Project Management & Quality Assurance in Technology Implementation

Our client is a large multi-channel (auto, P&C, life, and health) insurance company in Mexico. As part of their Finance Transformation Program, they implemented Oracle Cloud ERP which includes more than 8 modules and has directly impacted 300+ of their employees’ daily activities. The second phase of their transformation includes implementing two modules of Oracle Cloud EPM to further streamline, standardize, and manage the responsibilities of their FP&A team.

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Client Challenges

• Facilitate and increase the efficiency of existing business processes by reducing execution time, in alignment with industry-leading practices

• Ensure an adequate implementation and maximize the benefits offered by the EPM modules to fit their specific business needs, safeguarding their investment

• Manage and coordinate the project within the allocated time frame, scope, and cost using the Scrum framework

• Anticipate and mitigate potential risks and issues that impact the project’s timeline

• Identify opportunities and incorporate actions that improve the quality of the project’s execution and its deliverables

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How Nepanoa Added Value

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By bringing our technical experience, unparalleled commitment and dedication, and fully immersing ourselves in our client’s transformation efforts, we accompanied them through this journey.

Execution Strategy: Advised on an agile-oriented project methodology, the project’s work sprints, level of sponsorship, issue resolution workflow, and governance model.

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Set-Up: Prepared the organization for the effort ahead by developing a holistic project plan, establishing expectations and milestones for the third-party implementor, ensuring strategic coherence of the endeavor, and proactively communicating the goals of the project.

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Execute: Led the project management office to ensure completion of the engagement. Preemptively identified risks/issues and proactively proposed solutions and/or mitigation plans. Confirmed that all technical and functional requirements were met utilizing industry-standard best practices. Designed and participated in User Acceptance Training (UAT).

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Support & Training: Created an integral training plan to efficiently transition users into the new BAU and get closer to full adoption of the new tools.