Case Study
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