Definition and implementation of mission critical business change initiatives

1. Capability Summary
Instigate provides services
to the insurance, assurance
and wider financial services
market.
Our approach is to provide
experienced resources,
working with established
methodologies and tools in a
pragmatic way to deliver
tangible benefits for our
clients.
Key solution areas include:
• Strategy & Organisational Change;
• Application Strategy;
• System / Services Selection;
• System Implementation;
• Programme / Project Management/Governance;
• Mergers and Acquisitions;
• Regulatory Compliance;
• Project Review / Recovery; and
• Data Migration.
Definition and implementation of mission critical business change initiatives

2. Strategy & Organisational change
The competitive environment is continually changing, we help organisations explore competitive
opportunities and create practical roadmaps to implement strategic improvements
What we do
• Competitive review and strategic planning;
• Financial modelling;
• Business case creation and what ifs;
• Business and marketing plans;
• Communications - Planning and Implementation;
• Process improvement - Current state - Future
state - Change strategy - Work study / Time and
Motion.
How this may help
• Improved competitive position;
• Practical roadmap to achieve strategic
objectives;
• Customer service improvements;
• Improved effectiveness / productivity;
• Business readiness and change management.
Definition and implementation of mission critical business change initiatives

3. Application Strategy
Review current constraints, explore potential areas of improvement, outline strategic
opportunities, define budget, establish business case viability and outline roadmap
What we do
• Business input;
• Strategy planning / competitive analysis;
• Business unit requirements and vision;
• Review of current application environment;
• Business case;
• Application strategy plan and options;
• High level implementation plan;
• Total Cost of Ownership approach.
How this may help
• Business buy in;
• Repeatable, quality customer service;
• Getting from where you are now to where you
want to be;
• Business decision framework;
• Business case rationale;
• High level implementation plan;
• Defined business benefits and investment;
• Structured outline of roadmap.
Definition and implementation of mission critical business change initiatives

4. Supplier Selection
Cutting through the hype to select a solution that meets business needs, has business support,
satisfies strategic and commercial criteria and can be implemented effectively
What we do
A structured methodology and set of tools is used
to:
• Involve the business;
• Define business needs and selection criteria;
• Perform a quantitative and qualitative review of
potential solutions;
• Develop the business case and benefit
assessment;
• Provide a managed, structured and auditable
process.
How this may help
• Getting to a decision that is supported by the
business;
• Realistic, on schedule process that leads to a
supported, structured decision;
• Clear definition of costs, business benefits, ROI
and implementation plans.
Definition and implementation of mission critical business change initiatives

5. System / Services Implementation
Bringing together business, systems and business change experience together with well
established tools and methodologies to achieve an effective implementation
What we do
• Implementation planning;
• Project planning;
• Resource planning;
• ‘One Version of the Truth’ approach.
How this may help
• Contain cost creep and reduce potential for
conflicting views between parties;
• Encourage on schedule delivery as part of the
overall methodology;
• Auditable and overt project control process
encourages realistic task completion estimates
while tracking and reporting performance as part
of the integrated ‘traffic light’ capability.
Definition and implementation of mission critical business change initiatives

6. Programme / Project Management/Governance
Experience, methodology and tools together with a professional approach help to keep
initiatives on track and maintain focus on what's important
What we do
• Implementation planning;
• Project planning;
• Resource planning;
• ‘One Version of the Truth’ approach;
• Risk profiling and management.
How this may help
• Contain cost creep and reduce potential for
conflicting views between parties;
• Encourage on schedule delivery as part of the
overall methodology;
• Auditable and overt project control process
encourages realistic task completion estimates
while tracking and reporting performance as part
of the integrated ‘traffic light’ capability.
Definition and implementation of mission critical business change initiatives

7. Mergers and Acquisitions
Supporting acquisition selection, transaction and post-acquisition phases
What we do
• Source potential M&A candidates, aligned to
acquirer’s strategy;
• Assist with due diligence, strategy & planning
and commercial negotiations;
• Provide post-acquisition support to maximise
value and benefits.
How this may help
• Ensure M&A activity aligned to corporate goals;
• Clearly identify potential synergies and benefits;
• Risk reduction;
• Increase return on investment.
Definition and implementation of mission critical business change initiatives

8. Regulatory Compliance
Definition and implementation of business change to support Solvency II / Regulation
compliance across business processes, systems and people
What we do
• Map current position against requirements for
diverse business units;
• Create an action plan;
• Use combination of established tools,
methodologies and communication plans to
implement changes on a timely and structured
basis.
How this may help
• Specialist input to address specific needs;
• Clearly defined roadmap of change;
• Business support and buy-in;
• Reduce impact on Business As Usual activities.
Definition and implementation of mission critical business change initiatives

9. Project Review / Recovery
Objective review and remedial action to address challenged projects
Stop the drain on resources and cost, or fix the problem?
What we do
• Objectively review project against strategic and
operational priorities together with the business
case. Facilitate project status review with key
stakeholders;
• Review project progress and controls currently in
place;
• Implement improvement plans using established
methodologies and tools.
How this may help
• A clear objective approach without history and
baggage;
• Business focused approach;
• Reduction in potential disruption and conflict;
• Cost containment, reduction and business case
driven;
• Methodology clearly identifies who needs to do
what by when and reports deviations so that
remedial actions can be implemented without
delay.
Definition and implementation of mission critical business change initiatives

10. Data Migration
Provide structure, methodology, resource and management of data migration and cleansing
process
What we do
• Engage with the varied business units to define
requirements;
• Apply methodology and direction to the
approach, delivery and quality;
• Engage and manage IT resources.
How this may help
• Business buy-in and participation;
• Alignment of data migration and cleansing
initiatives with overall programme of change;
• Clear direction to the technical team [either
external or internal];
• The variety of sources and targets for data can
make this one of the most challenging aspects of
any implementation,
• The application of an established methodology
provides structure and direction.
Definition and implementation of mission critical business change initiatives

11. Why Instigate?
Definition and implementation of mission critical business change initiatives
Experience
Instigate associates are seasoned professionals,
many with 20+ years experience of business
change programmes, business turnaround,
business development, project management and
systems implementation.
Methodology
• Structured Approaches;
• Established tools and templates.
Results
• A track record of successful, referencable
engagements with a wide range of organisations;
• Business mostly obtained by referral and
recommendation.
Definition and implementation of mission critical business change initiatives