Case Studies

Financial Case Study – Insurance

Our Banking Insurance client is driving towards a robust customer experience to enable online functionality, industry best practice for customer enablement, an ease of use technology while managing and creating a personal touch to claims management for their customers.

Alteris is supporting our Client in Project/Program Management and Coordination. Alteris is working with the client to bring industry best practices in the finance sector to drive efficiencies through Project Management while implementing Project Delivery Lifecycle Methodology that is delivered on time in scope and on budget



  • Alteris Project Management Framework integrated into client’s environment.
  • Implemented a reporting structure for Executive management and program oversight. Inclusive of leveraging CLARITY technology tool for project updates and financial monthly project forecasting
  • Developed and implemented a Benefit tracking and financial tracking mechanism to track cost, Risks & Issue management at the project execution level.
  • Implemented a document management framework- which controlled and captured meeting management items, while leveraging a repository built environment for presentation materials for the Executive Steering Committee all through technology, Microsoft SharePoint in our Document Repository Management System
  • Created an Analytics framework to provide comprehensive analysis, created metric based decisions, and actions for management reporting.
  • Resource planning and analysis, working closely with the Program Management team to create and adjust forecasting and staffing models to deliver the right people at the right time.

Value Achieved

  • Transformation of customer experience while enabling through technology an ease of use for our customers for claims management within the banking insurance industry
  • Delivering Operational efficiencies and alignment across the Business and Technology to create a robust delivery management and framework
  • Delivered Innovative business improvements while leveraging people, process and technology
  • Outcome Delivered results to manage customer interactions.