Needs Assessment & Implementation Planning | OneShield

What’s involved? We’ve got a proven plan

Throughout the sales cycle, we integrate implementation leadership in our sessions so that the official transition from sales to your project team will feel seamless. In the initial months of the project we’ll conduct two important phases: Define and Blueprinting to establish project governance, and ensure alignment on project scope, deliverables, and timeframes.

Define Phase

Feel the love from the start. Creating team dynamics and ensuring alignment on the project is the main outcome of the Define Phase. Throughout the sales cycle, we’ll have determined many of your Minimum Lovable Product (MLP) objectives and will have provided an initial plan on scope, estimates, and timelines. During this phase, we’ll dive a little further into your specific requirements to refine our understanding and estimates around scope and implementation assumptions.

Blueprinting Phase

During this phase, we begin our blueprinting journey by jointly reviewing the relevant OneShield Use Cases that are pre-populated with insurance content, business process flows, features, and functionality, to capture any required changes for your specific company. The end results in this phase will be the development of your specific Use Cases that will be a visual guide of what is to be configured, provide a “source of truth” for sign-off and alignment on deliverables, and will be used to create test cases for future testing.

Security and Compliance

OneShield, Inc. issues the AICPA Service Organization Control (SOC) 2 Type II audit reports to our customers with NDAs in place and upon request. The audit confirms that our operations, policies, procedures, and security controls, based on five Trust Services Criteria (TSC): security, availability, processing integrity, confidentiality, and privacy, meet the SOC 2 standards for security.

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