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Insurance-Canada.ca Seminar Outline



Taming the Information Explosion

Wednesday, June 12, 2002


Hosted by Insurance Canada
the premier Internet reference site for insurance in Canada

Sponsored by:
Image, Workflow and Content Management Collaboration tools Infrastructure tools
ci   Canadian Insurance magazine

New content management and collaboration technologies are and will impact Insurance management and administration, from product information distribution through distribution to claims processing, and customer service everywhere. Data and communication volumes are growing rapidly. Companies need to do more than just manage the volumes; the need to leverage them in order to maintain and grow a competitive edge. Our speakers will present their respective areas of expertise in various aspects of this topic, including how you may benefit.

Seminar Topics

8:00 – 8:30   Registration and Coffee


8:30 Welcome: Doug Grant Insurance-Canada.ca
8:40 Delivering a Knowledge Management Strategy
Adam Caromicoli, President, Sysinct.

Knowledge Management as a topic and evolving discipline has been a topic for centuries. The advent of the computer for information storage and processing, and then the Internet for far-reaching and fast communications, has drievn significant focus on the topic. For CEO's of leading organizations, Knowledge Management is seen as a future competitive edge.

Much like the evolution of data management, the considerations for Knowledge Management include the capture, storage, and retrieval of information, the basis of knowledge. Doing all that and then turning the information into an advantage for the organization is the challenge.
Given that the Insurance Industry is an information rich services industry, this topic will address:

  • Knowledge Management in the Insurance Industry and the impact it can have on your business.

  • Approaches to and challenges of Knowledge Management.

  • Examples of Knowledge Management in use, and defining opportunities where benefit can be gained today.

9:10 How to efficiently access, deliver and manage core business content
Keith Langdale, IKON Image System Solutions, Senior Account Representative

80% of corporate information is unstructured data, the type of information that insurance companies handle in enormous volumes. In this session we will discuss actual examples of companies that have used content management technologies to give employees, customers and brokers instant and simultaneous access to electronic documents and files via LAN or web. You will see how claims processes have been improved with fast electronic workflows that ensures claims are worked first in/first out, and how workload distribution has been enhanced and integrated with line of business (LOB) and diary systems. We will also show how data has been captured from incoming forms and fed directly to LOB systems, and how offsite back up has enabled fast disaster recovery.

You will hear how you can cut out paper, saving floor/filing space, copying costs and time; distribute reports quickly and efficiently to brokers; manage e-mail databases, and more, to save time and money.

9:40 break
10:00 Wireless Services are Going Mainstream: Real Case Studies
Bruce Good, Vice President, National Corporate Sales, Rogers AT&T Wireless

The old picture of a computer terminal or personal computer being connected to communications and peripheral devices by a mass of tangled wires is slowly being challenged. The tethered worker is gradually being freed from the workstation. Not only those within the workplace boundaries, but also those who work afield will gain from the benefit of wireless connections.

This presentation will provide:

  • the state of the wireless nation: Rogers' perspective.

  • a case study in improving productivity and reducing costs for mobile employees - Purolator: North America's largest wireless data deployment.

  • areas of wireless benefits for the Insurance industry.

10:20 Personal Gadgets Are Presenting Business Value
Dean Pacey, Vice President, Rogers AWS Business Unit, Research In Motion

Personal communications tools are moving from the mahogany office and early techie adopter into the mainstream of the workplace. The drive behind this trend is the ever-increasing functionality of new generations of these devices and the recognition by businesses of applications which show a compelling ROI.

Mobilizing access to enterprise information means faster throughput of transactions, better work sharing environments and knowledge transfer, and reduced employee downtime.

This topic will provide a concise examination of where the wireless enterprise data world is today, and is trending, and why. The evolution is led by Canada's leader in this field, Research in Motion.

10:35 Improve your organization's efficiency through enhanced collaboration and information management
David Griffin, Director, Business Communications Consulting, IKON Office Solutions

The insurance industry by its nature is very document intensive – from market and product development projects to claims and customer service transactions. Current generation of Document Management tools, by managing the entire document lifecycle, bring new value to communications by documents through:

  • Group authoring: creative, preparation and review.

  • Approval: workflow management of the document creation process.

  • Distribution: sharing and delivery of documents.

  • Retrieval & Archiving: backup and access to archived documents.

By implementing a strong document management strategy, the quality and speed of decision making can be improved. As well, improved document efficiency brings cost savings and improved organizational effectiveness.

11:05 break
11:20 Collaborate and Communicate your way to improving your business
Roger Bell, Senior Technical Specialist, IBM

Insurance Companies as services organizations generate a great deal of communication among their customers, business partners and employees. The current generation of tools are changing the communications process through improved:

  • Awareness: Find others online and create personalized lists of team members & colleagues.

  • Conversation: Send an instant message, start a chat or launch an instant e-Meeting.

  • Shared Objects: communicate ideas more clearly by application-sharing or whiteboard.

  • Team Collaboration: share ideas and discussion, resolve issues, coauthor documents, exchange files, manage due diligence.

These new communication and collaboration services help improve communication between the various stakeholders and can positively impact a company's competitive positioning.

11:50 Integrating information from multiple sources into a Single User Access Point: Enterprise Information Portals
Stephen Clarkin, IT Specialist, Content Management Group, IBM

Companies today have huge amounts of (largely unmanaged) information that needs to be organized, categorized, personalized, and presented to users in the formats they need. Relevant customer information should be available instantly without searching through multiple accounting or contact management systems. The documents and files needed should be instantly accessible, without sifting through filing cabinets or file servers. In this session Stephen will reference a number of insurance specific implementations of enterprise information portal technology. He will discuss how a single interface to all data and content can improve cycles and make decision making more efficient.

12:20 Close: by Adam Caromicoli, President, Sysinct, and Doug Grant, Insurance-Canada.ca

The topics will have addressed a number of elements of an information management approach through technologies and applications. Adam will summarize the program and close with advice about your next steps from your current position and some of the considerations and approaches. Doug will close with the requisite administrivia.

Seminar Sponsors:

  Image, Workflow and Content Management

IKON-Image Systems Solutions (www.iss-edm.com) is an e-business enabling, technology consulting and systems integration company specializing in image, workflow and content management solutions that allow instant access to documents and files. A division of IKON Office Solutions (www.IKON.com), IKON-ISS specializes in the insurance, finance, banking and transportation industries, developing solutions based on an in-depth understanding of how people work and combines the best hardware, software and services to integrate with your existing systems.

  Collaboration tools

Sysinct is a division of IKON Office Solutions Technology Services, LLC, a leading office technology company and wholly-owned subsidiary of IKON Office Solutions, Inc. Sysinct provides expert technical services to facilitate timely, cost-effective implementation of process improvement, business transformation and knowledge management strategies and solutions to the Financial Services and Insurance industries.

  Infrastructure tools

IBM is a world leader in information technology. Among its many offerings, IBM provides tools, products and solutions which can be used to build and support an information infrastructure. The middleware products form a foundation for business applications which enable an effective flow of information throughout your organization.

  ci   Canadian Insurance Magazine

Speaker Information

Adam Caromicoli, President, Sysinct

Adam Caromicoli has over 14 years of IT experience. He founded and ran his own successful IT services business. As well, he served as a Senior Consultant with Lotus, Soma and IBM. Currently he is Corporate VP of e-Business Services , IKON Office Solutions, and President, Sysinct.

Mr. Caromicoli has recently consulted on content management, document management and collaboration projects with such firms as XL Capital, TD Bank, PWC and Reader's Digest to name but a few.

He holds a Masters of Science in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology as well as Bachelor's Degree in Business and Electrical Engineering from McMaster University.

Keith Langdale, IKON Image System Solutions, Senior Account Representative

Keith Langdale has been consulting to companies in a variety of industries, including insurance, on computer applications, and best practices for 20 years. His public accounting experience brings a solid business process background to the IKON-ISS insurance practice.

Keith has been instrumental in developing Content Management solutions for P&C and life companies.

Bruce Good, Vice President, National Corporate Sales, Rogers AT&T Wireless

Mr. Good has over 20 years of experience in the Telecommunications/Information Technology industry and is currently working at Rogers AT&T Wireless as Vice President, National Corporate Sales. Most recently he was National Sales Executive in the Global Services Division at IBM, where he focused on Canada Forture 1000 customers. Prior to joining IBM Canada, Mr Good was Vice President, Sales in the central region of the U.S. with Nortel Network (Cable Division) and Regional Vice President for Bell Advanced Communications.

Roger Bell, Senior Technical Specialist, IBM

Roger Bell has been in the computer industry for over 20 years. His first job was repairing keypunches for Sperry Univac. On to Apple Computers for 13 years where he held a number of positions from Technical Support Specialist to Systems Engineer in the sales department. After Leaving Apple he managed his own successful consulting company for 8 years. For the last 2 years he has worked for IBM as Senior Technical Sales Specialist in the Lotus Software Group.

Dean Pacey, Vice President, Rogers AWS Business Unit, Research In Motion

Dean Pacey joined Research In Motion in April 2001 as the Vice President of AT&T Wireless (AWS)/Rogers Business Unit. In this role, Dean manages all aspects of RIM's relationship with two of North America's largest GPRS carriers. He leads a team of marketing, sales, technical support, operational and project management professionals who ensure AWS and Rogers successfully launch, sell and support Blackberry Solutions.

Previously, Dean was Vice-President of Marketing and Strategic Planning at Cannect Communications. There, he led the development of marketing, loyalty and promotional programs for Vertical Industry and On-Net Building. Prior to Cannect, Dean held a number of positions with other businesses, all involved in some way with the telecommunications industry. Dean holds a Bachelor of Business Administration degree from Wilfrid Laurier University.

Stephen Clarkin, IT Specialist, Content Management Group, IBM

Mr. Clarkin is an IBM content management software specialist with a wealth of business and technical experience. Over the last five years he has worked with various sized customers across a number of industries including insurance.

David Griffin

David Griffin has over 37 years experience in I.T and Document Management.

He has been with IKON's Southeast Technology Services Group since February 1998. In August 2000 he was appointed as the Director of IKON's Business Communications Consulting Group. During his employment at IKON David has recommended and implemented Knowledge Management, Document Management, and Records Management solutions to: the Insurance, Textile, Newspaper Publishing, and Manufacturing Industries, and to Institutions of Higher Learning.

Hosts and Presenters

Doug Grant MBA CIP, Consultant, Insurance-Canada.ca

As a keen analyst of computer and networking evolution for more than thirty years, and the opportunity and impact on the insurance industry, frequent industry speaker, columnist, and consultant, Doug is cognizant of the changes that are occurring in the Internet insurance world. As a principal in the Insurance-Canada.ca Web site, he brings a unique perspective to the session. For a more extensive biography.

Doug will be host of the seminar and will welcome and set the stage, build the linkages between topics, and then provide conclusions and points to ponder at the end of the session.

(Examples will be used throughout)

Questions? call Doug Grant 416-921-7756 or email at doug.grant@insurance-canada.ca

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