An Section Title Slide Overview - GitHub Pages · § Client Forum 2 § Additional vendor to support capital planning ... Managed Security Services PAM External ... Decrease on-boarding

SectionTitleSlideAn OverviewPurpose-built for life and annuity insurance carriers, by insurance experts

©2016SE2,LLC ProprietaryandConfidentialInformation

Third Party Administrator/Business Processing Outsourcer

Technology Services

Financial Product Administration

for Life Insurance and Annuity Companies

Call & Processing Centers Technical Support

Whatwedo


OurMarketPositioning

3

HelpclientslaunchnewannuityproductsfasterUptoathirdfasterandatathirdlesscostthanover-taxedinternalteamsandoutmodedlegacysystems

ContinuetogrowannuityblockwithnewconversionsLeverageourmarketleadershiptogrowannuityblockofbusiness

InvestinnewDigital&LifecapabilitiesLeveragecapitalinvestmentandvendorechosystemtobuildtheindustrydisrupting“NoTouch”DigitalLifeplatform

GrowLifeblockwithstrategicpartnershipsandanchorclientsBeselectiveonpartnershipsaroundLifetoanchorclientsandstrategicpartnerships


2016inPerspective.OrganizationalRe-build&Transformation

§ Capitalspendformodernizationanddigitization

§ CIO,ChiefArchitectjoins§ ReorganizedTechnologyteamsto

ClientdedicatedandCOEteams§ EmployeeSatisfaction(ESAT)1&

greateremployeeengagementinitiated

July– Sept2015

Oct– Dec2015

Jan– Mar2016

April–June2016

July–Dec2016

Jan2017–Onwards

§ AcquiredIrelandresources§ InitiatedIT/AppsOutsourcing

withNTTData§ ESAT2

§ Apps/InfraOutsourcing– “Go-live”§ NJOfficecommenced§ “BigRoomPlanning”Formalized§ Infrastructurecapacity

enhancement§ Capitalplanningoutlayfinalized

§ HRHead,GeneralCounsel,CMOjoin§ AutomationInitiativeskickedoff§ DOLworkshopsinitiatedwithallclients§ BlueprintforfutureDigitalRoadmap

initiated§ NewImagingPlatformSelectedand

implementationinitiated§ ESAT3

§ COOjoins,conductsstrategicreview§ InitialOperationalreorganizationwithnewtarget

modelvision§ ClientForum2§ Additionalvendortosupportcapitalplanning§ RebrandingofSE2§ Infrastructurestabilization§ Platformmodernizationinitiated§ ESAT4§ PrintPilot“go-live”

§ Transformationandimplementationoftargetbusinessoperatingmodel

§ BuildoutandopeningofnewintegratedandsupportingoperationalsiteinDallas,TX

§ 350+resourcesjoinedover6-8months

§ Capitalspendforstrengtheningfoundation,stabilizinginfrastructureandplatform


BusinessOperationsandServices:2017:KeyInitiatives

5

EnhancedQuality

• Clientcentricculture/mindset

• Speed,accuracy,completeness

• Coreprocess/modelaligned

• Valuefeltbyourclients

TechnologyAlignment

• Incidentmanagement

• Releasemanagement

• Intake/Deliveryprojects

• SE2capitalinvestmentprogram

TransformationtoTargetModel

• Horizontalcoordinationandbestpracticesolutions

• Coreprocessoptimizationviacentersofexcellence

• Siteintegration,coordination,andfootprintexpansion

• Dependability/reliability&scalability/sustainability

CoreProcessCentersofExcellence

• Scopeacrossallfoundationaldisciplinesandareas

• Optimized/standardizedmodel- bestpracticesolutions

• AssociateSMEdevelopmentandcareerpaths

• Subjectmatterexpertise- teams,&associates

ProductivityOptimization

• Efficiencyandeffectiveness

• Resourcemanagement/loadbalancing

• End-to-endlifecyclefocusandview

• Robotics/RPA&OnBase/BREinitiatives


2017Technology&DeliveryKeyInitiatives

PlatformModernizationLifeCAD Modernization

Spectrum

LifeMVP

UVCloud

Eagle

MCSRewrite

ECM/OnBase

DeliveryPMOMaturityProgram

DeliveryMethodology

IncidentManagement

OrganizationalMaturity&Scale

DomainExpeditenewproductlaunchcapabilities

Improveestimateturnaroundtime/quality

Streamlinesolutiondefinition/standards

PlatformModernizationandCapitalProgramRoadmap-


CapitalProgramObjectives

8

InvestinSE2••$26Min2017••Intaketherightprojects

••Governtheportfolio

Modernize••People,Process,Policy

••NewTechnologyPlatforms

••Fornewcapabilitiesandefficiency

DeliverBusinessValue••WhichourClientsexpect

••Timelywithquality


CapitalProjectsTeamFunction

9

• Intake,Prioritization,andApprovalofCapitalProjects• Ensurealignmentwithbusinessvalues• RoadmapandReleasecoordinationwithSE2CentersofExcellence(CoEs)andotherStakeholders

ProjectPortfolioManagement

• Planningandexecutionofprojects,trackingandreporting,andrealizationofbusinessvalue

• Ensurechangecontrolforprojectsandprograms• Conductriskidentificationandmitigationacrossprojects

ProjectandProgram

Management

• EnsuringavailabilityandbalanceofCenterofExcellenceresourcesforplannedandapprovedprojects

• Employfiscalcontroltomeetestimatedbudgets

ResourceandDemand

Management


ActivitiesandOutcomes

10

EnhancedProductand

ServiceDelivery

OnBudget

AssuredQuality

COE/BusinessIntegration

PlanResources

ManageRisk

Communicate

ReleaseandChange

Management

OnTime

2017 2018

Q1 Q2 Q3 Q4 Q1 Q2

Infrastructure Stabilization and Scale

Increased Configuration, Automation & Robotics

LifeCAD Modernization

Technology Upgrades & Re-architectures

CapitalProgramRoadmapasofQ22017– Panel1/2

OmahaDRSite

Expansion

OrionDeployme

nt

ECMMPV(forSBand

MM)

ECM(OthersandR1Trans.)

LifeCADR3

“Admin”

LifeCADR2“ACE”

LifeCAD R1“Refresh”

LifeCAD R0“Fiduciary”

LifeCADAssessme

nt

EaglePlanningand

HLD

UVCloud

People-Soft

EagleTemplate

s

MCSR1CommissionAdjustments

EagleGoLive MCSR2(Tentative)

2017 2018

Q1 Q2 Q3 Q4 Q1 Q2

Digital

Integration Standardization, Scale, Real Time Enablement (Spectrum)

Life Minimum Viable Product (MVP)/New Wave

Enterprise IT Security

CapitalProgramRoadmapasofQ22017– Panel2/2

DistributorDashmergewithUW

CarrierDashboard

GA

CarrierDash:SB

Dist.Dash:GA

UnifiedWeb:GA,MM,Sammons

UnifiedWeb:SB,MicroSites

UW:Rest

SpectrumPilot

SpectrumWaveLive

UnifiedWebIntegrationwith

Spectrum

Wave1:Framework,Quick

Quote

Wave2:UI,Prems,BREInt.

Wave3:eApp,ECMInteg.,FASTconfig,

Portal

Wave4:eAppextension,configurable

UI

IAM-SailPoint

ManagedSecurityServices

PAMExternal

IdentityStore- Ph.1

IAM–SailPointRollouts

Adv.Malware

Segmentation

WebAppSecurityandCodeAnalysis

Dist.DashBeta

CarrierDash:

Delaware

StandardsOverview


Standards:HighLevelObjectives

14

Objectives

• Definebusinesslevelstandardsandtheend-to-endcustomerexperiencebasedonbest

practicesandindustrystandardstoprovideSE2clientswithdifferentoptionstomeettheir

organizationalgoals

• Phase1:BaseSE2Offeringacross3Products(FIA,VAandTermLife)

• Phase2:Options“ALaCarte”Menuandadditionalproductstandarddefinition

• Streamlinetheestimatingandimplementationprocesses

• Providefasterspeed-to-marketandcostmanagement

• Lowerriskandincreasequality

• Provideclientswithcustomizationoptionsbasedonbusinessneed

• Implementaregularreview/auditframeworktoensurestandardsarecontinuouslyupdated

andreflectbestpracticesandindustrystandards


EvolvingDomainOrganization

15

BusinessSolutions FunctionalAnalysis TechnicalAnalysis

Concept/Solution&Consulting/Advisory

Services

TurnConcept/Solutioninto

FunctionalFoundation“English”

TurnFunctionalFoundationinto

TechnicalFoundation“EnglishtoTech”

DomainCoE

1. LeadIntake/Estimating2. ActasConsultants/

AdvisorstoDeliveryTeams&Clients

3. Coach/Advise/MentorBSAs

4. DriveDomainstandardsoffering/methods&toolsdevelopment

5. ActasSponsorsforDomainspecialprojects

1. Developdetailedfunctionalandtechnicalrequirements/design(alignedwithse2agileprocess)

2. CollaboratewithOperationsBAs/ProductOwners3. CollaboratewithDeliveryQualityandDevelopers4. Participateinpeerdeliverablereviews5. Deliverpostimplementationprojectwork6. ParticipateinIntake/Estimatingprocess,asneeded7. Participateinstandards/methods/tooldevelopment8. ParticipateinspecialDomainprojects


DefineSE2StandardSolution- Benefits

16

HelpyoulaunchnewproductsfasterCreateacookbookforeachproducttype.Implementationofstandardproductcanbedoneinafractionoftime

FocusonSE2asanindustryleaderFocusoncontinualreviewofSE2offeringagainsttheindustrystandardanddirection

Decreaseon-boardingofdeliverystaffDefinedprocesseswillallowforareducedtimelinetoon-boardnewtechnologyandoperationsstaff

Streamlineimplementationprocessandimprovequality,reduceriskClearlydefinedbusinessandtechnicalrequirementsprovidegreaterclarityintowhatisbeingdeliveredalongwithdecreasedriskofimplementationdefects/improvedquality

InitialFocus– HighLevelApproach

17

SelectStandard• Reviewindustry

standard• ConductSE2focus

groupsessionstoalignonstandards

• PresentrecommendationstoSE2ExecutiveTeam

BuildDocumentation• CreateALaCarte

menuofferingforclients

• CreatesupportingBusinessandTechnicalRequirementsDocument

• Createallsupportingartifacts

• ReviewwithClients(communicationrolloutplan)

ContinuouslyImprove• Establishprocessto

continuallyreviewindustrychanges

• LeverageSE2’sinvolvementwithinindustryworkinggroups

DefineVariations• Collect

documentationacrossallclients

• Reviewrecentchangerequests

• Documentcommonfunctionsacrossallproducttypes(e-t-e)


Standards:MaintenanceFramework

18

• Conductaminimumoftwice/yearStandardsreviewsessionswiththefollowingstakeholder

groups:

• SE2BusinessandTechnology/Deliveryteams

• Industrygroups

• Clientfeedback

• Updatestandardsaccordingly(alsoaccountingforSE2capitalprojectenhancements)and

expandproductstandardsbase

• ShareStandardsupdateswithclientsbasedonstandardsmaintenanceschedule

Documents

An Section Title Slide Overview - GitHub Pages · § Client Forum 2 § Additional vendor to support capital planning ... Managed Security Services PAM External ... Decrease on-boarding