KESTIO

A successful commercial IS optimization project!

Le projet de refonte de l'ensemble des applications de gestion et du SI commercial d'une grande société d’assurance et de prévoyance accompagné depuis bientôt 2 ans par KESTIO est en passe d'aboutir !

The company – particularly its Retail and Professional Markets Department – wanted to enable its marketing department to  manage more diversified campaigns with greater responsiveness.

 

L’expertise des consultants KESTIO a su créer les conditions d’un dialogue constructif entre les différents acteurs impliqués dans le projet :

– the departments that are the recipients or users of the tool (marketing, sales, customer service)
– the company's long-standing IT partner
– the integrator of the chosen technical solution (the UNICA software package, published by IBM)
– the internal IT department (Information Systems Department)

 

It also enabled the implementation of governance based on effective management tools and indicators, for clear, precise, and shared monitoring of compliance with specifications, schedules, and defined budget, at each stage of the project.

This resulted in the selection and then the implementation of an operational technical solution that met the identified needs, in compliance with the defined cost and time objectives.

Work carried out with an active approach to change management: involving the teams throughout the process (study, selection, implementation) is indeed the best guarantee of future approval of the tool by its recipients!

 

The benefits of the project:

 

For business teams:

  • Increased productivity and work quality through access to new features or improvements to existing ones (more precise targeting, automated and more comprehensive tracking, possible multi-channel campaign management, faster pricing tool, etc.).

 

For the company:

  • The completion of the project (currently in the testing phase)
  • Respecting the expressed and defined objectives and constraints.
  • Establishing a dynamic of constructive exchanges between the various internal departments involved (Sales Management/Customer Relations/IT Department/Marketing) and with external partners (IT service provider and integrator).
  • Genuine team involvement in the project, and better ownership of the tool by its users.
  • An optimization of production costs
  • Improved service quality for its customers.

 

In summary: a measurable financial, technical, and human ROI, in the short and long term.

Discover, through this webinar, how to conduct another optimization project: the optimization of your sales asset.

Designed to integrate perfectly into your daily life as an entrepreneur and support you in your development