Typical tasks:
Relevant tools & technologies: BPMN modeling tools (e.g. Visio, Signavio), requirements management (Jira, Confluence), knowledge of common insurance IT systems, MS Office
KPIs & metrics: adherence to project milestones and budgets, reduction of process cycle times, increase in customer satisfaction/user acceptance, reduction of manual efforts through automation
Challenges: aligning diverse stakeholders in the insurance environment (departments, IT, regulatory), integrating new digital solutions into existing legacy systems, handling regulatory requirements and data privacy, change management and user adoption
Deliverables: comprehensive requirements documents and process models, developed business concepts and user stories for IT implementation, defined implementation roadmap, training materials for modified processes
Lessons Learned: involving all stakeholders early on makes digitalization projects easier; iterative, agile approaches allow flexible adjustments; deep industry knowledge (products, regulation) is crucial to design sustainable digital solutions