Prolifics at IBM Lotusphere 2012

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© 2012 IBM Corporation CS 118 Business Agility Through Architecture & IBM Technology Bob Blitshtein | CEO | Insurance Data Processing, Inc. (IDP) Niral Jhaveri | Practice Director- User Experience | Prolfiics

description

At IBM Lotusphere 2012 in Orlando, Prolifics hosted a speaking session with customer IDP on their InsuraSphere Agent Portal.Session Description:By providing Exceptional Web Experiences organizations can attract and retain the best customers, improve brand loyalty, increase customer satisfaction, and lower operational costs. Prolifics and Insurance Data Processing (IDP) will share how they are providing insurance companies the capabilities they need to compete in the competitive insurance market. Learn how IDP, working with Prolifics, leveraged IBM Portal and IBM Forms to create a social portal to enable agents to quickly respond to customer inquiries, access 24/7 connectivity and provide policy quotes in real time, giving the agents a competitive edge. Easy customization by IDP ensures fast time to value for each customer with a unique customized brand appearance and allows IDP to offer the solution to thousands of prospects.

Transcript of Prolifics at IBM Lotusphere 2012

Page 1: Prolifics at IBM Lotusphere 2012

© 2012 IBM Corporation

CS 118 Business Agility Through Architecture & IBM Technology Bob Blitshtein | CEO | Insurance Data Processing, Inc. (IDP)Niral Jhaveri | Practice Director- User Experience | Prolfiics

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Best Industry Oriented Social Business

BREAKING NEWS!! Just announced @Lotusphere2012

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

• Why I am here standing before you today?

• IDP’s background and history

• IDP’s Challenge . . . How to go from legacy to cutting edge and agile

• How IDP Achieved Business Agility

Agility through Architecture & IBM Technology

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

• Why I am here standing before you today?

• IDP’s background and history

• IDP’s Challenge . . . How to go from legacy to cutting edge and agile

• How IDP Achieved Business Agility

Agility through Architecture & IBM Technology

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

• IDP developed an entirely and exclusively IBM Technology Stack based Universal System Architecture (USA) to enable all of our product/application development

• Because our USA makes possible the rapid development and deployment of state of the art, enterprise grade Web 2.0, SOA, BPM and Rules based applications that also integrate with existing and/or legacy assets

• Because IDP was able to deliver to the market place 4 state of the art products in 4 months (with help from and thanks to Prolifics professional services)

• Because IDP is able to leverage its USA (without any modifcations) to expand its product offering to 9 products across multiple channels (e.g. mobile) and countries

• Because other companies and industries can also beneft from our architecture and IBM technology experience as well expertise

Why am I here today?

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

• IDP was founded by former IBM Employee in 1949

• Probably the longest tenured insurance technology company in the world (except for IBM)

• Exclusively serving property and casualty (P & C) insurance companies for 62 years

• We have deep insurance expertise and intellectual property

• New CEO started 1 year go - Bob Blitshtein, most recently head of architecture at AIG’s

Chartis Unit ($50 billion annual premium)

• Began the work to turn IDP into a game changer

• Currently serving and supporting the operations of 26 insurance carriers

• Expecting to rapidly grow to 100+ customers (enabled to recently created agility)

About Insurance Data Processing (IDP)

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

We’ve made mistakes too…

• For our ETL component we initially chose an open source ETL vendor‒ Virtually impossible to fnd the needed skill set‒We paid top dollar ($$$) for professional services‒ The upgrade from the community version was not cheap‒ The product was inadequately documented‒ None of developers could run with it – we let 5 try

• Bottom line – we experienced a cash loss ($$$)

• Lesson Learned – don’t do that again. The hidden costs of open source can be painful and costly!

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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IDP’s TechnologyChallenges

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

We wanted to create solutons to fully support the insurance front office

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

We wanted to support every type of interaction between insurance consumers, agents and insurance companies (regardless of insurance company business model)

Policy Holder or Insurance Shopper

Agent(Independent, Captve

or Internal)

Policy Holder Insurance Shopper

Insurance Company Back Office System(s)• Policy Administration• Billing

• Claims Management

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Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

.

NET Apps and IP

VB Apps + IP

Fox Pro Apps + IP

COBOL Apps + IP

New Development & IP

Which technology should we base (bet) our business on?

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Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

q Does it support our going forward architecture?

q Are the development skills readily available in the market place?

q Is the development process visual and self documenting?

q Do adequate design and development stage tools exist?

q Is it Web 2.0, SOA, BPM and Rules based?

q Will it integrate with our legacy/existing assets (e.g. .NET, SQL Server, flat fles, XML messages, etc.)

q Will it scale to support 1000+ insurance carriers running on our SaaS platform

q Will it scale to support 10+ million consumers using our SaaS platform

q Will we be able to make use of newly built assets in many circumstances without cutting & pasting code

q Can a small (but smart) development team “bang out a bunch” of high quiality apps quickly

q Will it get us out of the mode of writing procedural code that is expensive to write and difficult to test and maintain?

q Is it cost effective (including all hidden costs)?

q Does it give us a single throat to choke?

Our Technology Selecton Criteria was rigorous

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How IDP Achieved Business Agility

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

And the winner is…

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

• Built entrely and exclusively on the IBM Technology Stack• Integrates with and leverages our existing assets• Can be maintained by a relatively small team• Enables us to focus our attention on application specifc meta data

and not inventing architectures for each product• Signifcantly accelerates the development process• Allows for the delivery of our products on premises or even

multi-tenant software as a service (SaaS)• Can support the needs of any industry (insurance, banking, healthcare,

government, B2b, B2C, etc.)

We created the IDP Universal System Architecture (iUSA) to enable all of our products

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Phase 1

Insurance Front Office Solutons

Insurance CompanyEmployees

IDP Universal System Architecture (iUSA)

IBM WebSphere Portal

IBM WebSphere Enterprise Service

Bus

IBM WebSphere Applicaton Server

IBM WebSphere Process Server

iLog Business Rules EngineIBM DB2

IBM CognosIBM Forms

IBM Data StageIBM Web Content Manager

IBM WebSphere MQ

IBM BusinessFabric

1000+ Insurance Companies

Agents

100,000+Agents

Policy Holders

10 million+Consumers

10s of millions Customer and User Specific Variatons &

Configuratons

Both Design Time & Run Time

InsuraSphereAgent Portal 100+ Features

InsuraSphereInsured Portal 50+ Features

InsuraSphereWebsite

50+ Features

InsuraSphereWebsiteWidgets

25+ Features

Both SaaS and on premises delivery

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Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Phase 2

End to EndInsuranceSolutons

Insurance CompanyEmployees

IDP Universal System Architecture (iUSA)

IBM WebSphere Portal

IBM WebSphere Enterprise Service

Bus

IBM WebSphere Applicaton Server

IBM WebSphere Process Server

iLog Business Rules EngineIBM DB2

IBM CognosIBM Forms

IBM Data StageIBM Web Content Manager

IBM WebSphere MQ

IBM BusinessFabric

1000+ Insurance Companies

Agents

100,000+Agents

Policy Holders

10 million+Consumers

Both SaaS and on premises delivery

The Insurance Industry as a Service

10s of millions Customer and User Specific Variatons &

Configuratons

Both Design Time & Run Time

IBM Smart CloudCountry Specific Variatons In

•Language•Currency

•Business Practices

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“InsuraSphere mobile solutons even work with an insurance company’s existing agent and insured portals . . . with no architecture changes.”

Thanks to our Universal System Architecture we’re going mobile with no architecture changes

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

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Phase 1 Phase 2

4 Products 9+ Products, any future product

1 Delivery Channel 5 Delivery Channels (Mobile platforms)

1 Country 100+ Countries

Changes in iUSA Architecture Needed to Support New Business Needs

NONEProviding Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

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How did they do that?Let’s find out…

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

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IDP Universal System Architecture (iUSA)

IBM WebSphere Portal

IBM WebSphere Enterprise Service

Bus

IBM WebSphere Applicaton Server

IBM WebSphere Process Server

iLog Business Rules Engine

IBM DB2

IBM CognosIBM Forms

IBM Data StageIBM Web Content

ManagerIBM WebSphere

MQ

IBM Business Fabric

We built our products on top of IBM’s Technology Stack

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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Our Universal System Architecture makes all of our applicatons possible

IDP’s Proprietary Universal System Architecture (iUSA)

IBMComponent IBM

Component

IBMComponent

IBMComponent

IBMComponent

Meta DataType #1

Meta DataType #2

Meta DataType #3

Top Secret

The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

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The Internet Insurance Platform that Empowers and Connects Consumers, Agents & Insurance Companies

Providing Technology Enabled Business Solutons that Help Insurance Companies Excel...Call Us at 1-800-523-6745 or Visit us at www.idpnet.com

Bob Blitshtein Chief Executive OfficerTel: (267) 620-2319

Please feel free to call or email me for more informaton about our Universal System Architecture

[email protected]

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InsuraSphere Portal

Niral JhaveriPractice Director- User Experience

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P r o l i f i c s – A n A c c o m p l i s h e d C r o s s - B r a n d I B M S o f t w a r e P a r t n e rA L o n g R e c o r d O f I B M H o n o r s

T e c h n i c a l I n n o v a t i o n

M u l ti A w a r d - w i n n i n g : 2 0 1 1 I B M L o t u s A w a r d F i n a l i s t f o r D e l i v e r i n g a n E x c e p ti o n a l

W e b E x p e r i e n c e a n d D i s ti n g u i s h e d B u s i n e s s A c h i e v e m e n t

A w a r d s i n N o r t h A m e r i c a a n d t h e M i d d l e E a s t

2 0 1 0 L o t u s B e s t E n d - U s e r S o l u ti o n A w a r d

2 0 1 0 L o t u s B e s t I n d u s t r y S o l u ti o n A w a r d

2 0 0 8 O u t s t a n d i n g S O A S o l u ti o n A w a r d

2 0 0 8 O v e r a l l T e c h n i c a l E x c e l l e n c e A w a r d

2 0 0 7 O v e r a l l T e c h n i c a l E x c e l l e n c e A w a r d

2 0 0 6 W i n n e r o f L o t u s A w a r d f o r B e s t P o r t a l S o l u ti o n

S e r v i c e d o v e r 1 2 0 0 I B M s o ft w a r e a c c o u n t s i n t h e p a s t 8 y e a r s ; i m p l e m e n t e d o v e r 2 5 0 p o r t a l s

C l o s e d o v e r 1 5 0 c o m p e ti tiv e w i n s t o I B M s o ft w a r e ; c o n d u c t e d o v e r 6 0 m i g r a ti o n s t o W e b S p h e r e f r o m c o m p e ti n g t e c h n o l o g y

P r o l i f c s b o a s t s o v e r 4 0 0 J 2 E E , W e b S p h e r e , L o t u s , I n f o r m a ti o n M a n a g e m e n t , T i v o l i , R a ti o n a l c e r ti f c a ti o n s f o r a r c h i t e c t u r e , d e v e l o p m e n t , a d m i n i s t r a ti o n , a n d p r o j e c t m a n a g e m e n t

I B M ’ s h i g h e s t t e c h n i c a l r a ti n g ( L e v e l 5 )

I B M T i v o l i “ A A A A c c r e d i t e d ”

A l s o a c c r e d i t e d f o r R e a d y f o r S O A , R e a d y f o r R a ti o n a l a n d I n f o r m a ti o n O n D e m a n d S p e c i a l t y p r o g r a m s

C o v e r i n g a l l I B M S o f t w a r e B r a n d s

H e a l t h c a r e C u s t o m e r s

I n s u r a n c e

3

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Prolifics CustomersF i n a n c i a l S e r v i c e s

H e a l t h c a r e G o v e r n m e n t

E d u c a t i o n

R e t a i l & D i s t r i b u t i o n U t i l i t i e s

I n s u r a n c e

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A w a r d s a n d A c c o l a d e s• I B M L o t u s A w a r d F i n a l i s t f o r B e s t P o r t a l S o l u t i o n2 0 0 5

• W i n n e r o f I B M L o t u s A w a r d f o r B e s t P o r t a l S o l u t i o n2 0 0 6

• W i n n e r o f I B M B e a c o n A w a r d f o r O v e r a l l T e c h n i c a l E x c e l l e n c e2 0 0 7

• W i n n e r o f I B M B e a c o n A w a r d f o r O v e r a l l T e c h n i c a l E x c e l l e n c e2 0 0 8

• W i n n e r o f I B M L o t u s A w a r d f o r B e s t I n d u s t r y S o l u t i o n• W i n n e r o f I B M L o t u s A w a r d f o r B e s t E n d - U s e r S o l u t i o n2 0 1 0

• I B M L o t u s A w a r d F i n a l i s t f o r D e l i v e r i n g a n E x c e p t i o n a l W e b E x p e r i e n c e a n d D i s t i n g u i s h e d B u s i n e s s A c h i e v e m e n t A w a r d s i n N o r t h A m e r i c a a n d t h e M i d d l e E a s t

2 0 1 1

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IDP - Challenges

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Key Drivers● Scalable ! Scalable! Scalable!

● Will it scale to support 1000+ insurance carriers running on our SaaS platform?

● Will it scale to support 10+ million consumers using our SaaS platform?

● Modern

● Web 2.0 , SOA, Cloud

● Mobile, Social..

● Cost Effectve with quantfiable ROI

● Can we on board fast enough?

● Can apps be written in no time?

● Unified Development

● Ease of development

● Robust development methodology

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IDP - Solution

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Solution Stack

Ø Social Business Collaborationq Portalq Content Managementq Forms

I B M F o r m s

I B M C o n t e n t M a n a g e r

I B M W e b s p h e r e P o r t a l

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IBM Websphere Portal

● Create a platorm. Not applicaton

● SAAS based soluton

● Secure and Compliant

● Mobile Ready

● Social Collaboraton

● Personalized access

● User Interface

S e c u r i t y

S O A

C o l l a b o r a t i o n

P e r s o n a l i z a t i o n

W e b 2 . 0

A p p l i c a t i o n C o m p o s i t e s

S i n g l e p o i n t i n t e r a c t i o n

S o c i a l n e t w o r k i n g

P r o c e s s I n t e g r a t i o n

L O B A c c e l e r a t o r s

W e b s p h e r e P o r t a l

E x c e p t i o n a l u s e r e x p e r i e n c e s

B u s i n e s s I m p a c t

S i n g l e p o i n t o f i n t e r a c t i o n

S A A S

M o b i l e

C o n t e n t m a n a g e m e n t

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IBM Content Manger ● Easier authoring

● More granular and personal authoring views

● Fly outs to reduce clicks

● User-focused, context-aware UX

● “Projects” let you bundle groups of changes together, staged, and preview in context of a live site

● Syndication and workflow enhancements enhance review / approval process

● Improved Portal-WCM convergence

● Friendlier URLs

● WCM leverages portal page hierarchy

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IBM Forms

● Paper Reducton

● Self Service apps

● Digital Footprint - Digital Signatures

● Real tme decision making

● IBM Forms with Workfow knits Social Business to business process.

● Regulatory/Compliance Requirements

● Operatonal Efficiency - Data Quality / Completeness

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Social Business

● Collaboratve platorm for agents to share and draw informaton

● Opportunity to establish a "brand presence"

● Search- Based on profile: expertse, projects, responsibilites, and interests.

● Real-tme collaboraton where a consumer can call an agent and where an agent while on the phone with a consumer provide to him an insurance quote and issue the policy in real-tme.

● Botom line- InsuraSphere is a revolutonary Internet based platorm (delivered as Sofware as a Service – SaaS) that lets insurance companies of any size compete with and even beat out the largest carriers.

Policy Administration

BillingClaims

Reinsurance

Business Intelligence

Agent Portal

Insure Portal

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Benefits

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Benefits● Enterprise Platform

● Portal which is geared to launch multitude of products, services and applications

● Mobile enabled

● Interact with information from the user’s device of choice

● Social Business

● Create highly personalized applications that adapt to users’ context, community, role, actions, location, and preferences

● SaaS based architecture

● Speed time to value with Prebuilt Portal snap-ons for business problems

● ROI

● Quickly leverage existing investments, through market-leading composite application tooling and robust framework

● Secure

● Safe and compliant to all business needs

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F o r m o r e d e t a i l s :

N i r a l J h a v e r iP r a c t i c e D i r e c t o r – U s e r E x p e r i e n c eE m a i l : n j h a v e r i @ p r o l i f i c s . c o mP h o n e : + 1 4 0 4 - 9 6 4 - 0 4 7 3

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| © 2012 IBM Corporation