Regional Life Insurance Company
Accounting and Production Software Requirements and Selection
- Establish functional, technical and business requirements for accounting and production software system(s) for four-office life insurance company
- Perform due diligence on systems available in market today
- Develop selection criteria based on software requirements and package availability
- Manage vendor demonstrations
- Assist in contract and pricing negotiation
Operational Consulting
- Assist with implementation of ERP / Accounting system
- Participate in procedural changes to centralize accounting from four offices to headquarters only
- Serve as interim IT Department after key IT employee left
- Align with local networking firm to support new hardware and network per office
Review the full Case Study here.