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Duck Creek Platform: Decoding the Key to a Smooth, Stress-free Data Migration

There was once a time when large corporations invested in building proprietary software to manage their operations. However, as the technology evolved, so did the adoption of Software as a Service (SaaS) and Commercial Off-the-Shelf (COTS) products for enterprise solutions. The large corporations of the insurance sector are no exception to this trend. Today, a robust, reliable, and functionally rich platform is fundamental to an insurer’s process excellence and for aligning its IT strategy with business objectives.

However, as with any big changes, the replacement of legacy systems with modern platforms can be a bumpy ride with its own set of challenges, including:

  • Ease and ability to configure and launch new products
  • Supporting all existing products and customers
  • Moving data across the platforms (product configurations and policy information)
  • Seamless availability and access to legacy data in the new platform
  • Understanding the new infrastructure and system interfaces
  • New workflows that demand new learning from both IT and business users

One of the popular replacement choices for insurance companies is Duck Creek Technologies (DCT)—a suite of P&C software that can be configured and upgraded to meet business expectations. The Duck Creek policy administration platform (PAS) can help insurance companies define, develop, deploy, and manage their insurance products and services. The progressive technology enables insurers to optimize outcomes and enhance engagement through advanced digital and data capabilities.

The Achilles Heel

In cases of large and distributed legacy systems, it isn’t uncommon to encounter issues with migrated data—both during migration and subsequent transactions. For a smooth and successful data migration, the choice of a solution-integration partner is just as important as the solution itself. In spite of choosing a platform that is robust, flexible, and scalable to handle legacy data, issues occur more often than not. The root cause of a rough migration experience is not necessarily the choice of the platform. It is mostly attributed to human oversight and insufficient due diligence in the configuration of the Duck Creek platform. These factors can have adverse effects on the business efficiency of insurers. The typical symptoms of rough migration include policies not getting processed, outputs not getting generated for insured, and systems getting out of balance for premium (PAS, Billing, EDW out of sync).

12-point Approach for Successful Duck Creek Data Migration

Here are some the best practices compiled from our experience of numerous Duck Creek implementations across the world.

  • Establish a SWAT team of DCT experts to analyze existing system data issues.
  • Use an efficient ‘Download/Replicate Production Policies’ tool to replicate policies on the local development environment for accurate data-issue analysis.
  • Perform data analysis, create fix (for single/bulk policies), and test in development environment.
  • Create IDO/Shred fixes (if required) to provide correct data to Enterprise Data Warehouse.
  • Move fix to UAT environment and validate fix to check impact on existing/current transaction(s).
  • Move fix to production environment for business user validation and closure.
  • Create rollback scripts to avoid any adverse impact in production in case of any rollback.
  • Generate reports proactively to identify data issues for subsequent transactions.
  • Create retrospective fixes to cater to business needs to resolve prior transactions.
  • Perform root cause analysis to suggest Duck Creek code remedies to avoid regeneration of issue.
  • Archive data fix/SQL scripts (as knowledge base) for knowledge retention and audit compliance.
  • Track issues with ticket management using standard ALM tools.

Bonus Tip: One of the critical stages in platform implementation is post-production support, where the policies have to be processed in a timely manner to service customers and agents. Identify appropriate processes and skilled resources to ensure continuity of business and ability to fix issues against mutually agreed SLAs.

Success Outcomes of an Efficient Migration

Some of the tangible and immediate business benefits of successful data migration include:

  • Happy customers/agents with faster resolution of policy related issues
  • Timely policy issuance, faster premium charging/return
  • Meeting of compliance needs with premium balancing in all systems for accounting
  • Simplification of business and compliance reporting
  • Meeting of IT audit compliance for production data fixes
  • Enablement of IT to meet business SLAs on time

As evident, a significant endeavor such as Duck Creek data migration is best taken up with a strategic partner with deep knowledge in the insurance domain and proven experience in successful implementations across the globe. IT service providers play a crucial role in implementing and configuring the Duck Creek P&C software suite for a better end user experience.

To know more about various data challenges arising during implementation of Duck Creek PAS platform and the approach to resolve them, download the whitepaper here.

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