KDS Consulting Company

Proposal
Document
SureInsure Global Insurance Co.

Kshitij Agarwal
Debojyoti Mondal
Simranjeet Singh
About the Company
KDS, Inc. is a provider of Consulting, Contracting/Outsourcing, and Technology services. The firm
started in 2020, and its headquarters are in the New Delhi region of India. KDS was founded to offer
innovation and achievement, and it works largely with Converged Communications and IT customers
to help them become Value-Driven organisations. KDS's "Value-Driven Solutions Delivered" service
philosophy draws on our expertise in end-to-end consulting, technology market knowledge, deep
understanding of emerging/current/legacy technologies, and outsourcing models to assist clients in
achieving "Value-Driven Solutions," allowing them to "Deliver" on "Consistently-Growing" values for
their customers and all stakeholders.

Using our services, we help clients around the world:

• Evaluate and acquire new markets, technologies, and systems

• Create prototypes, pilots, and Proof-of-Concepts
• Develop and launch new products and services
• Market Expansion of new and existing services
• Reposition and sustain existing offerings
• Implement new/major upgrades of systems and infrastructure
• Improve operational excellence from existing services and systems
• Create the best-of-breed customers and partners

Our Core Values guide us in how we create respect and value our judgment and deliver on our
commitments:

• Client Value Focus

• Genuine Goodwill
• Smart and Characterful People
• Global Focus
• Respect
• Integrity

Our Value Proposition

Our hierarchy of consulting purposes:

• Providing information to a client.
• Troubleshooting a client's issues.
• Developing a diagnosis, which may involve redefining the problem.
• Making recommendations based on the diagnosis.
• Assisting with implementation support of recommended solutions.
• Building a consensus and commitment around corrective action.
• Facilitating client learning—that is, teaching clients how to resolve similar problems in the
future.
• Permanently improving organizational effectiveness.

1
Understanding the problem situation
 The company is facing issues driving revenue inside due to increasing competition and stiffer
rules & regulations in the recent times.
 There is increasing challenges in acquiring and retaining customers as focus has been shifted
towards customer’s interests.
 There is relatively less funds in the hands of the managers to invest due to enhanced
solvency requirements.
 The use of legacy IT infrastructure is dragging down the company’s growth aspects &
Scalability due to which they are not able to respond to the dynamic market conditions.
 The technological constraints have an impact on the speed, flexibility, and quality of
reporting. The present system is not scalable enough to satisfy the requirements of a more
stringent regulatory environment.
 Further, the company is facing major setbacks due to the disruptions caused by Covid19.

Client Requirements
 Undertake and complete end-to-end project covering engineering services and IT services.
 Undertake identification and development of digital business strategies and products
 Driving cost efficiency through increased productivity.
 Increasing the speed and flexibility of reporting and improving the quality of controls and data
 Undertake managing of development of customer care workflow and implementation.
 Undertake analysis of organization structure and recommend structural changes to cope
with future situations.
 Developing a positive environment and culture in the organization.
Scope of Work
• Identifying and developing a digital business strategy
• Migration of the legacy system to new digital technologies.
• Development of end-to-end Business Processes
• Undertake managing business process development
o Manage development of business processes and operations workflows
o Coordination training of operations and support team
o Monitor and compile feedback from operations and support process stakeholders
• Undertake managing of vendors in delivering required equipment
• Monitor vendor delivery of equipment to installation site, functionality of hardware and
software agreed in vendor KPI
• Agree on final business process
o Coordinate acceptance of final end-to-end business processes
o Compile and data mine procedures and manuals for all processes agreed and
approved
• Development of Implementation of Customer Care
• Undertake managing development of customer care workflow and implementation
o Manage development of customer care workflow, processes, and procedures
o Coordinate customer care training
o Monitor customer care implementation to meet KPI set
• Risk analysis and mitigationLaunch of Service
• Undertake coordination of launch of service planning and implementation
o Manage development of launch of service plan
o Coordinate launch event and service availability
• Undertake Consultant role for management of post-launch operations
o Provide management support role for each key operations department
o Compile and evaluate performance service management report
• Analyzing and recommending structural changes in the internal operations and organization
to cope with Covid19 like situations emerging in the short and mid-term future.

Proposed approach/ methodology of Consulting

Methodology Consulting Process

Approach the Client • Assess the potential for success in delivering a consulting service to
the client.
• Providing a clear picture of client’s situation and the best possible
proposal which would help in building a good relationship and help
in future interactions.
• Decide how to proceed further.
Negotiate the • What is the consultant expected to deliver? (Scope of work)
Relationship
• Define the boundaries of the relationship and bring in clarity.
 • When does the relationship begin and when does it end?

• What are client’s counterpart responsibilities in terms of

availability, access, and resources?
Visualize Success • Visualizing the (To-Be) success path. Visualize the end at the
beginning.
• Communicate the imperatives of change and its implications for all
stakeholders.
Understand the • Understanding client initiative, client business processes,
Client’s Situation applications, client data, client infrastructure, client offerings, client
customers, client operations, client requirements.
• Involves data collection, discovery, due diligence.
• Asking about: What is? & What are its implications? (What appears
as the problem may not be the real problem)
• Qualitative and quantitative research.
• Understand the As-Is Situation (strategic vision of the client
company and its current business model, processes & procedures
being catered through client applications, kind of data is getting
transported across the infrastructure, existing technology
Infrastructure)
Design Solution • framing solution in a proper flow, through design & critical thinking
Options approach to reach an appropriate solution (To-Be state).
• Perform ideation, selection of idea through clear set of objectives,
document selected solutions.
• Design that solves the problem, fits client requirements, robust &
secure, understood easily, flexible, maintainable, documented,
standards based, and proven.
Collaborate to select • Collaborate with Client to select a Solution.
the Solution
• Client-Consultant collaboration is the key to success. We advise;
client decide.
• Provide implementation plan that ensures successful results.
Deliver Business • Provide implementation support.
Results
• Help in building realistic project solutions.
• Implementation planning, communication, Training, Technical
implementation/ knowledge transfer, Transition to operations,
Implementation review, and Client acceptance.
Deliverables

Phase Deliverables Details Timelines

1 Assess external and internal situation Week/Month
Analyze external forces and trends
Identify and prioritize customers and other stakeholders needs and
wants
Analyze digital technologies suitable for enhancing customer
experience
Analyze current business & operating model
Analyze people and cultural potential for changes
Map and cross-map core & extended architectural domains

2 Develop strategy and assess business impacts Week/Month

Define different business scenarios
Define target customer segments and technologies to be used
Develop to-be business model
Develop goal/objective hierarchy
Analyze objectives/business architecture impact
Analyze business architecture/IT architecture impact

3 Architect business solution Week/Month

Visualize to-be business architecture
Develop to-be people practices & organizational culture
Design to-be organization structure
Design to-be value chain & processes
Visualize to-be IT architecture
Analyze current state/target state transformation
4 Establish initiatives and deploy solution Week/Month
Define initiatives based on the objectives
Prioritize initiatives
Create initiative measurement criteria & KPIs
Establish project plan
Monitor progress & deploy corrective measures
Evaluate the level of success

Project Team

Team
KDS Consulting Services Team
KDS Consulting Services Team
KDS Account, Solution and Delivery Leader
Details
Onsite based team providing services as
embedded team members in client teams
Delivery centre (Virtual office) based team
providing turnkey services
Single Point of Contact
Team Qualifications

• Strong Understanding of End-to-End communications customers business cycle

• Business Strategy
• Product Development
• Service Launch
• Service Delivery
• Operations
• Business Continuity and Sustenance
o of Communications Customer Convergence needs
o Partner Ecosystem
o Competitive Ecosystem

• KDS Methodologies based services and solutions

o Full-Lifecycle Services, Go-to-Market Services, Implementation
Services, PMO Services, Technology Strategy, Architecture and
Design Services, Engineering Services, Next-generation Services

Implementation Schedule
Schedule Timeframe Milestone
Week 1 (Upon Contract Signing and Retainer Paid) Kick-off and Resource Allocation
Week 2-4 Setup Phase – Start Resourcing and
Setup
Detailed Solution Planning, Design and
Setup

Week 5 and forward Delivery Phase – Start Delivery with

Resources Loaded

Contract Commitment

Minimum Engagement Time Frame

Initial Contract (2020-2021) 24 Months
Extended Contract Renewed Monthly, Quarterly, Annually or per T&M

Engagement Plan

Engagement Plan Delivery Time Frame

Engagement Locations SureInsure Global Insurance Co Locations
Engagement Timeframe 24 Months (Initial)
Engagement Requirements Scope Executed via Signed Agreement
Pricing
Item Services Resource Role Pricing/hr
Commitment (pounds)
1 Consulting Services Quantity: 2 Digital Transformation 60
& Domain Consultant
2 Engineering Services Quantity: 2 Integration and Digital 50
transformation
Manager
3 Project Quantity: 3 Technical Project 50
Management Manager
Services
4 IT Service Delivery Quantity: 1 IT Services Manager 45
Consulting Resource
for IT Operations

Total Quantity: 8 Consulting Resources

Payment Terms and Schedule

Payment Terms Payment Schedule
Retainer (20%) At Contract Signing
Balance in 11 Equal Monthly Payments On the 1st day of every month after
Contract Signing

Recommendations on partnering with SureInsure for implementation

support
Implementation support is a deliberate strategy of integrating new or upgraded software or systems
into an organizational structure's current workflow to assist assure the overall success of a business's
system. Successful project implementation of provided consulting recommendation requires the
exact execution of specified activities by resources devoted to ensuring that project outputs fulfil
predetermined success criteria.

We believe consulting is more than just giving advice. We don’t want our business / management
consulting to go waste because of someone’s poor implementation strategy. We understand all
clients need a better understanding of what consulting assignments can accomplish.

Post recommendations based on the diagnosis; we highly recommend you provide us

implementation support work so that you can visualize the success through effective business
system without any failure of our digitalization roadmap. Effective work on implementation
problems requires a level of trust, and we are capable to provide that through a long-term
engagement and collaboration with client and vendor organization. We also believe during
implementation it is high likely possible that you may ask more advice and we will always satisfy
your expanded expectations. There is always an
uncertainty of the coming opportunity, and the best course of action is to be ready of every
opportunity. We believe in commitment to the long-term development of our customers,
employees, and partners.

Approval

If you are in agreement with this proposal, please sign and date below and return this page to KDS
consulting. This proposal is valid for 30 days

Sincerely, Accepted by Client:

“SureInsure Global Insurance Co.”