Microsoft SharePoint is a collaboration and productivity platform that can provide several key benefits to health insurers. It allows for improved internal and external communication through features like intranet portals, project collaboration, document management, and public-facing websites. Implementing SharePoint solutions can improve productivity, reduce costs, and enable better knowledge sharing and decision making. For success, it is important to gain executive support, appoint user champions, provide training, and allow flexibility for groups to customize solutions to meet their needs.

1. Collaboration and Productivity with
Microsoft SharePoint
For Health Insurers

2. Agenda
‣ Edgewater Overview
‣ Introduction: A New Social Reality
‣ Microsoft SharePoint What is it and Why is it so
Popular?
• Primary Business Benefits
• Evolution
• Platform Overview
• Short Demo
‣ Business Solutions for Health Insurers
‣ ROI of Different SharePoint Based Solutions
‣ Adoption & Best Practices
‣ Getting Started
edgewater.com
2 makewaves@edgewater.com

3. Corporate Overview
‣ Technology Management Consulting Firm
– Provide a unique blend of specialty IT services
– Leverage proven industry expertise in strategy, technology and
enterprise performance management
– Focus on middle and Global 2000 market
‣ Founded in 1992
– Headquartered in Wakefield, MA
– Large North American footprint
– + 330 Employees
– +700 clients
– +2200 projects completed to date
– Publicly Traded (NASDAQ: EDGW)
edgewater.com
3 makewaves@edgewater.com

4. EDGW Business Offerings
edgewater.com
4 makewaves@edgewater.com

5. Insurance Industry Expertise
‣ Health Insurance Clients ‣ Insurance Clients
AR, CO,
NJ, VA
edgewater.com
5 makewaves@edgewater.com

6. Edgewater Technology: Web Solutions
Externally Facing
Sales
Marketing Service
E-Commerce
Community Mobile
and Commerce and
Collaboration Content
E-Marketing Customer Self
Services Search Personalization Service
Internally Facing
Content
Web Analytics
Management
Core
Internal Collaboration and Applications
edgewater.com
6 makewaves@edgewater.com

7. Web Solutions Practice
• Web 2.0 Strategy
• Competitive Analysis
Strategy • Road Map Development
Web Strategy
• Organization Assessment
• Operational Strategy
Planning Business / • Budgeting & Planning
Vendor
Functional
Selection
Requirement
Execution
Usability and
Creative Web
Interface
Services Development
Development
Product Program Testing and
Integration
Customization Management Deployment
edgewater.com
7 makewaves@edgewater.com

8. Introduction: A New Social
Reality
edgewater.com
8 makewaves@edgewater.com

9. New World of Expectations – Driven by Consumers
‣ Complete Access and Control
‣ Easy to Use, Rich Interfaces
‣ Anytime, Anywhere, Any Device
• In Real Time!
‣ Communicate, Collaborate,
Interact, Share
edgewater.com
9 makewaves@edgewater.com

10. Support the way we work. Solitary to Collaborative
‣ Search ‣ Email / Phone / Chat
‣ Reading ‣ Projects / Teams
‣ Watching Videos ‣ Cross Functional Task
‣ Entering data Force
‣ Using Applications ‣ Peer Review
‣ Thinking ‣ Peer Knowledge Sharing
& Support
‣ Review and Approval
Processes
‣ Commenting / Editing
edgewater.com
10 makewaves@edgewater.com

11. Common Challenges
‣ Information is hard to find. No centralized search,
metadata or versioning in file shares
‣ Communications are email centric. No place where
project / team knowledge is stored
‣ Paper forms and processes require effort of typing into
systems or extensive scanning / archiving
‣ “Siloed” knowledge. Ideas, processes and solutions
from one area of the company are not known in others
edgewater.com
11 makewaves@edgewater.com

12. The Promise of Personalized, Secure Collaboration
‣ Based on my Role, Areas of Responsibility, BU, Location,
Management Level, or Expertise
‣ Personalized access to:
• Applications
• Web Content
• Documents
• Processes and Workflows
• Business Data and Metrics
• People information
• Client Information
• Teams, Projects
‣ Important and timely information comes to me
edgewater.com
12 makewaves@edgewater.com

13. Microsoft SharePoint
edgewater.com
13 makewaves@edgewater.com

14. SharePoint – The Swiss Army Knife of Collaboration
100M Users,
‣ Collaboration
17,000 Companies
‣ Portal
‣ Search
‣ Document Management
‣ Web Content
Management
‣ Forms and Workflows
‣ Business Intelligence
edgewater.com
14 makewaves@edgewater.com

15. SharePoint Platform
Server-based Excel Docs/tasks/calendars, blogs,
spreadsheets and data wikis, e-mail integration,
visualization, Report Center, project management “lite”,
BI Web Parts, Outlook integration,
KPIs/Dashboards offline docs/lists
Business
Intelligence Collaboration
Enterprise Portal
Rich and Web forms template, Site
based front-ends, Business Platform Directory, My
LOB actions,
Forms Services Portal Sites, social
pluggable SSO networking,
privacy control
Content
Management Search
Integrated document Enterprise scalability,
management, records contextual relevance, rich
management, and Web people and business data search
content management with
policies and workflow
edgewater.com
15 makewaves@edgewater.com

16. Business Benefits
‣ Improved information worker productivity
‣ Improved communications and collaboration
‣ Empowering business users to manage sites and
content
‣ Help meet regulatory requirements through
comprehensive control over content
‣ Accelerate shared business processes across
organizational boundaries
‣ Provide a single, integrated platform to manage
intranet, extranet, and Internet applications across
the enterprise
edgewater.com
16 makewaves@edgewater.com

17. SharePoint in Action
edgewater.com
17 makewaves@edgewater.com

18. Business Collaboration Framework Case Study
Public Policy Holders Agents Employees
Public Website Agent Portal Employee Portal
Information Management – MOSS 2007
Content Security &
Targeting Doc. Mgmt Collaboration
Mgmt. Access
Business Applications, Data, Content, People
Policy
Quoting Claims Billing Commission
Admin
edgewater.com
18 makewaves@edgewater.com

19. Insurance Agent Portal Demo
edgewater.com
19 makewaves@edgewater.com

20. Edgewater Intranet - Neon
edgewater.com
20 makewaves@edgewater.com

21. Neon Features
‣ Corporate Communications / HR
• Announcements
• Forms, Processes, Procedures
‣ Marketing
• Documents
• Events
• Tools
‣ Knowledge Management
• Methodology
• Case Studies
• Clients
‣ Searchable Repository of the Company’s Knowledge and Information
edgewater.com
21 makewaves@edgewater.com

22. Neon Features (cont.)
‣ Team Collaboration
• Project (proposals, deliverables, project plans, etc.)
• Team (working documents, collaboration, discussions, task lists,
calendars, etc.)
• Client (presentations, deliverables, etc.)
‣ Other Capabilities
• Personal Profiles
• Blogs
• Processes Incorporating Workflow/Approval
• Integration with Office, Outlook, IM (Communicator)
• Mobile access
edgewater.com
22 makewaves@edgewater.com

23. Solutions, Applications and
ROI
edgewater.com
23 makewaves@edgewater.com

24. Business Solutions for Health Insurers
‣ Internal Communications & Collaboration
• Company Intranet Portal
- News, Announcements, Events
- Employee Directory
- Discussions, BLOGs
- HR Forms and Procedures, HR Self Service
- MIS Forms, Procedures, Helpdesk
- Management Corner: Place to Communicate Plans, Strategy, Results,
Initiatives
• Project Collaboration
• Document Management and Versioning
• Knowledge Management
• Digital Asset Management
• Enterprise Search
edgewater.com
24 makewaves@edgewater.com

25. Business Solutions for Health Insurers
‣ External Communication & Collaboration
• Public Website Content Management
• Functional Portals:
- Auditors
- Members
- Partners
- Providers
- Employers
- Brokers
edgewater.com
25 makewaves@edgewater.com

26. ROI Guidelines – Direct
‣ Improved productivity (saving time)
• Each employee spends less time each day:
- Looking for documents on the network
- Figuring out who has the latest version
- Looking through emails for documents that were sent
• Teams need less meetings to accomplish
collaboration
• Teams with members in different physical locations
can improve communications.
• Employees in service roles spend less time fielding
requests for documents, forms or information
• Speedup processes using automated workflows
edgewater.com
26 makewaves@edgewater.com

27. ROI Guidelines – Direct
‣ Cost savings
• Reduce printing costs as more documents and memos are
distributed electronically internally and externally.
• Reduce travel expenses as team can meet and collaborate
online
• Reduce phone bills
• Reduce need for email storage capacity
‣ Improved visibility into communications and activities
in the organization
‣ Improved security and regulatory control
edgewater.com
27 makewaves@edgewater.com

28. ROI Guidelines – Indirect
‣ Improved decision making
‣ Empower employees and managers to create new
solutions and innovate without dependency on IT
‣ Improves knowledge sharing and retention as
information is not stored on peoples computers or in
emails
‣ Improved employee and customer satisfaction
edgewater.com
28 makewaves@edgewater.com

29. If you build it, Will they
come?
edgewater.com
29 makewaves@edgewater.com

30. Critical Success Factors
‣ Andrew McAfee’s hypothesis: Within organizations,
collaboration technologies are dictated by the most
powerful person involved in the collaboration.
‣ User Adoption
• Distributed ownerships and local champions
• Identify and cultivate your community leaders
• Executive buy in and participation
• Put Intranet use in the line of business: use of the
Intranet is not outside your work, it is where work
gets done!
• Training
edgewater.com
30 makewaves@edgewater.com

31. Critical Success Factors
‣ Scalability and Flexibility
• Ability to quickly adapt, try and fail often
• Allowing groups to start their own areas
‣ Right Level of Control and Governance
• Establish clear guidelines
• Ask the community to report any deviations.
edgewater.com
31 makewaves@edgewater.com

32. Enterprise 2.0 Maturity Model
Enterprise Information and Intelligence
Accessibility
7.
Gain
6. Insight
Combine ,
Mashup
5.
Context and
4. Relationships
Collaborate,
3. Share,
Contribute, Interact
Create,
2. Comment
Consume,
Read, Learn
1.
Subscribe,
Find
User Interactivity and Engagement Level
edgewater.com
32 makewaves@edgewater.com

33. Edgewater Technology - Key Offerings
‣ Strategy, Architecture & ‣ Implementation
Planning • Customization
‣ Prototypes & Quick • Custom Webparts and
coding
Starts
• Integration
‣ User Experience
‣ Upgrades & Migration
edgewater.com
33 makewaves@edgewater.com

34. Quick start – Up and running in 8-10 weeks
Plan Launch Leverage
Educational demonstration SharePoint environment Administrator training
on a virtual server
Strategy definition Quick Start solution User training
framework
Technical, security and Implementation of defined Leverage Planning: future
active directory customizations and directions and plans
requirements components
Business requirement Setting of accounts and Implementation Roadmap
interviews access to provided virtual
environment
SharePoint architecture Transfer of Virtual
Environment to Client
SharePoint implementation
Plan Presentation
edgewater.com
34 makewaves@edgewater.com

35. Q&A
edgewater.com
35 makewaves@edgewater.com