Industry

Insurance, IT Services

Project

Global SaaS Contact Center Transformation

Duration

(>36 months)

Expert Support for Operational Design, Contracting, and Implementation of a Cloud-Based Contact Center Solution

Challenge

As part of a strategic initiative to modernize its global customer engagement capabilities, a leading German insurance company set out to implement a cloud-based (SaaS) contact center solution combined with new carrier services. The initiative required aligning commercial, contractual, and operational structures—across multiple organizational units, IT systems, and service domains. A key challenge was to ensure seamless integration across carriers, platforms, and processes—delivering not only technical functionality, but also operational scalability, performance, and compliance.

Our Approach

We served as core team members and subject matter experts (SMEs) for the service design, operational setup, contract definition, and implementation activities. We led the service design phase, defining end-to-end operational processes, ITSM application integrations, and internal responsibilities to ensure business and IT alignment from day one.


We also supported carrier interface coordination, ensuring smooth technical and operational interaction between telecom providers and the SaaS contact center solution—enabling reliable voice and connectivity performance during and after rollout.


Our commercial responsibilities included developing business cases, contributing to pricing strategy, and aligning financial models with stakeholder expectations. We advised on the preparation and negotiation of internal service agreements and ensured operational requirements were embedded in contract schedules and vendor deliverables.


To ensure efficiency in delivery and cross-team collaboration, we leveraged tooling and automation across operational and communication processes. This included agile work coordination as Scrum Master using Jira, Confluence, and workflow tools—resulting in effective, real-time collaboration between business, IT, operations, and external partners.


We also oversaw the onboarding of multiple internal entities and supported internal IT security assessments to ensure compliance with group-level standards.

Results & Impact

The result was a future-ready, cloud-based contact center solution tailored to business and operational needs. With clearly defined service models, integrated carrier support, and tooling-driven collaboration, the transformation was implemented smoothly and sustainably. Operational readiness was achieved early in the project, onboarding of internal units was streamlined, and cost and service transparency were established. Strong stakeholder trust and early wins helped accelerate value delivery.

Key Success Factors

Critical to success was the seamless integration of operational thinking, agile delivery, and commercial clarity. Our proactive role in service design, coordination with carriers, and use of collaborative tooling created the conditions for stable service launch and sustainable operations. Being embedded in the core team enabled quick decisions, efficient delivery, and trusted engagement across all levels.

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