Delivered a board-approved IT strategy and digital transformation roadmap for a regional insurer, identifying $3.4M in three-year savings and a clear path to 55% faster policy processing.
Summit Assurance had accumulated fourteen years of technology decisions made department by department with no overarching strategy — resulting in six overlapping policy management systems, no clear modernisation priorities, and an IT budget the board no longer trusted was being spent well. Leadership needed an independent, credible plan before committing further investment.
Digivance ran a structured IT strategy engagement combining stakeholder interviews, technical infrastructure assessment, and business process analysis across every department. The result was a prioritised, budget-realistic three-year technology roadmap that the board approved in full — identifying $3.4M in achievable savings alongside the modernisation path to 55% faster policy processing.
Fourteen years of department-by-department technology decisions had left Summit running six different policy management systems with overlapping functionality and no integration between them.
IT had a long backlog of proposed projects but no objective framework for prioritising them, leading to initiatives being funded based on whoever advocated loudest rather than genuine business impact.
Years of technology investments without measurable business outcomes had eroded board confidence in IT spending decisions, making further budget approval increasingly difficult to secure.
Each department had historically made its own technology choices independently, with no mechanism for cross-departmental technology governance or shared standards.
Fragmented systems meant policy processing required staff to manually work across multiple disconnected tools, extending processing time well beyond what modern insurers were achieving.
Previous internal assessments were viewed with skepticism by the board given they came from the same IT leadership whose past decisions were now in question — an independent perspective was needed.
Conducted structured interviews across every department and level of leadership to understand real pain points, priorities, and constraints — building a picture grounded in the actual business, not assumptions.
Audited all six policy systems and supporting infrastructure to establish an objective, factual baseline of what Summit actually had, what it cost, and where the genuine overlaps and gaps were.
Mapped how policy processing actually flowed across departments and systems in practice, surfacing the specific handoffs and manual steps responsible for the bulk of processing delays.
Scored every candidate technology initiative against business impact, cost, effort, and risk, replacing advocacy-driven prioritisation with a transparent, defensible framework the board could trust.
Built a three-year roadmap sequenced against Summit's actual budget cycles and staffing capacity, avoiding the common failure mode of an ambitious plan with no realistic path to funding or execution.
Delivered the strategy in board-appropriate language with clear cost-benefit modelling for each major initiative, resulting in full roadmap approval on the first presentation.
Completed the technical audit of all six policy systems and conducted over 40 stakeholder interviews across every department, establishing a factual, comprehensive baseline.
Delivered a draft three-year roadmap with 14 prioritised technology initiatives, each with cost, effort, and business impact estimates, refined through two rounds of leadership review.
Presented the final roadmap to the board, which approved the full three-year plan on first presentation — identifying $3.4M in achievable three-year savings and a clear path to 55% faster policy processing.
"We'd had internal proposals for years that never got board buy-in, because everyone knew they came from the same team whose decisions got us into this mess in the first place. Digivance gave us something genuinely independent and rigorous. The board approved the entire three-year plan in one meeting — that had never happened before."
Let's build an independent, prioritised roadmap for your organisation.