Case Study

National Membership Organization

Omni-Channel Technology Enablement

Situation

  • Partnered with the Distribution and Customer Solutions leadership team at the nation’s larger membership association to support the planning and implementation of it’s 1st Direct-To-Consumer (DTC) Omnichannel Insurance Platform
  • Identified and sourced the platform vendor
  • Facilitated implementation planning and execution across multiple partners and 3rd party vendors

SMA Services

Business Planning

Technology Alignment

Business Transformation

Actions & Impact

  • Documented  and managed Request for Information (RFI) and Request for Proposal (RFP) effort that included more than 20 technology platform vendor responses
  • Established implementation project governance model and related project planning and stakeholder status reporting
  • Facilitated multiple (10+) work streams supporting business and technical requirements development
  • Led cross-party communications and stakeholder management for 10+ separate entities
  • Developed Board of Director business case and supporting operational & financial projections
  • Management implementation and Year 1 business optimization activities
  • Developed program risk management and 3rd party vendor integration plans

Results

Requirements Development and RFP Management

Annual Enrollment Period (AEP) Readiness