it presentation (june 2013) draft ver 4
DESCRIPTION
IT outlook for Kuwait's leading insurance providerTRANSCRIPT
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IT Roadmap
Business Solutions & Operations
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Key Strategic Direction
Leverage Information Technology solutions to support business
priorities
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Key Strategic Priorities & Objectives
Improve business efficiency and leverage on the reporting capabilities of an
organization wide business application that can support scalability of the business
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IT Objectives
Prepare & Build the base of Data Warehouse and Business Intelligence
Solutions
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Warba IT Solutions Universe
BUSI
NES
S CO
NTI
NU
ITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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IT : as of 2009
BUSI
NES
S CO
NTI
NU
ITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Infrastructure
BUSI
NES
S CO
NTI
NU
ITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Infrastructure
DATA CENTER
STORAGE
FIBER SATA
SERVERS
IBM BLADE
CENTER
HP SERVERS
NETWORKS
SWITCHES FIREWALLS & PROXY
NLB
NETWORK LOAD
BALANCERS
ISP ROUTERS
PLATFORMS
WINDOWS SERVER
SQL SERVER
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Prepare & Build – AdministrationBUSINESS CONTINUITY
PLANBUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Administration
MICROSOFT TECHNOLOGIESSYSTEM CENTER
DPM
BACKUPS
FOPE ONLINE EMAIL
SECURITY
SCVM
VIRTUAL SERVERS
SCCM
DESKTOP MGMT
SCOM
OPS MGMT
EXCHANGE
AUTO SIGNAT
URE
ADACTIVE DIRECTORY
IBMCOGNOS
(ADMIN)
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Prepare & Build – Business ToolsBUSINESS CONTINUITY
PLANBUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Business Tools
PRODUCTIVITYE-MAIL & AD
MS OFFICE DMS
DOCUMENT MANAGEMENT
SYSTEM
PORTAL
SHAREPOINT
IP PHONES
NOKIA SMART
PHONESATTENDANCE
SYSTEM
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Prepare & Build – Business SolutionsBUSINESS CONTINUITY
PLANBUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Business Solutions
BI & REPORTINGDATA WAREHOUSE
CORE INSURANCE
FIRSTAPEX
ERPENTERPRISE RESOURCE PLANNING
SOASERVICE ORIENTED
ARCHITECTURE
CRMCUSTOMER
RELATIONSHIP MANAGEMENT
ECRMELECTRONIC CUSTOMER
RELATIONSHIP MANAGEMENT
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Prepare & Build – Business Solutions
BI & REPORTINGDATA WAREHOUSE
CORE INSURANCE ERP SOA CRM ECRM95%
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Prepare & Build – Business Solutions
CORE INSURANCE SYSTEM
INDIV. LIFE
GROUP LIFE
GROUP MEDICAL MOTOR MARINE FGA
95% 95% 95% 95% 95% 95%
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Prepare & Build – Business Solutions
BI & REPORTINGDATA WAREHOUSE
CORE INSURANCE ERP SOA CRM ECRM95% 70%
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Prepare & Build – Business Solutions
ENTERPRISE RESOURCE PLANNING
GL ACCOUNTS PAYABLE
ACCOUNTS RECEIVABL
EPAYROLL FIXED
ASSETS HR 1 HR 2 SUPPLY CHAIN
100% 100% 100% 100% 75% 0% 0% 0%
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Prepare & Build – Business Solutions
BI & REPORTINGDATA WAREHOUSE
CORE INSURANCE ERP SOA CRM ECRM95% 70% 40%
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Prepare & Build – Business Solutions
SERVICE ORIENTED ARCHITECTURE
INTEGRATION
BETWEEN BUSINESS SOLUTIONSEx: FA to/from AX
PROCESSES & WORKFLOWS
Ex: AUTOMATED IT SERVICE REQUESTS40% 40%
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Integration Web ServicesTitle Description Business Purpose
Cash policyRelated to policies issued by Marine & Motor Departments. Cash policies are those which are issued and settled at the same time due to payment of cash by the customer.
To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.
Credit policy
Related to policies issued across all Departments. Credit policies are those which are issued but settled at a later time by the customer.
Self-service policy
Related to policies issued by Group Life and Group Medical Departments. Self-service policies are those which are issued for Warba Staff and will be recorded as expenses in the GL.
Reinsurance transaction
A. Whenever an RI allocation is posted on a policy or endorsement for Facultative Re-Insurers, accounting entries are created.
B. When a claim is settled involving facultative RI distribution, accounting entries are created.
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Integration Web ServicesTitle Description Business Purpose
Month end treaty transaction
A. Premium component shall be accounted for unearned premium reserves (UPR) for any given month and hence, accounting entries are created.
B. Likewise, claims’ outstanding amounted shall be accounted for any given month and hence, accounting entries are created.
C. Treaty premiums shall be accounted for each treaty for any given month and hence, accounting entries are created.
D. Treaty claims shall be accounted for each treaty for any given month and hence, accounting entries are created.
To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.
Payment and Receipt Vouchers
A. Receipt vouchers shall be created for Cash Policies / Endorsements where premium is positive
B. Payment vouchers shall be created for Cash Refund Endorsements
To create a financial transaction entry in GL – General Journal in order to synchronize the accounting activity between FA & AX Whenever insurance related debit/credit notes (which have originated from FA) are settled in MS Dynamics AX, those voucher details should be back-updated in FirstApex resulting the synchronization of accounting balances between both systems.
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Integration Web ServicesTitle Description Business Purpose
Claim Voucher
A. For settled claims, Credit Notes shall be created for a payee account (Customer/Service Provider/others)
B. For Claims’ Recoveries, Debit Notes shall be created for the party from whom the recovery is made.
To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.
New General Ledger
When any insurance related GL Chart of Account (COA) is defined in MS Dynamics AX, the same COA has to be used within FA.
To regularly synchronize (add & update) Master Data from the MS Dynamics AX system into the FirstApex System.
New Customer
When any insurance related Party/Customer/Service Provider/Broker is defined in MS Dynamics AX, the same has to be added in FA.
New Vendor When any insurance related Vendor is defined in MS Dynamics AX, the same has to be added in FA.
New Employee
When any insurance related Employee is defined in MS Dynamics AX, the same has to be added in FA.
New Dimension
When any new branch is defined (as a Dimension) in MS Dynamics AX, the same has to be added in FA.
New Currency
When any new currency is defined in MS Dynamics AX, the same has to be added in FA.
New Exchange Rate
When any new exchange rate is defined in MS Dynamics AX, the same has to be added in FA.
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Prepare & Build – Business Solutions
CUSTOMER RELATIONSHIP MANAGEMENT
CUSTOMER PROFILES
MARKETING CAMPAIGNS
SALES TRACKING
CALL HANDLING
TRANSACTION SUPPORT
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Video : What is CRM?
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Video : Life Annuity Insurance template for Microsoft Dynamics CRM
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Video : Health Plan Sales Template for Microsoft Dynamics CRM
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Prepare & Build – Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE INSURANCE
ERP SOA CRM ECRM
95% 70% 40% 0% 0%
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Prepare & Build – Business Continuity Plan
BUSI
NES
S CO
NTI
NU
ITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
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Prepare & Build – Business Continuity Plan
DISASTER RECOVERY
INFRASTRUCTURE
SERVERS NETWORK STORAGE
BUSINESS TOOLS
EMAIL PORTAL
BUSINESS SOLUTIONS
CORE INSURANCE ERP SOA REPORTING
(COGNOS)
CLOUD
WEBSITE
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THANK YOU