Assessing the business and technical health of a life-insurance platform.

Client context

The business context.

A life insurer was evaluating how its technology platform supported the business. Customer information was fragmented across channels, some sales activities lacked system support, and employees relied on manual administrative work.

A platform decision required more than a feature comparison. The insurer also needed to understand the maintainability of its applications, the quality of information across processes, and the responsibilities for keeping the systems reliable.

The work

How the engagement was delivered.

• Connect business observations with technology requirements

  Reviewed business pain points across customer, product, sales, finance and technology activities. Organized the observations into priorities for functionality, data integrity, automation and service reliability.

• Examine application and code health

  Assessed application health and reviewed code structure, duplicated logic, documentation and testing dependencies. Considered how these findings affected maintainability and the effort required to change the platform.

• Bring governance into the renewal decision

  Identified gaps in application ownership and technology standards alongside the functional and technical findings. Used the combined assessment to frame the issues that a future platform strategy needed to address.

What changed

An evidence base for platform renewal.

The insurer had a structured view of business gaps and technical constraints, with priorities to inform its platform strategy. The assessment connected functionality, maintainability and governance requirements in a common agenda for the next stage of platform planning.