Our customer is one of the world’s largest multinational insurance carriers. Based out of the United States, they have over 630,000 employees, servicing 40+ million customers across 160 countries. They offer a range of insurance products that cover property & casualty, commercial & consumer, life & retirement and mortgage.
The customer needed an enterprise portal platform that could handle the data, content and information needs of their brokers, underwriters, sales / marketing people and policy holders. The portal had to be implemented for both domestic and international locations. It had to have a single sign-on, 16 applications and integrations, with back-end systems such as SAP, AS-400, Salesforce and Eloqua among others.
The customer felt the need to enable collaboration among internal employees. Various teams within the enterprise also wanted specific team sites where they could collaborate around different artifacts.
We were engaged with the customer from the early stages of the implementation and were responsible for the conceptualization, design and implementation. We now also handle the support, maintenance; continual implementation and improvement of the portal.
The customer is currently going through an IT refresh activity, to consolidate systems, content and data. Mindtree continues to work in close collaboration with the customer from a strategic as well as implementation standpoint.
The implementation was large, complex and required a detailed strategy and portal implementation roadmap. Some key challenges were as follows:
Mindtree developed the complete portal strategy and a multi-year, multi-stage roadmap. Appropriate priorities were assigned for the implementation, after close collaboration with key stakeholders.
The IBM WebSphere Portal was selected to implement the broker/agent portal. It was integrated with the existing Tridion WCM system to deliver the right content to brokers/agents.
The Microsoft SharePoint 2010 platform was selected to implement the customer’s employee collaboration portal. The initial team of 40+ members consisted of experts in technology strategy & consulting, technical & functional architecture, design, implementation and quality.
The team was set up with an optimal allocation of onsite and offshore resources.
The project management and governance structure was put into place with scheduled activities, events and milestones for delivery of the portal.
The broker/agent portal
We started the engagement by building a broker / agent portal based on the IBM WebSphere Portal. The portal was implemented for the US and Canada regions with the following features:
The team collaboration portal
Mindtree engaged with the customer to implement Microsoft SharePoint 2010 based team collaboration portal. This portal consisted of the following:
The Shared Service Unit (SSU)
As part of the IT refresh at the customer’s enterprise, there was a need to implement a governance structure in place with the focus to define, standardize and optimize the process, manage demand from the different businesses and deliver streamlined services to the requesting units. Mindtree worked closely with the customer to enable them to: