Accelerating Improvements to IT Projects and Systems

A Midwest based insurance agency with a fully staffed IT team was welcoming a new Chief Executive Officer. The CEO wanted to evaluate the organization’s IT infrastructure and organizational competencies and implement a cohesive IT strategy aligned with the vision, missions, and goals of the overall organization.

To help the client understand the complex challenges and opportunities of their IT team, WIN Technology delivered an assessment using a maturity model known as the Operational Maturity Model. This offered the client an outsider’s perspective into their organization and helped them see where they stood in comparison to industry benchmarks. 

Measuring the Maturity of the Organization

A maturity model is an objective approach to assess where a business is, as compared to where it wants to be. It is a matter-of-fact assessment that does not blame, or state what is “good” versus “bad”. Rather, it outlines the stages an organization is at using several factors. Often it confirms items the client knows exists, unearths new opportunities, and paves the way to improvement.

The Operational Maturity model applied by the WIN team provided the client with an in-depth assessment of their organization across the following categories:

Organizational Readiness

Workflow Design and Management

Technology Fitness

The Process

To conduct the assessment, the WIN team engaged with the client for six weeks. They met with key stakeholders and subject matter experts, performed discovery activities to gather essential inputs and constructed industry specific benchmarks.

The Result

Following the assessment, a summary and recommendations were provided to the client.  A comprehensive readout and an executive presentation of the findings were delivered. The assessment delved into 11 key factors in the categories of organizational readiness, workflow design and management, and technical fitness. Each factor was ranked on a scale of 1-5 for current maturity, along with the incremental improvements the WIN team believed the client could achieve by following recommended actions.

The CEO of the organization found the findings of our assessment very useful. The client walked away from the meeting with clear action items identified and a realistic path to improvement – allowing their organization to introduce and accelerate changes to improve their IT projects and systems performance.

Recommendations made to the client will help the organization

Mitigate Risks

Related to cybersecurity by implementing network segmentation, security controls, penetration testing and security event logging.

Increase Employee Satisfaction

With an automation of high repetition, low complexity tasks – allowing IT personnel to pursue more creative solutions versus reacting to issues

Improve Efficiency

By identifying where repetitive manual processes could be automated.


Optimize Costs

By recognizing areas where technical debt was increasing costs and migrating these applications to modern technologies and lifecycle management.

Increase Revenue

By addressing blockers to the organization’s ability to experience new growth and increased revenue.