iProjects is a perfect partner for your end-to-end System Integration needs around Life, Annuity, Property, Casualty, HealthCare IT & Platform Systems. We meet the Information Technology solutions needs of our clients and partners. As a leading systems integrator, iProjects provides a complete breadth of distributed IT solutions including IT consulting, Data center solutions, help desk, deskside and system support, project management, network infrastructure solutions, systems migrations, technology relocations/restacks, technology upgrades, roll-outs, and technology sales.
HealthCare, P&C and Life and Annuity companies today face an unprecedented dilemma. Constrained by outdated policy administration systems and faced with ever-increasing regulations, they must also answer to a lightning-fast marketplace that demands new, innovative products and healthy returns on investments.
We have deep knowledge of P&C, Life, and Healthcare workflows. We have a proven capability in creating long-term relationships with our insurance clients and partners. We partner, share world class experience, business processes, and technology expertise in ways that deliver high-quality and superior customer satisfaction. Our insurance business specialists are constantly updated on new methodologies and architectures to provide our customers with a strategy-based consultancy service that includes discovery and analysis methodology, enabling the alignment between the customer’s specific business objectives and the IT.
Why iProjects for System Integration?
- Accelerating product development and reducing time-to-market
- Improving the predictability of policyholder service quality
- Improving producer service levels and loyalty
iProjects Discovery Process
The following are goals of the discovery process
- Introduce the Project Manager (PM) and Business Analyst (BA) to the client and make sure the client has resources assigned to the project who are familiar enough with current and desired workflow to make sure we gain a full picture of how the client’s business functions today
- Establish long term relationships at the economic, technical and user level to ensure the foundation is laid for a successful project
- Make sure the client understands the need to properly staff the project so that timeframes to production are as short as possible
- Produce detailed workflows of both the current situation and the goals of what the future environment will look like. Identify the success criteria that will make the project successful and understand what will make the project a success in the eyes of each member of the client team
- Establish an understanding of the processes, artifacts, roles and desired communication methods with regard to the project
- Identify any detailed areas that the client needs but which may have been missed in the sales process.
- Using client screenshots, workflow diagrams, and detailed notes from on-site, produce the ‘Discovery Document’ that lays the foundation for the desires, needs, risks and goals for the remainder of the project. We should be able to reference the document in the future when assembling requirements documents and usage scenarios to provide a business context to the technical objectives
Data Migration & Conversion
iProjects has detailed processes for data migration. Core elements of this process are
- We shall provide conversion formats to clients
- We allocate a fixed but reasonable amount of time with our data conversion specialist to answer questions the client has
- Client is responsible for extracting data from their legacy system, scrubbing it and putting it into the conversion formats provided in the conversion tool
- Client is expected to have IT staff with enough familiarity with the current system to determine if the converted data looks good. We also have our Business Analyst help with data review
- Conversion must be done in certain stages and coordinated with the configuration of the software. This can get very detailed and we can show you project schedules which show the interwoven nature of conversion, configuration, etc.
- Once the conversion and configuration elements are in place, just before go-live, a final data conversion data set is run
Steps of Configuration
Proper configuration is a key process in ensuring successful implementations. Out System-Integration team has highly refined the configuration process to ensure that the client is properly trained in how to translate raw information such as schedule of benefits into a system which properly adjudicates claims based on these benefits. In order to make this happen, we assigns an Implementation Business Analyst who’s main function is to help the client understand how to properly configure the system, answer questions regarding suggested configuration approaches, help to test actual vs. expected results and work with the client to identify any cases in which the out of the box functionality may need custom development in order to function as needed by the client.
Configuration includes multiple sub areas, such as benefits configuration, provider network configuration, accounting configuration etc. Due to this, iProjects has found that the various areas of configuration can usually be worked on in parallel rather than sequentially, with the objective being a timely and accurate set up which has been properly tested prior to the production ready date.
In some cases, elements of configuration require a properly coordinated set of tasks which are interwoven with data conversion or custom development. For example, the client would need to convert providers into the system before provider networks can be properly configured. For this reason, the project schedule goes into a great level of details about task interdependencies to ensure that all the interwoven parts are working together correctly.
Implementation times vary greatly based on the complexity of the project. Items that increase implementation times include custom development, systems integrations, lack of proper resource allocation by the client, lack of clarity on what the client wants, complex EDI projects, dirty data which is difficult for the client to scrub. We can work with client to make sure best practices are followed so we can be on the shorter end of this timeline.
There are a large number of configurable areas in the System. From the GUI of the system, the benefits structure is the most notable area. Accumulators (benefit limits), covered benefits are highly configurable, and much effort has been taken to assure that whenever possible information can be copied rather than created from scratch for a new plan. From a .SQL backend perspective,
We are happy to provide client with the database schema and data dictionary once we have a signed contract for specific work. We can also provide you with database training that will explain the relationship of the tables and stored procedures within the database so that you can extract data, understand how tables relate to one another, etc. We can also provide you with a set of guidelines that will allow you to link custom tables to the Softeware schema without wiping out your changes when we perform a database upgrade.
Difference between Data Conversion and EDI
In iProjects terminology, a Data Conversion is designed largely to be an iterative process designed to load the initial data. EDI differs in that it is designed to be done in the form of a ‘regular update. We will present a number of conversion formats that clearly lay out the data which is expected to be populated in a given field, the type of data to be put there, and the limits (such as X number of characters). This data conversion tool include Member data, eligibility data, claims data, provider data and Accumulator seed data etc. Items such as authorizations needing to be imported would be handled through an EDI process which would need to be further defined (i.e. do it through a web portal Vs a formal integration with a separate system).
Separate from any conversion tools or portals, yes- Many of our customers create stored procedures through SQL to bring data into our system. To do this, it’s important to have our database training, and understand the ground rules which help ensure that the original schema is not altered in any way as this would adversely affect subsequent upgrades.
Implementation support is extensive. iProjects would fully lead the implementation process. The implementation would include multiple on site visits which cover elements such as Discovery, Set-Up Training, Database Training, Processing Training and Go-Live. Taking the information from these visits, and combining them with regularly scheduled meetings, iProjects Project Managers and Business Analysts work with the end client through the all stages necessary to get them live. These stages include configuration, data conversion, EDI setup, integration and UAT. iProjects will create various project artifacts which will efficiently manage these stages. Artifacts include Project Charter, Project Schedule (showing how changes to deliverables and client assigned tasks affect timelines), Risk Plans, Issue Lists, Change Request forms, etc. We can show you examples of all of these documents and discuss how these blend into the implementation stages.