In 2012, the Klesia group was born from the merger of two players in the social protection sector. Since 2009, the European Solvency 2 directive has sought to to secure thewave world by requiring them to have high levels of equity capitalto cover an exceptional claim. For many players, this is only possible by joining forces. With this operation, Klesia has the necessary size and solvencys to be a leading player in social protection, for many sectors of activity.

Any merger calls for the pooling of means, resources and tools. The Klesia group quickly took action in several areas of its business.its information system to bring coherence to the whole group, streamline workflows and pool efforts. In this multi-project context, our subsidiary Ileo, a consulting firm specializing in insurance, supported the deployment of an insurance management ERP that has become a market benchmark.

A visionary development strategy based on complementary expertise

Rather than creating an ERP SOLUTION "solution, Klesia relied on Cegedim, a publisher specializing in the health and welfare ecosystem, to build a solution that can be adapted to other market players. An innovative idea based on the sharing ofhe fundamentals of production, but which but which required the greatest rigor at all levels.

For the recipe of the application thus developed, Klesia has relied on a Tierce Recette Applicative (TRA) and entrusted Ileo to implement the acceptance strategy., definition of scenariosthe scope, monitoring the campaign and managing all operations.conducteds by an external consulting firm.

The success of this phase led to Ileo consultants being involved in several stages of the ACTIV'Infinite application rollout.

Interventions Ileo on the ACTIV'Infinite

In order to monitor the software acceptance process as closely as possible, and to ensure that it complies with the strategy defined upstream defined upstreaman Ileo expert joined the operational design team. Our subsidiary has thus, for example contributed concretely to the implementation dmodule Easy Collective module, enabling collective management of insurance contracts. This expertise can now be deployed by other users of the solution.

Ileo also supported the project owner, project manager and management teams in the change management. Through the creation of training materials and team coaching, Ileo enabled teams and and users to familiarize themselves this new business management tool.

In addition, a consultant from Ileospecialist in health and group benefits, was involved in setting up the tool. In fact ACTIV'Infinite is a software configured to adapt to the specific needs of each insurer, which requires a certain amount of software and business expertise. This is one of the project's innovative ideas: sharing the technological base and creating added value in its configuration.

Alongside these missionssIleo also acted as Project Manager Office, in support of the central PMO, in order to streamline stages and alert management points of points of vigilance.

On the same subject, you can read our article on the deployment of Blue Soft Consulting's PMO expertise.

Interested in this topic? Find out more about the PMO community run by members of Blue Soft Consulting.

An expertise in insurance transformation projects from A to Z

This long-term mission withs Klesia - the project began in 2016 and is scheduled to run until the end of 2021 - illustrates Ileo's comprehensive expertise expertise in digital transformation projects in the insurance sector. Management, design, acceptance and change managementthe entire chain business software integration can can be carried out independently and thanks to strict governance of Ileo consultants.

Discover the top 5 challenges facing the insurance industry in 2024.

The benefits of the project at Klesia and collaboration with Ileo

Before the implementation of the ERP, two tools coexisted without being able to interact. Today, Klesia can pool, rationalize and harmonize procedures. The software package, interconnected to the entire information system also contains a front-office brick that makes it possible to lighten the users' operations and gain in efficiency. Klesia's teams can thus focus on the business and not the technology.

A major challenge, thehe project also responds to the compliance with the Eckert, which requires banks and insurance companies, since January 1, 2016, to identify inactive bank accounts and insurance contracts-life insurance policies, in order to systematically remind their holders of their existence. A challenge taken up thanks to the thesuccess of the project within a constrained budgetary framework and and the inclusion of the entire global environment in the strategic advice in upstream.

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