Supporting occupational pension schemes and occupational health insurance plans during the tender process

Occupational pension schemes and occupational health insurance plans are often faced with the challenge of having to implement a digital solution. This might involve rolling out a customer portal or implementing individual digital business processes, to name a few examples. In practical terms, this means they have to prepare the corresponding tender documents, including a catalogue of requirements. Along with that, the criteria they use to evaluate the quotations they receive from IT service providers also need to be defined. At the end of it all, they have to make a decision on which IT service provider they ultimately wish to work with. adesso supports (prospective) customers during the tender phase by providing a selection process that complies with procurement law. This entails managing the entire process, starting with the definition of requirements and preparation of the tender all the way through to the evaluation of the submitted quotations and project kick-off.

The challenges faced by (prospective) customers

Are you looking to find out which IT solutions are potentially good options for the end-to-end digitalisation of occupational pension schemes and occupational health insurance plans? Perhaps you want to develop detailed definitions and structures for your functional, non-functional and technical requirements? Or are you also looking for a structured approach to evaluating technical and commercial proposals and would you like to choose appropriate selection criteria that are compliant with the procurement laws? And is selecting a solution that is right for your needs also on your list of things to do? Our experts in occupational pension schemes and occupational health insurance support clients in meeting these very challenges.

How we support our customers when it comes times to awarding and signing the contract

adesso is able to support its customers with a full complement of services for each phase of the process, with the aim of professionalising their tender procedures. These include:

• Compiling the objectives and expectations
• Analysing the potential for improvement
• Coordinating all relevant stakeholders during the planning phase
• Consolidating requirements as well as ensuring the consistency of the requirements
• Support in prioritising requirements and optimising processes
• Defining appropriate criteria for selecting a bid and awarding a contract
• Providing the methods and tools for evaluating the technical and commercial proposal
• Evaluating proposals drawing on our technological and financial expertise
• Support in justifying choice of vendor
• Launch of project
• Ensuring a smooth and structured approach when starting a project
• Support when setting up project structures and suitable processes to ensure an efficient implementation phase

An overview of our solutions

• Professionally managed requisition process
• Defining suitable criteria for selection of vendor
• Use of proven evaluation and award criteria
• Assessment of proposed solutions and preparation of recommendations on which vendor to select

How we support you

Owing to current developments in the growth market of supplementary occupational pensions, our expert team is there to support our customers. They have many years of experience in the insurance industry with a focus on company pension schemes and occupational health insurance. adesso’s trained and experienced employees offer technological competence with distinctive (industry-related) technical and business-related expertise as well as methodological know-how and project experience. Under our tried and tested procedure model, we discuss our customers’ expectations, work out their goals together with them and seek the involvement of their stakeholders at a two-day workshop, for example, in the Interaction Room format. Based on the outcome of the business process analysis, we show them where there is potential for improvement and present concrete solutions.

Drawing on the results from the analysis and based on the customer’s system requirements, we prepare the tender documents (including a catalogue of requirements), present the client with suitable criteria for vendor selection and apply proven evaluation and award criteria. Beyond that, we also evaluate the quotations from the vendors and assist the customer in justifying their selection and getting started with the project.

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