INDIANA FARM BUREAU &
THUNDERHEAD:
COLLABORATING FOR THE FUTURE
October 18th, 2010
AGENDA
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Business Challenge
Goal & Outcomes
Evaluation Criteria
The Thunderhead Difference
Program Management Approach
Business Benefits for IFBI
What’s next
OUR CHALLENGES
Legacy systems
Rapid adoption
of mobile &
social media
channels
Retaining and
growing our
customerIncreased
base
customer
promiscuity &
growing
resistance to
revenue pull
Lack of flexibility
to provide
customization
Third party
disintermediation
of customer
relationships
Creating greater
customer
satisfaction
Advocating for
personalization
ComplianceGreater efficiency
overhead
increasing due managing
to regulatory multiple policies
and brand
mandates
Customer
service at the
speed of light
GOAL AND
OUTCOMES
SOUGHT
SHORT-TERM
Leverage shared content
Empower business units to support & maintain
document content changes
GOAL
Develop infrastructure
where objects can be
reused for interactive and
on-demand documents
LONG-TERM
Provide customers the flexibility to receive
communications regarding their current or potential
insurance policies via the channel of their choice
Deliver highly personalized and relevant
marketing messages as part of our overall
communications
Simplify and personalize the billing process
THE SOLUTION WE CHOSE
NEEDED TO....
BUSINESS
NEEDS
TECHNICAL
NEEDS
Enable more
robust brand
management
Speed time to
market
Open standards
Cost efficiencies
Security,
versioning &
audit trail
features
Interactive forms
i.e. customize a
letter
Straight-forward
integration with
existing systems
EVALUATION CRITERIA
WAS BASED ON THE FOLLOWING:
Support for structured, interactive and on-demand documents
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Breadth of interactive development
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Strengths in formats and conversions
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Commitment to XML and standards
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Multi-channel capability
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Template management
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User empowerment
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Separate data from content
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Usability of authoring environment
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THE THUNDERHEAD DIFFERENCE
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› Rapid and flexible integration into
IFBI’s existing infrastructure
› Adherence to open standards (XML)
› Single source of content for multiple
channels
› Ease of use
› Enthusiasm of reference customers
Thunderhead fits our business and IT
platforms. Our Graphic Specialist can
create and manage large volumes of
templates with ease.
Michael Brown, IFBI Manager,
Systems Development
”
PROJECT MANAGEMENT APPROACH: PROJECT TIMELINE
Home LOB
By Sept 18, 2010
› Built exceed forms in
Thunderhead: Home-owners
policy docs, letters and
invoices
› Effective cost management
with the Thunderhead Quick
Start Approach
› Used ‘footprint’ approach
with exception to cosmetic
issues
› Transparent to end-users
Auto LOB
3Q 2011
› Building Auto Policy forms
in Thunderhead: Auto policy
docs and letters
Life LOB
TBD
BUSINESS BENEFITS
Efficient use of
business and
development
resources:
› Automated labor intense
business process
› Reduced IT support and
development
› Simplified training allows
us to outsource
Improves
customer
experience
Simplified
process and
more operational
efficiencies for
our employees
providing our
clients service
WHAT NEXT?
Business training on tool
EXTEND THE ABILITY TO
RESPOND QUICKLY TO
BUSINESS REQUESTS
Business ownership of creation of new forms and
revisions to existing forms
Interactive, highly customized forms
EXTEND THE SCOPE
OF FORMS IN
THUNDERHEAD
Add claims forms for Homeowners and Auto
PROVIDE GREATER
CUSTOMER CHOICE
Allow customers to choose the delivery method for
their documents
QUESTIONS?