Objective

• Create a marketable, user friendly service for new and existing customers for data transfer with the objective of eliminating time consuming dual data entry
• Develop customer documentation and internal support documentation
• Facilitate the development of a support structure across Canada including training

Challenges

• Managing the new service through Underwriting
• Large support network required with different skill levels across groups
• Many groups both business and IT were required to bring the end product to completion
• Accountability for support and training

Success

• Developed User and Customer Support documentation
• Worked with Communications to develop communications plan
• Facilitated design sessions for support structure
• Business Analysis documentation for User Friendly reports

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