Gist of Case Study

 The transformation challenges

 UK based life Insurance company
 Business transformation roadmap for the firm with IT perspective
 To develop a cost effective IT solution - can be optimized and scalable to meet the global
competition
 IT infrastructure is ageing
 reporting is mainly driven from Excel sheets
 Technical limitations affect the speed, flexibility and quality of reporting.
 The current solution is not scalable to meet the demands of an enhanced regulatory
environment
 Does not provide the insight to make business decisions which will enable SureInsure to
respond to the dynamic market conditions.
 Maintaining the legacy IT infrastructure is a significant overhead and it puts a limitation
on any business process restructuring.

SureInsure has identified the following top 5 business priorities that need to be addressed over
the next 3 years:
Increasing the speed & flexibility of their reporting and improving the quality of controls &
data
Driving cost efficiency through increased productivity
Increasing effectiveness and value add to the customer and in turn growing the business
by establishing a strong working relationship between the Finance, Marketing and Sales
functions.
Developing a positive working climate within the organization & increase staff morale
Ensure smooth brand transition from SureInsure Life Insurance UK to WorldInsure Global

To submit the proposals covering:

Define a Business and IT road map for the next 3 years
Provide details of the technical approach for business objectives that need technology
enablers
Propose a governance model which will enable SureInsure to achieve the defined business
objectives Criteria
The applications will be evaluated on the following criteria:
Overall value delivered by the approach
Quality and rigor of analysis
Key Issues and Challenges faced by SureInsure
A holistic and integrated approach which encompasses business and technology
How does your firm propose to partner with SureInsure (Advisory and/or Advice and
implement)

Remember, the main aim is to judge the extent of analysis and thought process of the teams.
You are free to make logical assumptions as far as they maintain the sanctity of the case. As a
starter, try evaluating the competitive environment and IT strategy for insurance players in UK
keeping in mind the global ambitions of SureInsure .

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