Flowchart Flowchart 1 Container Container 1 Connector Connector 1 Strategic Planning Process - Blueprints 4.906250000000031 4.281250000000002 0.500000000000026 7.750000000000004 Client Agreement 2.750000000000000 4.031250000000004 Client Agreement 0 0 Solution Recommendation 1.250000000000000 4.031250000000004 Solution Recommendation 0 0 Client Setup 4.250000000000000 4.031250000000004 Client Project Setup 0 0 Enrollment 5.750000000000000 4.031250000000004 Post-Implementation 7.250000000000001 4.031250000000004 Post-Implementation 0 0 On-Going Support 8.781250000000018 4.031250000000004 On-going Client Support 0 0 0.250000000000000 7.238800000000005 EOI Service Company 4.906250000000031 3.775650000000001 5.750000000000000 4.353775000000002 2 4.234375000000000 4.244400000000002 2 7.250000000000000 4.231299212598425 2 8.750000000000000 4.231299212598425 2 2.750000000000000 4.250000000000000 2 1.250000000000000 4.500000000000000 2 Marketing: Find ideal clients: 1. Cooperation with EOI process 2. Appropriate products/services for EEs 3. Timing 4. EE demographics 5. Key internal support 1.250000000000000 6.125000000000000 0 Solution Recommendation 0 0 Cost Process Number Owner Solution Recommendation Function Start Date End Date Status EOI and Broker coordination 1.250000000000000 3.500000000000000 0 Solution Recommendation 0 0 Cost Process Number Owner Solution Recommendation Function Start Date End Date Status Marketing: Market EOI Process: 1. Meeting with all EEs 2. Active enrollment 3. Optimal product mix 4. EOI-controlled platforms 5. Successful information transfer to all parties a. Client (HR, payroll, IT, EEs) b. Broker c. Carrier d. TPA/Payroll Provider 2.750000000000000 5.875000000000000 0 Client Agreement 0 0 Cost Process Number Owner Client Agreement Function Start Date End Date Status Selection of the correct enrollment system or Bridge to Client System 2.750000000000000 3.375000000000000 0 Client Agreement 0 0 Cost Process Number Owner Client Agreement Function Start Date End Date Status Production Mgmt: Select counselor team Create product scripts Design enrollment plan Schedule enrollment Travel 4.218750000000000 6.500000000000000 0 Client Project Setup 0 0 Cost Process Number Owner Client Setup Function Start Date End Date Status IT: Develop tech strategy and gather data required for ideal platform build 4.218750000000000 5.125000000000000 0 Client Project Setup 0 0 Cost Process Number Owner Client Setup Function Start Date End Date Status PIM: Paperwork signed Carrier product underwriting Mapping Training Licensing Communications PTMs/CICs calls 4.250000000000000 3.113800000000003 0 Client Project Setup 0 0 Cost Process Number Owner Client Setup Function Start Date End Date Status Communications: Multi-faceted communication campaign (ER/Carrier/EOI) 4.250000000000000 1.625000000000000 0 Client Project Setup 0 0 Cost Process Number Owner Client Setup Function Start Date End Date Status Counselors: Ability to communicate to 24 EEs per day 1. Training and tools 2. Access to EEs a. Pre-scheduled appointments 3. Focus on employee education 5.750000000000000 5.988800000000003 0 Enrollment 0 0 Cost Process Number Owner Enrollment Function Start Date End Date Status Information System: Leverage technology to expedite information flow. 1. Single-entry enrollment process 2. Automated enrollment data storage and transmission 3. No WTE, automated self-populating benefit confirmation transmission to EE 4. Automated VSR labeling and filing 5.750000000000000 2.343750000000000 0 Enrollment 0 0 Cost Process Number Owner Enrollment Function Start Date End Date Status Client Receive Data from Information System 7.250000000000000 6.738800000000003 0 Post-Implementation 0 0 Cost Process Number Owner Post-Implementation Function Start Date End Date Status Carrier Receive Data from Information System 7.250000000000000 5.119400000000002 0 Post-Implementation 0 0 Cost Process Number Owner Post-Implementation Function Start Date End Date Status Broker Receive Data from Information System 7.250000000000000 3.462598425196850 0 Post-Implementation 0 0 Cost Process Number Owner Post-Implementation Function Start Date End Date Status EOI IT consulting Manage and direct information flow 7.250000000000000 2.343750000000000 0 Post-Implementation 0 0 Cost Process Number Owner Post-Implementation Function Start Date End Date Status Continuous Client Support 8.750000000000000 6.738800000000003 0 On-going Client Support 0 0 Cost Process Number Owner On-Going Support Function Start Date End Date Status Reconcile employee selection with payroll deductions 8.750000000000000 5.125000000000000 0 On-going Client Support 0 0 Cost Process Number Owner On-Going Support Function Start Date End Date Status Advance client priorities 8.750000000000000 3.462598425196850 0 On-going Client Support 0 0 Cost Process Number Owner On-Going Support Function Start Date End Date Status EOI and Broker coordination 8.750000000000000 2.343750000000000 0 On-going Client Support 0 0 Cost Process Number Owner On-Going Support Function Start Date End Date Status 4.218750000000000 5.750000000000000 2 4.250000000000000 2.244400000000002 2 7.250000000000000 5.988800000000003 2 7.250000000000000 2.965674212598425 2 8.750000000000000 5.994400000000002 2 8.750000000000000 2.903174212598425 2 5.546875000000009 4.356299212598425 Post-Implementation Information Flow/Oracle 5.250000000000000 4.356299212598425 Post-Implementation Flowchart Flowchart 1 Connector Connector 1 Gather client information: scripted discovery meeting, review census template, and payroll requirements. 5.546875000000000 5.625000000000000 0 Cost Process Number Owner Function Start Date End Date Status Develop and present recommendations: Scope of Engagement, Opportunity for Success, Case Detail Requirements (to replace CSD/PUR), Marketing Spreadsheet Analysis 5.546875000000000 2.375000000000000 0 Cost Process Number Owner Function Start Date End Date Status 5.546875000000000 4.000000000000000 1 Solution Recommendation 5.546875000000000 8.000000000000000 Blueprints 0 0 Flowchart Flowchart 1 Connector Connector 1 Select products 1.525000000000000 6.350000000000001 0 Cost Process Number Owner Function Start Date End Date Status Budget and Goals 9.475000000000000 4.050000000000001 0 Cost Process Number Owner Function Start Date End Date Status Develop and execute Mutual Service Agreement 6.475000000000000 4.050000000000001 0 Cost Process Number Owner Function Start Date End Date Status Establish Secure Data Transfer 3.825000000000000 4.050000000000001 0 Cost Process Number Owner Function Start Date End Date Status Discuss file feed requirements 1.525000000000000 4.050000000000001 0 Cost Process Number Owner Function Start Date End Date Status Carrier agreements received and signed 3.825000000000000 6.350000000000001 0 Cost Process Number Owner Function Start Date End Date Status Select Platform 1.525000000000000 1.649999999999999 0 Cost Process Number Owner Function Start Date End Date Status Receive required employee census data 6.475000000000000 1.649999999999999 0 Cost Process Number Owner Function Start Date End Date Status Client Agreement 5.546875000000000 8.000000000000000 Homepage 0 0 C:\Users\Cesar\Desktop\Focus On Process Blueprints_v11.vsd#Homepage Select Client-specific Project Team 6.475000000000001 6.350000000000001 0 Cost Process Number Owner Function Start Date End Date Status Account Executive, Project Implementation Manager, Communications, Technology Specialist 9.475000000000000 6.350000000000001 0 Cost Process Number Owner Function Start Date End Date Status 7.975000000000000 6.350000000000001 1 ii. Monthly Onboarding Ii. ACA Tracking Iii. Mapping Iv. Self-Service V. BenAdmin 3.824999999999999 1.649999999999999 0 Cost Process Number Owner Function Start Date End Date Status 2.675000000000000 1.649999999999999 1 2.675000000000000 6.350000000000001 1 5.150000000000000 6.350000000000001 1 7.975000000000000 5.200000000000001 1 5.150000000000000 4.050000000000001 1 2.675000000000000 4.050000000000001 1 1.525000000000000 2.850000000000000 1 5.150000000000000 1.649999999999999 1 7.975000000000000 4.050000000000001 1 Flowchart Flowchart 1 Connector Connector 1 Counselor Team 1.166870415647922 5.400213936430321 0 Cost Process Number Owner Function Start Date End Date Status Start weekly EOI internal meeting and client implementation call 3.364685207823959 5.400213936430321 0 Cost Process Number Owner Function Start Date End Date Status 2.265777811735941 5.400213936430321 1 Review Enrollment Timeline 5.549023437500000 5.400213936430321 0 Cost Process Number Owner Function Start Date End Date Status 4.456854322661980 5.400213936430321 1 Counselor Licensing 7.708129584352078 5.400213936430321 0 Cost Process Number Owner Function Start Date End Date Status 6.628576510926039 5.400213936430321 1 Build enrollment platform/technology requirements 9.833129584352077 5.400213936430321 0 Cost Process Number Owner Function Start Date End Date Status 8.770629584352079 5.400213936430321 1 Develop Plan of Enrollment, counselor scripts and training materials 9.833129584352077 3.212713936430316 0 Cost Process Number Owner Function Start Date End Date Status 9.833129584352077 4.306463936430319 1 Manage case-specific client checklist 7.708129584352078 3.212713936430315 0 Cost Process Number Owner Function Start Date End Date Status Develop communication campaign process and materials 5.583129584352078 3.212713936430315 0 Cost Process Number Owner Function Start Date End Date Status 6.645629584352078 3.212713936430315 1 Enrollment system release for testing 3.458129584352078 3.212713936430315 0 Cost Process Number Owner Function Start Date End Date Status 4.520629584352078 3.212713936430315 1 At least one week prior to start date 1.166870415647922 3.212713936430315 0 Cost Process Number Owner Function Start Date End Date Status 2.312500000000000 3.212713936430315 1 8.770629584352079 3.212713936430316 1 Client project setup 5.549023437500001 8.028124999999999 Blueprints 0 0 Flowchart Flowchart 1 Connector Connector 1 Enrollment system released to go live 1.562500000000000 4.375000000000000 0 Cost Process Number Owner Function Start Date End Date Status Proactive on-site and/or BSC enrollment management and training 4.249999999999999 4.375000000000000 0 Cost Process Number Owner Function Start Date End Date Status 2.906250000000000 4.375000000000000 1 Reporting access from enrollment platform given to necessary parties 6.937499999999998 4.375000000000000 0 Cost Process Number Owner Function Start Date End Date Status 5.593749999999998 4.375000000000000 1 Enrollment close out 9.375000000000000 4.375000000000000 0 Cost Process Number Owner Function Start Date End Date Status 8.156249999999998 4.375000000000000 1 Enrollment 5.453125000000001 8.000000000000000 Blueprints 0 0 Flowchart Flowchart 1 Connector Connector 1 Client and carrier accesses/receives data from enrollment platform 3.705492424242423 5.453598484848485 0 Cost Process Number Owner Function Start Date End Date Status Carrier processes data, issues and delivers policies, and sends client payroll deduction file (EOI audits). Client processes 3.705492424242423 3.046401515151516 0 Cost Process Number Owner Function Start Date End Date Status 3.705492424242423 4.250000000000000 1 If contracted for agreed-upon fee, EOI IT consulting 7.044507575757576 5.453598484848485 0 Cost Process Number Owner Function Start Date End Date Status Manage and direct information flows 7.044507575757576 3.046401515151516 0 Cost Process Number Owner Function Start Date End Date Status 7.044507575757576 4.250000000000000 1 5.374999999999999 5.453598484848485 1 Post-Implementation 5.453125000000001 8.000000000000000 Blueprints 0 0 Flowchart Flowchart 1 Connector Connector 1 Quarterly checkup - EOI Customer Service checks with client about carrier billing and claims. 2.343750000000000 4.437500000000000 0 Cost Process Number Owner Function Start Date End Date Status Coordinate with Client and Broker on Client Relationship Management, future engagement, future product placement and service needs, Benefit Continuation Resource. 5.406250000000000 4.437500000000000 0 Cost Process Number Owner Function Start Date End Date Status 3.875000000000000 4.437500000000000 1 On-going Client Support 5.453125000000001 8.000000000000000 Blueprints 0 0 Setting up new hire process (If agreed by all parties) 8.656250000000000 4.437500000000000 0 Cost Process Number Owner Function Start Date End Date Status 7.031250000000000 4.437500000000000 1 5.505208333333333 4.255208333333334