CASE STUDY/ INSURANCE
Agile Portfolio Evolution
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One of the world’s leading property and casualty insurance companies.
100+ years in the market
Personal and commercial insurance
Recognizing the importance of employee experience in attracting and retaining the best talent, our client sought to redesign the onboarding process for new hires across Latin America. Its main goals centered around enhancing process visibility, automating processes, and elevating the experience for both business users and new hires.
Create a frictionless and streamlined onboarding experience for new collaborators and agents, ensuring a seamless transition into the organization.
Enable real-time visibility into the progress of each onboarding individual to improve traceability and accountability.
Automate various manual onboarding procedures, such as the generation of progress reports, to reduce errors and costs.
Softtek’s cross-functional team of insurance experts worked closely with the client to ideate and implement the new onboarding solution. We started by identifying pain points with key HR users, then assessed the client’s corporate technology stack to identify areas of opportunity.
Since the client was already a licensee of Microsoft Power Platform, we based our solution entirely on our client’s existing tech stack for significant cost savings and accelerated time to market. Leveraging Power Apps and Power Automate, our Agile teams addressed the client’s initial pain points and built an interface for non-technical users to automate and enhance additional processes as needs evolve, harnessing Microsoft’s low-code and no-code capabilities.
Solution phases: Pain points analysis, tech stack analysis, Agile development, testing.
Methodology: Agile, working iteratively with end users to enable rapid feedback cycles.
Key technologies: Microsoft Power Platform (Power Apps and Power Automate)
Geography: Latin America operations.
Project duration: 10 weeks.
Our solution helped the client enable frictionless onboarding for new hires, improve the experience for HR personnel, and empower business users to continuously enhance processes and drive innovation without extensive technical expertise.
Reduced costs related to manual tasks and errors.
Created a positive employee experience from day one, with a higher level of support for new hires.
Improved the productivity of HR personnel.
Established a solid foundation for continuous improvement through low-code and no-code development tools.