Kickoff Deck · Portfolio Demo

Enrollment & Claims Platform Modernization

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Program Kickoff

Enrollment & Claims
Platform Modernization

Twelve months. Six integrations. One modern platform. Here's how we get there, together.
August 4, 2026Kickoff Date
C. TyrrellProgram Manager
20Team Members
1
Agenda

What We'll Cover Today

1
Welcome & Introductions
2
Why This Program Matters
3
Objectives & Success Criteria
4
Scope: In and Out
5
Team & Organization
6
Timeline & Milestones
7
Budget Overview
8
How We'll Work Together
9
Risks We're Watching
10
Next Steps & Q&A
2
Welcome

Glad You're Here

Today, twenty people from nine disciplines become one team with one deadline.

Over the next 12 months we'll replace the legacy enrollment and claims platform with something faster, cleaner, and built to last — Program Management, Architecture, Data Conversion, QA, Change Management, Compliance, and Executive Sponsorship, all pulling the same direction. Quick round of introductions: name, role, and what you're most excited (or nervous) about.

20
Named Team Members
12
Months to Go-Live
6
Major Integrations
3
The Business Case

Why We're Doing This

Every workaround we've patched onto the legacy platform is a little more risk we're carrying forward.

Six critical business integrations run today on aging, brittle connections. This program upgrades the core platform, converts our data with full accuracy, and rebuilds all six integrations clean — full detail lives in the Program Charter.

$7.062M
Approved Budget
Aug '27
Target Go-Live
4
Objectives

What Success Looks Like

1
Zero unplanned extended outages during cutover
2
≥99.5% record-level accuracy on data conversion
3
All 6 integrations fully tested before Go-Live
4
On budget, on schedule — $7.062M, Aug 2027
5
Zero open Critical/High security findings at Go-Live
5
Scope

Where the Lines Are

In Scope

  • Core platform version upgrade
  • Data conversion: member/policy, provider/producer, historical claims
  • 6 new integrations: Billing, Underwriting, Claims Admin, Commission Mgmt, Data Warehouse, Payment Processing
  • Security, performance, DR testing; SOX impact assessment
  • Change management, training, hypercare/warranty period

Out of Scope

  • Data migration outside the workstreams above
  • Ongoing production support beyond the vendor warranty period
  • New product or underwriting-rules changes not required by the upgrade
6
Team

Everyone Who's In the Room

C. Tyrrell
Program Manager
F. Jones
Lead Business Analyst
J. Albert
Solution Architect

Delivery & QA Leads

M. AlvarezSystem Upgrade Lead
T. McCormickData Conversion Lead
R. WhitfieldQA / Test Lead
P. SundaramOffshore QA Contributor

Integration Developers

D. OkaforBilling Integration
S. LindqvistUnderwriting Integration
K. DelgadoClaims Admin Integration
P. NovakCommission Mgmt Integration
A. ReyesData Warehouse Integration
B. SatoPayment Processing Integration

Change, Training & CX

L. BergströmChange Manager (OCM Lead)
H. OseiTraining Lead
V. AlaouiCustomer Experience Manager

Compliance, Audit & PMO

N. SharmaCompliance / Legal Rep
G. FenwickInternal Audit / SOX Lead
W. DonnellyVendor / Procurement Mgr
E. KowalskiPMO / Governance Analyst

All 20 named leads, same as the Resource Plan and Org Chart — nobody on this program is a name you'll only find in a spreadsheet: Resource Plan · Org Chart

7
Timeline

The Road to Go-Live

Kickoff
Aug 4
Requirements Complete
Nov 3
System Upgrade Validated
Jan 5
Data Conversion Sign-off
Mar 16
Integration Build Complete
May 11
UAT Sign-off
Aug 10
Go-Live
Aug 24 '27

Full interactive schedule: WBS/Gantt Console

8
Budget

Where the Money Goes

$7.062M
TOTAL BUDGET
Labor (Named Leads + Team)
Vendor/Licensing
Contingency Reserve
Infrastructure/Other

The contingency reserve grows with the budget as changes are approved — it doesn't sit fixed while scope moves around it.

Full detail, the 20-person rate card, and reconciliation: Program Budget

9
Working Together

How We'll Stay in Sync

CadenceForumPurpose
WeeklyProgram Status ReviewSchedule, budget, RAIDD review
MonthlySteering CommitteeExecutive update, decisions requested
As neededChange Control BoardAny Tier 2/3 scope, cost, or schedule change

Full governance model, decision rights, and escalation path: Program Governance Model

10
Eyes Open

Risks We're Watching From Day One

!
Historical claims data quality could extend Data Conversion
Highest-rated risk at Charter approval
!
Platform vendor SOW finalization delay
Could push back environment provisioning
!
Offshore/onshore QA coordination gaps
Could reduce testing throughput if not actively managed
!
Key resource attrition (Solution Architect capacity)
Could disrupt technical decision continuity

Full risk register: RAIDD Log

11
Next Steps

What Happens Next

1
Detailed WBS and schedule baseline finalized within 2 weeks
2
Legacy data assessment kickoff for all six integration areas
3
First Steering Committee update scheduled for early September
12

Let's Build Something Better.

C. Tyrrell, Program Manager
Enrollment & Claims Platform Modernization
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