Implementing ABS

ICTI conference

Novi Sad / 16 May 2014

Agenda

�AMOS

�ABS

�Allianz OE

� Business

� Project organization

AMOS

44

© Copyright AMOS SE 14-05-16

AMOS at a glance

Shared service provider to the Allianz group

Headquarters in Munich

In Group, Operations and International Services

Allianz client companies all over the globe

Accumulated experience and learning

2013 revenues: 633.7 mn Euros

2565 employees worldwide

5© Copyright AMOS SE 14-05-16

Our customers:

Allianz entities and holding-company functions

EEMEA

Americas

Asia Pacific

Germany

Western Europe(except Germany)

AMOS client companies by region

69.5

67

15.4

In 2013 AMOS served 279 Allianz entities all over the globe.

127

43

10

32

AMOS client companies by region (in %)

Figures as of December 31, 2013

66

© Copyright AMOS SE 14-05-16

Allianz

Virtual

Client

Allianz

Global

Network

Allianz

Business System

One Web

Convenient and secure data access

Flexible working any time using the suitable device

Group-wide data and voice network

Global cooperation at high quality and security standards

Allianz Core Insurance Platform

End-to-end support for all business processes

Common group-wide web platformState-of-the-art basis of all corporate websites

Selection of major AMOS services (1/2)

77

© Copyright AMOS SE 14-05-16

Procure-

ment

Allianz

Group OPEX

Corporate

RealEstate

Allianz internal Consulting unit

Consulting, Education, Coaching

Framework for site selection and facility management

Savings and optimization opportunities in leasing and

occupying facilities

Modern workplaces in the Open Space

Attractive and flexible working environment fostering

collaboration

Global sourcing

Spend, contract and supplier management to get

best quality at best prices

Selection of major AMOS services (2/2)

ABS

9

ABS Core Competence Center

* Subsidiary Munich not included

10

1Allianz Operating Model (AOM) design criteria define

functional architecture and required components

360°

80%+

Consistent customer

view

Harmonized model for

customers and sales

Straight-through-

processing / Automation

Specialization

and segmentation

Professional

performance and

resource management

Simplification and

reduction of

unnecessary work

State of the art

architecture

- component-based

- flexible

- adaptable

- open

- state of the art

technology

Input channels to serve

customers across multiple

channels

Input channels to serve

customers across multiple

channels

Integration Platform to

route customers according

to service levels

Integration Platform to

route customers according

to service levels

Insurance capabilities

to provide core insurance

logic

Insurance capabilities

to provide core insurance

logic

Surrounding systems to

provide ancillary

functions e.g. print

Surrounding systems to

provide ancillary

functions e.g. print

Output channels to route

feedback to customers

and external partners

Output channels to route

feedback to customers

and external partners

Database to store

operational and dispositive

data

Database to store

operational and dispositive

data

AOM design criteria Functional target

architecture

Components

11

Allianz Business SystemIntegrated System with CRM inside

Configuration and Customizing

12

ABS – From past to present

13

Global Thinking

14

More than 20.000 users work with ABS

In 2016 more than 60 mn effective

contracts are managed with

ABS

ABS is used in more than 8 different languages

More than 4 mn claims per year are handled with

ABS

ABS enabled a 50% productivity boost for claims processing at

AGA AT

ABS is used by 13 international

customers

15

ABS Core system architecture

16

Main Customization Mechanisms

Configuration and Customizing

Data ModelABS Core

Client / Server programs

ABS Core HOST programs

�Customizing the GUI-Layer: file structure via navigation nodes, contributors, inheritances

�Customizing the dialog layer

�Customizing the business layer via adaptation of business logic via APIs and Extension Points

�Extension via country-specific model appendices

�Expansion via vertical (generic) tables

�Expansion via dynamic domain concept

�Defined points for customer-specific extension in batch programs

�Different program types (read-only program, modifiable standard processing or empty shells)

�Customer-specific batch programs

ABS Core Portals

�Reuse of portalpages, portlets, portletpages and components

�Styling using CSS, JS and HTML5 features

�Customizing the web workflows

�Customizing the business layer via adaptation of business logic via APIs and Extension Points

17

ABS Core

ABS Broker Portal

Product Explorer (PEX)ABS Configuration Suite Agent Desktop

ABS Portal ABS Direct Portal ABS Partner Portal

The Different Faces of ABS

18

Two major ABS Implementation Scenarios are

available

Co-existence /

Convergence

Greenfield

Scenario “Co-existence / Convergence” starts with local

application landscape and transforms it step by step

towards target architecture

Scenario “Greenfield” implements target architecture in

one step.

Implementation requires customization to local specifics.

Transformation Process

19

Level 1

Level 2 Phases

Level 3 Tasks

• Phase• Key Outcome• Transverse Function

• Description• Entry Criteria• Input• Responsible• Governance• Quality Gate• Deliverable• Exit Criteria• Task

• Task• Description• Deliverable• Tool• Template

Level of detail Key information Schematic

Phases

Tasks

Task

Phase

Deliverables

ABS Methodology: 3 Levels

Typical large OE

Business

21

Allianz OE Application landscape (simplified example)

Claims ManagementPolicy

Issuance

Policy

Servicing

Support

Functions

C5

Business

Support

applications

P&C

M4

C4

RC

OS

FF

Indiv. Life

Indiv.Health

Group

Marketing

& Sales

O4

GH

...

...

Credits

BA

P4

N4

S4

JL

AV

GC

GC

TS MH

IX

MA

L

SCR

NSP

SA

SI

EMP

EZNT

VF

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MP

QE RA CG

FG

OE

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FDG4

GU

SN

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PI

ND

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EL

UB

AG

GD

CV

CR

KI

DK

KC

I4

BC

OS

FI

TY

ZCRF

AN

DO

IT

IA

SF

22

Transition roadmap

Wave 0 – '14 Wave 1 – '15 Wave 2 – '16

Digital acceleration, distribution

P&C Standard

Distribution for Salary Networks

Wave 3 - end '17

Mid-Corp,Distribution

for

Tied-Agents

� Realign project deliveries with key Business challenges, in 4 waves

� Address short-term Distribution challenges with hybrid approach

� Synchronize project delivery and Group strategy

� Balance workload over Program duration

� Desynchronize Data migrations from new business start

Principles

23

Wave 0

Claims ManagementPolicy

Issuance

Policy

Servicing

Support

Functions

C5

Business

Support

applications

P&C

M4

C4

RC

OS

FF

Indiv. Life

Indiv.Health

Group

Marketing

& Sales

O4

GH

...

...

Credits

BA

P4

N4

S4

JL

AV

GC

GC

TS MH

IX

MA

L

SCR

NSP

SA

SI

EMP

EZNT

VF

ZW

MP

QE RA CG

FG

OE

EK

FDG4

GU

SN

ZRCK Q3

PI

ND

GK

EL

UB

AG

GD

CV

CR

KI

DK

KC

I4

BC

OS

FI

TY

ZCRF

AN

DO

IT

IA

SF

24

Wave 1

Claims ManagementPolicy

Issuance

Policy

Servicing

Support

Functions

C5

Business

Support

applications

P&C

M4

C4

RC

OS

FF

Indiv. Life

Indiv.Health

Group

Marketing

& Sales

O4

GH

...

...

Credits

BA

P4

N4

S4

JL

AV

GC

GC

TS MH

IX

MA

L

SCR

NSP

SA

SI

EMP

EZNT

VF

ZW

MP

QE RA CG

FG

OE

EK

FDG4

GU

SN

ZRCK Q3

PI

ND

GK

EL

UB

AG

GD

CV

CR

KI

DK

KC

I4

BC

OS

FI

TY

ZCRF

AN

DO

IT

IA

SF

25

Wave 2

Claims ManagementPolicy

Issuance

Policy

Servicing

Support

Functions

C5

Business

Support

applications

P&C

M4

C4

RC

OS

FF

Indiv. Life

Indiv.Health

Group

Marketing

& Sales

O4

GH

...

...

Credits

BA

P4

N4

S4

JL

AV

GC

GC

TS MH

IX

MA

L

SCR

NSP

SA

SI

EMP

EZNT

VF

ZW

MP

QE RA CG

FG

OE

EK

FDG4

GU

SN

ZRCK Q3

PI

ND

GK

EL

UB

AG

GD

CV

CR

KI

DK

KC

I4

BC

OS

FI

TY

ZCRF

AN

DO

IT

IA

SF

26

Wave 3

Claims ManagementPolicy

Issuance

Policy

Servicing

Support

Functions

C5

Business

Support

applications

P&C

M4

C4

RC

OS

FF

Indiv. Life

Indiv.Health

Group

Marketing

& Sales

O4

GH

...

...

Credits

BA

P4

N4

S4

JL

AV

GC

GC

TS MH

IX

MA

L

SCR

NSP

SA

SI

EMP

EZNT

VF

ZW

MP

QE RA CG

FG

OE

EK

FDG4

GU

SN

ZRCK Q3

PI

ND

GK

EL

UB

AG

GD

CV

CR

KI

DK

KC

I4

BC

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FI

TY

ZCRF

AN

DO

IT

IA

SF

Project organization

28

Leadership and Organization:

More readable and clarified accountabilities

Program Design Delivery

Lot 3 & 5: tbd

Lot 2 & 4: M. Horr

Business

Leader Lot 1: tbd

Accountable of business on-boarding,

scope arbitrages

within defined cost &

timing

and synchronization with change

management

Global One Program Management

� Program Leader� AMOS coordination� Preferred Partner coordination

Accountable to Allianz OE

and Group for achievement of Program objectives

Architecture Leader

Efficiency Monitoring Leader

IT Production Leader

Accountable for global consistency

between ABS,

other Group

solutions and

legacy systems

Accountable for monitoring of

program efficiency,

discipline steering

and corrective actions

Accountable for

operability of

solution and production support

during project

Release Managerrelease 1

Overall Design Leader

SolutionSupport Leader

Release Managerrelease 4

Release Managerrelease 2

Accountable for

executable solution

design consistent with deliver

capacity

Accountable for end-to-end

functional support

from design to

production

Accountable for release delivery on-time within defined capacity and with proper quality

Release Managerrelease 5

29

Approach:

Limit iterations to define end-to-end business processes

Business

OE /

B2IT

ACN

AMOS

Help to understand

Express requirements

Solution

All important parties are around the table to avoid misunderstandings and unnecessary

iterations

Thank you!

Questions?

drazen.klaric@allianz.at