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Deliverables

This section contains client-facing outputs from the consulting engagement.

Purpose

Final reports and recommendations that will be presented to EF Insurance Brokers.

Planned Deliverables

Primary Deliverable

Final Report - Comprehensive document containing: - Issues identified (with evidence) - Prioritized recommendations - Implementation roadmap - Resource requirements - Expected benefits and ROI

Supporting Documents

  • Executive Summary - High-level overview for leadership
  • Implementation Roadmap - Phased approach with timelines
  • Technical Specifications - Detailed requirements for recommended solutions

Current Documents

Implementation Priorities & Action Plan

Status: Draft - In Progress Last Updated: 01 Dec 2025

Complete prioritization and roadmap for all recommendations from the consulting engagement.

Key Sections: - Foundation: Process Documentation & Training (£2,650-4,450) - HIGHEST PRIORITY - Quick Wins: 5 initiatives including payment reminders, claims automation, video storage - Short-term Priorities: Excel-Acturis sync, insurer portal automation, file audit intelligence - Strategic Initiatives: Skills-based role optimization, AI quote comparison - Not Recommended: Finance automation (efficient at current scale per Rakesh)

Budget Summary: - Foundation & Quick Wins: £8,000-16,000 - Short-term Priorities: £12,000-23,000 - Strategic Initiatives: £10,000-20,000+ - Total Year 1: £30,000-59,000

Expected ROI: 500+ hours/year saved + revenue growth enablement

Phased Roadmap: 1. Phase 1 (Months 1-3): Foundation - Company Playbook, Payment Reminders, Video Storage 2. Phase 2 (Months 2-4): Quick Wins - Quote Searcher, Claims Automation Pilot 3. Phase 3 (Months 4-7): Short-term - Excel-Acturis Sync, Claims Full Rollout 4. Phase 4 (Months 7-12): Strategic - Portal Automation, Role Optimization 5. Phase 5 (Month 12+): Advanced AI Capabilities

Critical Finding: Process consistency is bigger challenge than technology gaps. Must complete playbook foundation before major technology investments.

Status

Initial implementation priorities documented based on 6 staff interviews + Acturis technical discovery. Awaiting stakeholder review and feedback before finalizing recommendations.