UK/Broker Change Demand / Supply Process

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Business Excellence Model

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Broker Demand / Supply

Draft Figures

Excl. Leapfrog / UK Transformation

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UK Change - Broker Team BBS (Q1/Q2 2008 Z-Theory Achievements)

Financial Perspective Customer Perspective

GWIP Integration Delivered Cost Savings
Trading Unit props signed- Top Line Growth Top line growth opportunities a big step
off
Grab commission project & Cost Savings
delivers solid plan
Enables Risk Solutions business to
undertake accumulation checks (at
quote stage) against Perils & Proximity
(strategic accumulation platform) to
ensure that RSA is not over exposed
within a geographical area. Once the
business is written, the integrated
closer
Bottom line 08 and 09 cost savings
identified and clear UK Change value
add to Broker Op Plan delivery
CTD for Engineering £3.9m Cost Savings Big Risk Avoidance gets a step closer - money secured
and plans agreed for major investment in business - key
visibility within broker and several
Sales Effectiveness R2.1 Delivered Cost Savings
Sales Funnel Delivered Cost Savings Enhanced capability and value given to Sales team -
great feedback
E-reports migration successful Cost Savings Risk reduction through protection of historical
Engneering data
Broker Ops - SDP (Service Delivery Cost Savings Better service to Brokers and part of more cohesive
Partner) Delivery relationship strategy
Broker Structure (Customer Team Learning Key pillar of the Broker Offer proposition based on an
Relationship Structure) Workshop idea I knicked from almost every IS sales organisation
Idea --> My RSA
VB6 Tech Design sign-off Cost Savings Potential show stopper avoided for Engineering upgrade

Operational Efficiency Perspective Organisational Growth & Learning Perspective

Headroom review
completed
UK Change part of Risk
Solutions enabling team
Team Learning Team Learning Personal growth
Team Clarity about Change priorities Team Compliance with Mandatory LMS modules and increase in
Operations across UK Participation at Level 4 assessment day (as an team capability in
assessor/attendee) order to manage
Team Enhanced visibility and Soft Skills Training Course projects, conflicts
Operations influence of UK Change Completed Six Sigma 'Essentials' training (3 * LMS and stakeholders
modules) with increased
around RS table Completed Fundamental Accounting Concepts (L maturity
Various Team Building Activities Team Building Team building is
Greg Took over London UK Change Team always a good
Team Meetings organised thing!! Chance for
Social evenings us all to get to
Team Day know each other
UK Change won (& lost) at Petanque better, and build
"Thank you" letter from Bridget re-good work on Genesis stronger
Team gold medal at Olympics & organisation of relationships within
the team
Day out at Whitechapel Mission (Volunteer Day) Social Doing our bit for the
10K charity run (£1.5K for Sands) Responsibility community

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UK Change - Broker Team BBS (Q2 2008 - Q1 2009 Z-Theory Targets)
Financial Perspective
£8m saved on comissions
Jelf - CV/EDI Delivery
5 more trading unit props delivered
Engineering go live
Fyfe
Fyfe liability product go live
Fyfe Integration into RSA Croydon
Fyfe Day 1 go live
UK Accumulation Application delivered
UK Accumulation application delivered
for UAT
Operational Efficiency Perspective
Leapfrog integrated into Broker Change
Team structure
Project review criteria defined and
tested
Atlas MI and Spanish Office activities re- Team
prioritised
Customer Perspective
Cost Savings Bottom line benefits in 08 and beyond Broker offer projects complete Top Line Growth Enhanced service and relationship to Brokers
Top Line Growth £3-6m top line growth enabling growth through further exploitation of
Top Line Growth Top line growth ££ partnerships
Cost Savings Major regulatory risk significantly reduced Revised 'Renison' delivered Cost Savings Key parts of the Profin business will have a
around Engineering. Also reduced run costs
system which will support them for the next
Top Line Growth Top line growth
two years and have identified their target
system.
UAT Complete
Cost Savings Enables Enterprise & Property Investors
businesses to undertake accumulation checks
(at quote stage) against Perils & Proximity
(strategic accumulation platform) to ensure that
RSA is not over exposed within a geographical
area. Once the business is writ
Cost Savings Risk avoidance through property accumulation
a step closer
Enables the business to test the web based
application for the next phase of accumulation
(Property Owners - TSI £150bn).
Organisational Growth & Learning Perspective
Training Team Learning Increase team capability
Team Greater clarity of what's happening and why -
Prince 2 Accreditation in relevant PM skils in
Operations thereby getting better focus in areas of delivery
Team Provide useful tool for PMs and PMO to quickly Finance for Projects order to increase
Operations healthcheck the state of a project through hard Complete Six Sigma 'Advanced' training (LMS operational efficiencies
data and gut feel perspectives modules) and cost savings
Enable business opportunity to re-prioritise Team Compliance with Mandatory LMS modules
Operations available resources to drive higher benefit (incl. New module TCF)
realisation Team Building Activities Team Building
Various Social Activities
UK Change Convention
Xmas Party / Meal
Talent management framework developed for GCC Team Learning