HCL & eBaoTech – A Growing Synergy

Partnership Journey

June 2008Teaming Agreement signed

July 2012Strong & Mature Partnership

August 2011Global MSA Signed

November 2008Brownfield Transformational Project kick-start

August 2010Greenfield Project Kick-start

October 2011Global P&C engagement initiated

July 2010HCL CoE Setup

December 2011CoE Ramped up to 200 resources

February 2012Satellite CoE in Guadalajara, Mexico

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Jan 2013CoE in APAC region

Mar 2013Ramp-up to 50 resources at Mexico CoE

Complementary Offerings

Global Partnership

Products / Services Promoted

HCL Offerings eBaoTech Offerings

Transformational Services

Product Implementation Services

GeneralSystem Suite

Production Support & Maintenance

Business Process Outsourcing

Infrastructure Services

Program Management LifeSystem, GroupLife & AssetLink Suite

Sales Platform

Product Consultancy

Core Product Implementation

Core Product Development / Enhancements

Gap Identification

High Level Design

Low Level Design

Development

Integration Design

Testing

Product Configuration

Data Migration

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Sample Engagements - Delivering End-to-End Transformation

Client: One of the largest P&C Insurer in the South East Asia region offering both Commercial and Personal products, including health, across 11 LOBs

Solution

End-to-end Services engagement; from transformation to integration and operations management Implemented product platform

supports Straight-through Processing (STP) for 200 different products across multiple lines of business integrating with various COTS such as HRMS, MRM, IDM, DMS, Data Mining and Oracle Suite (Financials, CRM)

The services covered include: Core Insurance (including Re-

insurance) administration through package implementation of COTS

Data migration from existing applications

Regulatory Compliance, Reporting

Channel Management including web based direct sales

Other applications and services, Hardware, Data Center, Near Site and Disaster Recovery Site

Value to Customer

Better Governance and control with informed decision making.

Reduction in cost per policy

Improved turnaround time for new products launch

Service Level Impact: Critical Business Systems

Availability: 99.9% Key Business Systems Availability:

99.5% First call Resolution at Helpdesk:

85%

Implementing Claims Analytical business rules to prevent leakages and fraud.

Automated E2E Claims Handling.

To End Customers:

Realization of benefits at the MOTs

Improved customer experience across multiple channels.

Reduced Turnaround times for obtaining policies

Business Objectives

STP to control higher processing costs

Reduced GTM cycles

Single customer view

Multi-channel management

Richer analytics and senior management dashboards

Scope

Number of Customers 10+ Million

Number of Offices/Roll out locations/Branch Peripherals & Network set up

1000+

Number of Users 16000+

Number of Products Offered

200+

Number of Agents 30,000+

Migration – Number of Records

100 Million

Number of Reports 350+

Number of Integrations 12+4

Replace the multiple legacy insurance systems with a modern Core Insurance Application

Implement standardized processes and products at a Global and regional level as part of this program

The new system is expected to drive business growth within the region

Enable the company to become a strong consumer insurer from a commercial insurer

SI responsible as the prime to manage the implementation along with the product vendor

Responsible for design and build the overall architecture, Interfaces, Reports & templates & Data Migration

Implement all processes

D2C and portal initiatives

Will be responsible for production support also

As the Global SI, HCL is bringing its expertise and experience of large engagements to take over the responsibility of delivering this global roll-out along with the product vendor

HCL is bringing scalability and time to market for the customer to ensure rapid rollout of the system across multiple countries

HCL has setup a CoE around the partner product, near-shore at Guadalajara, Mexico for the LATAM roll-out . This ensures local knowledge of the business & local language availability along with cost reduction

Sample Engagements - Enabling Global transformation program

Client: A leading international P&C insurance organization serving customers in more than 130 countries and jurisdictions serving commercial, institutional, and individual customers through one of the most extensive worldwide networks of any insurer.

Solution Value to CustomerBusiness Objectives

Roll-out of COTS core insurance product in Latin America (15) countries and APAC (5) countries by 2015

Implement over 150+ products after standardizing them

Scope

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eBaoTech Center of Excellence (CoE) - Addressing the Capability demand

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eBaoTech Centre of Excellence @ HCL

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•More than 280 Consultants working on core eBao implementations in India

•Team of 100+ underway for LATAM at Guadalajara, Mexico

CoreTeam

eBao CoE

P1

P2 P 3P n

Fungible Project Teams

Type Size

Core Senior product experts, who mentor the CoE team 10

CoE Selected members trained on eBao & will work continue working only on eBao projects

67

Fungible Members from Delivery team trained on eBao working on various projects

280

• Ensure supply of consultants through well defined Product Competency Building Model.

• Focused &Significant Investment for Competency Building and retaining talent

• eBao involvement in Competency development through - Enablement , Evaluation and Certification

• Capabilities include Business Analysis, Configuration Integration, Data Conversion, Reporting & Analytics, etc

• Solution accelerators like Data migration tool, integration frameworks etc.

•Implementation methodology, based on Agile principals

Competency Development

Product Competency Building Model

Structured Training

Framework

Competency Framework

Nurturing Core Team

CoE Overview

CoE So far ..

Developing Product Competency

Implementation NucleusTeam

Training boot camp

Local hires

Product SMEs from eBaoTech

Two key drivers for developing eBao product competency based on the following factors:

Consistency in implementation Efficiency through Solution accelerators & Reusable Assets Cross pollination of Ideas & Best practices

Implementation Nucleus Team1

Combination of HCL & eBaoTech SMEs

Inclusion of Local consultants

Set up & Incubate teams in each country

Centralized Competency Building facility2

HCL’s Product Competency Building Model (PCBM)

Cohesive team & consistency of knowledge transfer

CountryA

Country B

Country C

Country D

Seeding members from

India CoE

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Solution Accelerators• Product Config Cloning• Data Quality Analysis• Adaptors for CRS, SSO• Test Case Scenarios• Rollout Localization Setup• Data Migration Suite

Program Governance Package Customization Analysis

Methodology

Package Implementation Framework

Package Implementation Framework is an offering to the organisations looking for their IT transformation through COTS package implementation

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Test Factory in Box

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eBaoTech application Automation

SI Implementation Model

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Product Implementation Delivery Model…

Product Implementation Delivery Model

Best Practices

Reusable Assets

Planning and

Monitoring

• Package Implementation Framework• Gap & Requirement Methodology• R & R for Insurer, SI & Product vendor

• Product Standardization Workshops • Testing Factory in Box• Integration Plug-in

• Estimation & Planning Templates• Multi Location Delivery • Planning & Monitoring Tools

A well defined Product Implementation model for core insurance products, comprising of:

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…Product Implementation Delivery Model

• Product Consultancy – Mapping of Business Requirements

• Product solution

• Changes / Enhancements to the core Product

• Release Management

• Business requirements

• Product Implementation/Configuration

• Data Migration/Interfaces

• System Integration

• Program Management

• Support & Maintenance

• The model envisages multi locations delivery but can be customized to suit each situation

• Onsite : - The requirements and aspects involving user interaction would happen at Insurer location

• Near Shore: - The development work would happen out of HCL near shore facilities

• Offshore: - Some of the basic product changes can happen out of product vendor location

HCL’s has a well defined and established Product Implementation model for core insurance products,

comprising of best practices, reusable assets and monitoring metrics. The model clearly defines roles &

responsibilities for the major stakeholders – Product Vendor, HCL Technologies as the system Integrator and

the Insurer

• Requirements & signoffs

• Enterprise Architecture finalization

• Change control Board

• UAT and UAT signoff

• Training - End User

Insurer eBaoTech

HCL

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Implementation Approach

Overall Project Management

Non-coreCore

• Program Management

• Project planning• Project monitoring• Communication• Governance

• Product analysis, configuration and implementation

• Report• Interface Design• Document Templates

• Baseline Products

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System Integration Capability

Large scale multi location program experience.

Over 30 tools and templates that not only get the work done, but manage

the health and risks of the program.

Well defined RACI structure & SI Methodology

Knowledge capture and transfer capabilities that are recognized by Gartner

as differentiators for HCL in this space.

Governance models that ensure transparency and rapid issue resolution.

Thank you