Conception, implementation & change management for new campaign management

Industry: Insurance
Technology: Microsoft



Strategy- & Business Consulting

Project- and Change Management

Execution of process analysis and design

Creation of functional solution concepts


Following the successful establishment of a CRM program management as an overarching coordination unit, The customer, a Swiss insurance company, wanted to technically revise and additionally develop its campaign management.

The objective of the project was to analyze and optimize existing processes, derive requirements with regard to the technical implementation of SAP CRM, and consolidate them in a technical concept.

In addition, the customer wanted to ensure implementation, employee training and communication within the company as part of the overarching project management.

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Together with DIGITALL, the customer worked on the conception, implementation and establishment of the campaign management as well as the creation of decision templates for the CRM steering committee. Requirements were systematized and consolidated in a business concept (business concept, training concept, training manual).

DIGITALL acted as a strategy and business consultant and supported with methodically sound project planning, control and additionally ensured the implementation of functional requirements.

DIGITALL supported the customer with the definition of a customer-specific project communication for the change management strategy to anchor the new campaign management within the company.

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