After working with over 50 customers on implementation, Oceanwide has developed a six step implementation process that includes Requirements Gathering, Solution Design, Product Configuration, Iterative Review, User Acceptance Testing and Rollout/Deployment.

Typically, we work with our customers through this process for their initial product and then recommend our customers follow the same process for future products.

REQUIREMENTS GATHERING

Along with Solution Design, most of the implementation process is spent in Requirements Gathering. During Requirements Gathering, objectives are set, workflows are reviewed, documents are gathered and underwriting, rating and rules are all discussed.

SOLUTION DESIGN

Solution Design is where the principles of reuse, maintainability and efficiency are applied. During this phase, data elements are defined, process flows and wire frames are created and a work plan is developed.

PRODUCT CONFIGURATION

During product configuration, the pieces come together. Workflows are created along with calculations and computation, roles are defined, integrations and interfaces are built and outputs such as documents and reports are created.

ITERATIVE REVIEW

During Iterative Review, all the work done during Product Configuration is reviewed and any rework needed is defined.

USER ACCEPTANCE TESTING

User Acceptance Testing (UAT) includes reviewing workflows for precision and performance, verifying document accuracy, confirming premium calculations, validations and underwriting rules and all associated triggers and conditions.

ROLLOUT/DEPLOYMENT

If all has been done in the first five steps, Rollout and Deployment can be as simple as moving the product into production with a single click.