PULSE portal presentation by Swiss Re and oddEVEN

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Swiss Re Corporate Solutions has built an agile and client-centric digital platform to interact with their corporate clients. This presentation shows what it is all about, how it was done and why we believe it is the right approach.

Marketing

PULSE Portal – agile & client-centric
November 2017
Victor Boardman, Corporate Development Manager, Swiss Re Corporate Solutions
Stefan Malär, Managing Partner, oddEVEN AG

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
• Why Corporate Solutions decided to go on the journey
• What is an agile and client-centric portal
• How was it built
• What did we learn
• Why we believe it is the right approach
Today’s agenda
2

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 4
What
is
agile
for us

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 5
What is client-
centric for us

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 6
How to maximize client value

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 7
What
makes
a portal
agile

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 8
How was it built

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 9
Building an MVP

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
Angular
Äppli
Framework
Identity and
Access
Management
API service layer
10
Technical Setup
Sitecore xP
Line of Business
systems
Operational
data store
Full CI/CD

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 11
Video of the results
https://youtu.be/JFtm_QHMLU8

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
Working agile in a non-agile organization is hard
12

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
It’s about transparency
13

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
• Understanding the client is key
• Time to market is critical
• Break dependencies for fast adaption
Why we believe it is the right approach
14
"Clean, easy to navigate"
"Loved home page design"
"Massive win as ... continually asking for things like certificates" [now available in PULSE]
“Hooray!... congratulations!..... Portal working smoothly and much less time consuming!...”
"“This is a differentiator in the liability space..."
Customer feedback

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
Q&A Session
15

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN
Your Contacts
16
Stefan Malär
Managing Partner oddEVEN
Redefining Marketing Technology
stefan.malaer@oddeven.ch
+41 79 511 6222
@stefanmalaer
Victor Boardman
Vice President at Swiss Re Corporate Solutions
Corporate Development Manager
Victor_Boardman@swissre.com
+41 79 264 8426
@

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 17
We make Marketing more agile
and Technology more creative

Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 18

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PULSE portal presentation by Swiss Re and oddEVEN

1. PULSE Portal – agile & client-centric November 2017 Victor Boardman, Corporate Development Manager, Swiss Re Corporate Solutions Stefan Malär, Managing Partner, oddEVEN AG

2. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN • Why Corporate Solutions decided to go on the journey • What is an agile and client-centric portal • How was it built • What did we learn • Why we believe it is the right approach Today’s agenda 2

3. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN Why Corporate Solutions decided to go on the journey 3 • Corporate Solutions was founded in 2010 as separate business unit to service corporate clients • One target is to become a primary insurer for domestic and international business • The initiative to achieve this also focuses on how to serve clients better through digital channels • One of the concrete actions out of this was to build a client portal

4. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 4 What is agile for us

5. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 5 What is client- centric for us

6. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 6 How to maximize client value

7. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 7 What makes a portal agile

8. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 8 How was it built

9. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 9 Building an MVP

10. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN Angular Äppli Framework Identity and Access Management API service layer 10 Technical Setup Sitecore xP Line of Business systems Operational data store Full CI/CD

11. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 11 Video of the results https://youtu.be/JFtm_QHMLU8

12. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN Working agile in a non-agile organization is hard 12

13. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN It’s about transparency 13

14. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN • Understanding the client is key • Time to market is critical • Break dependencies for fast adaption Why we believe it is the right approach 14 "Clean, easy to navigate" "Loved home page design" "Massive win as ... continually asking for things like certificates" [now available in PULSE] “Hooray!... congratulations!..... Portal working smoothly and much less time consuming!...” "“This is a differentiator in the liability space..." Customer feedback

15. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN Q&A Session 15

16. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN Your Contacts 16 Stefan Malär Managing Partner oddEVEN Redefining Marketing Technology stefan.malaer@oddeven.ch +41 79 511 6222 @stefanmalaer Victor Boardman Vice President at Swiss Re Corporate Solutions Corporate Development Manager Victor_Boardman@swissre.com +41 79 264 8426 @

17. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 17 We make Marketing more agile and Technology more creative

18. Sitecore Digital Destiny Tour | Zürich, November 2017 | Pulse Portal – agile & client centric by Swiss Re & oddEVEN 18