CRM Migration Consulting to Improve Claims Management Process
Client
The end Client is one of the leading players in the insurance business based in North America.
Challenge
The end Client needed to revamp their claims management process, which was built around a custom CRM solution and a Nuxeo-based DMS. The CRM database was built on legacy Visual FoxPro technologies, which are no longer supported by Microsoft.
Thus, the end Client was looking for a modern on-premises CRM solution that would completely replace the outdated system. As a longer-term goal, the end Client wanted to move to completely paperless claims management.
Solution
ScienceSoft’s team started operational consulting with reviewing the end Client’s existing claims management process and the custom CRM solution used to support it, including the available documentation. Business needs related to claim management were clarified in communication with key stakeholders. Based on the information elicited, ScienceSoft’s Dynamics CRM consulting team created the software requirements specification (SRS) that fully described the future CRM. A number of artifacts, such as workflow diagrams and a feature list were included in the SRS.
The end Client chose Microsoft Dynamics 365 a substitution for the outdated CRM due to its workflow automation capabilities and customization flexibility. To further streamline the claims management process and address the Client’s objective to go paperless, our consultants offered to integrate the Dynamics 365-based solution with OneNote and SharePoint. SharePoint DMS was selected to replace the Nuxeo-based DMS as a more modern and integration-friendly solution.
After that, our team provided the end Client with project cost estimation.
Results
The end Client got a foundation for paperless claims management. With the new solution, the Client will obtain faster claims processing and less manual effort per claim due to automation.
Methodologies and Tools
Business workflow investigation, business needs analysis and requirements elicitation.
