Help choosing ERP Insurance

The stakes

Choosing an ERP, or more generally, a management software package, is a difficult and very challenging exercise, in the insurance world as in any other sector. It involves finding:

Software with the right functional components for today and the future

Built on a sustainable technological base and maintained by the publisher

With efficient and committed teams at the publisher and possibly its integrator

With a fair and readable economic equation

The mission

It consists of uniting and supporting the client’s teams in the process of choosing an insurance ERP from among the available offers by carrying out all or part of the following activities:

Build the participating teams and unite them around the project, and lead the workshops to define needs.

Source relevant publishers on the market and build the specifications as well as the call for tender response process

Support client teams in defining selection criteria, organize and lead the call for tender process (examinations, defenses, scenario demos, etc.)

Carry out analyses on the different criteria, share them, collect perceptions, lead the working group until a joint decision is reached, and conduct the final negotiations