonctional Information
The Industry LEGO Blocks
Business Domains
Major Functions
Business Functions
Information Domains
Information Subjects
Information Topics
Processes
www.InsuranceFrameworks.com
© Insurance Frameworks
P360
Process
Information
Functions
www.InsuranceFrameworks.com
© Insurance Frameworks
Project Scope and Responsibility Align Capabilities to Initiatives
In-scope
Building Processes Capabilities to Applications
Risks to Capabilities
www.InsuranceFrameworks.com
© Insurance Frameworks
Relationships Life Events
Business
Partners
Customers
Marketing/Distribution/Servicing
Channels
Business
Partners
www.InsuranceFrameworks.com
© Insurance Frameworks
Line of Business
Product/
Service
Lifecycle
Contract
Lifecycle
Line of Business Line of Business
Product Cross Selling Patterns
Product Product Product Product Product Product
Business Processes and Monitoring
www.InsuranceFrameworks.com
© Insurance Frameworks
Cash Flow
Accounts Receivable
Accounts Payable
Banking
Asset / Liability Management
Investment Strategy
Portfolio Management
Asset Based Products
www.InsuranceFrameworks.com
© Insurance Frameworks
 Strategy and Tactics
 Risk Management
 Business Development
 Accounting Discipline
 Processes and Technology
 Human Resources
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
1.1 Research Markets
From many sources, on different subject
matters, and from various angles,
gather information about markets which
are the target of the organization. With
this information on hand, assess the
viability and macro-opportunities offered
by the observed environments.
Among the functions that would be
included under this, are consolidations
of consumer profiles, gathering of
external consumer data, and
assessment of the political
environment...
www.InsuranceFrameworks.com
© Insurance Frameworks
1.1.1 Identify Potential Markets
Gather relevant information about the various
markets which may be of interest in order to
expand the organization. The information related
to these markets could be high level impressions
based on trends, population growth, evolution of
economy and perceived readiness to do
business.
1.1.2 Consolidate Internal Consumer Profile
Gather relevant information, available internally,
on customer profiles, purchasing behaviour,
complaint profiles, consumers requests, previous
focus groups, customer satisfaction surveys,
profitability assessments which could be useful to
perform the research of potential new markets in
line with the corporate objectives and directions.
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
1.6 Manage Public
Relations
Encapsulated Business Functions:
1. Identify PR Objectives
2. Identify Target Market Focus
3. Compare Events vs Target Objectives
4. Identify Potential PR Events
5. Select PR Events
6. Select Event Organizers
7. Develop the Message
8. Develop Material
9. Monitor Success
Encapsulated Data:
* Public Relations Plan
* Public Relations Events
* Public Relations Event Specifications
* PR Assessment
Functions and Data Management Intersection
The following section shows a breakdown of the services with the information that each
function manages.
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
Panorama 360 – Framework, Business Process Models and Methodologies
 Enterprise Business Architecture Framework
 Business Process Models
Marketing Management
Product Management
New Sales
Upselling and Cross-selling
Contract Management
Customer Relationship Management
Claims Management
www.InsuranceFrameworks.com
© Insurance Frameworks
Panorama 360
11
Domains
75+ Major Functions
500+ Business Functions
The Enterprise/Application Architecture•Customer
•Product
•Distribution
•Sales
•Sold Product
•Excess Risk
•Benefit/Claims
•Service Channel
•Business Management
•Infrastructure
Detailed
Reference
Models
Enterprise Architecture
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
www.InsuranceFrameworks.com
© Insurance Frameworks
5.2.1 Enroll Customer
Recording of basic information about customers or future customers (suspects,
prospects). These individuals or organizations could be considered as suspects,
prospects, or existing customers. Capturing and maintaining the profile and the
status of individuals, or groups, or companies is called enrollment.
The suggested activities are:
 Capture individual customer basic information
 Capture corporate customer basic information
 Validate if customer has other products with the company
5.2.2 Maintain Customer Relationship Information
The relationships that exist within of a family or inside of a company or affinity
groups can be used to better understand or identify potential customers or sets
of circumstances that could generate sales leads or to perform other functions
like fraud control. These relationships could also be between friends, associates,
passengers, drivers, as they are all potential roles that can be played by people,
organizations, etc...
The suggested activities are:
 Maintain family relationships
o Spouse
o Children
 Maintain work relationships
o Customer
o Spouse
o Children
 Maintain scholar relationships
o Customer
o Spouse
o Children
 Maintain friend relationships
o Customer
o Spouse
o Children
www.InsuranceFrameworks.com
© Insurance Frameworks
Panorama 360
Info@InsuranceFrameworks.com

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Panorama 360 Insurance and Wealth Management Business Architecture Framework and Process Models

  • 1.
  • 2. www.InsuranceFrameworks.com © Insurance Frameworks  5 Insurance and Wealth Management References ◦ Enterprise Business Architecture Framework ◦ Business Process Models ◦ Merger and Acquisition Methodology ◦ Target Market and Product Development Methodology ◦ Project Delivery Maturity Assessment Methodology
  • 3. www.InsuranceFrameworks.com © Insurance Frameworks  Panorama 360 is a knowledge framework and planning tool to help: ◦ Ask the right questions ◦ Methodical, consistent, and rapid approach to plan, design, develop and manage organizations, systems and processes ◦ Includes the full value chain  More efficiently and effectively
  • 4. www.InsuranceFrameworks.com © Insurance Frameworks o “Panorama 360 is a reference framework that has been integrated at La Capitale General Insurance and its subsidiaries for over 8 years, both in our projects, architectural approaches and various analyses. o Whether it is used to organize and analyze business processes, prepare projects, perform requirements modeling or for our ROI activities, this reference framework provides a reliable source of information. The richness found in Panorama 360 is based on the fact that the 500 documented business functions are focused on the insurance industry. o Now integrated into our business activities, the Panorama 360 insurance reference framework ensures greater velocity and more particularly in validating that all business areas and services in our companies are addressed. Used in concert with our official project management, architecture and business analysis methodologies, Panorama 360 ensures consistency in our practices, offering a value proposition centered on business.” Constance Lemieux, C.Dir., President and Chief Operating Officer Property and Casualty Insurance Sector of La Capitale
  • 5. www.InsuranceFrameworks.com © Insurance Frameworks Frederic Naisse - Business Architect at AXA Belgium  I knew the P360 framework from some time ago. Very useful material for any business or enterprise architect seeking accelerators to develop blueprints of their company. And if you already have developed you own, P360 can be used to cross-check your work and complete it. I am pleased to see that Pierre continues to elaborate on this to make it even more useful to the community. Susan Bird - Retired President, Flying in Formation Inc.  I have worked using these models. The clients loved them because they were so helpful to rethink the business line itself, and the related processes and data, without missing something important, and to make all the right connections and identify the handoffs. We were also able to complete the work much faster than starting from scratch or just using existing processes as a starting point.
  • 6. www.InsuranceFrameworks.com © Insurance Frameworks “Panorama 360 has given us a jumpstart for capacity based planning, the next level in our architecture modeling ambition and the management of the strategic changes and project portfolio.” Kees Tuijnman, EnterpriseArchitect at Vivat Verzekeringen “Panorama 360 Insurance and Wealth Management creates a common language and information structure for organizations to capture and communicate their business process architecture. This comprehensive framework acts as catalyst and accelerator for visualizing, innovating, transforming and/or improving how things get done within an organization.” Denis Gagné, Chair of OMG’s BPMN MIWG and CEO & CTO Trisotech “Panorama 360 represents a comprehensive and easy to use reference architecture model for the insurance and wealth management industry. From new product introduction to process re-engineering, these end-to-end models can be used to accelerate change often required to survive in a highly competitive environment.” Paul Dolbec, Retired Senior Director, Oracle Insurance Business Unit
  • 8. www.InsuranceFrameworks.com © Insurance Frameworks The Enterprise Architecture View 11 Business Domains 500 Business Functions 70 Major Functions Customer Care Distribution Product Definition Sold Product Life Cycle Rules ManagementDocument Management Workflow Management New Business / Policy Change / Renewal Contract Issuance Reinsurance Domain Detail Views Loss ControlClaims 10 C o u n t r i e s 100 C o m p a n i e s The Enterprise Architecture ViewThe Enterprise Architecture View 11 Business Domains 500 Business Functions 70 Major Functions Customer Care Distribution Product Definition Sold Product Life Cycle Rules ManagementDocument Management Workflow Management New Business / Policy Change / Renewal Contract Issuance Reinsurance Domain Detail Views Loss ControlClaims C o u n t r i e s C o m p a n i e s
  • 9. www.InsuranceFrameworks.com © Insurance Frameworks Architecture Process Requirement Dévelop. Company A Company B Company C Company D Company E Company F Company H Company I Company J Company K Company L Company G
  • 10. www.InsuranceFrameworks.com © Insurance Frameworks Choices Processes Mergers Change MngtArchitecture Needs Risks Scope Interfaces Heat Maps
  • 11. www.InsuranceFrameworks.com © Insurance Frameworks  Application Management  Information Security  Master Data Management  Business and Systems Integration  Compliance Management  Etc…
  • 12. www.InsuranceFrameworks.com © Insurance Frameworks • A box full of blocks • Descriptions • Object images • Ideas • Real objects • Your descriptions Panorama 360
  • 13. www.InsuranceFrameworks.com © Insurance Frameworks What is this business? What Why When Where Who - - How W5
  • 14. www.InsuranceFrameworks.com © Insurance Frameworks Panorama 360 – Framework, Business Process Models and Methodologies  Enterprise Business Architecture Framework  Business Process Models  Marketing Management  Product Management  New Sales  Upselling and Cross-selling  Contract Management  Customer Relationship Management  Claims Management
  • 15. www.InsuranceFrameworks.com © Insurance Frameworks Enterprise Architecture Panorama 360 Enterprise Model The LEGO blocks of the industry 11 Domains 75+ Major Functions 500+ Business Functions Enterprise/Application Architecture Framework
  • 16. www.InsuranceFrameworks.com © Insurance Frameworks Fonctional Information The Industry LEGO Blocks Business Domains Major Functions Business Functions Information Domains Information Subjects Information Topics Processes
  • 18. www.InsuranceFrameworks.com © Insurance Frameworks Project Scope and Responsibility Align Capabilities to Initiatives In-scope Building Processes Capabilities to Applications Risks to Capabilities
  • 19. www.InsuranceFrameworks.com © Insurance Frameworks Relationships Life Events Business Partners Customers Marketing/Distribution/Servicing Channels Business Partners
  • 20. www.InsuranceFrameworks.com © Insurance Frameworks Line of Business Product/ Service Lifecycle Contract Lifecycle Line of Business Line of Business Product Cross Selling Patterns Product Product Product Product Product Product Business Processes and Monitoring
  • 21. www.InsuranceFrameworks.com © Insurance Frameworks Cash Flow Accounts Receivable Accounts Payable Banking Asset / Liability Management Investment Strategy Portfolio Management Asset Based Products
  • 22. www.InsuranceFrameworks.com © Insurance Frameworks  Strategy and Tactics  Risk Management  Business Development  Accounting Discipline  Processes and Technology  Human Resources
  • 26. www.InsuranceFrameworks.com © Insurance Frameworks 1.1 Research Markets From many sources, on different subject matters, and from various angles, gather information about markets which are the target of the organization. With this information on hand, assess the viability and macro-opportunities offered by the observed environments. Among the functions that would be included under this, are consolidations of consumer profiles, gathering of external consumer data, and assessment of the political environment...
  • 27. www.InsuranceFrameworks.com © Insurance Frameworks 1.1.1 Identify Potential Markets Gather relevant information about the various markets which may be of interest in order to expand the organization. The information related to these markets could be high level impressions based on trends, population growth, evolution of economy and perceived readiness to do business. 1.1.2 Consolidate Internal Consumer Profile Gather relevant information, available internally, on customer profiles, purchasing behaviour, complaint profiles, consumers requests, previous focus groups, customer satisfaction surveys, profitability assessments which could be useful to perform the research of potential new markets in line with the corporate objectives and directions.
  • 30. www.InsuranceFrameworks.com © Insurance Frameworks 1.6 Manage Public Relations Encapsulated Business Functions: 1. Identify PR Objectives 2. Identify Target Market Focus 3. Compare Events vs Target Objectives 4. Identify Potential PR Events 5. Select PR Events 6. Select Event Organizers 7. Develop the Message 8. Develop Material 9. Monitor Success Encapsulated Data: * Public Relations Plan * Public Relations Events * Public Relations Event Specifications * PR Assessment Functions and Data Management Intersection The following section shows a breakdown of the services with the information that each function manages.
  • 33. www.InsuranceFrameworks.com © Insurance Frameworks Panorama 360 – Framework, Business Process Models and Methodologies  Enterprise Business Architecture Framework  Business Process Models Marketing Management Product Management New Sales Upselling and Cross-selling Contract Management Customer Relationship Management Claims Management
  • 34. www.InsuranceFrameworks.com © Insurance Frameworks Panorama 360 11 Domains 75+ Major Functions 500+ Business Functions The Enterprise/Application Architecture•Customer •Product •Distribution •Sales •Sold Product •Excess Risk •Benefit/Claims •Service Channel •Business Management •Infrastructure Detailed Reference Models Enterprise Architecture
  • 37. www.InsuranceFrameworks.com © Insurance Frameworks 5.2.1 Enroll Customer Recording of basic information about customers or future customers (suspects, prospects). These individuals or organizations could be considered as suspects, prospects, or existing customers. Capturing and maintaining the profile and the status of individuals, or groups, or companies is called enrollment. The suggested activities are:  Capture individual customer basic information  Capture corporate customer basic information  Validate if customer has other products with the company 5.2.2 Maintain Customer Relationship Information The relationships that exist within of a family or inside of a company or affinity groups can be used to better understand or identify potential customers or sets of circumstances that could generate sales leads or to perform other functions like fraud control. These relationships could also be between friends, associates, passengers, drivers, as they are all potential roles that can be played by people, organizations, etc... The suggested activities are:  Maintain family relationships o Spouse o Children  Maintain work relationships o Customer o Spouse o Children  Maintain scholar relationships o Customer o Spouse o Children  Maintain friend relationships o Customer o Spouse o Children