Case Studies

1. Case Studies

2. BlueCross Blue Shield In this example, I led a team that designed a site with information on health plans and services that can be presented to the customer at any point during the sales cycle. The team also created online branding and interface look and feel for BlueCross BlueShield of Minnesota, and New York. Challenge: Assist agents in presenting a "street quote" to small-group clients at a first meeting; deliver a branded, up-to-the-minute sales proposal. Project launch: Jan 1999 Solution: Our team addressed the complex selling needs of direct sales representatives, independent insurance agents, and health care delivery networks. The same interactive functionality presented here can also be made available directly to Blue Cross customers via the Internet, kiosks, enrollment meetings and other venues. Designed a site with information on health plans and services that can be presented to the customer at any point during the sales cycle. Used configuration logic to tailor health plans that meet customers’ exact needs based on their preferences, eligibility, demographics, etc. Created customizable, interactive sales presentations that are linked to other activities in the sales cycle, including configuration and proposal processes. Business Benefits: Elevate your corporate image with consistent messages. Rapidly create and update presentations.

3. Renault VI I led a team that produced configuration model and interactive design for complex product configuration and also created online branding and interface look and feel for Renault’s Commercial Trucking division. Challenge: Enable Renault's business customers and dealers 24 x 7 access to ground-breaking intelligent sales functionality via the company's web site. Solution: Produced configuration model and interactive design for complex product configuration Renault Partner extranet includes an intuitive and highly branded user interface. The interface presents customers with multiple options and scenarios, greatly enhancing their buying experience. Business Benefits: Increased brand awareness Expansion of market reach and an increase in sales Increased consumer and dealer satisfaction Graphically display and demo products in an interactive and appealing manner Drive important sales and marketing information to the point of sale Ensure consistent product information across all sales channels Provide a highly differentiated on-line buying experience Full demo of how the product configuration works available upon request

4. Savings Bank Life Insurance Led a team that designed password protected area for life insurance site allowing agents to access and edit customer info, review profiles, contracts, and affiliate data Responsibilities also included: new branding, original interface design Business Benefits: Ensure accurate customer data. Capture new access, enter, and edit customer information at any point during the sales process. Enhance sales administration processes by linking to opportunity management systems such as detailed contact information, affiliate data, and employee census data. Create new business opportunities

5. Savings Bank Life Insurance My team also created “Quick Quote”, an interactive customer needs analysis and product recommendation • Interactively edit, add, and modify quotes on the spot (discounts, taxes, currency, duties, shipping, insurance, etc.). Complex industries such as insurance or health care can use quotation functions to deliver immediate and accurate street quotes for selected plans based upon an integrated ratings schedule. • Business Benefits: Increase accuracy of quotes every time. Eliminate the cost of printing price books and the lag time for distribution. Respond to competitive environment.

6. Sikorsky Aircraft Challenge: Sell multimillion dollar, state-of-the-art aircraft. Solution: A branded, eye-catching interactive sales tool that excites and educates Sikorsky customers about the new S-92 helicopter. Sikorsky came to us virtually unbranded and unaware of the power and possibilities of interactive sales software. The design of the Sikorsky application is based on 3D look and feel and branding continuity. The navigation is modular and function based; users know where they are at all times. The interface incorporates with ease documents that Sikorsky's sales force was comfortable using.