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CAS Seminar 1998 CAS Seminar 1998

CAS SEMINAR ONCAS SEMINAR ON EMERGING TECHNOLOGIES EMERGING TECHNOLOGIES

Miami Beach, FloridaMiami Beach, Florida

April 23, 1998April 23, 1998


IMAGING AND IMAGING AND DOCUMENT MANAGEMENTDOCUMENT MANAGEMENT

An Imaging Case Study:An Imaging Case Study:

Issues & AnswersIssues & Answers

Innovative Corporate Solutions, Inc.Innovative Corporate Solutions, Inc.

175 Stafford Ave, Suite One175 Stafford Ave, Suite One

Wayne, PA 19087 (610) 688-0484Wayne, PA 19087 (610) 688-0484

Presented byPresented byBaron GemmerBaron Gemmer


IMAGING ISSUES & ANSWERSIMAGING ISSUES & ANSWERS

Company BackgroundCompany Background System InformationSystem Information IssuesIssues BenefitsBenefits FuturesFutures





Company BackgroundCompany Background

Property & Casualty Insurance CompanyProperty & Casualty Insurance Company Home Office in Blue Bell, PAHome Office in Blue Bell, PA Primarily service Mid-Atlantic RegionPrimarily service Mid-Atlantic Region Approx. 900 EmployeesApprox. 900 Employees 16,000 Policies / 76,000 Claims annually16,000 Policies / 76,000 Claims annually

The PMA Group

Policy





PlatformPlatform• Mainframe-based: CICS, DB2, COBOL IIMainframe-based: CICS, DB2, COBOL II• Parts of IBM ImagePlus for MVSParts of IBM ImagePlus for MVS• DOS, OS/2, & Windows 3.1 / 95 PC’sDOS, OS/2, & Windows 3.1 / 95 PC’s• Dual monitor and single monitor Dual monitor and single monitor

workstationsworkstations

System InformationSystem Information



Scope Scope • Departments: Claims, Underwriting, Risk Departments: Claims, Underwriting, Risk

Control, A/R, A/P ... Control, A/R, A/P ... • WorkstationsWorkstations

– 1000 total in all locations1000 total in all locations– 70 scanner and 70 printers70 scanner and 70 printers

Daily ActivityDaily Activity• 10,000 documents input (25,000 pp = 1Gb)10,000 documents input (25,000 pp = 1Gb)• 500,000 mainframe transactions500,000 mainframe transactions


StorageStorage• 170 Gb on DASD (around 9 months)170 Gb on DASD (around 9 months)• 920 Gb in 7 optical jukeboxes 920 Gb in 7 optical jukeboxes

(10.6 million documents)(10.6 million documents)• Contents:Contents:

Files Files DocsDocs PagesPages

Claims - 513,000 9.1M 22.0MClaims - 513,000 9.1M 22.0M

Policies - 187,000 2.6M 7.9MPolicies - 187,000 2.6M 7.9M

Overall - 759,000 12.4M 33.1MOverall - 759,000 12.4M 33.1M




Company BackgroundCompany Background System InformationSystem Information IssuesIssues

• Startup PhaseStartup Phase• Production ModeProduction Mode

BenefitsBenefits FuturesFutures


Issues: Startup PhaseIssues: Startup Phase

System TypeSystem Type• Departmental/Enterprise-wideDepartmental/Enterprise-wide• Active (workflows, heads-down processing) Active (workflows, heads-down processing)

vs. Archivalvs. Archival• Application-specific, integrated, genericApplication-specific, integrated, generic• Hardware platformHardware platform



ImplementationImplementation• Vendor vs. In-houseVendor vs. In-house

(hardware, software, integrator)(hardware, software, integrator)• Pilot projectPilot project• Re-engineer/Automate current processRe-engineer/Automate current process• Backload/Go forwardBackload/Go forward



ObstaclesObstacles• JustificationJustification• Image-paper boundariesImage-paper boundaries• Mixed image/paper environmentMixed image/paper environment• Resistance from usersResistance from users


Issues: Production ModeIssues: Production Mode

SystemSystem• Downtime/Response time/AvailabilityDowntime/Response time/Availability• Workstation installation/communicationsWorkstation installation/communications• Security (Who/What/How)Security (Who/What/How)• Backup and recoveryBackup and recovery• Line-of-business integrationLine-of-business integration• Bells & Whistles Bells & Whistles


Physical FilesPhysical Files• Document retention/shreddingDocument retention/shredding• Retained itemsRetained items• Backloading: new business/old filesBackloading: new business/old files• Printing: outside requirementsPrinting: outside requirements

PeoplePeople• PersonnelPersonnel• Resistance - printing, favoring paper filesResistance - printing, favoring paper files

Issues: Production ModeIssues: Production Mode



Company BackgroundCompany Background System InformationSystem Information IssuesIssues Benefits (Answers)Benefits (Answers)

• $$$$$$• ProductivityProductivity• Customer ServiceCustomer Service• Re-engineeringRe-engineering

FuturesFutures


Benefits: $$$Benefits: $$$

Records Storage: Purging/RentalRecords Storage: Purging/Rental File Room SpaceFile Room Space SuppliesSupplies Reduced Travel Costs (e.g. audits)Reduced Travel Costs (e.g. audits) Personnel??Personnel??


Benefits: ProductivityBenefits: Productivity

No lost files/out of filesNo lost files/out of files No filing: mail or returned filesNo filing: mail or returned files Improved file viewsImproved file views Decreased callbacks Decreased callbacks Timely backlog monitoringTimely backlog monitoring Easier standards enforcementEasier standards enforcement Reduced tasks (through integration)Reduced tasks (through integration)


Benefits: Customer ServiceBenefits: Customer Service

Better File HandlingBetter File Handling• Files seen more oftenFiles seen more often• Documentation done immediatelyDocumentation done immediately• More efficient/faster than paperMore efficient/faster than paper

Improved File DocumentationImproved File Documentation• LegibleLegible• More frequent, complete, and detailedMore frequent, complete, and detailed

Marketing PointMarketing Point Customer/Broker access to filesCustomer/Broker access to files


Benefits: Re-engineeringBenefits: Re-engineering Geographic (user) independenceGeographic (user) independence

• Employees not ‘bound’ to office Employees not ‘bound’ to office – Customer siteCustomer site– HomeHome– On the road (fax)On the road (fax)

• ‘‘Centralized’ ProcessesCentralized’ Processes– Leverage supervisionLeverage supervision– Enforce standards/performanceEnforce standards/performance– Consolidate part-time functionsConsolidate part-time functions


Benefits: Re-engineeringBenefits: Re-engineering

Physical (file/document) independencePhysical (file/document) independence• Simultaneous viewing of filesSimultaneous viewing of files

–Home Office, supervisor, technical staff, Home Office, supervisor, technical staff, clerk, legal, customerclerk, legal, customer

• Consolidated and instantaneous updatesConsolidated and instantaneous updates• Efficient partnering relationshipsEfficient partnering relationships





FuturesFutures

Strengthen system integrationStrengthen system integration Supplement reporting capabilities Supplement reporting capabilities Expand “document” typesExpand “document” types Increase file portabilityIncrease file portability Allow internet accessAllow internet access



Thank you!Thank you!

Questions or Comments?Questions or Comments?

Documents

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