Rank Initiative Elaboration Development

1 Canada Broker Alignment Q2 2021 Q3 2021

2 KYC Know Your Customer Q3 2021 Q3 2021

3 XBRL Commercial Q3 2019 Q3 2021
4 International Synopsis (includes Ops Assessment) Q2 2021 Q3 2021
5 CRPC Premium Calculator Q3 2021 Q4 2021
6 TBP International Q3 2021 Q3 2021
7 Agency Location Code Q2 2021
8 Credit and Risk Tile Feed to/from CBR
9 Reinsurance Data in Admin and Bond
10 Commercial Exposure Tile Q2 2021 Q3 2021
11 Bond Level Invoicing (EMEA & APAC) Q3 2021 Q3 2021
12 Work Queue
13 Combined FAW Q1 2021 Q2/Q3 2021
14 External line card Q1 2022 TBD
15 CBR Globalize bond request Q1 2021 Q2 2021
16 Canada - Line Card Warranty
17 Canada - Auto-close
18 Local System Bond Number Auto-Generation Q1 2022 Q2 2022
19 BB&TR (Bond Billing and Term Renewal) Q2 2021 TBD
20 AP Bond Peru Q3 2021 Q3 2021
21 Line Card Customization Q1 2021 TBD
22 Global Fronting Reinsurance (GFR)
23 Auto-Renewal
BI Reporting Update 5 Reports Q3 2020 Q1 2021
Exposure Stepping
QQ Quick Quote
Global LOA
Global Account ID
Reinsurance Q3 2021 TBD
BI Reporting Update Remaining Reports
Commercial Exposure Tracker Page
ACORD Bond Request Form
GSC Bond/Bond Request Requests
IWF (international web forms) move to bond request
GRIT Genius real-time integrated technology
Rates Q2 2021 Q3 2021
 Compliance/
Regulatory/
Foundational/ Estimated
Internal Annual Time
Deliver Description Efficiencies Savings
Q3 2021 Compliance 100

Q1/Q2 2022 Compliance

Q3/Q4 2021 Internal Efficiencies
Q1 2022 Internal Efficienc 1500
Q1/Q2 2022 Internal Efficienc 2033
Q4 2021 1073
TBD 350
430
380
Q3 2021 720
Q4 2021 557
791
Q4 2021 746
TBD 62
Q3 2021 990
51
150
Q3 2022 190
TBD 156
Q3 2021 33.3
TBD 100
91
21
Q3 2021

TBD

Bond

0
Q4 2021 0
 IT Effort:
S = 1 Sprint (80 hrs)
M = 2-4 sprints (240 hrs) Estimated
Estimated 3 L = 1 Quarter (400 hrs) Resource Calculated
year savings XL=more than 1Q (480 hrs) Commitment Benefit
300 240 1 1.25

0 480 None
0 400 2 0
4500 480 1 9.375
6099 480 2 6.353125
3219 240 1 13.4125
1050 80 1 13.125
1290 240 1 5.375
1140 240 1 4.75
2160 240 2 4.5
1671 240 2 3.48125
2373 400 2 2.96625
2238 480 2 2.33125
186 80 1 2.325
2970 480 3 2.0625
153 80 1 1.9125
450 240 1 1.875
570 240 2 1.1875
468 400 2 0.585
99.9 240 1 0.41625
300 400 2 0.375
273 400 2 0.34125
63 480 1 0.13125
0 None
0 None
0 None
0 None
0 None
0 None
0 None
0 None
None
None
None
0 480 4 0
0 240 2 0
 Resource Need (UX, PM, Process, Comms, Other Surety Team
Training) Business Resources Dependencies
Comms Area Rep Genius, GEB, BIE

UX, PM, Process, Comms, Compliance, Training Area Reps, Legal TBD
Training, Communication SME (Todd, Angie) RDM
UX, PM, Training, Comms SME (Ana) PAM
UX, Process, Comms, Training SME AEM
Training, Communication SME DCU, GEB

Training, Communication, UX SME None

None Area Reps AEM

Training, Communication SME (Ana) RDM

Training, Communication SME DCU, GEB, BIE

None Area Reps, Compliance Genius

PM, Process, Communications, Training SME Surety BI

Process, Comms, Training, UX SME GEB, BIE, ERM

Process, Comms, Training SME

SME

Training, Communications SME, Area Reps DCU, SAM

State:
Discovery
Ready for Elaboration
Elaboration
Execution
Released
Elaboration
Elaboration

Discovery
Discovery
Execution
Definition
Elaboration
Ready for Elaboration
Ready for Elaboration
Ready for Elaboration
Execution
Ready for Elaboration
Discovery
Elaboration
Discovery
Execution
Discovery
Discovery
Discovery
Ready for Elaboration
Definition
Ready for Elaboration
Discovery
Discovery
Execution
Discovery
Discovery
Discovery
Discovery
Discovery
Definition
Definition

Discovery
Definition
Rank Initiative Elaboration Development Deliver Description
TPB: Bonded Only
TPB: CTC
Madrid Invoicing
Line Card
Bond Link to Indemnity
Canada Invoice
Clone Bond Request
Auto Closed on Fixed Expiry
CRPC Commission
 IT Effort:
S = 1 Sprint (80
hrs)
M = 2-4 sprints
Compliance/ (240 hrs)
Regulatory/ L = 1 Quarter (400 Multiplier
Foundational/ hrs) Estimated (Compliance,
Internal Estimated Annual Estimated 3 year XL=more than 1Q Resource Business Priority,
Efficiencies Time Savings savings (480 hrs) Commitment Foundational)
Bond 0 1
Bond 0 1
Bond 0 1
Bond 1722 5166 400 4 1
Bond 800 2400 80 1 1
Bond 454 1362 80 1 1
Bond 1722 5166 240 1 1
Bond 781 2343 240 2 1
Bond 0 0 240 2 1
 State:
Discovery
Ready for
Elaboration
Elaboration
Resource Need Other Surety Execution
Calculated (UX, PM, Process, Business Team Released
Benefit Comms, Training) Resources Dependencies Elaboration
None Complete
None Complete
None Complete
51.66 Complete
30 Complete
17.025 Complete
21.525 Complete
19.525 Complete
0 Complete