Client
One of the largest US-based mutual life insurance companies providing insurance, investment, and retirement solutions along with expert guidance to achieve lifelong financial well-being.
Opportunity
The client was managing product-related information using non-centralized excel workbooks with separate tabs for different insurance products distributed over multiple US states.
The file-system based management approach made the process of changing policy documents and circulating the updated version to the team a complicated and time-consuming task. Additionally, the client had no control over who could edit these documents and thus there was a need for an approval workflow and tracker to follow the evolution of these documents.
Solution
SG Analytics' team utilized Microsoft SharePoint to bring all different document versions to a single centralized repository with multi-level access controls.
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Our team built a web-application for maintaining a product catalog with related information and documents.
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Different access levels were provided for different roles to streamline change management within product catalog.
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We built different approval workflows for various types of operations within the portal.
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We implemented a version control to track the evolution of products and documents.
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SG Analytics embedded a notification engine to update all(or a segment) users about product-related changes.
Tools Used
SharePoint 2010 Enterprise Edition
SharePoint - Designer 2010
Value Delivered
1
SG Analytics delivered a centralized self-serve repository for maintenance and safe-keeping of all product information.
2
The centralized self-serve repository was free of integrity / manual inefficiency issues and highly available.
