Our client, one of the leading players among domestic financial institutions, decided to replace its claims management system and introduce a unified solution at group level. The aim was to develop a solution that would maximally satisfy 21st-century requirements and support future-oriented possibilities.
The client needed to implement this under strict conditions and within a fixed deadline. They approached us to guide the process.
Needs assessment
At the start of the project, we organised workshops with team leaders — following the corporate strategy — and defined the operating model the organisation wanted to follow. Together, we identified the banking group’s vision across customer, product, channel, processes, and support systems dimensions.
Based on this work, we compiled a detailed requirements catalogue covering the functional and other requirements of business and support areas, broken down into more than 70 modules and function groups.
Supplier selection
We supported the client in finding the best domestic and international suppliers. We pre-qualified potential suppliers and helped develop a structured evaluation framework that allowed them to select the optimal offer objectively.
We also actively facilitated the exchange of information between the client and suppliers — principally through structured consultations during the tender period and by managing the response to supplier questions on the requirements catalogue.
Outcome
The company implemented the optimal solution in shorter time and at lower cost than would have been possible relying solely on internal capabilities. The combination of rigorous needs analysis and a structured supplier selection process meant that both the specification and the chosen solution were closely matched to the organisation’s actual requirements.