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Enterprise Content Management at Safeco Insurance

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Enterprise Content Management at Safeco Insurance Introduction Safeco sells property and casualty insurance products through a network of independent agents, (auto ... – PowerPoint PPT presentation

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Title: Enterprise Content Management at Safeco Insurance


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

ltpicture of Brians deskgt
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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