Working with Kaeppel Consulting
Highlighted Engagement
Client: Affirmative Insurance Holdings
Background: Affirmative is a growing integrated insurance holding company which produces and provides non-standard automobile insurance policies.
Business Problem: Because of its rapid growth, Affirmative's management wanted to evolve its web site into a company portal for supporting corporate and field operations.
Approach and Solution:
Kaeppel was retained to develop a Web Strategy and Single Portal for broad company use to enhance standardization and productivity.
We conducted a wide range of interviews to assess Stakeholder requirements. From that base we collaboratively developed a detailed web strategy and design. The final step was to outline a roadmap with initiatives and requirements to achieve the desired goals and objectives, stated in measurable terms to allow careful monitoring of progress.
Sample Engagements
| Company | Project | Description | Tools | Result |
| ERIE Insurance | Customer Data As-Is | Document and evaluate current-state of customer data from agent office through Home Office for Personal Lines, Commercial Lines, and Life. | - As-is Process - Field Inventory - VOC |
Informed org-wide conversation about data strategy. |
| ERIE Insurance | eDelivery Strategy | Develop strategy for eDelivery of insurance documents. | - Journey Mapping - To-Be Process Mapping - Target-State Architecture - Multi-Generational Planning - Stakeholder Analysis |
Strategy adopted; implementation in progress. |
| ERIE Insurance | Customer Data Strategy | Develop strategy to shift from Policy-centric to Customer-centric architecture. | - Journey Mapping - To-Be Process Mapping - Target-State Architecture - Multi-Generational Planning - Stakeholder Analysis |
Strategy adopted; implementation in progress. |
| AmeriPro Mortgage | LOS Migration | Led Loan Origination System upgrade | - Project Management - As-Is / To-Be Process Mapping - ADKAR Change Mgt. |
LOS migration completed. |
| TXDOT | Modernization Program | Change Management for Agency-wide modernization effort. Training for over 400 Agency executives, change leaders, and team members. Execution and oversight of 76 projects and programs to modernize the organization, processes, and technology. | - Project Management - Org. Design - Performance Management - Workforce Planning - ADKAR Change Mgt. - Portfolio Governance |
Compete Agency transformation; dramatic increase in employee engagement and stakeholder satisfaction. |
| TXDOT | IT Center of Excellence | Centralized IT staff from District Offices into HR Division. | - Project Management - Org. Design - ADKAR Change Mgt. |
Improved efficiency and IT policy compliance. |
| TXDOT | Groupwise to Exchange Migration | Project Managent - Highly complex project was completed with migration of 650G of data and 14,000 users from 220 locations in less than 4 months. | - Project Management - ADKAR Change Mgt. |
Migration of 650G of data and 14,000 users from 220 locations in less than 4 months. |
| Hartford Insurance Group | IT PMO Capability Maturity | Develop and implement PMO maturity plan. Improve governance and oversight, reporting capabilities, updated methodology, training, and technology enhancements. | - PMO Maturity - Process Engineering - Project Management - Portfolio Governance |
Improved PMO capability, maturity, and consistency. |
| Clark County Nevada | Enterprise Architecture | Develop application rationalization plan for Clark County government agencies. | - Enterprise Architecture | Completed application rationalization plan. |
| Clark County Nevada | Root Cause Analysis Training | Develop and deliver training to IT development staff on Root Cause Analysis. | - Training Development - Training Delivery |
Delivered training to 40 IT resources. |
| Liberty Mutual Insurance | Workflow Management Tool | Institute new workflows in Workflow Management tool, automating and streamlining many backoffice tasks. | - Project Management - Process Engineering - Performance Management |
Improved consistency and capacity for subrogation teams. |
| Texas DPS | Enterprise Architecture Deployment | Create new approach for Enterprise Architecture. Develop methodology; train and coach practitioners. | - Enterprise Architecture | Established new EA Practice. |
| New York Life | Operations Triage | Conduct triage for New York Life AARP program. Identify and prioritize improvement opportunities for Sales, Service, IT, document management, claims, and other support areas. | - Triage: Define, Measure, Analyze, Execute. | Delivered Triage report. |
