Alfresco Day BeNelux: Customer Success Showcase - Credendo Group
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Delcredere|Ducroire, Belgium's export credit agency, implemented a digital insurance underwriting solution using Alfresco to address challenges with its previously paper-based processes. The project team prepared extensively and prioritized requirements before developing the solution using an agile approach over multiple sprints. Employees now have personal dashboards, case overviews and details, and configuration capabilities in the new paperless system. Feedback has been positive about the uniformity, transparency, and speed improvements versus previous paper file-based processes.
![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](https://image.slidesharecdn.com/amplexorpresentation-credendogroup-161219125023/85/Alfresco-Day-BeNelux-Customer-Success-Showcase-Credendo-Group-26-320.jpg)
Alfresco Day BeNelux: Customer Success Showcase - Credendo Group
- 2. Alfresco Day Benelux Amsterdam – 08/12/20162 Some facts & figures About Delcredere|Ducroire and Credendo Group
- 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 Some facts and figures Alfresco Day Benelux Amsterdam – 08/12/2016
- 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 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 From paper files to digital insurance underwriting The project Alfresco Day Benelux Amsterdam – 08/12/2016
- 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 • 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 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. Alfresco Day Benelux Amsterdam – 08/12/201611 How Delcredere|Ducroire managed the project Project Approach
- 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. 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 • Business Ambassadors • Change Management • Senior Management support Alfresco Day Benelux Amsterdam – 08/12/2016 Critical Success Factors
- 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. Alfresco Day Benelux Amsterdam – 08/12/201616 Managing the development of the solution Project Approach
- 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 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 The solution in production The Solution Alfresco Day Benelux Amsterdam – 08/12/2016
- 20. 20 Alfresco Day Benelux Amsterdam – 08/12/2016 Personal Dashboards
- 21. 21 Alfresco Day Benelux Amsterdam – 08/12/2016 Overviews
- 22. 22 Alfresco Day Benelux Amsterdam – 08/12/2016 Case Details Page
- 23. 23 Alfresco Day Benelux Amsterdam – 08/12/2016 Case History
- 24. 24 Alfresco Day Benelux Amsterdam – 08/12/2016 Configuration
- 25. 25 How our employees reacted to the new solution Feedback Alfresco Day Benelux Amsterdam – 08/12/2016
- 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 Now is a good time Credendo Group Rue Montoyerstraat 3 1000 Brussels, Belgium www.credendogroup.com Alfresco Day Benelux Amsterdam – 08/12/2016 Questions ?