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Project: 
Upgrade / Siebel Financials (6.2 to 7.7.2)
Industry/Company:
  Insurance / Fortune-1500 Insurance Company

The Business Story...

Business Problem:

The client had committed to a massive Siebel upgrade project.  But their trim IT staff was rooted in older technologies. This limited their ability to execute the upgrade with in-house staff. 

To compound the difficulty, the current system was running too slow due to excessive scripts and overly complex configurations.  Documentation was poor...or stored in somebody's head.  An inept upgrade would further degrade performance, usability and customer service.

Management had aggressive milestones for completion
— they needed to integrate several businesses they'd acquired.  

The company needed an affordable, high-quality Siebel partner.

Why Eagle Creek:

The client chose Eagle Creek over IBM, Siebel, Headstrong, Accenture and Tier One.

Eagle Creek had a long-term commitment to Siebel
— important, since the forecast for the client's Siebel projects stretched out 2+ years — and we were an expert in their industry.

We had deep upgrade experience — we'd worked on some of the world's largest and most complex Siebel engagements.  And we had the Analytics expertise they would need down the road.

We could provide a large, very experienced team of 18 people who could understood the client's complex business and technology situation
— they were integrating customer data from several companies into the new version. 

Finally, our pricing points worked effectively with their budget.

Solution: We provided a team of 18 — all with 7.7 upgrade experience — including team leads for coordination and management. 

We successfully completed the project on budget while meeting the client's milestones and aggressive schedule.

Relationship:

We are a valued partner, and the client has planned several years of phased initiatives with Eagle Creek.


The Technology Story...

Reason for Project:

Siebel was the enterprise application and technology enabler for the client's organizational departments, including Claims, Billing, Agent Call Center, and Marketing. The client had acquired several smaller insurance companies, and wanted to integrate the data resources of these into Siebel to provide one unified face to customers. 

The ability to act responsively to customer needs, across multiple organizations, was critical to the client. They needed to maintain a high level of customer service in the existing Siebel 6.2 environment, for a large part of the company, while simultaneously upgrading to 7.7.

This meant integrating shared data in real-time between the two Siebel versions, while also preparing to add additional Siebel technologies such as Analytics and data warehousing — a challenging environment for maintaining acceptable application performance during the upgrade. 

Eagle Creek's Approach:

We defined the functional requirements, customized the application to perform better,  and worked with internal staff to ferret out and formalize documentation that was misplaced, or stored in human memory. 

Since several different client business units interfaced with the Siebel application, we engaged and coordinated client resources across multiple departments and teams. 

To improve the efficiency of the client’s custom application we documented the changes in a structured manner, enabling cross-team education and greater scalability for future upgrades.

Result:

Eagle Creek helped the client successfully complete their initial upgrade phase.

We met the client's milestones and maintained  their aggressive schedule.

We were able to elevate the internal staff to a new level of Siebel performance by leaving them with new or advanced skills.

 

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