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Enterprise Content Management at Safeco Insurance

Enterprise Content Management at Safeco Insurance. Introduction. Safeco sells property and casualty insurance products through a network of independent agents, (auto, home, small commercial) 7,000+ employees nation wide $7 billion in revenue Aggressive goals around growth, profitability.

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Enterprise Content Management at Safeco Insurance

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  1. Enterprise Content Management at Safeco Insurance

  2. Introduction • Safeco sells property and casualty insurance products through a network of independent agents, (auto, home, small commercial) • 7,000+ employees nation wide • $7 billion in revenue • Aggressive goals around growth, profitability

  3. ECM History at Safeco • Chaos !! • Paper everywhere • Some imaging practices • Panagon (unsupported suite) • Vertical apps w/ embedded workflow • Metadata not accessible except through vertical apps • Proprietary apps • Manual retention enforcement <picture of Brian’s desk>

  4. Current State – In Progress • EMC Documentum 5.3 in place • One custom .NET/DFC-PIA app (SafeDoc) • OOB solutions in progress • DSS, Cash Management, Surety • WDK customization for customer specific presentation

  5. Current State - Applications

  6. Current Environment – Storage / Retrieval

  7. Current Environment – Storage / Retrieval • Load balanced Content Servers • SQL 2005 repository on Unisys multi-proc server • IBM Websphere app servers • multiple WebTop customizations – one for each customer • dedicated app server for DA • Repository strategy including large dedicated repositories and shared repository • Brava for annotations • DTS for PDF rendition • BPS for SMTP capture

  8. Current Environment - Capture

  9. Current Environment - Capture • InputAccel • IAMDW • SourceCorp • TCS indexing via Citrix • legacy system integration for validation / export • bar code recognition / indexing of certain forms • OCR in progress

  10. Current Environment - Collaboration

  11. Current Environment - Collaboration • Sharepoint 2007 (MOSS) • Strategy around permanent storage of collaboration artifacts

  12. Future State

  13. Future State – Image Management • All images in Documentum • 80 million Claims • 25 million SPI • 6 million SBI • 600 thousand Surety • 1 million misc (AP, Art, DSS, CM, and more) • Retention enforced

  14. Future State – Document Management • Collaboration artifacts • Personal folders • Full text search • Checkin / Checkout • Version management • Retention enforced

  15. Future State - Workflow • Business Process Manager • TibCo integration • Service bus to legacy and COTS products • Overarching process choreography • Integrate with MOSS

  16. Future State - Capture • Intelligent forms recognition • Dispatcher • OCR based indexing • Fax capture • Email and attachment management • Audio and video capture

  17. Future State – Retrieval / Presentation • WebTop • TaskSpace • On the glass integration with portalized apps • Services layer integration

  18. Future State - Collaboration • Archive Services for MOSS • Auto archival of collaboration artifacts based on MOSS state workflow

  19. Future State - Search • High level taxonomy represented by repository/cabinet/folder structure • Corporate doc object to inherit from -containing common metadata • BI capabilities based on metadata and full text search

  20. Future State – Digital Asset Management • Video storage • Audio storage • Voicemail management • Digital rights management (Brava CSF ?)

  21. Eventually … Paperless • Web based presentation of forms • Data collection directly to BI warehouses and LOB systems • Rendering of exact forms to PDF format for retention managed archival and retrieval

  22. Paperless Vision

  23. How will we get there ? • Strategic Infrastructure Shore-up • Project Based Implementations • Patterns and Practices / Solution Catalog • ECM Communication Strategy

  24. Roadmap - Infrastructure • BCP (failover data center) • Scalability (Scale Server, W2003 Data Center Edition, load balanced app servers) • Full text search • BPM/BPE • D6 web services layer

  25. Roadmap - Projects • Business requests for features • OCR • Forms • Rich Media • Personal Folders

  26. Roadmap - Patterns and Practices Catalog • Defined list of distinct solution patterns for ECM requests • Capture, store, manage (including workflow), deliver, preserve • Cost estimate included • Aligned resources defined • Includes solution request intake and evaluation process (BODD)

  27. Roadmap – ECM Communication • Product evangelism (demos) • Presentations • Product / solution list • Intranet web presence

  28. www.safeco.com

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