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Case study

Portal to Streamline Resource Deployment

A leading insurance company experienced substantial inefficiencies with their outdated resource management portal, including slow performance, cumbersome onboarding, and poor productivity tracking.
InsurancePlatform solutions
industry contextOperating challenge → Primus delivery → Client value

01 / Business challenge

The operating context

A leading insurance company experienced substantial inefficiencies with their outdated resource management portal, including slow performance, cumbersome onboarding, and poor productivity tracking. The portal's lack of client request tracking and performance evaluation mechanisms led to delays and operational issues. The company sought solutions to modernize their portal, streamline roster management, enhance workforce deployment, and improve overall operational efficiency.

02 / What Primus delivered

A solution shaped around the client’s operating need.

Primus built a portal designed to improve the management and deployment of resources. The solution features a modern, responsive user interface, ensuring an enhanced and intuitive experience across web and mobile platforms. The portal enhances operational efficiency and accuracy by integrating with critical business applications—such as onboarding, payroll, billing, and claims management. This transformation addresses key challenges, modernizing the client’s resource management and significantly improving overall operational effectiveness.

03 / Project detail

The work, methods and business value.

The sections below preserve the substantive detail from the original Primus case study in the new presentation.

01

Business Benefits

  • Enhanced Management Insights: Implementation of comprehensive dashboards provided senior management with real-time and data-driven insights for better decision-making.
  • Improved Operational Efficiency: Seamless integration with critical business applications streamlined operations and reduced manual workloads.
  • Strengthened Control: Modern roaster management features, including roles and permissions, ensured better control and security across the portal.
  • Optimized Order Fulfillment: The system improved client request management, added performance ratings, and used location services and auto-texting to efficiently assign tasks to skilled workers.
02

Technologies Used

The following tools were utilized by Primus in support of our methodology for this project.

-.NET: For server-side processing and integration

  • Angular: User Interface
  • Mobile Applications: Swift (iOS) & Android
  • DB: MS SQL Server- 2016
  • System Integration:
  • Onboarding system – “iCIMS”
  • Performance data – “Denodo/Data Lake”
  • Timesheet Management – “Bolton: Payroll”
  • Payroll system – “Oracle’s HCM”
  • Billing/invoicing – “CMS (Client's Claims Management System)”
  • Invoicing – “Coupa”
  • Location Service – “Google Maps API”
  • Text messaging– “AWS Pinpoint”
  • Push Notification – “Firebase”
  • Authentication – “Auth0” & “Azure AD”

04 / Business value

How the work improved.

  1. 01Enhanced Management Insights: Implementation of comprehensive dashboards provided senior management with real-time and data-driven insights for better decision-making.
  2. 02Improved Operational Efficiency: Seamless integration with critical business applications streamlined operations and reduced manual workloads.
  3. 03Strengthened Control: Modern roaster management features, including roles and permissions, ensured better control and security across the portal.
  4. 04Optimized Order Fulfillment: The system improved client request management, added performance ratings, and used location services and auto-texting to efficiently assign tasks to skilled workers.

05 / Technology & methods

Technology and delivery methods used in the work.

AngularMobile ApplicationsDBSystem IntegrationOnboarding system – “iCIMS”Performance data – “Denodo/Data Lake”Timesheet Management – “BoltonPayroll system – “Oracle’s HCM”Billing/invoicing – “CMS (Client's Claims Management System)”Invoicing – “Coupa”
About this caseEnterprise delivery context

The story covers the operating problem, Primus responsibility, implementation approach and resulting capability.

Insurance

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