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Capability Summary
Instigate provides services
to the insurance, assurance
and wider financial services
market.
Our approach is to provide
experienced       resources,
working with established
methodologies and tools in a
pragmatic way to deliver
tangible benefits for our
clients.


Key solution areas include:
• Strategy & Organisational Change;
• Application Strategy;
• System / Services Selection;
• System Implementation;
• Programme / Project Management/Governance;
• Mergers and Acquisitions;
• Regulatory Compliance;
• Project Review / Recovery; and
• Data Migration.
    Definition and implementation of mission critical business change initiatives
Strategy & Organisational change
The competitive environment is continually changing, we help organisations explore competitive
      opportunities and create practical roadmaps to implement strategic improvements

                                                What we do

                                                •   Competitive review and strategic planning;
                                                •   Financial modelling;
                                                •   Business case creation and what ifs;
                                                •   Business and marketing plans;
                                                •   Communications - Planning and Implementation;
                                                •   Process improvement - Current state - Future
                                                    state - Change strategy - Work study / Time and
                                                    Motion.


                                                How this may help

                                                • Improved competitive position;
                                                • Practical   roadmap    to    achieve   strategic
                                                  objectives;
                                                • Customer service improvements;
                                                • Improved effectiveness / productivity;
                                                • Business readiness and change management.




     Definition and implementation of mission critical business change initiatives
Application Strategy
Review current constraints, explore potential areas of improvement, outline strategic
 opportunities, define budget, establish business case viability and outline roadmap

                                           What we do

                                           •   Business input;
                                           •   Strategy planning / competitive analysis;
                                           •   Business unit requirements and vision;
                                           •   Review of current application environment;
                                           •   Business case;
                                           •   Application strategy plan and options;
                                           •   High level implementation plan;
                                           •   Total Cost of Ownership approach.


                                           How this may help

                                           • Business buy in;
                                           • Repeatable, quality customer service;
                                           • Getting from where you are now to where you
                                             want to be;
                                           • Business decision framework;
                                                • Business case rationale;
                                                • High level implementation plan;
                                                • Defined business benefits and investment;
                                                • Structured outline of roadmap.


Definition and implementation of mission critical business change initiatives
Supplier Selection
Cutting through the hype to select a solution that meets business needs, has business support,
         satisfies strategic and commercial criteria and can be implemented effectively

                                                What we do

                                                A structured methodology and set of tools is used
                                                  to:
                                                • Involve the business;
                                                • Define business needs and selection criteria;
                                                • Perform a quantitative and qualitative review of
                                                  potential solutions;
                                                • Develop the business case and benefit
                                                  assessment;
                                                • Provide a managed, structured and auditable
                                                  process.


                                                How this may help

                                                • Getting to a decision that is supported by the
                                                  business;
                                                • Realistic, on schedule process that leads to a
                                                  supported, structured decision;
                                                • Clear definition of costs, business benefits, ROI
                                                  and implementation plans.



     Definition and implementation of mission critical business change initiatives
System / Services Implementation
Bringing together business, systems and business change experience together with well
      established tools and methodologies to achieve an effective implementation


                                           What we do

                                           •   Implementation planning;
                                           •   Project planning;
                                           •   Resource planning;
                                           •   ‘One Version of the Truth’ approach.



                                           How this may help

                                           • Contain cost creep and reduce potential for
                                             conflicting views between parties;
                                           • Encourage on schedule delivery as part of the
                                             overall methodology;
                                           • Auditable and overt project control process
                                             encourages realistic task completion estimates
                                             while tracking and reporting performance as part
                                             of the integrated ‘traffic light’ capability.




 Definition and implementation of mission critical business change initiatives
Programme / Project Management/Governance
Experience, methodology and tools together with a professional approach help to keep
             initiatives on track and maintain focus on what's important

                                           What we do

                                           •   Implementation planning;
                                           •   Project planning;
                                           •   Resource planning;
                                           •   ‘One Version of the Truth’ approach;
                                           •   Risk profiling and management.




                                           How this may help

                                           • Contain cost creep and reduce potential for
                                             conflicting views between parties;
                                           • Encourage on schedule delivery as part of the
                                             overall methodology;
                                           • Auditable and overt project control process
                                             encourages realistic task completion estimates
                                             while tracking and reporting performance as part
                                             of the integrated ‘traffic light’ capability.



Definition and implementation of mission critical business change initiatives
Mergers and Acquisitions
     Supporting acquisition selection, transaction and post-acquisition phases

                                          What we do

                                          • Source potential M&A candidates, aligned to
                                            acquirer’s strategy;
                                          • Assist with due diligence, strategy & planning
                                            and commercial negotiations;
                                          • Provide post-acquisition support to maximise
                                            value and benefits.




                                          How this may help

                                          •   Ensure M&A activity aligned to corporate goals;
                                          •   Clearly identify potential synergies and benefits;
                                          •   Risk reduction;
                                          •   Increase return on investment.




Definition and implementation of mission critical business change initiatives
Regulatory Compliance
Definition and implementation of business change to support Solvency II / Regulation
             compliance across business processes, systems and people

                                           What we do

                                           • Map current position against requirements for
                                             diverse business units;
                                           • Create an action plan;
                                           • Use    combination      of established  tools,
                                             methodologies and communication plans to
                                             implement changes on a timely and structured
                                             basis.



                                           How this may help

                                           •   Specialist input to address specific needs;
                                           •   Clearly defined roadmap of change;
                                           •   Business support and buy-in;
                                           •   Reduce impact on Business As Usual activities.




Definition and implementation of mission critical business change initiatives
Project Review / Recovery
       Objective review and remedial action to address challenged projects
            Stop the drain on resources and cost, or fix the problem?

                                         What we do

                                         • Objectively review project against strategic and
                                           operational priorities together with the business
                                           case. Facilitate project status review with key
                                           stakeholders;
                                         • Review project progress and controls currently in
                                           place;
                                         • Implement improvement plans using established
                                           methodologies and tools.


                                         How this may help

                                         • A clear objective approach without history and
                                           baggage;
                                         • Business focused approach;
                                         • Reduction in potential disruption and conflict;
                                         • Cost containment, reduction and business case
                                           driven;
                                         • Methodology clearly identifies who needs to do
                                           what by when and reports deviations so that
                                           remedial actions can be implemented without
                                           delay.

Definition and implementation of mission critical business change initiatives
Data Migration
Provide structure, methodology, resource and management of data migration and cleansing
                                         process


                                            What we do

                                            • Engage with the varied business units to define
                                              requirements;
                                            • Apply methodology and direction to the
                                              approach, delivery and quality;
                                            • Engage and manage IT resources.



                                            How this may help

                                            • Business buy-in and participation;
                                            • Alignment of data migration and cleansing
                                              initiatives with overall programme of change;
                                            • Clear direction to the technical team [either
                                              external or internal];
                                            • The variety of sources and targets for data can
                                              make this one of the most challenging aspects of
                                              any implementation,
                                            • The application of an established methodology
                                              provides structure and direction.



   Definition and implementation of mission critical business change initiatives
Why Instigate?
    Definition and implementation of mission critical business change initiatives

                                           Experience

                                           Instigate associates are seasoned professionals,
                                           many with 20+ years experience of business
                                           change    programmes,     business  turnaround,
                                           business development, project management and
                                           systems implementation.



                                           Methodology

                                           • Structured Approaches;
                                           • Established tools and templates.


                                           Results

                                           • A track record of successful, referencable
                                             engagements with a wide range of organisations;
                                           • Business mostly obtained by referral and
                                             recommendation.



Definition and implementation of mission critical business change initiatives

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Instigate Capability Summary

  • 1. Capability Summary Instigate provides services to the insurance, assurance and wider financial services market. Our approach is to provide experienced resources, working with established methodologies and tools in a pragmatic way to deliver tangible benefits for our clients. Key solution areas include: • Strategy & Organisational Change; • Application Strategy; • System / Services Selection; • System Implementation; • Programme / Project Management/Governance; • Mergers and Acquisitions; • Regulatory Compliance; • Project Review / Recovery; and • Data Migration. Definition and implementation of mission critical business change initiatives
  • 2. Strategy & Organisational change The competitive environment is continually changing, we help organisations explore competitive opportunities and create practical roadmaps to implement strategic improvements What we do • Competitive review and strategic planning; • Financial modelling; • Business case creation and what ifs; • Business and marketing plans; • Communications - Planning and Implementation; • Process improvement - Current state - Future state - Change strategy - Work study / Time and Motion. How this may help • Improved competitive position; • Practical roadmap to achieve strategic objectives; • Customer service improvements; • Improved effectiveness / productivity; • Business readiness and change management. Definition and implementation of mission critical business change initiatives
  • 3. Application Strategy Review current constraints, explore potential areas of improvement, outline strategic opportunities, define budget, establish business case viability and outline roadmap What we do • Business input; • Strategy planning / competitive analysis; • Business unit requirements and vision; • Review of current application environment; • Business case; • Application strategy plan and options; • High level implementation plan; • Total Cost of Ownership approach. How this may help • Business buy in; • Repeatable, quality customer service; • Getting from where you are now to where you want to be; • Business decision framework; • Business case rationale; • High level implementation plan; • Defined business benefits and investment; • Structured outline of roadmap. Definition and implementation of mission critical business change initiatives
  • 4. Supplier Selection Cutting through the hype to select a solution that meets business needs, has business support, satisfies strategic and commercial criteria and can be implemented effectively What we do A structured methodology and set of tools is used to: • Involve the business; • Define business needs and selection criteria; • Perform a quantitative and qualitative review of potential solutions; • Develop the business case and benefit assessment; • Provide a managed, structured and auditable process. How this may help • Getting to a decision that is supported by the business; • Realistic, on schedule process that leads to a supported, structured decision; • Clear definition of costs, business benefits, ROI and implementation plans. Definition and implementation of mission critical business change initiatives
  • 5. System / Services Implementation Bringing together business, systems and business change experience together with well established tools and methodologies to achieve an effective implementation What we do • Implementation planning; • Project planning; • Resource planning; • ‘One Version of the Truth’ approach. How this may help • Contain cost creep and reduce potential for conflicting views between parties; • Encourage on schedule delivery as part of the overall methodology; • Auditable and overt project control process encourages realistic task completion estimates while tracking and reporting performance as part of the integrated ‘traffic light’ capability. Definition and implementation of mission critical business change initiatives
  • 6. Programme / Project Management/Governance Experience, methodology and tools together with a professional approach help to keep initiatives on track and maintain focus on what's important What we do • Implementation planning; • Project planning; • Resource planning; • ‘One Version of the Truth’ approach; • Risk profiling and management. How this may help • Contain cost creep and reduce potential for conflicting views between parties; • Encourage on schedule delivery as part of the overall methodology; • Auditable and overt project control process encourages realistic task completion estimates while tracking and reporting performance as part of the integrated ‘traffic light’ capability. Definition and implementation of mission critical business change initiatives
  • 7. Mergers and Acquisitions Supporting acquisition selection, transaction and post-acquisition phases What we do • Source potential M&A candidates, aligned to acquirer’s strategy; • Assist with due diligence, strategy & planning and commercial negotiations; • Provide post-acquisition support to maximise value and benefits. How this may help • Ensure M&A activity aligned to corporate goals; • Clearly identify potential synergies and benefits; • Risk reduction; • Increase return on investment. Definition and implementation of mission critical business change initiatives
  • 8. Regulatory Compliance Definition and implementation of business change to support Solvency II / Regulation compliance across business processes, systems and people What we do • Map current position against requirements for diverse business units; • Create an action plan; • Use combination of established tools, methodologies and communication plans to implement changes on a timely and structured basis. How this may help • Specialist input to address specific needs; • Clearly defined roadmap of change; • Business support and buy-in; • Reduce impact on Business As Usual activities. Definition and implementation of mission critical business change initiatives
  • 9. Project Review / Recovery Objective review and remedial action to address challenged projects Stop the drain on resources and cost, or fix the problem? What we do • Objectively review project against strategic and operational priorities together with the business case. Facilitate project status review with key stakeholders; • Review project progress and controls currently in place; • Implement improvement plans using established methodologies and tools. How this may help • A clear objective approach without history and baggage; • Business focused approach; • Reduction in potential disruption and conflict; • Cost containment, reduction and business case driven; • Methodology clearly identifies who needs to do what by when and reports deviations so that remedial actions can be implemented without delay. Definition and implementation of mission critical business change initiatives
  • 10. Data Migration Provide structure, methodology, resource and management of data migration and cleansing process What we do • Engage with the varied business units to define requirements; • Apply methodology and direction to the approach, delivery and quality; • Engage and manage IT resources. How this may help • Business buy-in and participation; • Alignment of data migration and cleansing initiatives with overall programme of change; • Clear direction to the technical team [either external or internal]; • The variety of sources and targets for data can make this one of the most challenging aspects of any implementation, • The application of an established methodology provides structure and direction. Definition and implementation of mission critical business change initiatives
  • 11. Why Instigate? Definition and implementation of mission critical business change initiatives Experience Instigate associates are seasoned professionals, many with 20+ years experience of business change programmes, business turnaround, business development, project management and systems implementation. Methodology • Structured Approaches; • Established tools and templates. Results • A track record of successful, referencable engagements with a wide range of organisations; • Business mostly obtained by referral and recommendation. Definition and implementation of mission critical business change initiatives