2. Agenda
Introduction
Background on Enumclaw Insurance & Column5
Project Background & Details
Success & Challenges
Next Steps
3. Mutual of Enumclaw Intro
Andrew Chen - Controller at Enumclaw Insurance Group. Andrew previously
held accounting management positions at Safeco Insurance and started his
career in public accounting with KPMG LLP. Andrew is a Certified Public
Accountant.
Mutual of Enumclaw - Enumclaw Insurance Group offers a variety of
financial solutions for individuals and corporate clients. The group comprises
of Mutual of Enumclaw Insurance Company and Enumclaw Property and
Casualty Insurance Company that facilitate new marketing opportunities in
personal and commercial lines of insurance coverage. Founded in 1898, the
group provides various types of insurance products through third-party
agencies in Washington, Oregon, Idaho and Utah. Its family products include
insurance coverage for automobiles, homes and boats. Enumclaw Insurance
Group offers a business owners program that provides protection for offices,
apartments, condominiums, and retail and wholesale establishments. The
group also provides church and farm insurance plans.
4. Column5 Consulting Intro
Helping our customers translate their business strategy into operational
objectives and metrics that drive improved business performance
• Founded in 2005, Column 5 Consulting, has grown to be the largest SAP
EPM partner (in terms of dedicated resources) for the SAP suite of
performance management solutions.
• Members of the Column 5 Consulting team have
implemented over 400 successful EPM solutions and
have done nearly 1/3rd of all SAP BPC
implementations.
• Column 5 Consulting has dedicated business leads
responsible for the growth of each of our practices
(BPC, PCM, BusinessObjects, Finance Transformation
Services, etc.) and our consultants have completed
(and are continuing to undergo) cross training on the
solutions within the SAP EPM suite.
• From 2008-Present, Column 5 Consulting has been the
leading SAP partner for the Office of the CFO (OCFO)
solutions.
5. Background on Enumclaw Insurance
Group by Andrew Chen, Controller
Families. Businesses. Promises Kept.®
6. Background on Enumclaw Insurance
Group by Andrew Chen, Controller
• Enumclaw Insurance Group is a Pacific
northwest regional property and casualty
insurance company
• Greater than $300M in annual written
premiums
• More than 500 employees
• Purchased BusinessObjects Planning XI
(SRC) in 2007 to assist with expense
planning
7. Where we came from –
BusinessObjects Planning XI (SRC)
• Deployed BusinessObjects Planning XI (SRC) in 2007
• Supported Expense, Employee and CAPEX planning
• Deployed to 50 users for 76 departments
• Ran 2 planning cycles with BusinessObjects Planning XI
(SRC)
• Regular monthly reporting centrally managed by
administrator
8. Why did we change applications
now?
• Wanted to invest in the long term platform –not older
technology that was sun setting
• Business need to add additional planning functionality:
• Premiums/Revenue Planning, bottom-up approach
• CAPEX Planning, adding approval processes
9. How Mutual of Enumclaw did it…
• Contacted SAP in spring 2008 to discuss upgrade feasibility
• Engaged with Column 5 Consulting in late 2008 to scope
project
• Started the project in February to ensure time for a go live in
July
• Used standard Column 5 methodology to gather business
requirements, create a design, and collaboratively build and
test the functionality
• Recycled existing functionality (Dimensions, certain Excel
logic) where it made sense and rebuilt functionality where it
didn’t.
10. Project Specifics
• 9 week active implementation with Column 5
• Tested independently with Column 5 available for support
• Go live in July
Project Team:
• Andrew – project owner and primary administrator
• Enumclaw Power Users (x2) –input on design and involved
with report design
• Column 5 Senior Consultant –project management, design,
application lead
• Column 5 Consultant –reporting / input schedule
11. Project Background - Successes
• Reporting is more robust - end users can create reports for information that
he or she has access to. Reports are security-based
• Can work offline -templates can reside on a server or can be saved to a
client machine with no loss in functionality
• Server-based planning templates can be updated during the planning
process without having to redistribute to users or sequentially recalculate.
Both templates and data are stored and refreshed each time they are
opened
• Data loading is driven by Data Manager (SQL based) -no requirement or
inherent limitations in loading data through Excel, which was limited by the
number of rows
• Ran On time/On Budget
