Financial Services

Mutual bank insurance provider transition 

Location
Brisbane
Industry
Financial Services
Services
  • Business analysis
  • Change management

Our client was a Brisbane-based mutual bank primarily catering to local government employees and professionals involved in justice, safety, and community services.  

The challenge

Facing a withdrawal of services from its existing insurance provider, this financial institution was tasked with transitioning to a new insurance provider within a constrained 4-month period. Concurrently, the client was delivering other major digital transformations, highlighting the challenges and demands on project management, change management, business analysis and business expertise throughout the transition and technological upgrade.  

The approach

Escient’s dedicated team of project, change and business analysis experts we’re pivotal throughout the transition phase. The transition’s success hinged on multiple criteria:  

The outcome

Escient successfully facilitated the transition to the new insurance provider, culminating in a smooth, on schedule go-live. To ensure sustainability and clarity of operations post-transition, a suite of comprehensive project close out and handover to ‘business as usual’ was undertaken, encompassing:  

Throughout the project, Escient ensured robust support and detailed documentation to uphold the transition’s success into the future.  

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Adelaide
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