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Insurance company internet office on Sharepoint CMS

Business Needs

A large insurance company requested the development of an internet office in order to improve their productivity and increase customer satisfaction. One of the requirements was that customers should be able to have their own profiles with fully customizable UI. Also, it was crucial that customer data should be easy to find based on both content (e.g. MS Office, Excell) and metadata (pictures, tasks, etc). "Customers should be able to find what they want without extra efforts. They do not want to spend their time finding the required data in tons of insurance documents" - said the president of the IT department.

Solution

In order to satisfy customer needs, we started to develop a solution based on MOSS 2007. The benefit of using CMS from Microsoft is that it is supplied with an advanced search engine which covered almost 90% of the specified requirements. Using an industry proven search engine from MS allowed us to undertake ‘information mining’ with minimal time and cost. Customer profiles were implemented via the use of out-of-the-box "MySites" Sharepoint features which, with the addition of web parts native support, made the UI of customer profiles fully customizable.

Tools and Technologies

  • .Net 3.5/ASP.NET 3.5
  • Visual Studio 2008
  • MOSS 2007: Administration of Shared Services Provider, web parts
  • Sharepoint Designer 2007
  • Sql Server 2005
  • Windows Server 2008

Benefits

The cost-effective outsource team developed a fully extensible and flexible solution that allows boosting the insurance company’s effectiveness and optimizing the way that people, content, processes, and business applications interact. This solution enables the insurance professionals to spend less time on administrative activities and more time providing value-added insurance services to clients. This new solution will help the customer standardize key processes and decrease the time spent managing document creation, approval, revision, storage, and retrieval.

The implemented solution completely matches the provided requirements and customer expectations. It was implemented with minimal guidance from the customer and on time.