customer name Business roadmap Deck Purpose remove this

<customer name> Business roadmap

Deck Purpose – remove this slide from final • This template can be helpful in presenting the overall Product and Project Solution roadmap, with details on what will be built and when. • Sample content has been added to provide some additional context and examples of levels of details and presentation format. • Orange italic text is instruction. Remove and/or replace text that explains the particular engagement.

Why have a roadmap • It describes the delivery approach in the context of the product solution and business expectations • It is an end-to-end view of the release schedule – what and when • It provides an enterprise transformation roadmap • It serves as a high level executive summary

Minimum lovable product (MLP) to future releases MLP is the first release target MLP is the out-of-the-box functionality plus/minus minimum highest priority customer enhancements – what we need first. Follow-on releases include additional features that round out the complete application. n io at Fo d un d e nd e t Ex Advanced features Enhancements MLP 90 Days Releases 4

MLP Describe the Case Types that are included in MLP. Describe if the Case Type is OOTB or an enhancement. This is high level and not detailed. Case Type 00 Month 0000 OOTB or Enhancement Footer (Edit footer for all slides with View > Header & Footer) 5

<Update the content in this slide to describe the releases that are planed and describe the business value each release will bring Add incremental Line of Businesses (LOB) and segments Add any Notes or Assumptions to describe the roadmap> Increm en and se tal LOBs gments => High level product roadmap example UW WFM Underwriting Phase I UW WFM Underwriting UW WFM Phase III UW WFM Underwriting Phase II Incremental Capabilities E 2 E Work Management, Incremental UW Complete one-stop Underwriting Platform Foundational Design, plus: Enhance Phase I capabilities, plus: Enhance Phase II capabilities, plus: § § § § § Intake and Workflow Management, Core UW § § § Work Intake (New Business) Electronic Appetite Check Triage & Risk Qualification Data Collection w/ dynamic questions Mandatory Integrations SSO, email, Policy Admin, CRM UA, UW and Manager Portals Task Assignments/ Routing Manager Dashboards Policy Views § § § Account Management Customer 360 Push UW Guidelines based on risk context Leverage 3 rd party data services Advanced UW Rules – decision support Quote Proposal Subsume UW Tools Additional Integrations with back-end systems Correspondence Generation § § § Multi-channel Work Intake STP for selective Renewals and Mid-Terms Integrated Pricing Tools Leverage Predictive Models - Real-time analytics to support underwriting decisions. Mobile capabilities Enhanced Collaboration Complete backend integrations

Release descriptions Release 1 2 3 4 5 6 7 Description

High-level view of the program plan 2017 Q 3 Q 4 2018 Q 1 Q 2 2019 Q 3 Q 4 1 2 2 3 4 5 6 7 Q 1 Q 2