Typical Engagements
|
Offering
|
Description
|
Key Elements
|
|
Operations Improvement Study
|
Analysis of current operations based upon defined areas of
interest.
Development of focused opportunity analysis and action
recommendations.
|
ü
Current Performance Map (KPIs)
ü
Process Flowcharts
ü
Core Competencies Grid
ü
Accountabilities Map
ü
Critical Success Factors Map
|
|
Pre-Study
|
In-depth analysis and evaluation of proposed project/solution or issue
(problem or opportunity). Due diligence relative to
assumed value and project risk (cost, requirements feasibility).
|
ü
Requirements Definition
ü
Solution Design Document
ü
Business Case
ü
Task Plans
ü
Cost Estimates
|
|
Underwriting Assessment
|
Analysis of risk appetite, new & renewal policy underwriting
practices, portfolio or agency management and their impact on
growth & profit.
Can include a review of any existing automated underwriting
system rule sets.
|
ü
Underwriting Analytics
ü
Process Flowcharts
ü
Eligibility Rules Assessment
ü
Risk Inspection Practices Review
ü
Loss and Expense Ratios Review
ü
Analysis & Recommendations
|
|
Claims Assessment
|
Analysis of claim processes, including loss notification,
settlement, and recovery.
|
ü
Current Performance Map
ü
Process Flowcharts
ü
Claim Analytics
ü
3rd Party Vendor Review
|
|
IT Assessment
|
Infrastructure (hardware, network), delivery (project
selection, management), organization (staff allocations/), and
budget review with recommendations to improve IT cost/policy or
overall IT value.
|
ü
BASE Workshop
ü
Applications Assessment
ü
Architecture Review
ü
Budget Review
ü
Recommendations Report
|
|
Portal Application
Design & Development
|
Analysis, design and
development of .Net or J2ee portal applications, legacy system
extensions and 3rd party interfaces
|
ü
Needs Analysis
ü Functional/Technical Requirements
ü Conceptual/Logical Diagrams
ü
Server Configuration
&
Application Coding
|
|
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