instigate capability summary

Instigate provides services to the insurance, assurance and wider financial services market. Our approach is to provide experienced resources, working with established methodologies and tools in a pragmatic way to deliver tangible benefits for our clients.

Capability Summary

Key solution areas include:• Strategy & Organisational Change;• Application Strategy;• System / Services Selection;• System Implementation;• Programme / Project Management/Governance;• Mergers and Acquisitions;• Regulatory Compliance; • Project Review / Recovery; and• Data Migration.

Definition and implementation of mission critical business change initiatives

Strategy & Organisational change

What we do

• Competitive review and strategic planning; • Financial modelling; • Business case creation and what ifs; • Business and marketing plans; • Communications - Planning and Implementation; • Process improvement - Current state - Future

state - Change strategy - Work study / Time and Motion.

How this may help

• Improved competitive position; • Practical roadmap to achieve strategic

objectives;• Customer service improvements; • Improved effectiveness / productivity; • Business readiness and change management.

The competitive environment is continually changing, we help organisations explore competitive opportunities and create practical roadmaps to implement strategic improvements


Application Strategy

What we do • Business input; • Strategy planning / competitive analysis; • Business unit requirements and vision; • Review of current application environment;• Business case; • Application strategy plan and options; • High level implementation plan; • Total Cost of Ownership approach.

Review current constraints, explore potential areas of improvement, outline strategic opportunities, define budget, establish business case viability and outline roadmap


How this may help • Business buy in; • Repeatable, quality customer service; • Getting from where you are now to where you

want to be; • Business decision framework;

• Business case rationale; • High level implementation plan; • Defined business benefits and investment; • Structured outline of roadmap.

Supplier Selection

What we do

A structured methodology and set of tools is used to:

• Involve the business; • Define business needs and selection criteria;• Perform a quantitative and qualitative review of

potential solutions; • Develop the business case and benefit

assessment; • Provide a managed, structured and auditable

process.

How this may help

• Getting to a decision that is supported by the business;

• Realistic, on schedule process that leads to a supported, structured decision;

• Clear definition of costs, business benefits, ROI and implementation plans.

Cutting through the hype to select a solution that meets business needs, has business support, satisfies strategic and commercial criteria and can be implemented effectively


System / Services Implementation

What we do

• Implementation planning; • Project planning; • Resource planning; • ‘One Version of the Truth’ approach.

How this may help

• Contain cost creep and reduce potential for conflicting views between parties;

• Encourage on schedule delivery as part of the overall methodology;

• Auditable and overt project control process encourages realistic task completion estimates while tracking and reporting performance as part of the integrated ‘traffic light’ capability.

Bringing together business, systems and business change experience together with well established tools and methodologies to achieve an effective implementation


Programme / Project Management/Governance

What we do

• Implementation planning; • Project planning; • Resource planning; • ‘One Version of the Truth’ approach; • Risk profiling and management.

How this may help

• Contain cost creep and reduce potential for conflicting views between parties;

• Encourage on schedule delivery as part of the overall methodology;

• Auditable and overt project control process encourages realistic task completion estimates while tracking and reporting performance as part of the integrated ‘traffic light’ capability.

Experience, methodology and tools together with a professional approach help to keep initiatives on track and maintain focus on what's important


Mergers and Acquisitions

What we do

• Source potential M&A candidates, aligned to acquirer’s strategy;

• Assist with due diligence, strategy & planning and commercial negotiations;

• Provide post-acquisition support to maximise value and benefits.

How this may help

• Ensure M&A activity aligned to corporate goals;• Clearly identify potential synergies and benefits;• Risk reduction;• Increase return on investment.

Supporting acquisition selection, transaction and post-acquisition phases



Regulatory Compliance

What we do

• Map current position against requirements for diverse business units;

• Create an action plan;• Use combination of established tools,

methodologies and communication plans to implement changes on a timely and structured basis.

How this may help • Specialist input to address specific needs;• Clearly defined roadmap of change;• Business support and buy-in;• Reduce impact on Business As Usual activities.

Definition and implementation of business change to support Solvency II / Regulation compliance across business processes, systems and people


Project Review / Recovery

What we do

• Objectively review project against strategic and operational priorities together with the business case. Facilitate project status review with key stakeholders;

• Review project progress and controls currently in place;

• Implement improvement plans using established methodologies and tools.

How this may help • A clear objective approach without history and

baggage;• Business focused approach;• Reduction in potential disruption and conflict;• Cost containment, reduction and business case

driven;• Methodology clearly identifies who needs to do

what by when and reports deviations so that remedial actions can be implemented without delay.

Objective review and remedial action to address challenged projectsStop the drain on resources and cost, or fix the problem?

Data Migration

What we do

• Engage with the varied business units to define requirements;

• Apply methodology and direction to the approach, delivery and quality;

• Engage and manage IT resources.

How this may help • Business buy-in and participation; • Alignment of data migration and cleansing

initiatives with overall programme of change; • Clear direction to the technical team [either

external or internal]; • The variety of sources and targets for data can

make this one of the most challenging aspects of any implementation,

• The application of an established methodology provides structure and direction.

Provide structure, methodology, resource and management of data migration and cleansing process


Why Instigate?

Experience

Instigate associates are seasoned professionals, many with 20+ years experience of business change programmes, business turnaround, business development, project management and systems implementation.

Methodology • Structured Approaches;• Established tools and templates.


Results • A track record of successful, referencable

engagements with a wide range of organisations;• Business mostly obtained by referral and

recommendation.


instigate capability summary

Business

business benefits

business support

business needs

ifs business

business pr

business change experience

business input strategy

business case viability