IT Roadmap
Business Solutions & Operations
Key Strategic Direction
Leverage Information Technology
solutions to support business
priorities
Key Strategic Priorities &
Objectives
Improve business efficiency and leverage
on the reporting capabilities of an
organiz...
IT Objectives
Prepare & Build the base of Data
Warehouse and Business Intelligence
Solutions
Warba IT Solutions Universe
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
IT : as of 2009
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
Prepare & Build – Infrastructure
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
Prepare & Build – Infrastructure
DATA CENTER
STORAGE
FIBER SATA
SERVERS
IBM
BLADE
CENTER
HP
SERVERS
NETWORKS
SWITCHES
FIRE...
Prepare & Build – Administration
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
Prepare & Build – Administration
MICROSOFT TECHNOLOGIES
SYSTEM CENTER
DPM
BACKUPS
FOPE
ONLINE
EMAIL
SECURITY
SCVM
VIRTUAL
...
Prepare & Build – Business Tools
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
Prepare & Build – Business Tools
PRODUCTIVITY
E-MAIL
& AD
MS
OFFICE
DMS
DOCUMENT
MANAGEMENT
SYSTEM
PORTAL
SHAREPOINT
IP
PH...
Prepare & Build – Business Solutions
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCT...
Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
FIRSTAPEX
ERP
ENTERPRISE
RESOURCE
PLANNI...
Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95%
Prepare & Build – Business Solutions
CORE INSURANCE SYSTEM
INDIV.
LIFE
GROUP
LIFE
GROUP
MEDICAL
MOTOR MARINE FGA
95% 95% 9...
Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95% 70%
Prepare & Build – Business Solutions
ENTERPRISE RESOURCE PLANNING
GL ACCOUNTS
PAYABLE
ACCOUNTS
RECEIVABLE PAYROLL
FIXED
AS...
Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95% 70% 40%
Prepare & Build – Business Solutions
SERVICE ORIENTED ARCHITECTURE
INTEGRATION
BETWEEN BUSINESS SOLUTIONS
Ex: FA to/from A...
Integration Web Services
Title Description Business Purpose
Cash policy
Related to policies issued by Marine & Motor
Depar...
Integration Web Services
Title Description Business Purpose
Month end
treaty
transaction
A. Premium component shall be acc...
Integration Web Services
Title Description Business Purpose
Claim
Voucher
A. For settled claims, Credit Notes shall be cre...
Prepare & Build – Business Solutions
CUSTOMER RELATIONSHIP MANAGEMENT
CUSTOMER
PROFILES
MARKETING
CAMPAIGNS
SALES
TRACKING...
Video : What is CRM?
Video : Life Annuity Insurance
template for Microsoft Dynamics CRM
Video : Health Plan Sales Template
for Microsoft Dynamics CRM
Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95% 70% 40% 0% 0%
Prepare & Build – Business Continuity Plan
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRA...
Prepare & Build – Business Continuity Plan
DISASTER RECOVERY
INFRASTRUCTURE
SERVERS NETWORK STORAGE
BUSINESS
TOOLS
EMAIL P...
THANK YOU
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It presentation (june 2013) draft ver 4

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IT outlook for Kuwait's leading insurance provider

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It presentation (june 2013) draft ver 4

  1. 1. IT Roadmap Business Solutions & Operations
  2. 2. Key Strategic Direction Leverage Information Technology solutions to support business priorities
  3. 3. Key Strategic Priorities & Objectives Improve business efficiency and leverage on the reporting capabilities of an organization wide business application that can support scalability of the business
  4. 4. IT Objectives Prepare & Build the base of Data Warehouse and Business Intelligence Solutions
  5. 5. Warba IT Solutions Universe BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  6. 6. IT : as of 2009 BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  7. 7. Prepare & Build – Infrastructure BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  8. 8. Prepare & Build – Infrastructure DATA CENTER STORAGE FIBER SATA SERVERS IBM BLADE CENTER HP SERVERS NETWORKS SWITCHES FIREWALLS & PROXY NLB NETWORK LOAD BALANCERS ISP ROUTERS PLATFORMS WINDOWS SERVER SQL SERVER
  9. 9. Prepare & Build – Administration BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  10. 10. Prepare & Build – Administration MICROSOFT TECHNOLOGIES SYSTEM CENTER DPM BACKUPS FOPE ONLINE EMAIL SECURITY SCVM VIRTUAL SERVERS SCCM DESKTOP MGMT SCOM OPS MGMT EXCHANGE EMAIL AUTO SIGNATURE AD ACTIVE DIRECTORY IBM COGNOS (ADMIN)
  11. 11. Prepare & Build – Business Tools BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  12. 12. Prepare & Build – Business Tools PRODUCTIVITY E-MAIL & AD MS OFFICE DMS DOCUMENT MANAGEMENT SYSTEM PORTAL SHAREPOINT IP PHONES NOKIA SMART PHONES ATTENDANCE SYSTEM
  13. 13. Prepare & Build – Business Solutions BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  14. 14. Prepare & Build – Business Solutions BI & REPORTING DATA WAREHOUSE CORE INSURANCE FIRSTAPEX ERP ENTERPRISE RESOURCE PLANNING SOA SERVICE ORIENTED ARCHITECTURE CRM CUSTOMER RELATIONSHIP MANAGEMENT ECRM ELECTRONIC CUSTOMER RELATIONSHIP MANAGEMENT
  15. 15. Prepare & Build – Business Solutions BI & REPORTING DATA WAREHOUSE CORE INSURANCE ERP SOA CRM ECRM 95%
  16. 16. Prepare & Build – Business Solutions CORE INSURANCE SYSTEM INDIV. LIFE GROUP LIFE GROUP MEDICAL MOTOR MARINE FGA 95% 95% 95% 95% 95% 95%
  17. 17. Prepare & Build – Business Solutions BI & REPORTING DATA WAREHOUSE CORE INSURANCE ERP SOA CRM ECRM 95% 70%
  18. 18. Prepare & Build – Business Solutions ENTERPRISE RESOURCE PLANNING GL ACCOUNTS PAYABLE ACCOUNTS RECEIVABLE PAYROLL FIXED ASSETS HR 1 HR 2 SUPPLY CHAIN 100% 100% 100% 100% 75% 0% 0% 0%
  19. 19. Prepare & Build – Business Solutions BI & REPORTING DATA WAREHOUSE CORE INSURANCE ERP SOA CRM ECRM 95% 70% 40%
  20. 20. Prepare & Build – Business Solutions SERVICE ORIENTED ARCHITECTURE INTEGRATION BETWEEN BUSINESS SOLUTIONS Ex: FA to/from AX PROCESSES & WORKFLOWS Ex: AUTOMATED IT SERVICE REQUESTS 40% 40%
  21. 21. Integration Web Services Title Description Business Purpose Cash policy Related to policies issued by Marine & Motor Departments. Cash policies are those which are issued and settled at the same time due to payment of cash by the customer. To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same. Credit policy Related to policies issued across all Departments. Credit policies are those which are issued but settled at a later time by the customer. Self-service policy Related to policies issued by Group Life and Group Medical Departments. Self-service policies are those which are issued for Warba Staff and will be recorded as expenses in the GL. Reinsurance transaction A. Whenever an RI allocation is posted on a policy or endorsement for Facultative Re-Insurers, accounting entries are created. B. When a claim is settled involving facultative RI distribution, accounting entries are created.
  22. 22. Integration Web Services Title Description Business Purpose Month end treaty transaction A. Premium component shall be accounted for unearned premium reserves (UPR) for any given month and hence, accounting entries are created. B. Likewise, claims’ outstanding amounted shall be accounted for any given month and hence, accounting entries are created. C. Treaty premiums shall be accounted for each treaty for any given month and hence, accounting entries are created. D. Treaty claims shall be accounted for each treaty for any given month and hence, accounting entries are created. To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same. Payment and Receipt Vouchers A. Receipt vouchers shall be created for Cash Policies / Endorsements where premium is positive B. Payment vouchers shall be created for Cash Refund Endorsements To create a financial transaction entry in GL – General Journal in order to synchronize the accounting activity between FA & AX Whenever insurance related debit/credit notes (which have originated from FA) are settled in MS Dynamics AX, those voucher details should be back-updated in FirstApex resulting the synchronization of accounting balances between both systems.
  23. 23. Integration Web Services Title Description Business Purpose Claim Voucher A. For settled claims, Credit Notes shall be created for a payee account (Customer/Service Provider/others) B. For Claims’ Recoveries, Debit Notes shall be created for the party from whom the recovery is made. To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same. New General Ledger When any insurance related GL Chart of Account (COA) is defined in MS Dynamics AX, the same COA has to be used within FA. To regularly synchronize (add & update) Master Data from the MS Dynamics AX system into the FirstApex System. New Customer When any insurance related Party/Customer/Service Provider/Broker is defined in MS Dynamics AX, the same has to be added in FA. New Vendor When any insurance related Vendor is defined in MS Dynamics AX, the same has to be added in FA. New Employee When any insurance related Employee is defined in MS Dynamics AX, the same has to be added in FA. New Dimension When any new branch is defined (as a Dimension) in MS Dynamics AX, the same has to be added in FA. New Currency When any new currency is defined in MS Dynamics AX, the same has to be added in FA. New Exchange Rate When any new exchange rate is defined in MS Dynamics AX, the same has to be added in FA.
  24. 24. Prepare & Build – Business Solutions CUSTOMER RELATIONSHIP MANAGEMENT CUSTOMER PROFILES MARKETING CAMPAIGNS SALES TRACKING CALL HANDLING TRANSACTION SUPPORT
  25. 25. Video : What is CRM?
  26. 26. Video : Life Annuity Insurance template for Microsoft Dynamics CRM
  27. 27. Video : Health Plan Sales Template for Microsoft Dynamics CRM
  28. 28. Prepare & Build – Business Solutions BI & REPORTING DATA WAREHOUSE CORE INSURANCE ERP SOA CRM ECRM 95% 70% 40% 0% 0%
  29. 29. Prepare & Build – Business Continuity Plan BUSINESS CONTINUITY PLAN BUSINESS SOLUTIONS BUSINESS TOOLS ADMINISTRATION INFRASTRUCTURE
  30. 30. Prepare & Build – Business Continuity Plan DISASTER RECOVERY INFRASTRUCTURE SERVERS NETWORK STORAGE BUSINESS TOOLS EMAIL PORTAL BUSINESS SOLUTIONS CORE INSURANCE ERP SOA REPORTING (COGNOS) CLOUD WEBSITE
  31. 31. THANK YOU

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