Digital Transformation in Insurance Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Digital Transformation in Insurance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Digital Transformation in Insurance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Digital Transformation in Insurance specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Digital Transformation in Insurance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Digital Transformation in Insurance improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Should new trade regulation rules restrict the period of time that other organizations collect or retain consumer data, irrespective of the different purposes to which it puts that data?

  2. Will the solution identify toxic conditions for groups that may cause security and access issues as circularly nested groups, large and deeply nested groups and stale groups?

  3. Are all employees granted access to sensitive organizational and personal data provided with appropriate security awareness training?

  4. Do you have requirements for data security, availability of data across multiple sites, scalability, and cost effectiveness?

  5. Does the product offer integrations into the leading IAM solutions to ensure the data gathered can be reused if needed?

  6. How to provide a customized digital service for mass personalized demands in the early design and development phase?

  7. Does your organization have physical, procedural, and technical safeguards for ensuring the security of its data?

  8. How could your processes be more person centred to accommodate different needs and improve customer experience?

  9. Which roles within your organization have mandatory objectives linked to the digital transformation strategy?

  10. What are the risks associated with becoming connected, including the potential cyber and data privacy risks?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Digital Transformation in Insurance book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Digital Transformation in Insurance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Digital Transformation in Insurance Self-Assessment and Scorecard you will develop a clear picture of which Digital Transformation in Insurance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Digital Transformation in Insurance Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Digital Transformation in Insurance projects with the 62 implementation resources:

  • 62 step-by-step Digital Transformation in Insurance Project Management Form Templates covering over 1500 Digital Transformation in Insurance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Digital Transformation in Insurance project estimates?

  2. Schedule Management Plan: Who is responsible for estimating the activity resources?

  3. Monitoring and Controlling Process Group: What were things that you did very well and want to do the same again on the next Digital Transformation in Insurance project?

  4. Stakeholder Management Plan: Were Digital Transformation in Insurance project team members involved in the development of activity & task decomposition?

  5. Procurement Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?

  6. Source Selection Criteria: Is the contracting office likely to receive more purchase requests for this item or service during the coming year?

  7. Cost Management Plan: Are there checklists created to determine if all quality processes are followed?

  8. Activity Cost Estimates: What is the last item a Digital Transformation in Insurance project manager must do to finalize Digital Transformation in Insurance project close-out?

  9. Monitoring and Controlling Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?

  10. Change Request: How shall the implementation of changes be recorded?

 
Step-by-step and complete Digital Transformation in Insurance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Digital Transformation in Insurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Digital Transformation in Insurance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Digital Transformation in Insurance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Digital Transformation in Insurance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Digital Transformation in Insurance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Digital Transformation in Insurance project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Digital Transformation in Insurance project with this in-depth Digital Transformation in Insurance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Digital Transformation in Insurance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Digital Transformation in Insurance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Digital Transformation in Insurance investments work better.

This Digital Transformation in Insurance All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.