William Buchanan GEB3213 - Final Presentation
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Transcript of William Buchanan GEB3213 - Final Presentation
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MOVING YOUR AGENCY
MANAGEMENT SYSTEM TO THE
CLOUD
William Buchanan
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Overview The Opportunity Benefits and Risks Recommendation
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Introduction More businesses are
moving critical applications to the cloud.
What is the ‘cloud’ and Why move?
Many Benefits = Attractive New Option
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The Opportunity The “cloud” = SaaS SaaS vs Traditional Time = $$$
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Current Situation Software on PCs Risk of hardware failure Limited availability High licensing cost
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Key Success Factors Lower cost of ownership Increase usability Business Continuity Better Customer Service
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Analysis of AlternativesComparison of Agency Management Systems
Cloud Based Traditional
Features & Capabilities AMS360 QQ Catalyst Agency One
View all lines of business on a single screen ü ü û
Rich reporting across all business lines ü ü û
Automated renewal workflows ü ü û
Data-driven ACORD forms ü ü ü
Consolidated, real-time access to all participating carriers ü ü û
Insurance-specific accounting tools ü ü ü
Automated cross-selling and prospecting tools ü ü û
Automated letters & proposals ü ü ü
Paperless management and document storage ü ü û
Microsoft® Outlook and Office integration ü ü ü
Integrated online certificate distribution ü ü û
Real-time claims download direct from carriers ü ü û
Access for mobile devices ü ü û
Built-in training û ü û
Social Media Integration û ü û
Export to QuickBooks® û ü û
Automated Data Backups ü ü û
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Analysis of Alternatives
Comparison of Costs
Solution Up-front Cost Per User Cost
AMS360 $500 set up fee $150/mo
QQ Catalyst No set up fee $100/mo
AMS Prime $1500 upgrade fee $100/mo
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Strategic Option Move to the Cloud QQ Catalyst Service Industry Leader Best In Class Software Excellent Pricing
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Benefits Flexible & Scalable Disaster Recovery Always Up to Date Low Startup Cost Anywhere, Any Device Competitive Edge
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Risks Vendor Lock-in Service Interruption Data Breach
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Recommendation Get Employees Involved Cleanse Data Discuss Data Conversion
Options Create Transition Timeline Create Back Out Plan Train Employees Post Deployment Meeting