it presentation (june 2013) draft ver 4

IT Roadmap

Business Solutions & Operations

Key Strategic Direction

Leverage Information Technology solutions to support business

priorities

Key Strategic Priorities & Objectives

Improve business efficiency and leverage on the reporting capabilities of an

organization wide business application that can support scalability of the business

IT Objectives

Prepare & Build the base of Data Warehouse and Business Intelligence

Solutions

Warba IT Solutions Universe

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PLAN

BUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

IT : as of 2009

BUSI

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PLAN

BUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Infrastructure

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BUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Infrastructure

DATA CENTER

STORAGE

FIBER SATA

SERVERS

IBM BLADE

CENTER

HP SERVERS

NETWORKS

SWITCHES FIREWALLS & PROXY

NLB

NETWORK LOAD

BALANCERS

ISP ROUTERS

PLATFORMS

WINDOWS SERVER

SQL SERVER

Prepare & Build – AdministrationBUSINESS CONTINUITY

PLANBUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Administration

MICROSOFT TECHNOLOGIESSYSTEM CENTER

DPM

BACKUPS

FOPE ONLINE EMAIL

SECURITY

SCVM

VIRTUAL SERVERS

SCCM

DESKTOP MGMT

SCOM

OPS MGMT

EXCHANGE

EMAIL

AUTO SIGNAT

URE

ADACTIVE DIRECTORY

IBMCOGNOS

(ADMIN)

Prepare & Build – Business ToolsBUSINESS CONTINUITY

PLANBUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Business Tools

PRODUCTIVITYE-MAIL & AD

MS OFFICE DMS

DOCUMENT MANAGEMENT

SYSTEM

PORTAL

SHAREPOINT

IP PHONES

NOKIA SMART

PHONESATTENDANCE

SYSTEM

Prepare & Build – Business SolutionsBUSINESS CONTINUITY

PLANBUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Business Solutions

BI & REPORTINGDATA WAREHOUSE

CORE INSURANCE

FIRSTAPEX

ERPENTERPRISE RESOURCE PLANNING

SOASERVICE ORIENTED

ARCHITECTURE

CRMCUSTOMER

RELATIONSHIP MANAGEMENT

ECRMELECTRONIC CUSTOMER

RELATIONSHIP MANAGEMENT

Prepare & Build – Business Solutions

BI & REPORTINGDATA WAREHOUSE

CORE INSURANCE ERP SOA CRM ECRM95%

Prepare & Build – Business Solutions

CORE INSURANCE SYSTEM

INDIV. LIFE

GROUP LIFE

GROUP MEDICAL MOTOR MARINE FGA

95% 95% 95% 95% 95% 95%

Prepare & Build – Business Solutions

BI & REPORTINGDATA WAREHOUSE

CORE INSURANCE ERP SOA CRM ECRM95% 70%

Prepare & Build – Business Solutions

ENTERPRISE RESOURCE PLANNING

GL ACCOUNTS PAYABLE

ACCOUNTS RECEIVABL

EPAYROLL FIXED

ASSETS HR 1 HR 2 SUPPLY CHAIN

100% 100% 100% 100% 75% 0% 0% 0%

Prepare & Build – Business Solutions

BI & REPORTINGDATA WAREHOUSE

CORE INSURANCE ERP SOA CRM ECRM95% 70% 40%

Prepare & Build – Business Solutions

SERVICE ORIENTED ARCHITECTURE

INTEGRATION

BETWEEN BUSINESS SOLUTIONSEx: FA to/from AX

PROCESSES & WORKFLOWS

Ex: AUTOMATED IT SERVICE REQUESTS40% 40%

Integration Web ServicesTitle Description Business Purpose

Cash policyRelated to policies issued by Marine & Motor Departments. Cash policies are those which are issued and settled at the same time due to payment of cash by the customer.

To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.

Credit policy

Related to policies issued across all Departments. Credit policies are those which are issued but settled at a later time by the customer.

Self-service policy

Related to policies issued by Group Life and Group Medical Departments. Self-service policies are those which are issued for Warba Staff and will be recorded as expenses in the GL.

Reinsurance transaction

A. Whenever an RI allocation is posted on a policy or endorsement for Facultative Re-Insurers, accounting entries are created.

B. When a claim is settled involving facultative RI distribution, accounting entries are created.

Integration Web ServicesTitle Description Business Purpose

Month end treaty transaction

A. Premium component shall be accounted for unearned premium reserves (UPR) for any given month and hence, accounting entries are created.

B. Likewise, claims’ outstanding amounted shall be accounted for any given month and hence, accounting entries are created.

C. Treaty premiums shall be accounted for each treaty for any given month and hence, accounting entries are created.

D. Treaty claims shall be accounted for each treaty for any given month and hence, accounting entries are created.

To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.

Payment and Receipt Vouchers

A. Receipt vouchers shall be created for Cash Policies / Endorsements where premium is positive

B. Payment vouchers shall be created for Cash Refund Endorsements

To create a financial transaction entry in GL – General Journal in order to synchronize the accounting activity between FA & AX Whenever insurance related debit/credit notes (which have originated from FA) are settled in MS Dynamics AX, those voucher details should be back-updated in FirstApex resulting the synchronization of accounting balances between both systems.

Integration Web ServicesTitle Description Business Purpose

Claim Voucher

A. For settled claims, Credit Notes shall be created for a payee account (Customer/Service Provider/others)

B. For Claims’ Recoveries, Debit Notes shall be created for the party from whom the recovery is made.

To create a financial transaction entry in GL – General Journal in order to synchronize the financial activity of the FA System with AX by preventing manual data entry into AX resulting in the data integrity of the same.

New General Ledger

When any insurance related GL Chart of Account (COA) is defined in MS Dynamics AX, the same COA has to be used within FA.

To regularly synchronize (add & update) Master Data from the MS Dynamics AX system into the FirstApex System.

New Customer

When any insurance related Party/Customer/Service Provider/Broker is defined in MS Dynamics AX, the same has to be added in FA.

New Vendor When any insurance related Vendor is defined in MS Dynamics AX, the same has to be added in FA.

New Employee

When any insurance related Employee is defined in MS Dynamics AX, the same has to be added in FA.

New Dimension

When any new branch is defined (as a Dimension) in MS Dynamics AX, the same has to be added in FA.

New Currency

When any new currency is defined in MS Dynamics AX, the same has to be added in FA.

New Exchange Rate

When any new exchange rate is defined in MS Dynamics AX, the same has to be added in FA.

Prepare & Build – Business Solutions

CUSTOMER RELATIONSHIP MANAGEMENT

CUSTOMER PROFILES

MARKETING CAMPAIGNS

SALES TRACKING

CALL HANDLING

TRANSACTION SUPPORT

Video : What is CRM?

Video : Life Annuity Insurance template for Microsoft Dynamics CRM

Video : Health Plan Sales Template for Microsoft Dynamics CRM

Prepare & Build – Business Solutions

BI & REPORTING

DATA WAREHOUSE

CORE INSURANCE

ERP SOA CRM ECRM

95% 70% 40% 0% 0%

Prepare & Build – Business Continuity Plan

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PLAN

BUSINESS SOLUTIONS

BUSINESS TOOLS

ADMINISTRATION

INFRASTRUCTURE

Prepare & Build – Business Continuity Plan

DISASTER RECOVERY

INFRASTRUCTURE

SERVERS NETWORK STORAGE

BUSINESS TOOLS

EMAIL PORTAL

BUSINESS SOLUTIONS

CORE INSURANCE ERP SOA REPORTING

(COGNOS)

CLOUD

WEBSITE

THANK YOU