Priority Summary of Recommendations Housekeeping 1 Look& Feelshould be consistent across all websites 2 Branding & copyright should be TFP 3 Content Management System 4 Set up a facebook page 5 Set up a TFP group on Linked in 6 Post TFP Solo demo on Youtube 7 Set up TFP on Twitter 8 Forgotten Password/Username Reset 9 Management Information 10 No Service Level Agrrements with Suppliers 11 No Disaster Recover Plan 12 No Escrow Agreement with Peter Evans
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Priority Summary of RecommendationsHousekeeping
1 Look& Feelshould be consistent across all websites
2 Branding & copyright should be TFP
3 Content Management System
4 Set up a facebook page
5 Set up a TFP group on Linked in
6 Post TFP Solo demo on Youtube
7 Set up TFP on Twitter
8 Forgotten Password/Username Reset
9 Management Information
10 No Service Level Agrrements with Suppliers
11 No Disaster Recover Plan
12 No Escrow Agreement with Peter Evans
Benefit Cost Complexity
Brand awareness Nil L
Brand awareness Nil L
Cost savings approx £2500 £1,000 L
Brand awareness Nil L
Brand awareness Nil L
Brand awareness/SEO Nil L
Brand awareness Nil L
cost savings >10% of staff/call volume >2K M
Reliability on KPI's TBC M
Business Continuity Nil L
Business Continuity Nil L
Business Continuity £2/3K L
Time to Market
1 day
1 day
3-4 weeks
1 day
1 day
1 day
1 day
2 weeks
4-8 weeks
4-8 weeks
4-8 weeks
4-8 weeks
Priority Summary of RecommendationsQuotes
1 Telephone number on portal
2 Web chat
3 Policy docs/Summary of cover on portal
4 Personalisation
5 Help/info field level
6 FAQ'S
7 Motor Certificate on portal
8 Scan & upload drivers licence/badge @POS
9 Flexi commission/fees
10 Quick Quote
11 Outbound sales on abandoned quotes
12 Rebrand/Improved Quote process
13 Progress Indicator
14 Add ons
15 No version control on quotations
16 DVLA Look up
Benefit Cost Complexity
Improved sales >1k L
Improved sales >£1.5k L
1,000 call per month >1k L
improved user experience >1k L
improved user experience >2k L
improved user experience/cost saving >1k L
cost savings M
cost savings M
improved user experience/sales >5k M
improved user experience/sales >£5k M
Improved sales >tbc M
Improved user experience /sales >£35K H
Improved user experience include in above L
increased sales include in above L
Reliability on KPI's >tbc H
improved user experience >75k H
>5k
Time to Market
1 day
2-3weeks
2-3 weeks
2 weeks
2 weeks
2 weeks
4-6 weeks
4-6 weeks
6-8 weeks
4-6 weeks
4-6 weeks
3-4 months
included in above
included in above
3-4 months
4 months +
Priority Summary of RecommendationsMid Term Adjustments
1 Correct Dept telephone number
2 Provide content for help screen
3 Automatic update to VIP's/MIB
4 Monthly Statements on the portal
5 Stop additional Temporary cover notes
Benefit Cost Complexity
1,000 call per month include in above L
Improved user expereince include in above L
Reduced reputational risk/compensation payments >1k M
Postage and staffing costs of sending paper statements >2k M
Compliance with RTA/reduced staff costs >5k M
Time to Market
1 day
1 day
3-4 weeks
3-4 weeks
3-4 weeks
Priority Summary of RecommendationsRenewals
1 Renewal under attack advise existing broker
Benefit Cost Complexity
Improved renewal retention nil L
Time to Market
1day
Priority Summary of RecommendationsClaims
1 Upload Claims process/docs
Benefit Cost Complexity
Improved user experience >1k L
Time to Market
1 day
Priority Summary of RecommendationsAccounts
1 Upload monthly statements
Benefit Cost Complexity
Cost Savings/ Improved user experience >2,5k L
Time to Market
2-3weeks
Priority Summary of Recommendations0 Housekeeping1 Look& Feelshould be consistent across all websites
2 Branding & copyright should be TFP
3 Content Management System
4 Set up a facebook page
5 Set up a TFP group on Linked in
6 Post TFP Solo demo on Youtube
7 Set up TFP on Twitter
8 Forgotten Password/Username Reset
9 Management Information
10 No Service Level Agrrements with Suppliers
11 No Disaster Recover Plan
12 No Escrow Agreement with Peter Evans
Quotes1 Telephone number on portal
2 Web chat
3 Policy docs/Summary of cover on portal
4 Personalisation
5 Help/info field level
6 FAQ'S
7 Motor Certificate on portal
8 Scan & upload drivers licence/badge @POS
9 Flexi commission/fees
10 Quick Quote
11 Outbound sales on abandoned quotes
12 Rebrand/Improved Quote process
13 Progress Indicator
14 Add ons
15 No version control on quotations
16 DVLA Look up
Mid Term Adjustments1 Correct Dept telephone number
2 Provide content for help screen
3 Automatic update to VIP's/MIB
4 Monthly Statements on the portal
5 Stop additional Temporary cover notes
Renewals1 Renewal under attack advise existing broker
Claims1 Upload Claims process/docs
Accounts1 Upload monthly statements
Benefit Cost Complexity0 0 0
Brand awareness Nil L
Brand awareness Nil L
Cost savings approx £2500 1000 L
Brand awareness Nil L
Brand awareness Nil L
Brand awareness/SEO Nil L
Brand awareness Nil L
cost savings >10% of staff/call volume >2K M
Reliability on KPI's TBC M
Business Continuity Nil L
Business Continuity Nil L
Business Continuity £2/3K L
Improved sales >1k L
Improved sales >£1.5k L
1,000 call per month >1k L
improved user experience >1k L
improved user experience >2k L
improved user experience/cost saving >1k L
cost savings >5k M
cost savings 0 M
improved user experience/sales >5k M
improved user experience/sales >£5k M
Improved sales >tbc M
Improved user experience /sales >£35K H
Improved user experience include in above L
increased sales include in above L
Reliability on KPI's >tbc H
improved user experience >75k H
1,000 call per month include in above L
Improved user expereince include in above L
Reduced reputational risk/compensation payments >1k M
Postage and staffing costs of sending paper statements >2k M